Tutorial

Introduction

Infowise Alerts provide extensive flexibility that simply isn't available in SharePoint's out of the box toolset.

When it comes to building comprehensive solutions, email alerts are very often one of the key parts of the recipe.

Alerts can range from very simple to highly configured to handle custom formatting and sophicated filters and rules.

As with other parts of Infowise tools, taking some time to explore and experiment with the options allow you to fully understand use the functionality provided.

Note: This video shows creating Alerts with an older version of Ultimate Forms. The process remains the same, but the way you access Ultimate Forms has changed a little.

If you’re in the SharePoint Modern experience, the link for Ultimate Forms will be on the menu bar of your list or library (if it’s not visible, you can also get to Ultimate Forms via the site contents).

The Ultimate Forms home page has a new and improved look.

Verify you’re working in the list or library you want.

To open the Alerts feature, click the Alerts link in the Business Logic section of the menu. Once you’re in the tool, the process is the same as shown in the video.

Instructions

 

The Mail Templates section format has changed since this video was recorded. Now the section has drop-downs to match templates to send-cases. The visual editor is accessible through a link Add or update mail template. The interface looks slightly different as shown:

Summary

Infowise Alerts work by pairing an alert rule which controls the conditions for sending the email and the email recipients with an email template which controls the content of the email. These alerts can be dynamically configured in ways that aren't possible with out-of-the-box SharePoint. In some cases, email alerts can have an important impact on the use of the tools and can contribute in a key way towards necessary benefits in the system.

Last modified: 9/26/2019 4:46 PM
Loading...

Add your comment

Comments are not designed to replace support calls. If you have a specific issue with one of our products, please send an email to support@infowisesolutions.com to open a support ticket.