Posts Tagged ‘Reminder’

Customize SharePoint Reminder Emails with Merge Data

Date:August 7th, 2009 Author: 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: 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: Tags: , , ,
Category: Calculated Columns, SharePoint Ideas, SharePoint Reminder, SharePoint webparts Comments:24 ;

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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