Form and subform data to change.

Hi,

I work for a financial institute. We have monday meetings and tuesday meetings. Monday meetings are at the branch level and tuesdays meetings are at corporate level. The job is to make minutes of meetings for each day. For example, if there were discussion on 5 customers on monday...and all customers are approved credit..then all go for tuesdays meeting. If any customer is not approved for credit than his request does not show up in corporate meeting(tuesday meeting).

I had created two separate forms, namely, Branch meeting form and Corporate meeting form. Both have the same header information like, participants in the meeting, comments/conditons. Now i have a subform(linked with meeting day for branch (monday-for branch main form) and by corporate meeting day-tuesday on corporate main form), which details about the individual customers information like request, address, comments(why credit was not approved/approved)etc. The subform is common for both the branch and corporate level meeting.

Now the problem! If a customers request is approved at branch level, the comments section (in subform, outlining the customer request)would have the discussion which took place. But when presented at corporate level, the same customer, but the discussion/comments change because different people participate in discussion.

Can anyone suggest me a way where though the subform is common on branch and corporate form, is there any way i can have, changes made on the subform in branch level remain constant and during corporate level meeting i should have the option to edit the comments with out effecting the original discussion at branch level.

For example. Branch level form would look like this

Attending field

Comments for the meeting

Corporate level form would also have the same field

The subform on both the main forms has the following

Name
Address
other information

Comments: This is the section, i want to change/edit with out effecting the brach level discussion.

I am sorry, this is lengthy.

Can anyone help me.

Any suggestions....from any one.

Hi Rishyraj,

I know this sounds like a dumb question, but if the Comments field is a memo field, why can't you just add the new corporate discussions directly below the branch discussions in the same Comment field? Or did I misunderstand your question.

lwells

Iwells,

I completely agree with you. I said the same thing to my superior and you know the answer. He said " I want both of them (branch and corporate) discussions to be treated separately. But, he wants the branch comments to be constant with the facility to edit/change corporate discussions.

Well, I have created a separate corporate discussions comments field in the subform, hopefully he would understand. I am sorry, sometime I come under pressure and put some dumb questions.

Thank you for your understanding of the situation.

Rishy

Hi Rishy,

Totally understand and it wasn't a dumb question you asked by the way. I totally understand that bosses can sometimes make requests that seem...well just a little off base. The idea of adding a different memo field should probably work. You could also hide and unhide each memo field as you open the specific forms. Lots of ways to please the boss...just didn't know what he wanted at first when I responded.

lwells