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SharePoint Conditional Alerts
Want smart email alerts based on user defined conditions/criteria?
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Smart Condition Based Email AlertsMicrosoft SharePoint Server/Online
Want to manage your business by exception?
The Out-of-box Alerts & Notifications are very basic and cannot be controlled by data type/metadata. It is all or nothing. Also, there is no means of setting up due date based comparison criteria against current date without opening and saving each item. Overcome these limitations with this Dynamic Condition based Smart Alerts solution for better management of critical documents based on type/metadata like contract renewals, bids, tenders, policy expiry or lists like risks, issues, change etc.
Design your own business rules for alerts with user defined criteria (based on list items/document Metadata/Attributes) and control how and when to be notified. Proactively manage by exception with this automated notification service, akin to Google Keyword Alerts. Get real-time condition based alerts without even opening documents and items. Example of usage includes; setup of warning alert rules for users for upcoming due dates and escalation rules to alert senior managers when threshold been passed i.e. beyond the target dates.
Do away with complex and expensive bespoke development/workflows that you need to maintain and modify and deploy each time you add a new library or list.
Improve the way you manage your business! Use SharePoint beyond just as a file store!
Summary/Overview
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What are the key Benefits?
Smart Conditional Real-time Alerts
- Overcomes out-of-box limitations of all new or nothing email alerts that does not take into consideration data type or date comparisons.
- Be alerted for only the things that matter to you, based on user defined conditions/ criteria. Use multiple metadata and date comparisons to create your criteria.
- Real-time, smart configurable alerts, based on current date, without needing to manually update each of the documents or list items.
- Self service subscription for users. Un-subscribe to existing rules or indeed pause the rules when items are being actioned.
- Simple and easy to use. No coding knowledge necessary.
Alerts Types
- Save time by setting up global alerts based on content types e.g. Risk, Issue, Change, Actions, Tenders, Support Tickets, Policy documents etc. Inherit the alert criteria from a template library or list type.
- Setup alerts for specific libraries or lists where needed.
Usage Scenarios
Setup warning alerts for upcoming events e.g;
- Warning alerts 'X' days before Policy expiry dates.
- Escalation Alerts for senior managers, if say policy expiry date is 'X' days over due.
- Use combination of matadata/and date comparions to provide targeted alerts as and when you need it.
What Business Issues are overcome?
1) Out-of-Box systems notification is limited. Provides simple and generic, all or nothing, alerts: all new and modified items. There is no means to configure conditional criteria using metadata.
2) There is no means of tracking items without opening, and saving each item. Date based calculations for state comparison or against today's date are not possible without opening and saving the item.
3) Being inundated with vast amount of data and having to reactively search through various reports/views to identify the issues, often too late or after the event. Unable to setup condition or criteria based alerts for selected, specific types or key high profile items/document types.
4) Unable to setup condition or criteria based alerts e.g. alerts on projects site tasks that are falling outside of user specified boundaries such status, budget or date thresholds.
5) Unable to effectively and proactively manage risks, issues, change, documents.
Pricing & Packages
SharePoint List & Library - Conditional Alerts.
User defined dynamic alerts for list & libraries
Get started from £1 - £5/user/month, depending on number of users. Use the Pricing Calculator below and see purchase options.
If you need quote/invoice in local currency, please contact us.
SharePoint & Project Server/Online Technical Support
To provide extra peace of mind FREE basic Technical Support is provided with products developed by Project Solution.
If you encounter an issue and need assistance, you can raise a support ticket directly on our helpdesk.
The helpdesk is accessed via the link below.
New User? choose the Sign up link the login page.
Forgotten password? choose 'Forgot My Password' link on that login page.
Note: remember to use your business/organisational email address you use to communicate with us.
Presentation
"Manage your business by exception with dynamic Alerts on Status of Projects, Key Activities, Artefacts and Resources"
Software Pricing Plans
Use the Cost Calculator (below) for the Licensing plan that works for your business. Pricing is dependent on the total number of users (with AD Logon) within SharePoint. This provides an assessment of the scale of usage and the size of deployment of SharePoint Server/Online. Minimum 25 users. If you need a local currency invoice to be sent to your purchasing team, or for discounted pricing for Education and Charity, please contact us.
Perpetual License
(One-Off)
from £30 / $39
Per user. Min 25 users
One-time Purchase. Cost based on total number of users within Microsoft Project Online.
FREE Deployment, Configuration and Technical Support.
Monthly Subscription
25-500+ Users
from £1.3 / $1.7
Per user/ month. Min 25 users
Monthly subscription based on total number of users within Microsoft Project Online. Minimum three-month initial term.
FREE Deployment, Configuration and Technical Support.
Annual Subscription
25-500+ Users
from £1.0 / $1.3
Per user/ month. Min 25 users
Save 25% with Annual Term Licensing Vs Monthly. Cost based on total number of users within Project Online. FREE Deployment, Configuration and Technical Support.