Jump to content
Claris Engage 2025 - March 25-26 Austin Texas ×

This topic is 7960 days old. Please don't post here. Open a new topic instead.

Recommended Posts

Posted

I hope there is an easy answer to creating a running total in a portal. I have a portal displaying patient unique records which represent invoices, adjustments, and payments. It seems to work fine. I have created a relationship that connects the desired (entered) patient number with the patient numbers of the records from the same file. Unfortunately, I can't seem to figure how to include a running total next to the amount field in the portal. This would be a nice addition. Is it possible to do?

Thanks for any help.

Posted

You could make a calc field and a relationship in the database where your portal records are. Set the parent of the relationship to your patien ID and the child also to the patient ID in the same database. Set the calfield to be: Sum(relationship::numberfield).

The only problem is that it will be displayed in everey row of your portal:( But it is a start!

jeff

Posted

Set the calfield to be: Sum(relationship::numberfield).

This method will not give you a running total, but rather a single subsummary figure, identical for all records of the same PatientID. I cant really think of a way to get a true running total (total of record A in recod A, total of records A+B in record B, total of records A+B+C in record C...) without scripting.

Posted

Had a thought.

you could define a sequential serial# (auto enter) field and then a calc field (serial#-1).

selfjoin serial#-1::serial#

RunningTotal= numberfield+selfjoin::RunningTotal

I think it should work!

  • 2 weeks later...

This topic is 7960 days old. Please don't post here. Open a new topic instead.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use.