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Customer Case: Email Alerts Triggered by Certain Field Changes

Create alert to track field changes and ensure any important events are not missed

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Business Requirements

Receive an alert as soon as a value in the required field was changed.

Virto Software Components Used

Office 365 Alerts add-in

Solution Summary

Iowa State University needed a solution to receive an alert when a certain field of the list was changed. This business process can be used for instance to inform about a task/project completion, the same solution also works as a tool to track any important changes in the list.

You can customize the alert really simple with Office 365 Alerts add-in by Virto. In this example, I’ll create an alert for a project list. After a certain phase of this project is completed, the user makes a note in the predefined field and the project manager receives an alert with a request to approve.

Receive email alert about any changes of a specific field

Create an alert in Office 365 Alerts add-in. Select the list, type of alert event, and the alert title.

Receive email alert about any changes of a specific field

Define alert recipients on the next step.

Receive email alert about any changes of a specific field

I`ll create a really simple alert message. But you can design complex custom alert emails with tabs, pictures, links, tags, fields values tracking, and many other features. You can learn more about all features in the online documentation or by downloading a fully free trial of Virto Office 365 Alerts.

Receive email alert about any changes of a specific field

On the last step, I define the alert condition and sending the schedule. The alert will be sent immediately after any changes in the list field “Ready”.

Receive email alert about any changes of a specific field

After this alert is triggered, the project manager receives the letter.

Related Products:
 
Office 365 Alerts
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Tatiana Sushchenko is the product owner at VirtoSoftware. She started her IT career with the famous ABBYY Lingvo back in 2006 in Moscow. Then she moved to Microsoft performing strongly in various marketing management roles across Visio, SharePoint, Office 365 and Project for almost 10 years. Tatiana is a graduate of the Institute of Business Studies and holds a mini-MBA degree. She also graduated from Microsoft marketing excellence university.

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