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Custom Forms - PowerPoint PPT Presentation

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Custom Forms. Creating your own form from scratch.

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Custom Forms

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    1. Custom Forms Creating your own form from scratch.

    2. To create a custom form, you can modify an existing form or design and create a form from scratch. In either case, you create a custom form working in the Form window in Design view. A custom form can be designed to match a paper form, to display some fields side by side and others top to bottom, to highlight certain sections with color, or to add special buttons and list boxes.

    3. A multi-page form displays the form on more than one page on a single screen. Each page is labeled with a tab like the tabs in the Database window. By clicking a tab, you can display the information on that page.

    4. Whether the custom form you want to create is a simple or complex from, it is always best to plan the form’s content and appearance first. The figure to the right shows a design for the custom form that we will be working with today.

    5. Notice that the top of the design on page one indicates that a title and a graphic image are to be displayed. Page 1 of the form

    6. Below the title and graphic image we see that the CustomerNum and the CustomerName fields are indicated. Page 1 of the form Note also that the first page (shown above, labeled “Customer Information” displays the address information for the customer.

    7. The second page, labeled “Orders,” displays order information for the customer. Each field value from the Customer table will appear in a text box and will be preceded by a label. The label will be the value of the field’s caption property (if any) or the field name. Page 2 of the form

    8. The locations and lengths of each field value are indicated by a series of Xs in the form design. For example, the three Xs that follow the CustomerNum field label indicate that the field value will be three characters long. The Order table fields appear in a subform on the second page. Page 2 of the form

    9. With the design for the custom form in place, you are ready to create it. You could use an Autoform Wizard to create a basic form and then customize it in Design view. However, you would need to make many modifications to a basic form to create the form shown in our paper design, so you will design the entire form directly in Design view.

    10. You use the Form window in Design view to create and modify forms. To create our custom form you’ll create a blank form based on the Customer table and then add the Order table fields in a subform later.

    11. The Form window in Design view contains the tools necessary to create a custom form. You create the form by placing objects on the blank form in the window. Each object - such as a text box, list box, rectangle, or command button - that you place on the form is called a control.

    12. There are three kinks of controls that you can place on a form. A bound control is linked, or bound, to a field in the underlying table or query. You use a bound control to display the table field values.

    13. An unbound control is not linked to a field in the underlying table or query. You use an unbound control to display text, such as a form title or instructions, or to display graphics and pictures from other software programs. An unbound control that displays text is called a label.

    14. A calculated control displays a value calculated from data from one or more fields by using an “expression” (formula) as we saw in queries. Control source: =[InvoiceAmt] * .02

    15. To create a bound control, you use the Field List button on the Form Design toolbar to display a list of fields available from the underlying table or query. Then you drag fields from the field list box to the Form window and place the bound controls where you want them to appear on the form

    16. View Field List Tool on the Toolbar

    17. Let’s take a look at the Form window design view for a moment and see some of the elements that we will be working with.

    18. Rulers Field List Tool Box The Detail Section of the form

    19. The Detail Section of the form appears as a light gray rectangle, in which you place the fields, labels, and values for your form. You can change the size of the Detail section by dragging its edges.

    20. The Form Selector Button is located in the upper left corner of the design window, where the rulers intersect. You use this to select the form to view it’s properties.

    21. Demonstration Viewing the Form’s Properties

    22. The grid consists of the dots that appear in the Detail section to help you position controls precisely on a form. If the dots on the grid appear to close together you can increase the size by changing the grid X and grid Y properties in the form’s properties window.

    23. Demonstration Changing the Grid of a Form Design Window.

    24. Rulers The rulers at the top and at the left edge of the Detail section define the horizontal and vertical dimensions of the form and serve as a guide to the placement of controls on the form.

    25. There are two ways to view a Form design Window First, create a new form from scratch. Second, view the design view from an already existing form

    26. Creating a new form from scratch Click on the Forms Button on the Left and then Click on the New Button on the top.

    27. The New Form Dialog box will appear. From this window select the Design View, select the table or query that you wish the form to b bound to (if any) and then click OK.

    28. The New Form will then appear in the design view ready for you to add objects to it.

    29. Adding Fields to a Form There are two ways to add fields to a form

    30. Adding Fields to a Form First by using the “View Field List” button.

    31. Using the field List When you click the Field List Button a list of fields from the underlying table or query will appear.

    32. Using the field List When the field list is visible, you can either click on it’s title bar to select all fields

    33. Using the field List When this is done all fields in the list will be selected. You can click on any one of them and drag them to the form.

    34. Using the field List Or you can click on one field at a time, holding the mouse down and dragging that field to the form.

    35. Adding Fields to a Form The second way to add a field is by using the ToolBox

    36. To place a field or other controls on a form, you use the tools on the toolbox. The toolbox is a specialized toolbar containing buttons that represent the tools you use to place controls on a form or a report. Screen Tips are available for each tool. If you want to show or hide the toolbox, click the Toolbox button on the form Design toolbar.

    37. Button Tool Name Purpose Wizard Available? Select Objects Control Wizards Label Text Box Select, move, size and edit controls Activate Control Wizards for certain other toolbox tools Display text, such as title or instructions; an unbound control Display a label attached to a text box that contains a bound control or a bound or calculated control No No No No Summary of Tools Available in the toolbox for a form or report

    38. Button Tool Name Purpose Wizard Available? Option Group Toggle Button Option Button Check Box Display a group frame containing toggle buttons Display a toggle button control bound to a Yes/No field Display an option button control bound to a Yes/No field Display a check box control bound to a Yes/No field Yes Yes Yes Yes Summary of Tools Available

    39. Button Tool Name Purpose Wizard Available? Combo Box (Similar to the Lookup Field) List Box Command Button Image Display a control that combines the features of a list box and a text box. Display a control that contains a scrollable list of values Display a control button you can use to link to a macro Display a graphic Image Yes Yes Yes Yes Summary of Tools Available

    40. Button Tool Name Purpose Wizard Available? Unbound Object Frame Bound Object Frame Page Break Tab Control Display a frame for enclosing an unbound OLE object, such as an Excel Worksheet Display a frame for enclosing a bound OLE object stored in an Access database table Begin a new screen on a form or a new page on a report Display a tab control with multiple pages Yes Yes No No Summary of Tools Available

    41. Button Tool Name Purpose Wizard Available? Sub form or sub report Line Rectangle More Controls Display data from multiple tables Display a line Display a rectangle Display a list of all available controls Yes No No No Summary of Tools Available

    42. Before you can modify a control on a form you first must select that control. To select a control simply click on it. When the control is selected, handles will appear around it’s edges.

    43. You can move a field-value text box and its attached label box together. To move them, place the pointer anywhere on the border of the field-value text box, but not on the move handle or a sizing handle. When the pointer changes to a hand symbol, you can drag the field and its attached label to a new location.

    44. You can also move either the field-value text box or its label box individually. If you want to move the field-value text box but not its label box, for example, place the pointer on the text box’s move handle. When the pointer changes to a hand symbol with a pointing finger, drag the field- value text box to a new location.

    45. You can also resize objects. Not just fields and labels, but any object on the form using a similar technique but this time using the resizing pointers

    46. Adding Headers and Footers The Form Header and Form Footer sections allow you to add titles, instructions, command buttons, and other information to the top and or botton of your form.

    47. To add a Page Header/footer or Form Header/Footer, Select View from the menu bar and then select the Page Header/Footer or Form Header/Footer Option.

    48. Adding Labels When you add a text box to a field, a label will automatically be placed with it. If you delete the label and need to add one manually, or simply need to add a stand alone label, you can use the label tool on the toolbox to accomplish this.

    49. Changing Label Captions To change the Caption of a label, right-click the label, click Properties on the shortcut menu, click the Format tab, edit the existing label in the Caption text box or double-click it to select the current value, and then type a new caption.

    50. Changing Label Captions right-click the label