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.

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

Thanks for the help...I think that will work. I'll give it a try.

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.

Sorry...i misread the running total part. You should make a script in this one...when i think of something i'll post it:)

Jeff

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!

It could be possible if there was a "specific" serial number in the file. Using 2 sefjoins

- selfonprevious N

It can be done but it isn't easy, and it won't be fully dynamic ...

Consider carefully whether it's worth the effort

To see how to do it get a tip file named "Portal runner" at www.fmfiles.com