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In this
class, and it's pre-requisite Access 206, we
are building a Task Management System to manage your "to do"
list. This is the second of a 2-part series on Task Management. In this
course you will learn how to hide completed tasks, show tasks by date,
set recurring tasks, set conditions (IF/THEN) in macros, learn about the
IIF function, and learn how to filter form results with your own text
boxes.
We will begin this class by creating a date
filter for our tasks - to only see tasks that are due up to and
including a certain date. We will use the AfterUpdate property to
assign a macro to it so it requeries the list when you change the date
automatically.
We will learn more complicated macro grouping
techniques, and how to assign all of these groups to buttons.
Next we'll learn about Macro Conditions,
which are essentially IF / THEN statements for macros. Use them to make
the macro smart and make decisions.
We will deal with recurring tasks... if the
task is set to be a "Daily" task, for example, just move the date
forward one day instead of closing it when someone clicks on the
Completed box.
We'll learn about some new form properties:
Allow Edits, Allow Deletions, and Allow Additions.
We'll also learn how to lock individual
form controls with the Locked property so that users can't change
them.
Next we'll learn about a real powerful
function called IIF or Immediate If. This is a function
that can act as an IF/THEN statement inside of queries or forms.
We will use that IIF function in several
places to determine whether or not to display tasks based on a checkbox
we'll place on the form (show all tasks or not?)
We will review manually filtering results
on a form.
Then we'll create our own set of combo boxes and
text boxes so our users can filter the results by setting the
values themselves - without having to know how to filter.
We will review how to use the LIKE keyword
to create wildcard parameters for our queries - allowing the users to
set filters based on any combination of characters in the description.
You will see how to deal with the problem that can
exist if one of your users doesn't pick a value - say assign a category
to a Task - and that task is missing. We'll compact and repair
our database.
We'll finish off the class by placing a button
for our new Task Management System on our Main Menu.
Make sure to get yourself a copy of the
Handbook for this course.
There are a ton of ideas that I threw in while I was writing the
book - after the course videos were made. The handbook has lots of extra
tips in it!
Don't miss this course! We cover a lot of really
cool tips and tricks with relation to macros and form values. This and
Access 207 are the last intermediate
courses before we get into programming in VBA.
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Teacher's Outline |
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Lesson 1. Task Query
Creating a TaskQ query
Create a TaskViewDate form field to limit the date
Base the data in the query on the date on the form
Run our requery macro in the On Open event
Run our requery macro in the After Update for the date
Copy date reset buttons from TaskF to TaskListF
Lesson 2. Recurring Tasks
Learn about Macro Conditions (groups)
Conditions are IF/THEN statements for Macros
If the Completed box is clicked on a recurring macro increment the date
Deal with weekly, monthly, and other tasks
Allow Edits form property
Allow Deletions form property
Allow Additions form property
Locked control property
Lesson 3. Choose to Hide Future Tasks
Create a Show All Tasks check box
If the check box is unchecked, hide tasks by date
If checked, show all of the tasks regardless of date
Use the IIF() function to determine if task in future
Use the NOT keyword to negate values
Complex IIF() function with multiple conditions
Nested statements using AND and OR clauses
Feeding query results into a second query Task2Q
Lesson 4. Filtering Results
Manually filtering using built-in Access filters
Filter By Selection, Remove Filter/Sort
Creating our own filter text and combo boxes
Adding * values to our supporting tables
Review of the LIKE keyword in queries
Manually editing the Column Count and Column Width
Lesson 5. Miscellaneous
Dealing with missing data
Tasks without a category won't show. Fix this.
Compact and Repair Database
Add Tasks button to Main Menu
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