User Criteria before Adding A Form

G

Guest

Hello,

I would like to have a checklist that appears once a user has completed the
form fields and tries to go to either close the form or add another record.
I would like to use this checklist popup that prevents the new record from
being added unless all of the check boxes have been clicked.

I have tried to use the "Before Insert" option, but that event seems to
occur once only one field is filled in and I would like it to wait until the
form has been filled in. Is this possible?
 
J

Jeff Boyce

Perhaps the BeforeUpdate event on the Form would do what you want?

Is the checklist related to what the user has entered on the form, or some
other "check-offs" external to the database?

If the former, you can add in additional edits/validations in the form's
BeforeUpdate event to have Access check that everything's been done.

--
Regards

Jeff Boyce
www.InformationFutures.net

Microsoft Office/Access MVP


Microsoft IT Academy Program Mentor
http://microsoftitacademy.com/
 
G

Guest

Thank you Jeff

The checklist is external and has to do with the validity of the record
entered- we do not want records that are redundant, etc.

Thank you for the information about the BeforeUpdate- that is when I would
like the function to happen. However, I am still having trouble relaying the
information from this second form (the checklist) to the actual form to let
it go through. As it stands now, the user hits a "Save" button, the checklist
comes up, if all the checks are in place, it closes, but I need it to then go
on to the next record (and, at this time, I assume the BeforeUpdate function
would come in handy).

I assume I would need to transfer a variable between forms (like a variable
called okchk for example that is 1 for ok to update the next record and 2 for
stay on the record and do not update).

Sorry for the laymen's terms- I am not a coder, I just try to pretend to be.
 
J

Jeff Boyce

The following is an untested general approach:

* user fills in form
* user hits <Save>
* form's BeforeUpdate fires
* BeforeUpdate opens checklist popup in "dialog" mode (requires
completion/closure before proceeding)
* Popup includes an OnClose event
* Popup's OnClose checks to see that all checkboxes are checked before
allowing close
* after popup closes, originial form's BeforeUpdate continues processing

By the way, only allowing the user to leave the popup after all checkboxes
are checked may either:
1. irritate the user who cannot finish all the items, since the original
form is "locked out"
2. encourage folks to ?falsely? check all the boxes just to get out and
save their original work.

Instead of forcing another form to pop up, could you use actual fields
stored in your table, to show what's been done?

Good luck!

--
Regards

Jeff Boyce
www.InformationFutures.net

Microsoft Office/Access MVP


Microsoft IT Academy Program Mentor
http://microsoftitacademy.com/
 

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