I have a list in SharePoint 2013. Some of the items have the same Account#, and I'd like to be able to:

  1. Add the duplicating Account#'s together to get their total $Amount
  2. See how close that total is to a MaximumAmount ($AmountLeft and Percentage)
  3. Get email notifications based on how close to the MaximumAmount (50%, 80%)

Is there a possible way to do this?

1 Answer 1


You could create a view group by account and then use CSR to extend group function.

        Templates: {
            Group: function (ctx) {
                //your custom logic here

In your custom group function, calculate the percentage and send email by /_api/SP.Utilities.Utility.SendEmail.

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