Hi -

I'm trying to do something that seems like it should be easy, but I can't quite get it to happen.

I have a layout/table for a form that combines visits to doctors that are being submitted to insurance. It has a portal to a visits table that is related by the id of the claim form. Works fine to show the specific visits on the claim.

I'd then like to show a breakdown of the visit expense subtotalled by doctor. As far as I can see, you can't do subsummaries in a portal. So I tried creating a new layout based on the visit table, and use GTRR from the claim form table to find all related records - ie all visits that are tied to that claim. This also seems to work. But - when I try to put in a subsummary and switch to Preview, the found set changes - a different set of visits shows up and the found set has a question mark for the number of records. Clearly something not right.

I think it might be better to do this without a subsummary anyway so I have more flexibility in where on the layout to put the subtotals, as well as being able to see them in browse mode.

I think I need to loop through the visits somehow, doctor by doctor, and calculate totals for each doc - but not quite sure on the details. Doctors have their own table, related to visits by a doctor id.

Thanks for any help!

Michael

But - when I try to put in a subsummary and switch to Preview, the found set changes - a different set of visits shows up and the found set has a question mark for the number of records.

What you're trying should work. When you enter Preview mode the Status area (on the left) is showing the number of "pages", not "records"; and it only knows how many pages after you go to the last page (which you can do via the script if you want to see the number right away or put it in a global). So, unless you do that, the question mark is normal.

The Subsummary part will only show if it was defined to be based on the Doctor ID AND you'd sorted by that field. Did you do that?

The subtotal can be in another Subsummary part (trailing) below the body, if you want. You could also produce these subtotals with a Get (Summary) calculation field; but the Subsummary part will only show it once, which is what you want.

As far as the found set changing when you enter Preview mode. I don't think so, not unless you've moved to another layout, which belongs to a different table occurrence.