OpenGate Access templates are fully customizable, which means you
can build upon the strong foundation each template provides to make
it work exactly the way your specific business needs. Whether
that means adding a new field to track key information important to
you, changing the layout of the template forms, or creating a new
report, Microsoft Access is an easy to use tool that will help you
through the process.
To make any changes to the templates, you just need a basic
understanding of Microsoft Access design. Access form and
reports can be created or modified using the drag-and-drop Access
design tools. Typically takes about 30-60 minutes to come up
to speed with Access if you haven't used it before.
Creating new tables in Access can be time consuming and difficult if
you're not well versed in database design. Adding a field,
however, is a quick and easy process. Perhaps you've decided
to use the Training Event Management template, and it is very
important to your company to track a special "Associated Project
ID." All you need to do is locate the Training Event table
(tables are named to make it easy for you to figure out where
information is stored). In this case it is named "tblTraining
When you are looking at a form within the template, you'll notice a
"Developer Toolbar" floating near the top of your screen:
(Note: this toolbar only appears in the full version, not the trial
Clicking on the Design icon will bring the form
into the Design View. From there, you simply drag fields to
different locations, change the labels on fields as desired.
If you've added a new field to the table related to the form, you
can choose "Add Existing Fields" from the toolbard and drag that new
field into your form wherever you want as shown below.
You can easily move fields around, and change the colors or
label text using the Office ribbon color and font tools that are
similar to those in Word, Excel, and PowerPoint.
Microsoft Access includes a built-in Report Wizard to create new
reports. Similar to form design, the Report design tool in
Access is a drag-and-drop interface that takes about 10-30 minutes
to learn how to create basic reports. More advanced reports
that include subtotals, grouping, and sorting may take another 30-90
minutes to learn. Or you can use a tool like
Report Builder for Microsoft Access
to simplify elegant report