Lesson 6 | Create a form using a wizard |
Objective | Create a form with the Form Wizard. |
Create Form using Access Wizard
While an AutoForm might meet your needs, chances are that you would like to be able to pick and choose the fields that appear on your form and perhaps even include fields from more than one table
(although of course the AutoForm also includes all fields from the subdatasheet table).
The Form Wizard is a great way to get started with any form, especially when an AutoForm just does not meet your needs.
The Form Wizard enables you to select fields from multiple tables and queries, and choose a formatting scheme.
The following Simulation takes you through the creation of a form with the Form Wizard.
Create Form using Form Wizard
- To start the Form Wizard display the Form view of the database window (shown here). Then
double-click the "Create Form By Using Wizard" option.
- This window should look familiar since Access uses it every time it allows you to pick fields from multiple tables and queries.
Select all the fields from the Clients table by clicking the double right arrow button.
Now use the Tables/Queries drop-down list to select the Projects table.
- We need the Project Description, Start Date and Due Date from the Projects table.
Double-click Project Description in the Available Fields box to select it.
I’ll select the other two fields for you.
- You have now selected fields from the Clients and the Projects table.
Proceed to the next window of the wizard by clicking the Next button.
- This window asks you how you want to arrange fields on the form. It suggests grouping by Clients. That means that all data from the Projects table for one client will be displayed with the client data for the same client. The alternative is to group by the data in the
Projects table, which means that the client data would be repeated for each project, stick with grouping by Clients. Also stick with Form with subform(s), the option that displays all the data on one form. The Linked form option creates a second form with a button on the first
form to link them. The box on the right shows the layout of the form with the selected options.
Click the Next button accept the selected options and move to the next window.
- This window asks you to choose the layout for the subform (the data from the Projects table). The choices are Datasheet, which you saw in the form created in the AutoForm simulation, and Tabular.
Choose Tabular, since you haven’t seen a form in a tabular layout yet.
- Notice the box now shows the layout with the subform in Tabular format.
Click the Next button to move to the next window.
- This window asks you to choose a style for your form. When you use the Form Wizard in Access, you can click each style name to see an example of the style in the box. However (believe me) none of the styles is gorgeous. So stick with the Industrial style and
click the Next button.
- The last window of the wizard asks you to name the form and any subforms. Name the form Client and Project Data by typing over the name currently displayed (We’ll do it for you in this Simulation). There is no need to change the name of the Subform. And since you haven't learned anything yet about form design view, you can leave the other option as it is (Open the form to view or enter information).
Click the Finish button to see the form.
- I have reduced the size of this window so that you can get a feel of the form that the wizard created. You may notice immediately that not all the fields fit, particularly in the subform, that is why you need to learn how to manipulate the form design.
But you do have a form and subform with all the fields you need, so the Form Wizard has given you a good start.
Although the Form Wizard is powerful, you will probably find that the wizard does not create a form exactly as you want it. While I strongly recommend using the Form Wizard or an AutoForm to get started with your form,
you will want to learn how to edit that form to create exactly the form you want.
Meet the Form Design view in the next lesson.
Create Form using Wizard - Exercise