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MikDumb's avatar
MikDumb
Copper Contributor
Sep 12, 2023

Wire Database

Hello - I work at a company that process quite a few wire and ACH transfers a month.  I would like to create a database in Access that allows me to have users put together a wire request form that auto-populates the Bank Name, Account and Routing numbers based on selected criteria.  Specifically, based on the EntityID and CashType selected, the Bank Name, Account Number and Routing Number would be generated.  Unfortunately, this information comes into Access in a couple different tables.  Additionally, an Entity can have multiple cash types and not all entities have the same cash types.  The Entity ID and Cash Type combination determines the BankID field, which links to the table that has all the pertinent bank account information.  I attempted to write a query that pulled all this information together in one place.

 

Below is a screen grab of my Relationships screen.

 

 

 

I can get a combo box that a user to select an entity ID and name.  But after that, how do I tie the next input box to show a drop down of the available CashTypes associated with that entity?  With those pieces of information, I should be able to autofill the BankID figure.  Then how can I have that selection fill in the Bank Name, Account Number and Routing number on the form?

 

Thank you for the help!

  • You will find lot of solutions to limit a second combobox (cashtypes) based on the value of the first combobox (entity), if you search for "cascading combo boxes access".

    To make this work it is important that a combination of entityid and cashtype does not occur more than once in the Bank Map table. So create a unique index if it not is there.
  • XPS35's avatar
    XPS35
    Iron Contributor
    You will find lot of solutions to limit a second combobox (cashtypes) based on the value of the first combobox (entity), if you search for "cascading combo boxes access".

    To make this work it is important that a combination of entityid and cashtype does not occur more than once in the Bank Map table. So create a unique index if it not is there.

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