SharePoint Web Parts
& Office 365 Apps
by VirtoSoftware

Customer Case: SharePoint Field-Based Reminders Scheduling

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

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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).

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 the “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
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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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