The document provides instructions for customizing forms in Microsoft Access 2010, including changing fields to text, viewing documentation, creating different types of forms, modifying forms, adding controls like combo boxes and subforms, changing properties, and designing custom forms. The steps covered include selecting and positioning controls, adding headers and footers, setting the tab order, and using tools to create rectangles and lines on forms for layout purposes.
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1. Tutorial 6
Using Form Tools and
Creating Custom Forms
Microsoft Access 2010
®
2. Objectives XP
• Change a lookup field to a Text field
• View and print database documentation
• Create datasheet, multiple items, and split forms
• Modify a form and anchor form controls in Layout
view
• Plan, design, and create a custom form in Design view
and in Layout view
• Select, move, align, resize, delete, and rename
controls in a form
New Perspectives on Microsoft Office Access 2010 2
3. Objectives XP
• Add a combo box to a form
• Add form headers and footers to a form
• Add a combo box to a form to find records
• Add a subform to a form
• Add calculated controls to a form and a
subform
• Change the tab order in a form
• Improve the appearance of a form
New Perspectives on Microsoft Office Access 2010 3
5. Designing Forms XP
• To create a custom form, you can modify an
existing form in Layout view or in Design view,
or you can design and create a form from
scratch in Layout view or in Design view
• A combo box is a control that provides the
features of a text box and a list box; it lets you
choose a value from the list or type an entry
New Perspectives on Microsoft Office Access 2010 5
6. Designing Forms XP
New Perspectives on Microsoft Office Access 2010 6
7. Using the Documenter XP
• Start Access and open the database you want to
document
• In the Analyze group on the Database Tools tab, click
the Database Documenter button
• Select the object(s) you want to document
• If necessary, click the Options button to select
specific documentation options for the selected
object(s), and then click the OK button
• Click the OK button, print the documentation, and
then close the Object Definition window
New Perspectives on Microsoft Office Access 2010 7
9. Creating Forms Using Form Tools XP
• The Datasheet tool creates a form in a
datasheet format that contains all the fields in
the source table or query
New Perspectives on Microsoft Office Access 2010 9
10. Creating Forms Using Form Tools XP
• The Multiple Items tool creates a
customizable form that displays multiple
records from a source table or query in a
datasheet format
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11. Creating Forms Using Form Tools XP
• The Split Form tool creates a customizable
form that displays the data in a form in both
Form view and Datasheet view at the same
time
New Perspectives on Microsoft Office Access 2010 11
12. Form in Design View XP
New Perspectives on Microsoft Office Access 2010 12
13. Planning and Designing XP
a Custom Form
New Perspectives on Microsoft Office Access 2010 13
14. Creating a Form in Design View XP
• Click the Create tab on the Ribbon
• In the Forms group, click the Blank Form button
• Click the Design View button on the status bar
• Make sure the Field List pane is open, and then add
the required fields to the form
• Add other required controls to the form
• Modify the size, position, and other properties as
necessary for the fields and other controls in the
form
• Save the form
New Perspectives on Microsoft Office Access 2010 14
15. Creating a Form in Design View XP
New Perspectives on Microsoft Office Access 2010 15
16. Selecting and Moving Controls XP
• Click the control to select it. To select several controls at once,
press and hold down the Shift key while clicking each control.
Handles appear around all selected controls
• To move a single selected control, drag the control’s move
handle, which is the handle in the upper-left corner, to its new
position
• To move a group of selected controls, point to any selected
control until the pointer changes to a move pointer, and then
drag the group of selected controls to its new position
• To move selected controls in small increments, press the
appropriate arrow key
• To move selected controls to the next nearest grid dot, hold
down the Ctrl key and press the appropriate arrow key
New Perspectives on Microsoft Office Access 2010 16
17. Selecting and Moving Controls XP
New Perspectives on Microsoft Office Access 2010 17
18. Resizing a Control in Design View XP
• Click the control to select it and display the
sizing handles
• Place the pointer over the sizing handle you
want, and then drag the edge of the control
until it is the size you want
• To resize selected controls in small
increments, hold down the Shift key and press
the appropriate arrow key. This technique
applies the resizing to the right edge and the
bottom edge of the control
New Perspectives on Microsoft Office Access 2010 18
19. Resizing a Control XP
New Perspectives on Microsoft Office Access 2010 19
20. Adding a Combo Box to a Form XP
• You use the Combo Box tool in Design view to
add a combo box to a form
• A Control Wizard asks a series of questions
and then uses your answers to create a control
in a form or report
New Perspectives on Microsoft Office Access 2010 20
21. Changing a Label’s Caption XP
• Right-click the label to select it and to display the
shortcut menu, and then click Properties to display
the property sheet
• If necessary, click the All tab to display the All page in
the property sheet
• Edit the existing text in the Caption box; or click the
Caption box and press the F2 key to select the
current value, and then type a new caption
• In the Tools group on the Design tab, click the
Property Sheet button to close the property sheet
New Perspectives on Microsoft Office Access 2010 21
22. Changing a Label’s Caption XP
New Perspectives on Microsoft Office Access 2010 22
23. Adding and Removing Form XP
Header and Form Footer Sections
• In Design view, right-click the Detail section selector,
and then click Form Header/Footer on the shortcut
menu
or
• In Layout view or Design view, click a button in the
Header/Footer group on the Design tab to add a logo,
title, or date and time to the form
• To remove a Form Header or Form Footer section,
drag its bottom edge up until the section area
disappears or set the section’s Visible property to No
New Perspectives on Microsoft Office Access 2010 23
24. Adding and Removing Form XP
Header and Form Footer Sections
New Perspectives on Microsoft Office Access 2010 24
25. Custom Form in Form View XP
New Perspectives on Microsoft Office Access 2010 25
26. Adding a Combo Box XP
to Find Records
• Open the property sheet for the form in Design view,
make sure the record source is a table or query, and
then close the property sheet
• In the Controls group on the Design tab, click the
More button, click the Combo Box tool, and then click
the position in the form where you want to place the
control
• Click the third option button (Find a record on my
form based on the value I selected in my combo box)
in the first Combo Box Wizard dialog box, and then
complete the remaining Combo Box Wizard dialog
boxes
New Perspectives on Microsoft Office Access 2010 26
27. Adding a Combo Box XP
to Find Records
New Perspectives on Microsoft Office Access 2010 27
28. Adding a Subform to a Form XP
• You use the Subform/Subreport tool in Design
view to add a subform to a form
• In the Controls group on the Design tab, click
the More button to open the Controls gallery,
make sure the Control Wizards tool is selected,
and then click the Subform/Subreport tool
New Perspectives on Microsoft Office Access 2010 28
29. Adding a Subform to a Form XP
New Perspectives on Microsoft Office Access 2010 29
30. Adding a Subform to a Form XP
New Perspectives on Microsoft Office Access 2010 30
31. Displaying a Subform’s CalculatedXP
Controls in the Main Form
• The Count function determines the number of
occurrences of an expression, and its general
format as a control in a form or report is
=Count(expression)
• The Sum function calculates the total of an
expression, and its general format as a control
in a form or report is =Sum(expression)
New Perspectives on Microsoft Office Access 2010 31
32. Displaying a Subform’s CalculatedXP
Controls in the Main Form
New Perspectives on Microsoft Office Access 2010 32
33. Changing the Tab Order in a FormXP
• Focus refers to the control that is currently
active and awaiting user action; focus also
refers to the object and record that is
currently active
• The order in which you move from control to
control, or change the focus, in a form when
you press the Tab key is called the tab order
• Switch to Design view, click the Arrange tab on
the Ribbon, and then in the Tools group on the
Design tab, click the Tab Order button
New Perspectives on Microsoft Office Access 2010 33
34. Changing the Tab Order in a FormXP
New Perspectives on Microsoft Office Access 2010 34
35. Adding a Line to a Form or ReportXP
• Display the form or report in Design view
• In the Controls group on the Design tab, click the More button,
and then click the Line tool
• Position the pointer where you want the line to begin
• Drag the pointer to the position for the end of the line, and
then release the mouse button. If you want to ensure that you
draw a straight horizontal or vertical line, hold down the Shift
key before and during the drag operation
• To make small adjustments to the line length, select the line,
hold down the Shift key, and then press an arrow key. To
make small adjustments in the placement of a line, select the
line, hold down the Ctrl key, and then press an arrow key
New Perspectives on Microsoft Office Access 2010 35
36. Adding a Rectangle XP
to a Form or Report
• Display the form or report in Design view
• In the Controls group on the Design tab, click
the More button, and then click the Rectangle
tool
• Click in the form or report to create a default-
sized rectangle, or drag a rectangle in the
position and size you want
New Perspectives on Microsoft Office Access 2010 36
37. Adding a Rectangle XP
to a Form or Report
New Perspectives on Microsoft Office Access 2010 37