1 Reply Latest reply on Jul 2, 2017 9:12 AM by gofmp15

    Multi-Employees Appointment Books


      Hi guys,


      So I have a project to make a sort of Multi-Employees Appointment Books. For a clinic, so we can see how many “Patients” (or “customers”) have been seen daily by the “Practitioners” (or “Employees”). filemaker screen shot 123123.jpg


      What I want is to be able to see “Daily” which “Patients” have met with the different “Practitioners”. I just need like a simple Table list but that only shows the Selected “Practitioner” table of “Appointments” on a certain Date. Like this.

      Screenshot filemaker012.jpg


      What I have done so far is that I created a “Patient” Table, a “Practitioner” Table, and a “Daily” Table. They are all related thru the “Appointment” Table. Please see attached.


      My main Layout is the Daily Layout which is supposed to display the Daily Date and some Totals, Summaries… for a given day. I also have a Portal based on “Appointments” that displays the “Patients” seen. And I created a sort of Navigation portal based on “Practitioners_All” that display all the staff members. And when I click on one of the names it displays the wished Practitionar Appointment Portal of that Day.


      Now it all works well but the only problem is that when I create a new Daily record, it will not show my Practitioners names in the “Practitioners_All” Portal. It will only display once an “Appointment “is created. It will also not show if I click on a Practitioner  that hasn’t have any appointments yet, all the “Practitioners_All” names will disappear. Which is kind of annoying.

      filemaker scrreen shot 123456.jpg


      I am realy struggling with this and feel I am missing some small detail but I have been thinking days about it without any solution. I hope you guys can think about something.


      If you need more information or screenshots do not hesitate.




      PS: I also noticed that when I deleted a record from “DailyBook” it will only delete all the related Appointment records from the one SelectedPractitioner.But it would keep all the other practitioner from that same day.

        • 1. Re: Multi-Employees Appointment Books

          Often it is best to create duplicate TOs to relate to each table leaving the original table to be the Parent table and the duplicate TOs the related children.


          For Instance


          The To:  Parent File | Child File


          Appointment  - Parent

          Appointment | Patient

          Appointment | Practitioner


          Practitioner - Parent

          Practitioner - Appointment

          Practitioner - Patient


          Patient - Parent

          Patient | Appointment

          Patient | Practitioner




          This eliminates the nesting of octopuses often generated in the graph and simplifies calculations such as sums. It also makes reports easier to understand and create.


          Secondly if you create portals or so related table fields on your layout, they are easier to find since the tables are in nice neat alphabetical order...