I'm displaying an Examinations portal in a patient record and want to display only post-op examinations and not all examinations for that patient. Is this possible... ie showing only a select group of records from all of the patient's exam records within the portal?

You'll want to create a global field called globType in your Patients table.

Set the field on your layout near your portal, with checkboxes of the same values as your exam types. The relationship from your Patient data to Exam data should be whatever exists now + globType = Exam Type (whatever field holds the data telling if its a post-op exam or not)

Now, when you select values in your global field globType only records that match that criteria will match up. If you need an example file, let me know I'd be more than glad to do it.

Hope this helps!

Figured a file couldn't hurt :)

Test.fp7.zip

If I do set the globtype to cataract post-op for example, I would then need to set that field to cataract post-op each time I go to view the cataract portal, then set it to LASIK post-op when viewing the LASIK portal. Correct?

It doesn't work as well on tab displays as it requires a double click to view the proper data, but I'll keep working with it.

thanks for the recommendation.

Well you could create one portal and let the user select what the y want to see.

So one portal for all patient records with checkboxes for the following:

Cataract Post-Op

LASIK Post-Op

[whatever other post-ops you have]

That would remove the need for tabs.

If you have a tab for each type of data and want to keep that method, you can hard code a calculation field to say "Cataract Post-Op" and instead of the global field relate the "Type" from the operation records to the hard coded fields.

I have one layout with exams linked to patients by Patient ID#. I created another relationship between Patients and Exams by ID# AND g_examtype with Exam type as in your example. The second relationship did not work. I removed the AND global field link (only ID# link remaining) and it does not work. This pulls multiple entries of the last exam. Can there be 2 relationships that have with the same ID link?

If I use the original relationship and add the exam type link, it works, but a second relationship goes haywire.

Hmm.. maybe my description wasn't clear enough? I'm attaching a file with the two methods I described: The first is where a portal is based on a global field's type. So if the global type says Post-Op then the portal will only show post-op records for a given patient.

The second is where a portal is filtered based on the relationship and hard coding text like "post-op" or "pre-op"

See the attached file. Let me know if that helps at all. Thanks!

Test.fp7.zip

I have two layouts, one with all types of visits shown ( linked by Patient ID) and another layout displaying only a) Cataract post-ops and LASIK post-ops. If I use the layout with all exams and amend the relationship to include the global examtype, then selecting the exam type in the global field with check boxes or radio buttons work OK. If I use the second layout and create a new relationship based on Patient ID AND globalexamtype to isolate cataract and lasik post-ops, the relationship fails listing only a single exam occurrence multiple times.

I'd like to have two relationships, one based on Patient ID and the other to isolate types of visits because they are displayed on different layouts. I can't create that second relationship.

Creating separate global fields that allow me to create portals exhibiting select information looks like the way to go.

thanks