All Blog Posts — Page 28

SharePoint Event Alerts is a flexible notification system that sends alerts and reminders in SharePoint online via email. Let’s discuss how to set up a daily summary of changes made to a document. For doing this, you first need to click on “add alert”, and then select “document list” for your list type. After that, in “change type” you choose “all changes”. Next you give a title to your alert. Under “recipients” you specify the user (it can be any user or existing users from document library fields, or you can enter the email of the user instead) to whom you want the email to be sent. Then, under “message view” you can type your subject, modify your header and footer, as well as the body of your message. You can also include tags and field values. Finally, under “options”, you can specify your filter view to “all items”, or choose a modified view, or set up specific conditions. Then you chose when you want the alert to be sent. You have four options: “immediately”, “daily summary”, “weekly summary” and “a date depending on a field value”. After saving your options you can see the alert in “my alerts”. ...

If you want to get a notification a few days before an important contract expires or a document is due, you can make an event reminder with the Office 365 Alerts app. It is done with several simple steps. First of all you navigate to “my alerts” and click on “add reminder”. Then you choose “alerts list” from the list, and after that you give a title to your reminder. Under “recipients” you can either enter a specific person or just enter an email. ...

Virto Forms app is a web based forms designer with which you can customize SharePoint list item forms and make them easier to use. Watch the video overview to learn about the Forms Designer features. If you click on Virto Forms app you will get to the app’s interface. Here you can drag and drop fields and create customized SharePoint forms to make it easier for users to fill out. You can drag buttons, as well as create images, hyperlinks and html to customize your fields in the way you like. On the top you can find options for saving your form as an edit form, new form or display form depending on the situation. You can also choose particular parts of the form to be shown to particular user groups only. In this case users can see only the information they are allowed to, based on the permissions. There is also the option of making fields “read only” so that after your submission users are able to only see the details of the form. For example, if you create a display form and add a text to it which you don’t want to be seen on your edit form, after you save it and go back to your lists, you’ll notice that when you click on the list item, you will see the text that you typed in as a display form. But if you go back to the lists and click on “edit the form”, the text won’t be available. Virto Forms is one of the most powerful SharePoint forms designers thanks to the various capabilities and easy-to-use interface. ...

SharePoint Online Virto Forms app is a web based form designer that allows users to customize out-of-the-box list item forms making them much more user-friendly. Learn how to create a SharePoint list form. If you click on “+new” in SharePoint Demo Portal, you can see a large form which is often hard for users to complete. Using this Forms Designer you can make forms more user-friendly and easier to complete. To get to Forms Designer, you need to click on the SharePoint Online Virto FormsVirto Forms app. In the upper part there are options of how to save the form (as edit form, new form and display form) depending on the situation. You can also choose to in what way to create a form (new form, display form, etc.). And you can as well create forms on different permission levels where particular fields are protected. Let’s suppose we are creating a product roadmap form. So, first we add a title and some tabs. Tab names are editable; you just need to click on them to change. Here you can also control whether you want to be seen by particular user groups, or whether you want to remain on “read-only” mode. Next, let’s drag some fields (title, category and priority) under the first tab. You can also add a text at the top of your custom SharePoint form. The color, style and format of the text can be customized. And then we add some fields to the second and third tabs as well. Now our form has 3 tabs, which makes it easier to fill out. Then we click on “new form” and “display form” and save. Now we can go back to our site, click on “+new”, and we will see that the previous form has been replaced with the newly created one. And finally, we fill in all the categories and save it. After doing this we can see that the information is put into the list. ...

Office 365 Alerts add-in by VirtoSoftware was renamed to Office 365 Alerts and Reminders add-in. As you might expect, we added the new functionality to our alerting solution and now you can send alerts and notifications about upcoming events as well. You can use email reminders for meetings, appointments, project deadlines, events, and any other dates that you want to keep track of. Whenever you schedule a reminder, each user assigned to this reminder will receive email with notification, which can include the details that need his attention. ...

Web parts are the basic building blocks of a SharePoint 2013, 2016 and 2019 Page. They help users change content and appearance of SharePoint pages directly. Web parts can be added to zones of a SharePoint page and can then be customized to create a unique page. Web parts can be used to consolidate data from various sources into dynamic information and display in an organized and useful way. Usually a number of Web Parts are bundled and available along with different editions of SharePoint. They can also be purchased from third-party vendors. ...

SharePoint web parts are intended for performing specific tasks on a SharePoint page, like displaying site content, pictures, search results, and for dozens of other purposes. Here we are going to overview the processes of adding, editing, and moving Web Parts in SharePoint. How to add Web Parts in SharePoint 2019? For adding a web part, there is an intuitive interface of the Web Part Gallery in SharePoint. You can view the web part categories and sub-categories on the Gallery page. If clicking on a web part name, a description and an example would be first shown. The steps below would help you in adding a Web Part in SharePoint. ...

Office 365 Kanban has just received a major update, which brought changes to Settings page. Don’t worry, we hadn’t totally changed its interface. The settings were split and rearranged into more convenient sections and the Kanban board adjustment process became more logical and intuitive. You also may notice a few changes made to Office 365 Kanban Board view. We have slightly modified the filters tab view. And the “add new task” button was moved from the column body to the column header. ...

In an era where cloud-based solutions are becoming increasingly prevalent, SharePoint On-Premise continues to stand as an indispensable tool for a myriad of businesses and organizations. Its sustained relevance in the enterprise landscape can be attributed to several key factors. Paramount among them is the degree of control it offers over data management, ensuring strict adherence to regulatory demands for data residency. Furthermore, SharePoint On-Premise seamlessly integrates with established systems like Enterprise Resource Planning (ERP) platforms, enhancing business operations without disrupting existing workflows. A critical aspect of this version’s appeal is its capacity for deep customization, which significantly elevates the user experience. ...

The university was searching for a solution that rendered SharePoint “usable” for a huge population of users. THE CUSTOMER: The University of Alabama at Birmingham INDUSTRY: Education PLATFORM: Microsoft SharePoint 2010 “We found Virto to be very helpful with support issues and very attentive to our needs as a customer – much of the functionality found in the Virto Workflow Activities Kit arose from our project requirements.” R. Kevin Gunther-Canada MA | Director, Information Management and Communications ...

As a result of Virto ONE components implantation, the company achieves new levels of efficiency. THE CUSTOMER: A global leader in multimedia content INDUSTRY: Media company PLATFORM: Microsoft Office 365 Microsoft SharePoint 2013 MicroSoft SharePoint 2010 “We chose Virtosoftware for both comprehensive/configurable functionality and price. Virto team is very responsive in addressing any issues we may have and are open to ideas for enhancements and new products. Virtosoftware makes high-demand products that increase adoption and satisfaction from our customers.” Director, Information Technology at the multimedia company ...

How to send Office 365 calendar reminders based on a list’s date field value. Request a free consultation Business Requirements SharePoint email reminder for a task’s Start Date should be sent for each item individually according to a number of days specified in a custom list field. Virto Software Components Used Virto SharePoint Alerts and Reminders. Solution Summary An energy company has required the ability to send calendar event reminders to users within a schedule specified for each event. The reminders for the list task must be sent in 2 or 3 days before the Start or Due Date. Office 365 Alerts add-in allows users to send reminders, using different types of custom schedules. Among other features, Office 365 Alerts add-in has the option to send alerts Before or After X number of days (X value is specified for each item in a number field of the list). As an example, you can add a number column “Days number for alert” to your events or tasks list (or any other list type). ...