back to top

Returning the sum of fields using IRepository in SalesLogix

One of the other things that you can do with the IRepositroy collection in SalesLogix is to perform a summation of a entity field after filtering for a group of records.  Lets look at how to do this:

    Sage.Platform.RepositoryHelper<Sage.Entity.Interfaces.IOpportunity> repository =
    Sage.Platform.EntityFactory.GetRepositoryHelper<Sage.Entity.Interfaces.IOpportunity>();
    Sage.Platform.Repository.ICriteria criteria = repository.CreateCriteria();
    criteria.Add(repository.EF.Eq(“Type”, “Some Type”));
    criteria.Add(repository.EF.Eq(“Status”, “Open”));
    criteria.SetProjection(repository.PF.Sum(“SalesPotential”));
    System.Collections.IList potential= criteria.List();
    Double? pot = (Double?)null;
    var x = criteria.UniqueResult();
    if (x!=null) pot = Convert.ToDouble(x);
   
    //pot now contains a nullable Double sum of sales potential

So in this example I have created a criteria condition looking for all Opportunities with a type=”Some Type” and a Status = “Open”  from this I can then use the SetProjection method to sum the SalesPotential property.  With that I return an IList.  The IList is an arrayed list so my value will be the only returned value.  On the final line I just check to ensure the list is not null and then return the first position array which is the sum of the potential for all of the opportunities meeting my conditions.

Contact Customer FX for your CRM project
We let our expertise speak for itself - let us know how our all-star team can help on your CRM project
About the Author
Kris Halsrud
Kris Halsrud
Kris Halsrud is a Senior Analyst / Developer for Customer FX Corporation.

1 COMMENT

  1. Something like this should get you the sum of the Opportunity Products on an opportunity where the Family=ABC. note I am attempting a Query of the Product.Family field which I don’t think will work due to the lazy loading of the entity model. If it does not work you would need to do something different like this post:

    http://customerfx.com/pages/integrationblog/2010/05/26/unwrapping-a-lazy-loaded-entity-object-in-the-saleslogix-web-entity-model.aspx

    Sage.Platform.RepositoryHelper repository =
    Sage.Platform.EntityFactory.GetRepositoryHelper();
    Sage.Platform.Repository.ICriteria criteria = repository.CreateCriteria();
    criteria.Add(repository.EF.Eq(“Product.Family”, “ABC”));
    criteria.Add(repository.EF.Eq(“Opportunity.Id”, “SOMEOPPORTUNITYID”));
    criteria.SetProjection(repository.PF.Sum(“ExtendedPrice”));
    System.Collections.IList potential= criteria.List();
    if (potential!= null) used = Convert.ToDouble(potential[0]);

    As to the best way of handling this, certainly a data reader or back-end SP would work, it is really up to you as to which way you want to implement it.

LEAVE A REPLY

Please enter your comment!
Please enter your name here

Infor CRM Sync for Exchange: Action Required by August 31, 2026

Using Infor CRM Sync for Exchange with Microsoft 365? Your Exchange administrator must update tenant settings by August 31, 2026 to prevent sync disruption.

[Webinar] What’s Coming Next for Infor CRM SLX and Why v10 Matters

See what’s coming next for Infor CRM SLX, including new marketing workflows, automation improvements, and reasons to consider upgrading to v10.

Disable Caching in Infor CRM SLX Web Client

In the rare case caching is causing issues in the Infor CRM SLX web client, it is possible to disable specific types of caching by making edits using Application Architect, and then deploying.

Exploring AI Options for Infor CRM v10

I've started taking a closer look at the AI capabilities built into Infor CRM v10. Over the next several posts, I'll share what I learn. From the built-in features and supported AI providers to implementation considerations, costs, and practical use cases.

Infor CRM SLX 10.0: Delegate Ownership Changes for “Everyone” Records

Learn how the new EveryoneOwnerAssignment secured action in Infor CRM SLX 10.0 allows designated users to change ownership of Everyone-owned records without requiring Administrator access.

Related Articles

Infor CRM Sync for Exchange: Action Required by August 31, 2026

Using Infor CRM Sync for Exchange with Microsoft 365? Your Exchange administrator must update tenant settings by August 31, 2026 to prevent sync disruption.

[Webinar] What’s Coming Next for Infor CRM SLX and Why v10 Matters

See what’s coming next for Infor CRM SLX, including new marketing workflows, automation improvements, and reasons to consider upgrading to v10.

Disable Caching in Infor CRM SLX Web Client

In the rare case caching is causing issues in the Infor CRM SLX web client, it is possible to disable specific types of caching by making edits using Application Architect, and then deploying.

Exploring AI Options for Infor CRM v10

I've started taking a closer look at the AI capabilities built into Infor CRM v10. Over the next several posts, I'll share what I learn. From the built-in features and supported AI providers to implementation considerations, costs, and practical use cases.

Related Videos