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Access Beginner Level 7

Beginner Microsoft Access Tutorial - 1 Hour, 31 Minutes
 
 
This Microsoft Access video tutorial picks up where Level 6 left off. This class covers building a navigation system for your database. We'll start out with a simple Navigation Form, then we'll build a custom Main Menu interface. We'll finish off by building a Customer List Form where you can pick a customer from a list to open directly to that record. Topics include:
 
  - Navigation Forms
  - Custom Main Menu Form
  - Sorted Customer List Form
  - Command Button Open Form & Report
  - Form Record Source Property

  - Creating Continuous Forms
  - Form Header & Footer
  - Open Form to a Specific Record
  - Allow Edits, Deletions, Additions

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If you would like a preview of what's covered in this class,
click here to watch the first lesson of this course (free of charge), or scroll down for more information.




 

Access 2010 Beginner Level 7
Description: Access 2010 Beginner Level 7
Versions: Microsoft Office Access 2010
Lesson 1 is only for Access 2010 and 2013 users. Beyond that, users of any Access version after 2003 should be able to follow along fine.
Pre-Requisites: Access 2010 Beginner Level 6
Running Time: 1 Hour, 31 Minutes
Cost: $14.99


This class picks up where Level 6 left off. We will begin be learning how to create Navigation Forms, which are a simple way to provide a way to move between the different forms and reports in your database. You will learn about single- and multi-level navigation forms. You will learn how to set a form as your Startup Form so that the database opens up right to it. You will learn how to hide the Navigation Pane so your end-users can't poke around in your forms and reports. You will also learn how to bypass the startup options so you (the developer) can get into your database without restrictions.

 

Navigation Forms have several limitations (which we'll discuss in class). Next, we'll create a Custom Main Menu Form. This gives you complete control over the look, feel, and function of the menu interface for your database. You'll learn how to use a Command Button to open a form and show all records.

 

Once we've got the Main Menu Form working, we'll take some time to format it properly. A well-designed menu interface makes your database more efficient. You'll learn about form properties, the form caption, and how to turn off record selectors, navigation buttons, and scroll bars. You'll learn how to use Label objects to create groups for your buttons. You'll learn about the Send to Back command to structure the "stacking" of objects on your form. We'll make buttons to open all of the reports in our database in Print Preview mode.

 

Next we'll build a Sorted Customer List Form. This will be a form that will show us a list of customers, sorted alphabetically by name. We will be able to select a specific customer and then click a button to open that customer's record up directly in the CustomerF form. You'll start by making a sorted customer query, then creating a new blank form.

We'll then change the form's Record Source Property to get its values from a query instead of a table. We'll change the form from a Single Form to a Continuous Form so you can see all of the records on one screen. Then we'll activate the Form Header & Footer so you can move the labels to the top, and have room for a button on the bottom.

 

Next we'll create a button to open another form (the CustomerF form) and show a specific record only (the customer that was selected). You'll also learn a bunch of tricks in this lesson, like making a button transparent, setting scrollbars to "vertical only," and preventing users from editing the values on a form using the Allow Edits, Allow Additions, and Allow Deletions properties.

Of course, if you have any questions about whether or not this class is for you, please contact me.
 

 

Complete Outline - Access 2010 Beginner Level 7

00. Introduction (7:09)

01. Navigation Forms (16:46)
Getting around in your database
Switchboards, discussion of
Navigation Form Pros and Cons
Create Simple Horizontal Nav Form
Add Forms to Nav Form
Add Reports to Nav Form
Rename Tabs
Change Form Caption
Rearrange / Move Tabs
Delete Tab
Horizontal Tabs, 2 Levels
Multi-Level Menu Tabs
Tabs by Object Type
Tabs by Data Type
Changing Colors
Display Navigation Form on Startup
Hide Navigation Pane on Startup
Bypassing Startup Options
Nesting Navigation Forms, discussion of

02. Main Menu Form 1 (12:01)
Create a Blank Unbound Form
Command Button Wizard
Form Operations > Open Form
Button Text (Caption)
Open Form Show All Records
Make Forms Remember Startup Position
Command Button Wizard not starting
Use Control Wizards Option
Why Use Command Buttons
Button to Close Form

03. Main Menu Form 2 (18:07)
Change Form Background Color
Form Properties
Form Caption Property
Form Property Sheet
Turn Off Record Selectors
Turn Off Navigation Buttons
Turn Off Scroll Bars
Main Menu Label
Formatting Label Options
Shape Outline
Special Effect
Shadowed Labels
Use Labels to Group Buttons
Position > Send to Back
Report Operations > Preview Report
Copy Logo to Main Menu Form
04. Customer List Form 1 (11:54)
Sorted List of Customers
NOT Using a Multiple Items Form
Create a Sorted Query for Customers
Form Design View with Blank Form
Setting a Form's Record Source Property
Query as a Record Source
Show Only Fields from Current Record Source
Form Properties
Default View > Continuous Forms

05. Customer List Form 2 (18:59)
Rearrange Fields into Columns
Put Labels in a Row Over Text Boxes
Form Header & Footer
Page Header & Footer, discussion of
Move Labels to Form Header
Access Should Save Form Position and Size
Command Button to Open Customer Form
Open the Form
Find Specific Data to Display
Which Fields Contain Matching Data
Making a Button Transparent
Turn off Navigation Buttons
Turn off Record Selectors
Set Scroll Bars to Vertical Only
Allow Additions
Allow Deletions
Allow Edits

06. Review (5:46)

 


 
Keywords: Navigation Forms, Custom Main Menu Form, Customer List Form, microsoft access tutorial, microsoft access 2010 tutorial, microsoft access 2010 training, switchboards, form caption, 2 levels, startup form, bypassing startup options, unbound form, command button wizard, form operations, open form, button caption text, show all records, startup position, wizard not starting, use control wizards, close form, form properties, send to back, bring to front, preview report, multiple items form, continuous forms, record source, Show Only Fields from Current Record Source, form header, form footer, page header, page footer, Open the Form and Find Specific Data to Display, which fields contain matching data, transparent button, vertical scrollbars only, allow additions, allow deletions, allow edits
 
 

Student Interaction: Access 2010 Beginner 7

Richard on 9/8/2012:  This Microsoft Access video tutorial picks up where Level 6 left off. This class covers building a navigation system for your database. We'll start out with a simple Navigation Form, then we'll build a custom Main Menu interface. We'll finish off by building a Customer List Form where you can pick a customer from a list to open directly to that record. Topics include: - Navigation Forms - Custom Main Menu Form - Sorted Customer List Form - Command Button Open Form & Report - Form Record Source Property - Creating Continuous Forms - Form Header & Footer - Open Form to a Specific Record - Allow Edits, Deletions, Additions Click here for more information on Access 2010 Beginner Level 7, including a course outline, sample videos, and more.
Bruce R on 9/11/2012: Navigation forms are equivalent to worksheets in an Excel workbook, although the objects can be forms and reports. Can you add a table or query to a navigation form?

Thank you,
Bruce

Reply from Richard Rost:

Nope. Just a form or report. If you want something that looks like a table or query, you can build it as a form in Datasheet view and then add that.

Maurice C on 9/11/2012: Richard
I really got a lot out of this seminar. I've been curious about switchboards so I'm glad you brought the topic up when talking about main menus. Also, I really liked your trick with the transparent button on the continuous form.

Reply from Richard Rost:

Yeah, that's one of my favorite tricks too. When we get a little more advanced into programming, I'll show you how to take a map (like of the USA) and then make transparent buttons over states to open up forms showing customers just from those states. :)

Maurice C on 9/13/2012: Further to my previous post, I should have also added that I use Access 2007 and there is a glitch in the embedded macro. So when creating a button on the customer list form to open to a specific record, the filter doesn't work. I was able to fix it by writing some code which I'd learnt from your Access 2003 course but I'm not sure how others will be able to correct the embedded macro if they're not familiar with VBA.

Reply from Richard Rost:

Did you find a glitch in something that I did in class? I didn't seem to have any problems.

Maurice C on 9/13/2012: Everything you did was perfect; the bug is in Access 2007.
I actually went through the comments on the corresponding lesson in your Access 2003 course and there was quite a big discussion on it back then, so I thought I should raise it again and bring it to the attention of any new students doing this course who use Access 2007.

Reply from Richard Rost:

Thanks!

Michael on 9/14/2012: Dear Richard

I would like to remind you that you don't want to give a (more or less precious) date, when a new tutorial is published. Now you say that Lesson 8 will be out next week...
;-)

Michael

Reply from Richard Rost:

You're right - I hate giving dates. My GOAL is to try to release at least ONE new Access lesson every week while continuing to develop other materials. Right now I'm working on the Search seminar, but I plan to take time this weekend to work on Access 8.

Mike W on 9/23/2012: finished these classes and want to move on...which 2003 class do I need to go to? BTW I learned alot

Reply from Richard Rost:

Access 201 in the 2003 series would be equivalent to the first EXPERT class for Access 2010 - which should be out in a week or so.

Vito Sarni on 10/9/2012: I need help writting a database for and inventory program. How do you make a talk where you put inventory into stock and then make a talk that when you use the stock you can take it out of inventory and put it into a history table. Very confusing. Any ideas

Reply from Richard Rost:

Properly tracking inventory in Access requires a lot of setup. Unless you want to do a LOT of manual entry in multiple tables, you need some programming to make all that "behind the scenes" stuff work. When you add a product to an invoice and you want the quantity on hand to reduce, that requires some programming.

Fortunately, I have a whole series of classes on inventory control in Access.
Access 320 to 329 is all about how to handle the problem. It's not for beginner users, but it's broken down to be as simple as possible.

Carolyn C on 10/22/2012: No more am I intimidated by Access! Thank you. As for customer lists...what if you have 2000 customers...do you have to scroll down to the right name. I hope there is a search button some where in that tool box.
Jose on 11/12/2012: Hi Richard!

Was wondering how many more beginner level courses on Access 2010 before we hit the expert series? Thanks sir.

BTW: L-O-V-I-N-G the course!!!

Reply from Richard Rost:

I'm working on Level 8 now. Probably 1 or 2 more (up to 9 or 10) then Expert. See the video I just posted in my Blog for more information on this.

Roderick Barbour on 11/23/2012: After practicing the lessons on forms, I was wondering if it would be possible or even advisable to create two different forms using the same query for two different users? I am thinking that it would not make a difference because the same record locking rules would apply regardless. Thanks in advance. Really am enjoying learning from you.

Reply from Richard Rost:

Yes this is fine. The record-locking occurs at the table level. I often create different forms for different users. For example, you could have a "secretary" form that is specially designed for data entry of new clients, and may not have sensitive fields on it like Credit Limit or Income. You could then have a second "admin" form with EVERYTHING on it for just managers. Both forms pull data from the same table, but they're optimized in different ways.

Brandon Poe on 12/7/2012: Hi Richard, first I want to say great job with these lessons. I have never used Access, but I am now well on my way to completing an inventory control system. Which lessons do I need to view to learn how to create a drop down menu, and also setting the database so the user opens it and there is no ribbon or side panel. I just want them to see the main menu form.

Reply from Richard Rost:

I cover real simple drop-down menus (called COMBO BOXES in Access) in the next two classes (Access Beginner 8 and 9)... BUT... the real fun happens when Access Expert Level 1 is released next week. That's when I show you all of the BEST ways to make combo boxes. If you really can't wait, you can move up to Access 201 right now. It's for AC2003, but the material is all still valid.

As far as the other stuff goes, I covered how to hide the Navigation Pane and show your own startup form in the previous lesson (this course, lesson 1). Hiding the RIBBON is a little more complex, and will be covered later.

James Miller on 1/13/2013: Hi Rich. When I tried adding the forms and reports to the navigation form, I figured out, by closly watching your demo that you have to drag the item to the side of the "Add New" box that you want it to go on. In your example, you were dragging them to the left side, and a yellow highlight (hard to see) would come on, on the sid of the box it will add it to. If you put it on top or bottom, it looks really bad.
Robert Maddox on 1/18/2013: In setting up the form, could you have selected "datasheet" on the properties and it would have lined up fields horizontally vs. vertically?

Renju on 1/22/2013: I use Access 2007 and there is a glitch which is similar to that referred by Mr. Maurice C. So when creating a button on the customer list form to open to a specific record, the button doesn't work. It will open the very first record and not the current one. I am unable to fix it. Please help.
Nick WILLIAMS on 1/23/2013: Richard, I don't know if you got my last question; the website took me to some kind of News page when I submitted.
I set up and saved a query as you showed in the video. Then Create -> Form Design-> Form property sheet -> data tab -> record source -> chose query -> used "Show only fields in current record source" -> saved form and reopened -> design view -> form properties -> format tab -> continuous forms under default view -> save and reopen.
But looking in form view I see only the labels and associated text boxes once. When I scroll down, the values in the boxes change. Can you advise how to get the continuous form? thanks, Nick

Alex Hedley on 1/24/2013: Have you made sure to compact the Detail section?
As it is continuous usually you would put all the controls in a row then drag the bottom of the form right up close to the controls.


i.e.

--------------
Header
--------------
Detail .. .. ..
--------------
Footer
--------------

It sounds like you might have it like:

--------------
Header
--------------
Detail
..
..

...

..

...
--------------
Footer
--------------

When the Form is first created it is probably quite a large size so you have a lot of space to work with, try resizing it.

Alex

Fernando on 1/28/2013: In main menu the navegation form is not activated, Do you know why and how can I switch it to activated?.
Richard Shafer on 2/13/2013: This is great. Thanks so much for all your hard word on this. Question....when working on beginning lesson 7 part 1, you use the built in navigation form. Using the same file taken back and forth to work, when I create a navigation form at home I am able to drop new items into it but at work I get an error even when trying to start the navigation form. I don't remember the error message because it goes away when I click ok but when I try to drop an item into the New section, I get a message saying that I cannot add change or delete.
yifan zhang on 2/14/2013: Hi Richard,
Thanks for your lecture. It is really enjoyable. i had been sitting here for more than 6 hours listening. And i cannot wait to practice myself.
By now i have one question. When do the sorting, what is the control of the priority with multiple columns? i mean is that the only way to move the column to the leftest position of the query as you showed in lecture? But that will change the column position in the table either. What if i would like to keep the column position untuched in table? i hope i described my question clearly.
Thanks again,
yifan z.

David Thomas on 2/18/2013: My menu forms show up in full screen. I wish them to be the size I have set up. I cannot find in the property list nor in the options how to avoid this problem. Seems basic but I have tried most everything to no avail. Help

Reply from Richard Rost:

Switch from Tabbed to Overlapping Windows. Access Beginner 2, Lesson 6.

David T on 2/18/2013: Who'd have thought that would work. Thanks that did it, and the reply was fast. Great programs, very impressive.

Dave Thomas

Jennifer Hull on 2/23/2013: Comment You make me feel better about taking so long!!! I am so pleased that some one else loves playing with the colours outlines . It is very satisfying.
Jennifer Hull on 2/26/2013: Is there a limit to the number of forms that can be stored and sorted in this way. eg I have made 16 forms so far and have not yet done queries.

Reply from Richard Rost:

There is a limit, but you should never realistically hit it.

Jennifer on 3/2/2013: I have been working flat out to try and sort and make this database. Hard to take in whats difficult or new in the whole beginner series in 3 days. YOu have 30000 cutomers, yet your answers are there within a day!!! Wow how do you do it. Thank you so much

Reply from Richard Rost:

Well... to be fair, I have 30k customers, but I've been doing this for 11 years now. Plus, they're not ALL active customers. Like all businesses clients come and go. I'm afraid if I had 30k ACTIVE customers I wouldn't be able to keep up with all the questions. Then I'd really have to hire some help! :)

Nathan Ross on 3/2/2013: Hi Richard,

I current just finished beginner level 7 lessons. I found the content great but I had 2 questions from my class.

1. I'm using MS Access 2010 and prefer the Tab view over the overlapping view.
On the CustomerListF, after my last record there is a big gap in form view between the last record and the Open Selected Customer button. I know the button is the footer in the form but is there anyway of eliminating that gap to make the form look more professional...

2. On the right hand side of the phone field the form continues and there is just lines of colour all the way down extending to the last record. is there anyway of cutting the form short after the phone field using the tab view, not the overlapping view.

Nathan

Reply from Richard Rost:

One of the reasons I don't like tabbed view is because you don't get as much control over the look of the forms. In this case, you could try making the form footer section TALLER and that would allow you to position the button higher, but that's about it. As far as the 2nd question goes, I can't picture what you mean.

Joe Franett on 3/8/2013: Hi Richard, I wouldn't have been able to learn Access without your video series. Thank you! Now,I'm done with the forms I need and have creating a Main Menu to open them. I want a helper to do the data input but I don't want her to have access to tables and queries. So, I used your instructions at 13:00, in Level 7, lesson 1, to open the Navigation Table at start up and to turn off the Navigation Pane. I also turned off the record selector, nav buttons and scroll bar. However, the ribbon bar is still there for her to poke around in to create queries and tables. How do I block that or turn it off? Thank you, Joe

Reply from Richard Rost:

That's not quite so easy to get rid of... and it requires some programming. I cover fully locking down and securing your database in my Access Security Seminar, however in a nutshell, the easiest way to secure your database so she can't modify things is to:

1. SPLIT your database into two halves (forms in one, tables in another)
2. ENCRYPT your front-end into an ACCDE file
3. Give her that encrypted front-end file to use. She can't modify any design elements.
4. You keep the ACCDB file on your PC and don't let her have it.

The seminar goes into this in a lot more detail.

Dustin Nihsen on 3/29/2013: I have built the button to open the customer form from the selected record, however, everytime I press that button, the record I select does not come up, just a blank record does. How do I fix that?

Reply from Richard Rost:

Make sure the form you're opening isn't set to DATA ENTRY.

Zachary Marsett on 4/18/2013: Hi Richard,
What's the difference between setting the button to transparent versus setting the "Visible" property to "No"?

Reply from Richard Rost:

If a button is TRANSPARENT, it's there, and you can still click it, you just can't see it.

If it's NOT VISIBLE, then you can't interact with it at all.

Masroor Sarwar on 4/23/2013: Hi Rich,
I am using MS Office 2007 and i cannot seem to find "Navigation" button under Create tab. I have checked all add-in but can't seem to figure this office. Is Navigation only avalible in MS 2010?

thank you,
Masroor

Reply from Richard Rost:

Yes, navigation forms are new to Access 2010. I believe I mentioned that in the video. Don't worry... just skip the lesson. I show you something much better in the next lesson. I don't even use Nav Forms, nor should you. I just cover them so people know they're available.

Patricia Clark on 4/27/2013: What determines the color of the buttons? Can it be changed?


Reply from Richard Rost:

In Access 2013 you have a whole bunch of formatting options available for command buttons. Go to Design View, Format, Control Formatting. The available formatting is more limited in earlier versions. Sadly, I don't have 2007 or 2010 installed anymore, but whatever options are available to you are on that Format menu. The default button style is black text on a gray button.

Patricia Clark on 4/30/2013: Using Access 2007 I'm finding that despite following instructions exactly the "Open Customer Form" button does not show up in Form View. Any hints as to what I'm doing incorrectly?

Reply from Richard Rost:

Do you have the VISIBLE property set to YES?

Patricia Clark on 4/30/2013: Every time I open my CustomerListF, I am asked to enter a parameter value for CustomerT.DiscountRate. I have checked the "CustomerSortedQ" query and there is no criteria entry. How do I get rid of the parameter request?

Reply from Richard Rost:

This is usually caused by a field name that is either misspelled or missing from your query. Access can't figure out what it is, so it's asking you for it.

Patricia Clark on 4/30/2013: About my "Open Customer Form" button--it works if I place over the whole line and make it transparent, but not if it is in the footer. I don't know if that helps to answer my previous question.


Reply from Richard Rost:

What happens? Do you get an error message? This is hard to diagnose remotely without more information.

Patricia C on 4/30/2013: I guess that's just more incentive to upgrade.

I love your course. I'm now adding the features you are teaching to the database I started from an Excel file I was maintaining. Not only is this more powerful, but it's exciting to discover the potential. Love your step by step approach ... keep it up.


Reply from Richard Rost:

Thanks. Remember... don't get TOO crazy working on your other project YET. There's a lot of great stuff that you haven't gotten to in the Expert series yet. Once you learn that stuff, you'll end up going back to change the things you're changing now. Happens all the time.

Patricia Clark on 4/30/2013: Dear Richard,
I vaguely remember you mentioning how to create a customer form that allows only data entry, but don't know where to look for the instruction. Can you help?

Reply from Richard Rost:

When it doubt, use the SEARCH BOX at the top of the web site. Searching for DATA ENTRY will tell you where it's covered. This is just a form property you can set in Design View.

Sharmeen Bousquet on 5/1/2013: Hello, I wondering why I am getting this value in my customer Id field -1897795743
It jumped from 5 to -1897795743.

Reply from Richard Rost:

Did you switch your Autonumber type from Increment to Random? Look in your table design at the field properties.

Sharmee on 5/2/2013: Thanks, yeah I just changed it back.
I absolutely love your videos. It so easy to follow along. It makes learning access fun. Thanks again.

Reply from Richard Rost:

Thank you!

Anne Marie Bauscher on 7/5/2013: Hi Richard. I am building a database for 11 account managers with associated customers. Your sample database's structure lends itself to my project very nicely - thank you! I have one question: how can I tailor the main menu for each account manager so they only see the forms for their customers, contacts, etc., while I can see everyone's customers, contacts, etc., in the tables? Can they click on themselves in the employee form you have and set it up that way? I already have an account manager table and a customer table set up as one to many. Thank you very much!

Reply from Richard Rost:

You could set up a combo box on your main menu to pick a user and then use that to filter what records are displayed throughout the rest of the database. However, unless you properly SECURE your database and set up user logons, there's nothing to stop users from poking around in other records.

Anne Marie on 7/9/2013: Thank you for your reply. I think I understand the combo box that would link the first table to the second table but what filters the tables that relate to the second table? In other words, my database has a grandparent, a parent and many, many grandchildren (to borrow their metaphor). How do I relate the grandchildren accounts to a grandparent filter? Do I need to put the employee ID on every grandchild account? Is there a particular lesson I could watch? I have ordered and watched the beginner and expert series although I've only gotten through the expert level classes once not twice.

Reply from Richard Rost:

If you want to track relationships between people, I highly recommend my RELATIONSHIP SEMINAR. I cover something called a Self Join where a table can relate to itself. This is perfect for tracking people, their parents, children, grandparents, etc.


Kelly L on 8/30/2013: These classes are so helpful! I loved learning how to creat the Main Menu buttons and really having control over how everything looks; I also found learning about how to Change Options to have more control over who can see your database tables, queries, etc extremely helpful. I have been using the Shift and Double Click trick to get back into databases with these specific settings a lot in order to review databases I inherited and also potentially make design changes.
Thanks!
Kelly

Reply from Richard Rost:

Thanks, Kelly.

John Borrelli on 9/6/2013: Why do my forms fill the entire screen. I have resized them. I have set fit to screen to no, the Buttons are all grouped and sized properly but the background color fills the screen

Reply from Richard Rost:

Are you in TABBED DOCUMENTS view or OVERLAPPING WINDOWS view?

john borrelli on 9/6/2013: I am in overlapping windows, when i maximize it fills entire screen. I switch to tabbed view same thing. I make the form 3.5 x 5.5 in design view then in form or layout view it takes the entire work area. Not the tool bar or nav pane of course. I thought in form view it would be onscreen in the size it was designed in?

Reply from Richard Rost:

Normally it is. Do you have a bunch of extra blank space to the right of the form in design mode that you need to eliminate? How about space at the bottom? Save the form. Open it in FORM VIEW. Size it how you want it, then SAVE it again (CTRL-S) and that should keep it's dimensions and position.

John Borrelli on 9/7/2013: Something you said in beginner lvl 7 had me search the properties. Can Shrink Set to NO prevented me from setting the size. Can Shrink to YES and all is well. TY
Jacob Swinney on 10/29/2013: When i insert the button in either the body or the footer it takes me to the first record in the customer form. I did make the relationship with the customer ID (button clicked? Check!.) and i also included the customer ID in my form. And still when i save the form, exit and open back up the button opens the form but not the specific record which i have selected. Its wierd because the filtered icon is on as well. I even clicked it off to see what would happen but that didnt effect anything. any ideas why the button will not direct me to the exact record? Oh. I also made sure that i changed the box to mark for specific records. ... hmm...
Alex Hedley on 11/3/2013: It might be worth looking over the video again.
This Tip maybe a quicker watch.

Are you linking the correct fields?

It might be worht creating a quick sample db and trying it again.

Alex

Jacob Swinney on 11/7/2013: I went back over the video and I caught a couple more things that I hadnt checked before. Like making sure the CustomerID was coming from the same place. And it is. The CustomerlistF is getting its info from the CustomerSortedQ and the CustomerSortedQ gets its CustomerID from CustomerT. The CustomerF is also getting its CustomerID from the CustomerT.

I have went as far as building other sample data and attempting the same thing. I have also went further into the programs ive purchased and continued learning. Similar buttons will come up and i will attempt as i see shown and im just not getting anywhere with this specific data button :/

Wayne Ayotte on 11/26/2013: I'm going through this lesson (Beginner 7 Video 1 time 5:34)for a second time now using access 2013 and I'm having trouble dragging the Customer Form to the [Add New] it doesn't seem to be adding to the navigation form but instead creating new form.
Lauro Cecilio on 12/10/2013: Thanks for the informational M.Access videos. I was able to create those buttons and set to Form Operation/Open Form but could not open the form when the buttons are ckicked. ANy idea why? Thanks . . . Lar
Lauro Cecilio on 12/11/2013: In relation to my previous Q re: mu buttons created with no form coming out _ I must have found the problem. The main table source do not have a primary key. I'll work on that db again and let you know, thanks anyway.
Thanks Larry C

Lauro Cecilio on 12/13/2013: Hi, Richard. Can you use your transparency trick (Access2010-13-Beginner7) to hide a command button at the back of a Label?
SOUKOUNA Adama on 12/19/2013: Hi
When I Click on the customer List button it always Shows me the first record in the customer form even if I select a different one. How can I fix that. Please help.

Vannak Hou on 1/12/2014: time: 1044-1045. What if I do not want the ID #. Can I select the LastName to create the relationship, instead of CustomerID (even though i know it's a primray key)?
Katheryn Hartig on 2/7/2014: Despite your recommendation to not use Navigation forms, I created my user interface based on one. I just now realized that the Nav form assigns the same height to all of its subforms. Is there a way to over-ride or work around that? If not, is there a way to determine an optimal form size for my screen? BTW I hope at some point you discuss form sizing for user viewing. I'm having difficulty finding a one-size fits for my forms/subforms. Thanks.
Pete Whitford on 2/13/2014: Hi, I have a database I created with Access 2003 and since have upgraded to Access 2013. When I open my database and go to Create, the Navigation form is grayed out so I can't use it. How can I get around this? Thanks
Pete Whitford on 2/14/2014: Hi, I have a banking database. Each month I download my transactions to Excel. Is there a way I can add a menu button to upload external data from Excel into my database?
Katheryn H on 2/18/2014: I was having the same problem. First make sure you're in layout view then drag your form/report to the space in between your existing tabs not over the add new tab. Hope this helps.
Stephen Hendricks on 5/30/2014: Richard, AWESOME training. on Access Beginner 7 Module 1 at 05:30 there is a "simple" drag and drop maneuver to move particular forms into the navigation form. After many attempts all of a sudden my system started working that way for a time and now when I go back to the Navigation form, design view, I am again unable to drag and drop. Help!!! What am I missing???

Reply from Richard Rost:

This is one of those things that's difficult to troubleshoot without being able to SEE what's going on. Have you tried rebooting?

Stephen Hendricks on 5/30/2014: Figured it out!!! I was in the "DESIGN VIEW" instead of the "Layout View" MY bad!!

Reply from Richard Rost:

Ah - there you go. :)

Stephen Hendricks on 6/1/2014: Richard, I have the exact same question as Soukouna Adams. When I click on the new "Open Selected Customer" button it gives me the first record in the customer Form even if I select a different customer. ??????
shawn mccune on 7/15/2014: liked the lesson. video was fast paced though. maybe that is good as video was still 18 minutes long. will play video again to review.
shawn mccune on 7/30/2014: I see expert level is at least up to level 24. how many levels will the expert series have?

shawn

Reply from Richard Rost:

Not sure. Probably 3 to 5 more to go.

Bob Dufour on 8/14/2014: Richard,

Great series - I'm getting a lot out of it. I'm building a ticketing system, but am running into a problem.

I am concerned more about documenting work done/contacts to the office vs maintaining a client list, although we will log their name and contact info when they call. But, I'm running into a problem...

I have a TicketF to log tickets, info is stored in a TicketT, and I have a TicketQ to query tickets. I built a TicketF to query the TicketT and created transparent button (cool trick!) to open a particular selected ticket. But, when it's selected, it bring up an empty TicketF and notes "Record 2 of 2" - if I client back, then the actual ticket I wanted is displayed. This is all similar to what you did in Beginner 7.4 & 7.5 - except of course yours worked.

I'm running Access 2010, I have rebooted, rebuilt, and failed miserably on numerous occasions to figure out what is wrong.

I hope I explained my problem sufficiently well - any ideas on where I'm going wrong?

Reply from Richard Rost:

Sounds like somewhere in your button there is code to go to a NEW record. I'd need to see your database to tell you for sure.

Genevieve S on 8/16/2014: I am loving the class. I've been using access for 6 months and now taking the classes is really helpful. In each class I learn something new. Thank you. This is very exciting to learn from such an expert in simple steps.
Michael Czuchra on 10/11/2014: Okay, I need some help. I've read through the Q&A above and I'm not really seeing the answer/solution that I need.

I am using Access 2007. I follwed the video instructions in Beginner Level 7 step-by-step to create the command button intended to open the Customer Form. However, it is not working. Can anyone advise trouble-shooting / corrective measures? Thanks, M.

Reply from Alexander Hedley:

Hi Michael,
First piece of advice, if you can, is upgrade from 2007, it's wasn't their best version and had many bugs!
Second are you using a Macro to open the Form?
If so edit the Macro and the Form name should be a drop down, check this is spelled correctly.

Michael C: on 10/11/2014: All, I just answered my own question - the command button worked for me as soon as I created a trusted folder on my desktop and moved the PCResale database into the trusted folder. As info, in case anyone else runs into this. M.
Lynda C on 10/12/2014: Hi Richard,
Whilst I understand you do not like to use nav forms - my main menu is becoming ridiculously large, do you have an alternative, or just create more forms for the menu to feed into? Also, I like how the navigation form displays the form or report right next to the click of a button on the one form, is there an alternative way to get the same result?

Thanks


Reply from Alexander Hedley:

You can create multiple Menu Forms and link them to each other.
You could also hide the Ribbon and the Navigation Pane to give more room to your Forms.

You could just use Sub-Forms.

Misty Sampson on 10/21/2014: I solved my previous problem only to create another. My SvcAuthQuery included two fields for ClientID - one each from the two tables because that is the related field. So, I removed the one from the SvcAuthTable and it worked. My button now goes to the appropriate client's SvcAuthForm; however, it will not let me input data now. I get an error that reads: 'Cannot add record(s); join key of table "SvcAuthTable" not in record set.' Feels like a Catch-22. Please help.

Reply from Richard Rost:

Sounds like you've made the underlying query too complex. You'll have to simplify it.

Michael Hrynewich on 10/22/2014: I am using Access 2013 and am having difficulty sizing the buttons properly. Meaning that when I click on the button in Design view the highlighted box does not fill the button. The highlighted button sits top left of the button background. When I try to center the button on the background; close and reopen the form the button is no longer centered in the container. So when you look at the form the button txt is off center. I looked at the Property sheet and played with some settings but cannot seem to get the issue resolved.

Reply from Richard Rost:

Are you using a standard command button or one of the crazy new "themed" toggle buttons?

CHARALAMPOS DEMIRIS on 11/7/2014: I have resized the Main Form (in Design Mode) just to embrace all combo boxes, saved it and then when I open it again in view mode the Form is bigger. Why?

Reply from Alex Hedley:

Is it bigger than the size you changed it to?
If you resize then save it will stay that size, even if there is space around your controls
It won't autofit.

Michael H on 12/8/2014: Actually, I was using the new "themed" command buttons, but the default buttons were off as well. There was an office update the other day and that fixed the problem.
EMMANUEL SEY on 12/18/2014: I am using MS OFFICE 7 i can't find the navigation button.

Reply from Alex Hedley:

Do you mean Windows 7?
Is this the Navigation Buttons along the bottom of a Form?

Ecaterina Antonov on 12/27/2014: I am trying to create a navigation button. I dragged the button on the form (the Control Wizard option is selected) but the Command Button Wizard does not show up

I double clicked on the button, but it just let me to edit button name. I also tried to click anywhere on the form - still nothing

How do I show Command Button Wizard Menu button??

Reply from Alex Hedley:

If you expand the Toolbox where all the controls are make sure the Wuzard button is selected.

This is explained in Beginner 7

Ecaterina A on 12/29/2014: It is selected, but Command Wizard Menu do not show up

Reply from Alex Hedley:

Various suggestions have been:
Toggle this and it might work
Change to LAYOUT VIEW
Make sure it isn't a Web Form, ones with a globe in the icon.

If these don't work try a brand new database.

Nour Raslan on 12/31/2014: Hi Richard ,,you are doing great job ,,
i have problem just happen when i tried to select the form in the main Menu "CustomerF" it give me error sayingthat "You have chosen form that can't be linked. you must have at least one field in each form that can be linked in each form." what dose that mean?.

Reply from Alex Hedley:

Are you trying to add a button to the Main Menu to open a Form or is this one that's already been created?

Julio Perez on 1/29/2015: What if our data is large and we have to separate it into 3 different forms, how do you link all 3 forms to the same customer? Without having to requery each form. And have it update the master table with any notes or changes.

Reply from Alex Hedley:

Not that I like them you could use the new nav forms or use a tabbed control

Julio Perez on 1/29/2015: Is there a way to create a form that you can add info to update the main table? By searching a specific customer, and just adding the details in the form?

Reply from Alex Hedley:

You could use this TIP.

Julio Perez on 2/2/2015: how do we create search text button? If I have a list of thousands of customers and would like a button to just be able to type the customer acct number and click the button and it pulls up that record.

Reply from Alex Hedley:

There are a couple of options.
Check out this TIP.
There is a Seminar on Searching
Or you could use the search in the navigation bar at the bottom of the Form

Anonymous on 2/22/2015: I am building the database with you and in my version of Access 2013 the blue background button keeps resizing itself and won't fit on the customers subform. I can resize the text box on the button but the blue background button seems to have a mind of its own and is larger than the ones you have in the video lesson. I'm kinda stumped here as to how to get the text box inside the label and the button to be one.

Reply from Alex Hedley:

This sounds familiar
I think it might be a bug with Access and your screen resolution.
Just to rule out access have you updated and ran a backup, compact/repair, repair on office.

Tina Newbury on 3/12/2015: Let me just say this: Your lessons have literally shook my foundations in Access 2003 and have really opened my eyes to a whole lot of new and exciting Access Features.

Anyway, wanted to know if there is a simple way to open a new record in a form, automatically, from a Main Menu button? I'm trying to figure out not to land on a record that's already been filled out. Is it covered in the expert/advanced lessons? If so, which one?

Thanks

Reply from Alex Hedley:

Macro
1) open form
2) GoToRecord (Record: New)

VBA
DoCmd.OpenForm "FormF"
DoCmd.GoToRecord acDataForm, "FormF", acNewRec

Or

DoCmd.OpenForm "FormF",,,,acFormAdd

Paul Metz on 3/31/2015: Hi Richard, Is there a way to reopen button wizard if properties are set wrong?

Reply from Alex Hedley:

You can just go into the Macro or VBA and update it manually.
Or just start with a fresh button.

rick Wiggins on 5/31/2015: Hello Rick
I cannot drop my forms or reports into Navigation form comes up with circle with line through it? also I have deleted a field on a table & also on the form used .it now comes up & asks me to enter data into a form before it allows me to go to form . Can you help
Thanks Rick

Reply from Alex Hedley:

Are you dragging them between the tabs, before the [Add New]?

Are you using a Query as your Record Source?
The Record Source of the Form, is it set to a Table/Query or is it a SQL Statement?

Richard Bray on 6/9/2015: In design view I have a nice sized screen---About 6 by 3 inches. When I switch to form view it takes up the whole screen?

Reply from Alex Hedley:

Have you set your db to Tabbed Documents or Overlapping Windows?

Ian Jemmett on 6/25/2015: Hi Richard. When I went into the form properties and turned off add, delete & edit, saved the form, closed the form & reopened something else changed. when I click in a first name or a company field I get what looks like a scroll wheel on the right (grey, with up and down arrows). Nothing happens when I click one of the arrows but I can't see how I added that. Thanks. Great instruction, btw.

Reply from Alex Hedley:

It could be they need resizing

Ian Jemmett on 6/27/2015: Thanks for your response. I tried resizing the First Name column, both severely smaller and larger. It made no difference. They are still there, on each line as I click it. They have disappeared from the Company Name column, though.
Aaron Ross on 7/9/2015: I downloaded the sample database file, but when I tried to save it, my screen started flickering until I clicked the "x" to close it down. Any advice?

Reply from Alex Hedley:

Did you unzip the db and unlock it with your code?
Are other dbs opening fine?

Marla Quinones on 7/21/2015: I can't seem to resize my forms, they always appear as full pages with tabs. resizing in design view has not worked. Apologies if this was covered in the first 5 minutes of the first class.

Reply from Alex Hedley:

In Access Options | Current Database
Do you have it set as Overlapping Windows or Tabbed Panes?

Joe Beniacar on 9/17/2015: Hi Richard, I have 2 quick questions about this lesson: 1)Wouldn't it just be faster to build the CustomerListF off of the CustomerT (vs. the CustomerSortedQ we build here first)? Are there some advantages to this new method? 2)When I try to open the CustomerListF, it asks for a Parameter Value for "CustomerT.DiscountRate" - even though that field isn't in the CustomerSortedQ it's based on. I already set RecordSource= CustomerSortedQ already. Any ideas? Thanks a lot for all your help! You're a very good professor. :)

Reply from Alex Hedley:

Well CustomerSortedQ will be sorted whereas the Table won't, it probably has a concatenated Field of Name which the Table won't.
Is DiscountRate on the Form anywhere?

Derek Kong on 10/20/2015: After I created the customer list form with the macro the table became dirty and I am unable to add a new customer. How do I fix ?

Reply from Alex Hedley:

What does your Macro do?

Victor on 1/26/2016: Thank you for this course, is any way to import my customers information from excel to access?
Thank you.

Reply from Alex Hedley:

Expert 20 covers this.

Richard Lanoue on 3/6/2016: I can change the Form color well but the Top bar where the caption on it... The bar color is always white.... How do I change the color on that?

Reply from Alex Hedley:

Do you mean on a tabbed form?

Rick L on 3/9/2016: Yes

Reply from Alex Hedley:

I don't think it has an option, there's maybe some winapi you could try and call but unlikely

Eric Mueller on 3/23/2016: How do you have your form open to a new record form rather than a current record?

Reply from Alex Hedley:

DoCmd.OpenForm "myFormName"
DoCmd.GoToRecord acDataForm, "myFormName", acNewRec

Private Sub Form_Load()
DoCmd.GoToRecord , , acNewRec
End Sub

Kevin Gill on 5/11/2016: When creating a button. Such as Employee(s). How do you create it to open directly new record in the EmployeeF or CustomerF

Reply from Alex Hedley:

DoCmd.GoToRecord , , acNewRec

M Waggeh on 5/14/2016: Hi Richard, it's a great honor for me being among your students. Please, I want to know the difference between BOUND OBJECT and UNBOUND OBJECT.

Reply from Alex Hedley:

Bound is liked to a datasource so it will show the data in the Table or update the value when you change it.
Unbound isn't so won't update a data source

 

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