Customer Case: SharePoint Field-Based Reminders Scheduling

How to send Office 365 calendar reminders based on a list’s date field value.

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 list task must be sent in 2 or 3 days before 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).

SharePoint reminders with a custom schedule from a list field

Then create a new reminder with Virto SharePoint Alerts and Reminders add-in and customize an alert sending schedule.

In this reminder, the email message will be sent at 11:00 in the X number of days (X is the value from “Days number for alert” field) before the Start Date.

SharePoint reminders with a custom schedule from a list field

You can also customize the reminder message view and add any field values to this email.

SharePoint reminders with a custom schedule from a list field

You can learn more about other options to send an Office 365 alert and download and try its 30-days free trial.

Related Products:
 
Office 365 Alerts
Share