I have 2 files - one of these with a portal which summurizes input of the other one.

When I am trying to create invoices (using my portal) for a certain period ( I can do this using the Datafilter - plugin), I become all records (patients) who had treatment during this period.

The problem is that some patients paid some treatments (but not all) already cash within the selected period. I indicated this in my input field by a seperate field (list) (paid/not paid).

Now if i do the search for all patients within a gving period and indicate that the field must be not paid,

I still become all records (paid and not paid), since the my portal summarizes per patient. So I guess that if only one record (not paid) of maybe thousand (paid) concerning the same patient, I become 1001 lines in my portal. I want my portal shows only the not paid records.

Any ideas please?

Thanks

Yet another relation is required where the key is a concatanation of the marking of "Paid" which should be a stored field ...otherwise won't the relation work. This is typically done by a scripted replace or a shown checkbox in the portal...

But the key is RecordID & "|" & marked in the portal

Please let me know if you need a template showing this???

--sd

Hey Soren,

Thanks again for your quick reply. I do understand what you mean...but simply don't know how to to do this. If you have a template about it, I will be happy to see it.

Thanks agian,

Well meanwhile have I changed my mind, why bother Filemaker with yet another indexing task, since the files already are related both ways, you have probably already a relation for plucking the name and address etc. working as a lookup. It can be utilized once more by applying a Jeff Almquist trick from Advisor several years ago. It works by the layout in Clients that shows a portal of all the invoices to this person. I've there added a checkbox for a paid line ...but it's not a straight forward field, but instead a calcfield that sniffs a field a relation away containing a list covering all the ID's for the paid invoices.

But take a look!!!

--sd

Payments.zip

Hey Soren,

Thanks a lot!. You have been again of great help for me.

I really do appreciate!

Yves

the files...Thanks

Archive2.zip

Hi Yves

As you off forum noticed, is there a bug or two ...I've now made a fix to the first one i noticed. Please let me know if errors continue to occure.

Peekers to this thread should know that I tried to get the thing Patterncount( finds dependable on being in between pilcrows, but a scheme of leading "000" would prevent one from removing both pilcrow-7 and pilcrow-77 ...I deeply apologise I threw it together in such a hurry.

But Interested can download the newest version of my template here...

--sd

Payments.zip