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Sum up crm records data in to a Custom HTML Cancel The title field is required!

1. Kripesh C K

   

   10 posts
   Registered:
   28 Jan 2021
   16 Feb 2021

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   Hey Guys,
   
   How to roll up and set child records data in to a Custom HTML?
   
   Thanks
   Kripesh
2. Patrick

   

   33 posts
   Registered:
   20 Apr 2020
   19 Feb 2021

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   Hi Kripesh,
   
   To sum up CRM records, you may be able to use the aggregate function of the Fetch XML builder. When using the builder, you'll find this checkbox in the top left of the page. Checking that off will allow you to set an aggregate, such as sum, for your attributes.
   
   Depending on what you're intending to use this for, you could also use javascript to bind to the datasource of a given widget and make any necessary calculations you require. Please review this documentation for details on binding to a kendo datasource: https://docs.telerik.com/kendo-ui/api/javascript/ui/grid/events/databound
   
   Also have a look at our client side APIs to run your code as soon as the datasource is ready to be used. Check out the 'tpc:ready' event here: https://www.crmportalconnector.com/developer-network/documentation/portal-connector-widgets/tpc-client-side-api/mvc-based
   
   Let me know if this helps, or if you need any further details.
   
   Thanks,
   
   Patrick
3. Kripesh C K

   

   10 posts
   Registered:
   28 Jan 2021
   24 Feb 2021 in reply to Patrick

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   Hi Patrick,
   
   Thank you for your reply, I tried this using grid widget and I am able to set data in to my html content. But I want multiple data fetch in my html content. How can I differentiate the data source such as Grid widget and is there any alternate ways for achieving this?. I am a beginner to The Portal Connector and that's why I am asking.
   
   Regards
   Kripesh
4. Patrick

   

   33 posts
   Registered:
   20 Apr 2020
   Answered

   24 Feb 2021

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   Hi Kripesh,
   
   It sounds like Saved Queries might be best suited for this case. Saved Queries allow you to specify a fetch as we spoke about before, and lets you retrieve that data just by making a call to a service. You could create multiple Saved Queries and reference them on the page using Javascript.
   
   Please check out the following link for some details on Saved Queries: https://www.crmportalconnector.com/developer-network/documentation/how-tos/mvc-based-widgets/how-to-use-the-saved-queries-feature
   
   Hope this helps!
   
   Patrick