| If you
wish to follow along with the
step-by-step instructions in this article
using the database created in the earlier
articles, download it from http://ftp.aicpa.org/public/download/pubs/jofa/Cust_Track_2002.mdb. And if you want to download
the completed database, including all the
functions created in this article,
download it from http://ftp.aicpa.org/public/download/pubs/jofa/Cust_Track_2002_B.mdb. To
use this database, you must be running a
version of Microsoft Access as recent as
the 2000 edition.
Key to
Instructions
To help readers follow
the instructions in this article, we use
two different typefaces.
Boldface
type is used to identify
the names of icons, agendas, URLs and
application commands.
Sans serif
type indicates
instructions and commands that users
should type into the computer.
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atabases are not
the most user-friendly applications. They
contain so many complex functionsin
addition to functions within
functionsthat even experienced
users find them quite challenging.
Fortunately, most database applications
allow you to set up push-button menus
that make even the most difficult tasks
easy to complete. |
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| Exhibit
1 |
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| This
article focuses on how to set up those
convenient menus, demonstrating how to
create an array of push buttons designed
to do jobs such as opening forms and
providing reports. We also describe how
to seal off certain parts of the database
so they are accessible only to selected
users. To
demonstrate the functions, we will
continue to use the database we created
in our earlier articles.
PUSH ON
Well
start by creating a button to open a
form, which we will build. Begin by
launching the existing database file http://ftp.aicpa.org/public/download/pubs/jofa/
Cust_Track_2002.mdb. Then click on the Forms
tab and double-click on the option Create
form in Design view (see exhibit
1, above) to
produce a new blank form (see exhibit
2, at right).
To modify this form,
you will need to use the Forms
Toolbox.
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| Exhibit
2 |
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If the toolbox is not already
displayed, click on View and Toolbox
(see exhibit
3, below).
You also will need to use the Formatting
Toolbar.
And if this toolbar is not already
displayed, click on View, Toolbars
and the Formatting (Form/Report)
option. To add a title to the form, click on the Label
icon to
evoke this formatting toolbar.
| Select a
font size that is easy to see; we will
use a font size of 24. To do that, click
on the drop-down arrow to the right of
the font-size box. Next, click on the
form where you want to place the label
(top center) and type Start Menu (see exhibit
4, below).
Now that weve
created the new form, well make a
launching button with Control
Wizards. Click on the icon with
the wand and stars . Since it
toggles on and off, click on it to be
sure its activatedas
indicated by a recessed appearance .
Now, select the Command Button icon
from the toolbox (it, too, should appear
recessed), move the cursor to the form
you created and you should see the cursor
turn into an icon with a plus sign and a
button .
Left-click below the title Start
Menu in the form, and the Command
Button Wizard form will appear,
as shown in exhibit 5, below.
From Categories,
select Form Operations,
and from Actions, select
Open Form and click on
the Next button . When asked What
form would you like the command button to
open? highlight the Customers
form (exhibit 6, below) and click on Next.
You will be given two options; select Open
the form and show all the records
and click on Next.
The Next
window lets you transform the button into
a picture or text. To do this, click on Next
and select the Text
option. Then change the text in the
corresponding box to Customers and click on Finish.
Your button will now
appear on the form as displayed in exhibit
7, below. It
can be resized as needed.
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| Exhibit
3 |
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| Exhibit
4 |
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| Exhibit
5 |
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Now well
make a button to open the previously created
mailing labels report. To do that, click on the Command
Button icon in the toolbox.

| Exhibit
6 |
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| Exhibit
7 |
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And then click on the form to the right
of the Customers button we just
created. When the Command Button Wizard appears
(exhibit
5), from the Categories
window, select Report Operations,
and from the Actions window,
select Preview Report window (exhibit 8, below). These options allow you to
view the report on the screen and either print or
cancel the job. Click on Next
and select Label Customers. When
asked What report would you like the
command button to preview? click on Next,
select the Text option on the
following form, change the text in the
corresponding box to Preview Customer Mailing Labels (as shown above) and click on Finish.
| Exhibit
8 |
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| Your new
button now should appear in the
form as shown in exhibit
9, at
right. |
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| Exhibit
9 |
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You now have a
form with two buttons. To resize them so they are
uniform, click on one, hold down the Shift key
and click on the second button. Then click on the
Format option on the toolbar,
select Size and click on To
Tallest, as shown in exhibit 10, below. To finish resizing, repeat the
procedure, but this time click on To
Widest.
If your buttons overlap, select
only the Preview
Customer Mailing Labels
button by clicking anywhere else on the form.
Then click on the Preview Customer Mailing Labels button and drag it to the right until
the buttons no longer overlap. Your buttons now
should be the same size, but they may not be
horizontally aligned. To line them up, click on Format
on the toolbar and select Align
and Top, as shown in exhibit 11, below.
| Exhibit
10 |
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| Exhibit
11 |
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Both buttons
should line up. Save the form by clicking on Save
, naming it Start Menu and clicking on OK.
Now close the form by clicking on File
from the toolbar menu and selecting Close.
ADD
CONTROL BUTTONS
You can open Microsoft Access forms by
using the standard navigation buttons at the
bottom of the form.
These buttons allow you to
steer through the data. The buttons enable you to go
to the first or last
record. The buttons let you go to the
previous or next
one and the button allows you to add
new records to the form. But, while they are
functional, theyre not as easy to use as
customized buttons. To make the data-input forms
more efficient, use the Command Button
wizard to create buttons within forms. To do
that, open the Customers form in the design view by clicking on
the Forms tab, highlighting the Customers form and clicking on Design
View . Place
the command buttons just above the Orders
box. To make room for these buttons, select the Orders
subform and the Orders Detail
subform (select both subforms by clicking on one
of them, then holding down the Shift key and
clicking on the second one) and drag them down
about a half-inch. If the toolbox is not already
activated, see directions for exhibit 3. Make
sure the Wizard Tool is active, and then click
on the Command Button icon . Click on the Customers form just below the Phone Number field; the Command Button
Wizard will appear. From Categories,
select Record Operations, and
from Actions, select Add
New Record (exhibit 12,
below) and click on Next.
On the
following screen, select the Text
option, label the button Add New Customer and click on Finish.
To view your report, select the Form View
icon . Your button appears on
the form and you can add a new customer easily by
clicking on it.
Return to the design view of
the form by clicking on the Design View
icon .
We now will demonstrate how to
add the remaining navigation buttons as shown in exhibit 13, below.
| Exhibit
12 |
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| Exhibit
13 |
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Click on the Command
Button on the
toolbar and then on Customer form
below Contact
Last Name; that will open
the Command Button Wizard. From Categories,
select Record Navigation, and
from Actions, select Goto
First Record as in exhibit 14, below, and click on Next.
On the following screen, select Text,
label the button First Customer and
click on Finish.
Repeat the instructions in the
paragraph above to add three more navigation
buttons. Where you selected Goto First
Record in the Actions
box, now select Goto Last Record,
Goto Next Record and Goto
Previous Record. Label each of the
buttons Last
Customer, Next Customer and Previous
Customer, respectively.
Follow the steps outlined earlier in the article
to resize your buttons so theyre uniform in
appearance and placement.
Rather
than use the close button to quit the form,
well add a custom button to do the
job. To do that, add another command
button by clicking on the Command
Button icon
in the toolbox and click on the Customers form. When the Command
Button Wizard form appears, from
Categories, select Form
Operations, and from Actions,
select Close Form and
click on Next. Once
again, select Text,
change the text to Return to Start Menu and click on Finish.
Switch back to the form view by clicking
on Form View . |
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| Exhibit
14 |
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Test your Return to Start Menu button by clicking on it and save the
form when prompted. Open the Start Menu form and click on the Customers button. Then click on the Return to
Start Menu button. You should be able to easily
maneuver back and forth between the two forms.
Close the Start Menu form when
youre ready to proceed.
| Test your
changes by reopening the Customers
form. Note there still are navigation
buttons in the Orders
and Order Details subforms
but not in the main form. We have
disabled only the navigation buttons in
the Customers form.
Adding custom buttons to the subforms is
possible but beyond the scope of this
article. Close the Customers
form by clicking on the Return to
Start Menu button. AUTOMATING
YOUR MENU
We now
will improve the efficiency of the
database by making your Start
Menu form open automatically
whenever you evoke it. Click on Tools
on the toolbar menu and select Startup
(exhibit 18, below).
The Startup
window will appear (exhibit
19, below).
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| Exhibit
17 |
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| Edit the Display
Form/Page option by clicking on
the drop-down-box arrow, selecting the Start
Menu from the options and
clicking on OK. Now test
your Start Menu by
closing the Cust_Track_2002 database and then reopening
it. When the database opens, the Start
Menu should automatically
appear. SECURITY
MEASURES
To prevent
users from changing the structure of the
database, we will limit their use to only
the newly created buttons by editing the
other Startup Options to
match exhibit 20, below. To do this, uncheck the
box labeled Display Database
Window. This prevents others
from accessing the database unless you
have included a button to open a specific
form, table or report on your Start
Menu. Also, uncheck the
boxes labeled Allow Full Menus,
Allow Default Shortcut Menus,
Allow Built-in Toolbars and Allow
Toolbar/Menu Changes.
If you need to open the
database to make changes to your
application or just to change the
settings, hold down the Shift
key while you open the database. This
enables you to access the database, menus
and toolbars. You can then go back in and
modify the start-up options or other
forms you have created.
Congratulations, you
have just automated your database to be
more efficient and user friendly. Using
the instructions in this article, you now
can add more preprogrammed
featuressuch as queries, forms and
reportsto your databases as the
need arises. 
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| Exhibit
18 |
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| Exhibit
19 |
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| Exhibit
20 |
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DAVID C. HAYES, CPA, PhD, is an
assistant professor at Louisiana State University
at Baton Rouge. His e-mail address is dhayes1@lsu.edu. JAMES E. HUNTON, CPA, PhD, is the
Trustee Professor of Accounting Information
Systems at Bentley College, Waltham,
Massachusetts. His e-mail address is jhunton@bentley.edu. ROBERT D. SLATER, CPA, is an
accounting doctoral student at the University of
South Florida at Tampa. His e-mail address is rslater@coba.usf.edu.
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