Part III: More-Advanced Access Techniques
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Here are the steps for creating an e-mail:- Click the Customers table.
- Click the Create E-Mail button.
The Collect Data Wizard starts.
The opening page of the wizard explains the new feature and the steps required to create
an e-mail message.
- Click Next to begin setting up the e-mail.
- Choose the type of data-entry form you want to use to collect data.
Your options are
l HTML: The HTML form option creates an HTML e-mail message. The only require-
ment for the recipient is that his e-mail program supports HTML.
l Microsoft Office InfoPath: The InfoPath form option creates an InfoPath form and
requires the recipient to have both Outlook and InfoPath installed on her computer.For this example, click HTML form, and then click Next.
- Choose whether you’re collecting new data or updating existing data.
Your options are
l (^) Collect New Information Only: Choose the Collect New Information Only option to
send the recipient(s) a blank form. Any data collected from a blank form is appended
to the database.
l Update Existing Information: Choose the Update Existing Information option to
send the recipient information to review and update. Any data collected from an
update form overwrites older information in your table. You can update existing infor-
mation only if the recipients’ e-mail addresses are stored in the table.
For this example, select Update Existing Information, and then click Next.
- Select which fields you want to include in your form. You can also set the text of the label
that appears next to each field and whether the field is read-only.
For this example, add all the fields from the Customers table (shown in Figure 22.13).
Then add spaces to each of the labels by clicking the field on the right, and changing the
label to display in the Field Properties section of the form. Then click on each the field on
the right, and select the Read Only check box. Then click Next.
- Decide how you want to process the replies.
Your options are
l (^) Automatically Process Replies and Add Data to Customers: Select this check box
to let Outlook and Access do all the work from the Access Data Collection Replies
folder in Microsoft Outlook.
l Only Allow Updates to Existing Data: If you want to prevent records from being
added, check the Only allow updates to existing data check box.
For this example, check both check boxes, and then click Next.