Can’t get the desired records to display in a popover portal
I have these relationships
PainScore is a number from 1 - 10.
The business rules allow multiple people to create a PainScore record for each OfficeVisit.
I want to allow people to choose from existing PainScore records when they create a new PainScore record. For example, a doctor may create a PainScore record for this OfficeVisit by selecting the PainScore record created by a clerk or nurse before the doctor sees the patient. Or, the doctor may select a PainScore record from a previous visit by that Patient. That may not make sense but I’m using it to illustrate the problem.
So, I want to be able to select from a display of all the PainScore records for the Patient in the popover, regardless of who created them or during which OfficeVisit they were created.
From the OfficeVisit layout I can display all of the PainScore records related to that OfficeVisit in a popover. From a Patient layout I can display all of the PainScore records, related to that patient, from a popover. But I can’t display all the PainScore records for a Patient while in the OfficeVisit layout. I believe I need to be in the Office visit layout to create the PainScore records so the relationships are created correctly.
I tried creating a second instance of the PainScore table with PainScore::_fkPatient = Patient::_pkPatient. When that didn’t work I created a second instance of the PainScore table with PainScore::_fkPatient = OfficeVisit::_fkPatient. That didn't solve the problem either.
I appreciate your help!
The problem was another case of me copying a portal from one layout to another, changing the "Show related records from:" field in the Portal Setup dialog box to the new table, but forgetting to change each field to the new table in the Specify Field dialog box.
Maybe this will be the last time I make this mistake ;)