You're adding more fields than you need.
You only need:
Referred Model ID --->related to Model ID in the Model Records table
Referring Model ID--->also related to Model records table by Model ID
You's set it up like this:
ModelRecords::Model ID = Referrals::Referring Model ID
ReferredModelRecords::Model ID = Referrals::Referred Model ID
ReferredModelRecords would be a second "occurrence" of the Model Records table created by selecting Model Records in Manage | Database | Relationships and clicking the duplicate button (Two green plus signs).
A portal to Referrals can be placed on on the ModelRecords layout with name and status fields from ReferredModelRecords included to list all models referred by the current model as well as their current status.
Great! so the last piece of this is I want to show on the referred model's record who it was that referred her (referred by:).
Do I need another mini portal to show who it was that referred her?
example Shannon referred Erin
Erin's record has portal with referring model ID (shannon's) and name field (shannon)
The only reason you'd need a portal is if it is ever possible for a model to be referred to you by more than one other model. You would need to add more occurrences of Referrals and ModelRecords and then you could add the "referred by" info to the ModelRecords layout.
ModelRecords::Model ID = ReferredByReferrals::Referred ModelID
ReferringModelRecords::Model ID = ReferredByReferrals::Referring Model ID
Now you can add fields from ReferringModelRecords directly to the layout if only one referring model is permitted. If more than one are possible, use a portal to ReferredByReferrals.
brilliant! i now have the referred by and referring models fields all set up. If i want to jump from a portal row to that model's record (in the same table and using the same layout) would i need to script the navigation or is there an easier way to hop through?
It can be a one line script if you use Go to Related Records. GTRR will bring up all records in the portal, but thee portal row clicked will be the current record.
Never mind! I sorted it out. you use go to related record, choosing to match related record...awesome!