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Creating a user interface macro

From: Access 2010 Power Shortcuts

Video: Creating a user interface macro

The User Interface Macro is one that gets triggered when you click somewhere on a form. In the Access 2010 Essential Training course, you learned how to attach a macro to a button. In this lesson, you will see how to trigger a macro just by clicking in a Form field. Open up your Customers Order Form, and let's say you are looking at the form, and it would be handy to have quick access to the SalesReps contact information just by clicking in the SalesRep field. There are a few steps to this process. First, I have to create the little pop- up form, then I have to attach it to the SalesRep field using an Event macro.

Creating a user interface macro

The User Interface Macro is one that gets triggered when you click somewhere on a form. In the Access 2010 Essential Training course, you learned how to attach a macro to a button. In this lesson, you will see how to trigger a macro just by clicking in a Form field. Open up your Customers Order Form, and let's say you are looking at the form, and it would be handy to have quick access to the SalesReps contact information just by clicking in the SalesRep field. There are a few steps to this process. First, I have to create the little pop- up form, then I have to attach it to the SalesRep field using an Event macro.

So click on the SalesReps table, go to the Create tab and choose Form Design. Click on Add Existing Fields. We're going to add-in from the SalesReps table EmpID, LastName, FirstName, CellPhone and Email address. Now, I have to do a few things here to transform it into a small pop-up. I will highlight all of the controls, go up to the Format ribbon, and change these to size 9. I will also move them up to the top of the form.

To make it a smaller window, I will pick up the right edge of the form and move it all the way in and scroll down and bring up the bottom of the form as well. So that's just a little window with these cells. I will right-click on the form, and save it, and I will call it SalesRepsPopup, and click OK. Then I will right-click on the Tab and close this window. Now, in our Customers Order Form, change it to Layout view and open up the Property Sheet.

Click on the SalesRep field, because that's the field where we want to attach the event. Here are all my options for when this could happen. Now, I have to be careful with using something like On Click or On Enter, because I do have a dropdown list, and I don't want to trigger the popup when I go to use the dropdown list, or even just by clicking in the field. So I am going to use On Dbl Click. I will click in that row. Now these two buttons indicate that there's two ways that I could approach this macro. If I would like to use this macro to popup the SalesRep contact information several places throughout my database, instead of doing it right here, I would go to the Create ribbon, create the macro and then pick that macro off of this dropdown list.

But if I only want to trigger this event on this one form, I'll use my Builder button right here. I will click on it, and I get a Choose Builder. I will double-click on Macro Builder. What I want the event to do is open up a form. So I will scroll down, and choose OpenForm. First, it would like to know what form to open. I will click on the dropdown and I will choose the SalesRepsPopup. I want to view it in Form mode; I don't want to filter it. But where condition is really important, this is where you tell Access which SalesRep to put in the popup and you wanted to equal the SalesRep that's in the field.

The field in the popup that has the employee data is [EmpID, and we want that to equal the field in our form.] I will put-in my exclamation point and choose the Customer Order Form, put-in another exclamation point, and my SalesReps ID, which is in the field SalesRep. So this is saying that the employee ID on the pop-up form needs to match the employee ID of the SalesRep field.

For Data mode, I need to change this to Read Only, because I don't want anyone to change the SalesRep data from that little popup. Then in the Window mode, I will make this a dialog box. Go ahead and close that macro and save it. Let's go to the Form view and test it out. If I just click on the dropdown, it works normally, but if I double-click in the field, up opens my SalesRep pop-up with my SalesReps contact information. This is just one example of a User Interface macro.

You can get creative with what happens wherever you click, extending the usability of your Access database.

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This video is part of

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Access 2010 Power Shortcuts

93 video lessons · 7835 viewers

Alicia Katz Pollock
Author

 
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  1. 1m 15s
    1. Welcome
      47s
    2. Using the exercise files
      28s
  2. 25m 49s
    1. Customizing the Navigation pane
      2m 23s
    2. Toggling between Design and Data views
      2m 40s
    3. Creating new fields with field templates
      2m 9s
    4. Understanding the "Cannot contain a Null value" error
      1m 29s
    5. Working with AutoNumbers as foreign keys
      2m 24s
    6. Using input masks
      2m 39s
    7. Four ways to add fields to a query
      1m 41s
    8. Four ways to filter data
      2m 56s
    9. Selecting multiple form and report controls
      2m 13s
    10. Aligning and distributing controls on forms and reports
      5m 15s
  3. 5m 48s
    1. Opening recent files
      2m 33s
    2. Opening your most recently used file automatically
      56s
    3. Selecting a startup form
      1m 0s
    4. Changing the default saving location
      1m 19s
  4. 8m 22s
    1. Expanding and collapsing the Ribbon
      1m 13s
    2. Three ways to customize the Quick Access toolbar
      3m 14s
    3. Selecting Ribbon buttons using KeyTips
      1m 47s
    4. Creating your own ribbons
      2m 8s
  5. 9m 26s
    1. Turning the Navigation pane into a switchboard
      3m 48s
    2. Right-clicking
      2m 48s
    3. Using keyboard shortcuts
      2m 50s
  6. 5m 56s
    1. Navigating between records
      2m 8s
    2. Using Search, Go to, and Find
      2m 20s
    3. Selecting fields, rows, columns, and tables
      1m 28s
  7. 21m 46s
    1. Undo and Redo tips
      2m 18s
    2. Entering data across, not down
      59s
    3. Repeating data from the record above
      1m 39s
    4. Copying and pasting content
      2m 44s
    5. Inserting today's date
      1m 10s
    6. Removing automatic hyperlinks
      1m 54s
    7. Using AutoCorrect
      1m 36s
    8. Using concatenated fields
      2m 16s
    9. Linking Outlook contacts
      2m 23s
    10. Saving imports and exports for reuse
      4m 47s
  8. 35m 56s
    1. Creating a table using application parts
      2m 18s
    2. Creating Quick Start fields
      1m 49s
    3. Saving application parts
      2m 43s
    4. Understanding number field sizes
      3m 2s
    5. Setting default field types
      2m 55s
    6. Using validation rules
      4m 0s
    7. Using flag fields
      2m 1s
    8. Using an index
      2m 4s
    9. Using a datasheet Totals row
      2m 0s
    10. Filtering by selection
      1m 26s
    11. Resizing columns and rows
      2m 7s
    12. Removing gridlines and shading from tables
      1m 29s
    13. Hiding and unhiding table fields
      1m 13s
    14. Freezing fields when scrolling
      59s
    15. Analyzing your table for redundant structure
      5m 50s
  9. 10m 53s
    1. Setting a starting AutoNumber
      3m 14s
    2. Creating a multi-field primary key
      4m 17s
    3. Using subdatasheets
      1m 27s
    4. Using relationship reports
      1m 55s
  10. 28m 32s
    1. Using wildcards
      5m 40s
    2. Using IN instead of OR
      1m 29s
    3. Hiding query fields
      54s
    4. Changing captions
      1m 31s
    5. Finding duplicate records
      2m 13s
    6. Moving records with append and delete queries
      4m 31s
    7. Using make-table queries
      2m 12s
    8. Creating an update query
      2m 55s
    9. Turning a query into a PivotTable
      2m 30s
    10. Turning a query into a PivotChart
      2m 6s
    11. Using SQL statements
      2m 31s
  11. 28m 48s
    1. Using the property sheet to work with controls
      2m 16s
    2. Creating option groups
      2m 43s
    3. Using a ComboBox to select a record
      2m 55s
    4. Creating tabbed form layouts
      4m 45s
    5. Inserting charts
      3m 42s
    6. Creating your own smart tags
      1m 24s
    7. Using the CanGrow and CanShrink properties
      1m 46s
    8. Hiding fields in printouts
      1m 26s
    9. Setting tab stops
      3m 41s
    10. Clipping, stretching, and zooming images
      1m 17s
    11. Viewing single or continuous forms
      1m 1s
    12. Changing a form's default view
      1m 52s
  12. 9m 7s
    1. Inserting page breaks in reports and forms
      2m 15s
    2. Creating headers and footers
      5m 49s
    3. Hiding duplicates in reports
      1m 3s
  13. 10m 17s
    1. Using themes to customize the look of the database
      4m 12s
    2. Using the Format Painter
      2m 25s
    3. Grouping controls on forms and reports
      1m 35s
    4. Setting default appearance for new databases
      2m 5s
  14. 17m 56s
    1. Using a Before Change macro to create a time stamp
      6m 51s
    2. Triggering a Before Delete warning message
      2m 49s
    3. Creating an After Update macro to email a customer
      2m 11s
    4. Creating a user interface macro
      4m 12s
    5. Using AutoExec macros
      1m 53s
  15. 2m 53s
    1. Saving templates
      2m 10s
    2. Locking files
      43s
  16. 44s
    1. Goodbye
      44s

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