Sub forms

[Guest]

Help

I’m struggling with sub forms

I have a form (client details) with two sub forms (claim details and pending
details) set up on tabs. This is where all my data entry is done.

The claim details sub form has a one to many relationship with the main form
and that works fine.

The pending details subform has a one to many relationship with the claim
details subform and is set up on a continuous form. I’m struggling to
restrict the values in that form to the values of the current record from the
claims details form. I have my claims details ID showing on the form, but if
for example my current client has two claims, I want to be able to just have
those two claims ID’s as options on the pending subform and then input the
pending reasons (each claim can have lots of different pending reasons and
follow up dates).

Can someone point me in the right direction.

Thanks

 

[Steve Schapel]

Mattymoo,

Try it like this...
Put an unbound textbox (hidden, probably) on the main form, with it's
Control Source set to...
=[Claim Details]![Claims ID]
Let's say you name this textbox ClaimRef.
Ok, now set the Link Child Fields property of the Pending subform to
Claims ID, and its Link Master Fields property to ClaimRef. That way,
the Pending subform should only show records which are related to the
current Claim record on the Claim Details subform.

 

[Guest]

Steve

Thank you for your help. Makes sense, but when I go to link the pending
subform via the master field to the claim ref text box, it's not there as an
option - all I get are the client details.

Have I gone a bit wrong somewhere?

Regards

Pauline

Mattymoo,

Try it like this...
Put an unbound textbox (hidden, probably) on the main form, with it's
Control Source set to...
=[Claim Details]![Claims ID]
Let's say you name this textbox ClaimRef.
Ok, now set the Link Child Fields property of the Pending subform to
Claims ID, and its Link Master Fields property to ClaimRef. That way,
the Pending subform should only show records which are related to the
current Claim record on the Claim Details subform.

--
Steve Schapel, Microsoft Access MVP

Help

I’m struggling with sub forms

I have a form (client details) with two sub forms (claim details and pending
details) set up on tabs. This is where all my data entry is done.

The claim details sub form has a one to many relationship with the main form
and that works fine.

The pending details subform has a one to many relationship with the claim
details subform and is set up on a continuous form. I’m struggling to
restrict the values in that form to the values of the current record from the
claims details form. I have my claims details ID showing on the form, but if
for example my current client has two claims, I want to be able to just have
those two claims ID’s as options on the pending subform and then input the
pending reasons (each claim can have lots of different pending reasons and
follow up dates).

Can someone point me in the right direction.

Thanks

 

[John Vinson]

Thank you for your help. Makes sense, but when I go to link the pending
subform via the master field to the claim ref text box, it's not there as an
option - all I get are the client details.

It's not there as an option - but it works if you explicitly type in
the name of the combo box.

John W. Vinson[MVP]