Share via

I am using Access Task Management database and event management template but i wanted to know how to use filter details form and how it can be created?

Anonymous
2025-04-16T11:06:36+00:00

Dear

I am currently using the Access Task Management Database and Event Management template. I would like to understand how to use the Filter Details Form and how to create one effectively.

As I’m gradually learning Microsoft Access, I’m looking for guidance to improve my skills and eventually become proficient, especially since my work involves creating and managing databases.

Regards

Microsoft 365 and Office | Access | Other | Other

Locked Question. This question was migrated from the Microsoft Support Community. You can vote on whether it's helpful, but you can't add comments or replies or follow the question.

0 comments

2 answers

Sort by: Most helpful
Most helpful Newest Oldest
  1. ScottGem 68,755 Reputation points Volunteer Moderator
    2025-04-16T11:50:05+00:00

    The Filter details form allows you to save a filter to reuse later. A filter is a way to restrict the records you can view. The Task List is the main form. You can create filters to restrict the Tasks you view.

    Access templates are generally not meant to be turn key applications. They are meant to be examples of things you can do within Access. They are more learning tools. To learn from them, go into Design Mode and explore what they do.

    0 comments
  2. Anonymous
    2025-04-16T12:05:59+00:00

    Firstly you need to open the Task List form and then filter it to return a subset of records.  This can be done in a variety of ways.  The simplest is to right click on a bound control in the form, which will then give you a number of choices using the value in the control, or you can select 'Text Filters', 'Number Filters' etc, depending on the data type of the column to which the control is bound, for further simple filter options.

    To create more complex filters you can use the various options in the 'Sort & Filter' area of the 'Home' ribbon.

    Once you have filtered the form you can click on the Save Filter button.  This will open the Filter Details dialogue form in which you can name and describe the current filter, and close the dialogue form to save the filter for future reuse.

    Having saved one or more filters, you can filter the Task List form by clicking on the filter button between the Search text box, and Save Filter buttons in the form header.  This drops down a list of your saved filters, along with a couple of other options.  By clicking on the name of a saved filter in the list the form will be filtered to the records determined by the saved filter.

    You can turn off the current filter by clicking on the 'Filtered' option in the navigation bar at the bottom of the form.  Its caption will change to 'Unfiltered'.  Clicking on it again will apply whatever filter was last applied to the form.

    I don't have the Event Management template installed, but I imagine that the process will be similar in that.

    0 comments