comments inline.
jwr said:
1. I have an Order Database from the access templates.
2. I have a large query (44 fields) that must be emailed to corporate after
it is updated.
a. All but 3 of the fields are completed.
1) I am wanting to send an email to my dealer for him to enter the
info into these 3 fields, email back to me and update my access query/info.
How do I do this?
1. Create a query and email to dealer?
you can't email a query - remember, a query is just a set of instructions to
the system. you can output a query's dataset as an Excel file, and then
email the Excel file to your dealer. (if you're not familiar with VBA, use a
macro to Output the query. in the macro window, you can use F1 to get to the
Help topic for the various macro Actions; that's a good way to learn how
they work.)
2. Save-as from email to excel?
have the dealer fill in the missing data in the Excel spreadsheet, and email
the Excel file back to you.
3. Do I save the email in the same folder as the access database?
when you get the email back from the dealer, save the Excel file anywhere
you want - just make sure you know exactly where you're saving it. (what
drive, and what folder.)
4. Do my fields need to be exactly the same in excel and access?
if you're working with an Excel file that you generated from an Access
query, then the fields should match without you having to do anything. the
point is, in order to update the data in the Access table, you need to be
able to match the specific records.
my first suggestion is to make sure you include the primary key field(s) of
the Access table in the original Output query.
for instance, let's say your Access table has 300 records in it. you run a
query that returns five records. you include the primary key field(s) in the
query, output the query to Excel, and email the Excel file to the dealer for
data to be added and/or updated. the dealer does so, and emails the Excel
file back to you. you save the Excel file from the email onto your PC. in
the database, you link the Excel file so that it shows up in the database
windw as a linked table.
now you can create a new query, include both the Access table and the Excel
table, and link the two tables on the matching primary key field(s). from
the Access table, pull the fields you want updated into the query design
grid. turn the query into an Update query, and set the UpdateTo line of each
field in the grid to the name of the corresponding field in the Excel table
with the following syntax:
[ExcelTableName].[ExcelFieldName]
substitute the correct names of the table and the field, of course.
hth
My apologies for my ignorance. I really need guidance. Thank you so
much.
you never need to apologize for not knowing something. the person who never
asks questions either already knows everything - or never learns anything.