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Claris Engage 2025 - March 25-26 Austin Texas ×

adding data to a filtered portal


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Posted

I am trying to add data to a filtered portal

The setup is as follows

table1 is patients and key is patient id

table2 is medlist and has many med entries linked to patient by patient id

1st layout is based on patient and has a portal showing all of the med entries for that patient

2nd layout is based on patients and has a filtered portal showing certain med entries that match a global field in table med entry. This is based on a second table occurence of table medlist. The relationship is between patient id and global field = med name

eg: global field=aspirin and it will filter the portal to only show aspirin.

I want to add a new portal entry below aspirin with a new dose of aspirin. I have checked off allow creation of records via this relationship.

It says field is not modifiable. Any ideas?

Posted

It should work, are you sure the global field and it's corresponding foreign key are the same field format, if you use the word "aspirin" does it narrow the choises of field types down to Text... Now if one of the fields are number won't any linking take place unless a number occures in both.

--sd

Posted

Is your filter relationship

Patient::Patient ID = MedList2::Patient ID

AND

Patient::Global Field = MedList2::Med

or is it

Patient::Patient ID & Patient::Global Field = MedList2::Patient ID & MedList2::Med?

The first will work for the creation of related records the second will not because the related key is a calculation.

This topic is 7041 days old. Please don't post here. Open a new topic instead.

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