default combo box value based on most recent record

[Bob]

Hi,

I'm working on a database for financial planning.
A client could have many plans written over time and it would be best if
the same plan writer prepared them.
How would I get the Plan Writer combo box value to default to be the
same as last time for a particular client.
I don't want to simply assign a plan writer to a client, thats not very
flexible.

My database has a Plan table with lookups for Client and PlanWriter.
The Plan table is used as the record source for a form.
So, if the most recent record for Fred Flintstone has Barney Rubble
listed as the Plan Writer, the next time Fred wants a plan prepared
Barney will automatically be the plan writer.
Of course, if Barneys sick or if he did a crap job last time it would be
necessary to change the plan writer.

I hope my explanation is clear. I'd appreciate any advice offered.

Thanks

Bob

 

[pietlinden]

Hi,

I'm working on a database for financial planning.
A client could have many plans written over time and it would be best if
the same plan writer prepared them.
How would I get the Plan Writer combo box value to default to be the
same as last time for a particular client.
I don't want to simply assign a plan writer to a client, thats not very
flexible.

My database has a Plan table with lookups for Client and PlanWriter.
The Plan table is used as the record source for a form.
So, if the most recent record for Fred Flintstone has Barney Rubble
listed as the Plan Writer, the next time Fred wants a plan prepared
Barney will automatically be the plan writer.
Of course, if Barneys sick or if he did a crap job last time it would be
necessary to change the plan writer.

I hope my explanation is clear. I'd appreciate any advice offered.

Thanks

Bob

You could use DMAX to get the most recent record for "Fred Flinstone"
or whatever, and then return the corresponding Plan Writer, and just
use that in the Default Value property of the form.