Archive for the ‘Filter’ Category

Tip – Sending an SharePoint email Alert when a Task is completed

Date:October 16th, 2009 Author: Tags: , , , ,
Category: Filter, SharePoint Alert, SharePoint Reminder, SharePoint webparts Comments:0 ;

Victor from New York asked

Is there a way to configure a Reminder webpart to send an email when task item status in the task list is set to “completed”?

Sure there is!

In this case the trick is to use a SharePoint Views to filter out the tasks you are interested in.

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Tip – don’t send SharePoint email alerts for old items.

Date:October 16th, 2009 Author: Tags: , , ,
Category: Filter, SharePoint Alert, SharePoint Reminder, SharePoint webparts Comments:0 ;

There are some scenarios where you could setup Reminder to generate emails alerts in a simple workflow scenario such as such as when a Task is completed,  a helpdesk ticket is closed, a company announcement is made, a vacation request or expenses claim is approved and so on.

When you first set up this kind of reminder, an email alert for any records already in this state (e.g. completed tasks) will also be sent and some of these could be quite old, so you could end up sending quite a lot of “old” reminder emails.

If you want to avoid sending emails for these old records you have 2 options:


  • Use the Redirect Emails function to redirect the emails to yourself the first time its ran, delete these and then remove the redirect

This also gives you the opportunity to double check that everything is setup correctly.

  • Use a view to filter out old records

For example you could filter to show only records with an ID > a recent ID.

Or you could add filter to show only records Created after a certain date.

Tip – All records in SharePoint have an ID and its sequential and automatically generated. To find the id you can show the ID column in your view or see the ID in the URL in your browser address bar.


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The … ehem… Truth about using [Today] in SharePoint Filters

Date:November 25th, 2008 Author: Tags: , ,
Category: Calculated Columns, Filter, SharePoint Ideas Comments:9 ;

Back in the day of Windows SharePoint Server 2 and SharePoint Server 2003 you couldn’t use [Today] in Filters.

For example if you tried to setup a filter like this to show items added in the last 7 days


"Filter value is not in a supported date format"

Created is greater than [Today] - 7

Created is greater than [Today] – 7

You would receive an error “Filter Value is not a valid date” when clicking OK

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Advanced SharePoint View and Filter techniques

Date:October 26th, 2008 Author: Tags: , , ,
Category: Filter, SharePoint Ideas Comments:107 ;

Introduction

We discussed in a previous article how to customise SharePoint’s built in Task List and briefly looked at the power of Views with Filters. In this article we will build upon that by demonstrating some advanced use of Filters.

This article assumes that you are already familiar with Views and Filters – if not please review the previous article.

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Extend and customise SharePoint Task lists

Date:October 26th, 2008 Author: Category: Filter, SharePoint Alert, SharePoint Ideas Comments:13 ;

Introduction

One great feature of SharePoint is the ability to extend and customise the built in List types (such as Announcements, Contacts, Issues and Tasks) to meet your requirements. In this series of articles we will give you some ideas on how you can modify a task list to meet the needs of business processes you have in your organisation.

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