Automatically create action item

[Deb Struble]

Is it possible to have line items automatically entered based on a set of
data?

This is an example of the information the user might enter:
Customer - Name of customer
Action Item - Call for financials
Start Date - January 2007
End Date - December 2010
Frequency - Quarterly (Frequency will always remain the same so Quarterly
would always fall at the end of March, June, Sept and Dec)
Action Assigned to - Deb

Then the user could click a button and the program would automatically fill
in the future items based on the Start Date, End Date and Frequency.

I would then like to run a report with the parameters as start date, end
date and user. The user could run the report on a weekly basis and it would
list any action items they have due during that week or any items they have
past due. Once they have completed the task they would then checkmark that
line item as complete and it wouldn't show up on the report again until it
was due.

Any suggestions?

Thanks in advance!
Deb

 

[Arvin Meyer [MVP]]

You can do it that way, but it means creating multiple records to do the
same thing. That isn't very efficient (nor good design). It is actually
quite easy to determine. What you need to decide is whether or not you will
run the query manually at the end of each quarter, or you need to write code
that will run the query automatically. Your start and end dates need to be
real dates (not month & year)

Start Date - January 1, 2007
End Date - December 31, 2010

The query would look something like (aircode):

Select Customer, [Action Item] From MyTable Where [Start Date] < Date() And
[End Date] >= Date();