0

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

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

 SPClientTemplates.TemplateManager.RegisterTemplateOverrides({
        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.

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.