Order Form template tutorial. Learn how to build a secure order form using logiforms.com. Includes instructions and a sample order form


Table of Contents
Introduction
Building the Customer Form
Building the Orders Form
Using Calculation Fields
Linking the forms via the AutoResponder
Creating the Tasks in logiBridge
Building Relationships in Microsoft Access
Summary
Creating a Relational Customer and Customer Orders System Using LogiBridge and MS Access
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Setting up logiBridge & Ms Access

This step in our tutorial shows you how to setup logiBridge to download your form submission data into Microsoft Access. If you do not have logiBridge installed you need to download and install it to get started. Download and Installation instructions can be found in this knowledgbase article
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Creating a blank Microsoft Access Database
  1. Open Microsoft Access. From the File menu, click New, then Blank Database. Click OK.
  2. A window appears, asking you to name and save your database. Select the Desktop, then type the name 'CustomersOrders'. Click Create. Your new database window appears.
  3. Close Microsoft Access

Next, we'll create the first of two tasks in logiBridge that will download your customers and orders data into your local database. We'll start with the Customers task.

Setting up the Customers Task in logiBridge
  1. Open logiBridge. From the Task menu, click Create.
  2. Type 'Customers' for the task name. From the Source Table drop down menu, select the Customers table.
  3. Click the SSL checkbox to transmit the data securely and leave the refresh rate set to update every 1 hour
  4. Click Next to Advance
  5. On the next screen, select Access from the 'Type of File' drop down menu. New options will then appear below
  6. Select the 'Existing File' radio button, then click the button next to the location of the file. A new window will open. Navigate to the database we created in step 1 on your desktop, click once to select it and click the open button
  7. Enter the Table Name 'Customers', and click Next to advance
  8. On the next screen (Additional Options), just click Next to advance
  9. On the final step, we need to remap the fields from our online form to our local database table. For Each field, under the 'Selected Fields' column, click to change the <ignore> to match the name of the field. Your field Remapping screen should look like the one below when finished



    10. Figure 10: Field Remapping screen for the customers task

  10. Click Finish and your new task will be shown in the main window.
  11. Right Click on your task and select 'Execute' to run the task. logibridge will contact the server and download all the customer records into your database. A pop up baloon in the task bar will report the number of records returned. Be sure to have some test data populated in your customers and orders form. If you have not submitted the customer and orders forms, if you do not have any test data, please submit both forms a few times now and re-execute the task.



    12. Figure 11: Popup Balloon shows you the number of records downloaded.


    Next, create the Orders Task following very similar steps used when creating the Customers Task:

    Setting up the Orders Task in logiBridge

    1. Open logiBridge if it is not already open. From the Task menu, click Create.
    2. Type 'Orders' for the task name. From the Source Table drop down menu, select the Orders table.
    3. Click the SSL checkbox to transmit the data securely and leave the refresh rate set to update every 1 hour
    4. Click Next to Advance
    5. On the next screen, you can select Access from the 'Type of File' drop down menu. New options will then appear below
    6. Select the 'Existing File' radio button, then click the button next to the location of the file. A new window will open. Navigate to the database we created in step 1 on your desktop, click once to select it and click the open button
    7. Enter the Table Name 'Orders' and click Next to advance
    8. On the next screen (Additional Options), just click Next to advance
    9. On the final step, we need to remap the fields from our online form to our local database and table. For Each field, under the 'Selected Fields' column, click to change the <ignore> to match the name of the field. Your field Remapping screen should look like the one below when finished
    10. Click Finish and your new task will be shown in the main window.
    11. Right Click on your task and select 'Execute' to run the task. logibridge will contact the server and download all the orders records into your database.


      12. Testing the Results
    12. Open Microsoft Access. From the File menu, click Open, browse to the 'CustomersOrders' database on your desktop and open it. Your database should have two tables; Customers and Orders. Open each table to view the downloaded data.



      13. Figure 12: Your Access database should now contain two tables.

    You've now set up logiBridge to download your customers and orders form submissions directly into your local MS Access Database every hour. The next step in this tutorial shows how to setup a relationship between the two tables in Microsoft Access to join the two tables together.
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