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Claris Engage 2025 - March 25-26 Austin Texas ×

Multiple portals in same layout?


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Posted

Is it possible to have 2 or more portals, both of which access data from the same table yet are sorted by different criteria on the same layout? For example:

Portal 1: accesses data from invoices and displays the current weeks records.

Portal 2: Displays all invoices for a particular customer.

Both portals access data from the invoice table but are sorted differently. Thanks.

Rick

Posted

Sure. Sorting two portals of the same TO (table occurence) in different ways and showing portals of two TOs representing different relationships to the same TO are supported. It's not clear which you are trying to do.

Posted

I have attached a copy of my DB. I'll do my best with this narrative:

Main tables: PATIENTS, MY PROCEDURES (TO of PATIENTS), EP PROCEDURES, CATH PPRCEDURES.

Layouts: PATIENTS and BORGE HOME. PATIENTS is supposed to be a general layout that can display cath and ep invoices from the entire DB. There are 2 portals, one that shows all cath procedures for a particular patent and the other for ep procedures. BORGE HOME is a "homepage" for an individual user and contains a portal that show only invoices related to that user (Borge).

I would like to put the 2 portals found on the PATIENTS layout onto the BORGE HOME layout. That way, "Borge" could see both his personally related invoices (portal that is already present) as well as search the entire DB by patient and then display all invoices for that patient.

How would I change the relationships to accomplish this? Clear as mud? Thanks;)

Rick

Procedure_Data_Base_copy.fp7.zip

Posted

I use multiple portals on a single layout all the time. The impossible part is if you want to script to goto a certain portal row. There is no way of telling the script step WHICH portal you want.

Posted

Hi Rick, I can't get into your file without the account/password.

Hey Brent, you can specify the portal by using Go to Field [] to specify a field in the target portal.

Posted

To get the EP Invoice portal is no problem, but to get the Cath Invoice portal will require a relationship between My Procedure and Cath Invoice. This will require a second set of TOs (table occurences), since the relationship graph can't have a loop. I'd recommend another TO of Cath Invoice and another TO of Patients connected to that. This way the My Procedure TO can directly see both EP Invoice and Cath Invoice from the same layout.

BTW: Your structure seems a little odd. You have a large number of similar Code TOs. These can be consolidated by adding a Code Type field to distinguish between them. Relationships (and value lists) that access them would then be need to be filtered with a global text field on the parent side corresponding to the correct Code Type. Although this seems like more work to set up, it's less work in the long run.

You also have a large number of repetetive field (procedure code 1, procedure code 2, procedure code 3, etc.) These are good candidates to put in another table. Again, it's a bit of work to set up, but worth it in the long run.

Posted

(Newbie comments to follow)

I added new TO's for the EP and Cath Invoice tables and added relationships to them from My Procedures. I then added the 2 portals that I am interested in to the HOME BORGE layout. I then wrote a script "Find Patient-Home Page" (attached to the Find button). The entry fields around the "find" button are global and are shared by the "New Procedure" button nearby. When I enter a patient and ask it to "find", I am told that "one or more of the relationships are invalid". Could someone more knowledgeable than myself look at my relationship tree, the script noted above and see if there is an easy way to fix this error? A new copy of the DB is attached (sign in as Guest). Thanks alot.

Rick

db.zip

Posted

I don't see the problem you refer to, but I'm afraid you've lost me with the keys you've chosen for the relationships for those portals. Perhaps I don't understand what the My Procedures TO is supposed to be.

Posted

The My Procedure TO uses calculated relationships so that only records from a particular user are displayed. BTW, I worked through my problem with new TO's of the EP and Cath Procedures tables and then linking them to My Procedures. It works! Thanks to all for all of the useful input.

Rick

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