cross-portal filtering?

[Pat]

I have three table occurrences in my file:

PAT Patient (record of every patient, with a field patientID)

HCP Provider (record for each provider available including specialty area with a field called providerID)

HPT PatientProvider (one record for each provider assigned to a particular patient with patientID and provider ID assigned)

In the main patient entry layout, I have a portal based on a relationship between PAT and HPT using patient ID as the relationship. This shows which providers a patient has. It also allows creation of a record in the HPT TO every time another provider is selected for the patient (allow creation of new records is checked). The field in the portal is a popup defined by value list which shows all providers from the HCP TO. This popup list is pretty long.

My question to those more knowledgeable:

May I filter the providers list by specialty area so that the popup only shows those of a certain specialty? For example, I am entering a new patient who has two providers: a cardiologist and an allergist.

Is there a way to select, in a global field perhaps, the specialty, and have the popup list in the portal (the one defined by patient id) show only those in the specialty?

I know you can filter in a portal based on the specialty relationship, but that doesn't get me a new record in the HPT TO for that patient. Is there a script that could do that from a specialty defined portal? I need to create a new record in HPT and transfer the Patient ID and Provider ID.

I had been using a repeating field for providers, but wanted to

a) get away from using repeated fields (bad reputation that they have) and

allow patients to have as many providers as necessary.

Thanks for any assistance!

[comment]

Do you mean something like this?

FilterVL.fp7.zip

[Pat]

My apologies for taking so long to thank you for your suggestions/file. I have been busy dissecting it and applying it. I'm frustrating myself as I have it all almost working, except for one popup not 'popping up' but I'll get there eventually!

Thanks again!

[Pat]

Okay, my optimism has outstripped my ability, apparently. I rebuilt your file to make sure I understood, and it worked just fine. I applied the ideas to my database, and that one field (provider ID) just will not drop down. If I enter the ID info into the field, the provider name appears okay. I have checked, rechecked, reconfigured, put back, all to no avail.

Any idea what I did wrong? Thanks so much!

[comment]

Hard to say without seeing the file.