Posts Tagged ‘Reminder’

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New SharePoint Reminder v1.7 now with Rich Text Editor

Date:November 18th, 2009 Author:Clare Tags: , , ,
Category: SharePoint Reminder, SharePoint webparts Comments:1 ;

With the huge volume of messages landing in your users in-boxes every day how do you make your important SharePoint Alerts and Reminders stand out?

Easy with the new Rich Text Editor in v1.7 of SharePoint Reminder Webpart.

The Editor uses the SharePoint’s intuitive WYSIWYG interface, which will be easy for any user of Microsoft products to pick up.

It allows you to add Rich Text formatting including font sizing, text effects, color and tables to Reminder alert emails – helping you to get the message across!

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

Date:October 16th, 2009 Author:Ryan 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:Ryan 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.

SharePoint Reminder Webpart Free Trial Dowmload

Pentalogic SharePoint Reminder Webpart v1.6 – now supporting Sharepoint recurring events

Date:September 17th, 2009 Author:Clare Tags: , , , ,
Category: SharePoint Alert, SharePoint Reminder, SharePoint webparts Comments:0 ;

Have you every tried to use any of the SharePoint Reminder or Alert web parts on the market – including ours – with Recurring Events in SharePoint Calendar lists?  They just don’t work do they? If you want to send out Alert/Reminder emails about a regular event you have to set up each and every instance of the event as an individual list item in your SharePoint calendar list. Annoying isn’t it?

That’s what our customers have been telling us – and with the latest version of SharePoint Reminder Webpart we have introduced functionality which will allow you to use Reminder with SharePoint’s handy recurring events feature.

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SharePoint Webpart Customer Feedback

Date:August 12th, 2009 Author:Clare Tags: , ,
Category: General, SharePoint Reminder Comments:0 ;

It’s always great to hear from our customers: positive feedback gives us a nice warm glow, and the less positive gives us the chance to work on our weaker points!

This just in from Alicia is definitely of the warm glow variety:

“Thank you so much for all your help. Your responsiveness and professional assistance epitomize ‘customer service.’ We are still working on perfecting our Sharepoint task list, and we literally would not be as far along as we are today without your Reminder web part. It is exactly what we needed!”

Thank you Alicia!

Alicia also put in a request for a new feature for Reminder, which we are incorporating into the next release – watch this space!

So if you have any feedback for us – good or otherwise – or suggestions for product features or enhancements that you would be interested in, please get in touch.

Customize SharePoint Reminder Emails with Merge Data

Date:August 7th, 2009 Author:Clare Tags: , , , ,
Category: SharePoint Reminder, SharePoint webparts Comments:0 ;

Did you know that you can customize SharePoint alerts with Pentalogic SharePoint Reminder webpart by merging data from fields in your lists into the subject and message of each email alert?

This is one of the most powerful features of Reminder  and in this way you can personalise each Reminder email so that you will often be able to include enough data to enable the recipient to complete a task without having to check the task list.


It works just like a Microsoft Word Mail Merge.  Include the Merge data by inserting the name of the field containing the data you want to merge into your email message or subject line in square brackets: [FIELDNAME].

So, for example you may have a list of equipment requiring testing, with its location and the date when the next test is due.  Have Reminder send your service engineers emails telling them exactly what they need to test, where and when.

So you message would look something like this:

“This message is sent to remind you that the [EQUIPMENT NAME] at [EQUIPMENT LOCATION] is due to be tested on [NEXT TEST DUE DATE]“

Which would appear to your engineer as:

“This message is sent to remind you that the Potterton 2000 Gas Boiler at 37 Gloucester St, Bristol is due to be tested on Monday 1st September 2009.”

Your engineer now has all the information needed to get on with the job, without having to check details on the task list.

For more details and examples have a look at the Pentalogic Reminder online manual.

SharePoint Reminder Webpart Free Trial Dowmload

SharePoint Reminder Webpart – Setting a variable Due In or Overdue By time

Date:June 12th, 2009 Author:Ryan Tags: , , ,
Category: Calculated Columns, SharePoint Reminder, SharePoint webparts Comments:2 ;

When you normally setup SharePoint Reminder webpart you can specify to send an email alert when a date is Due In X days or Overdue by X days




When column Service Date is due in 5 days




One fairly common requirement amongst users of Reminder is the ability to set variable ‘Due In’ or ‘Overdue By’ times. For example lets imagine the scenario of a company using SharePoint and Reminder to help control the servicing of various pieces of equipment.

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Working Days, Weekdays and Holidays in SharePoint Calculated Columns

Date:November 21st, 2008 Author:Ryan Tags: , , ,
Category: Calculated Columns, SharePoint Ideas, SharePoint Reminder, SharePoint webparts Comments:18 ;

AcmeCorp aim to reply to customer complaints within 3 working days. They plan to use SharePoint Reminder webpart to alert managers when these targets are not being met.

We have a list with the following information

ID Title Date Received Reply Due Reply Sent
1 Order hasn’t arrived Friday 7/Nov/08 Wed 12/Nov/08
2 Order missing items Monday 10/Nov/08 Thursday 11/Nov/08

Once we have this table we could make a View with a filter to only show records that don’t yet have a Reply Sent date (i.e. they have not been dealt with) and then configure a Reminder web part to watch this view and send out emails when the Reply Due date is overdue.

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