Filtering OnOpen

[LindseyF]

I'd like a form (datasheet view) to be filtered upon opening? I know about
filtering, but i do not know how to setup macros or events...

know that I can do something like me.filter = true or something when im in
OnOpen, but I have no idea where to place this information...?

Can someone walk me through from the beginning? I have set up my forms and
my filter, just need it to be automated upon opening.

THANKS!!!

 

[John W. Vinson]

I'd like a form (datasheet view) to be filtered upon opening? I know about
filtering, but i do not know how to setup macros or events...

know that I can do something like me.filter = true or something when im in
OnOpen, but I have no idea where to place this information...?

Can someone walk me through from the beginning? I have set up my forms and
my filter, just need it to be automated upon opening.

THANKS!!!

It might be simplest to do the filtering up front in the Form's Recordsource
query: rather than base it on the table directly, base it on a Query selecting
the records you want to see.

What is the nature of the table? What filter do you want applied? Will the
user be changing to different filters?

 

[LindseyF]

Hi John - thanks for the reply. I am trying to setup up a database to
monitor my contacts. I want a master file for each contact that stores all
information, but need a datasheet view for "clients," "prospects," "referral
sources" etc. Each datasheet view will have unique fields that show only
when in that view (except in master, of course)

I'm thinking that I'll go between Access forms for the different
information.

Happy to hear other ideas - bascailly, just need to develop dashboard views
to manage the different classifications of my contacts (and the info relevant
to their classification).

THANKS!!

 

[LindseyF]

Also.. I'm thinking that I'll filter on a drop down entry. For example,
I'll have one FIELD called "Client?" with a list option drop down that only
contains the WORD "client." When that field has "client" in it, I want the
entry to show... and not show when its blank. Will do the same for prospect,
referral source, etc, as a person can be in multiple classifications.

THANKS!

 

[John W. Vinson]

Hi John - thanks for the reply. I am trying to setup up a database to
monitor my contacts. I want a master file for each contact that stores all
information, but need a datasheet view for "clients," "prospects," "referral
sources" etc. Each datasheet view will have unique fields that show only
when in that view (except in master, of course)

I'm thinking that I'll go between Access forms for the different
information.

I'd suggest using a Form based on the master table, with multiple Subforms for
the various related data; each Subform could be on its own tab page. You could
label the tabs "Clients", "Prospects", etc. as appropriate for that page's
data.