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Click here for the instruction of upgrading Alert Reminder Boost to 3.0 version.

1. Starting Alert Reminder Boost

After you install Alert Reminder Boost on the SharePoint Server, you will find Alert Reminder Boost on the Ribbon.

Or go to the list settings and find the entry Alert Reminder Boost under the Permissions and Management section.

Using either method, enter the Alert Reminder Boost Settings page. On this page, you can manage Alert and Reminder items. There are two tabs, one for Alert and one for Reminder. You can view the following information for Alert or Reminder on this page: Title, Delivery Method, Status, Modified, and Modified By.

To the right of the Alert and Reminder tabs, there is a settings drop-down menu which contains the following settings:

SMPT Server Settings: Specify the SMTP Server for sending e-mails.

SMS Server Settings: Specify the SMS Server for sending SMS messages.

Import: Import Alert and Reminder settings from an XML file.

Export: Export Alert and Reminder settings to an XML file.

2. Configuring an Alert Item

In the Alert Reminder Boost Settings page, click Add new alert item and you will enter the New Alert Item page.

In the New Alert Item page, you will need to set-up the following basic settings:

Alert Title: Enter a name for the alert item. This field is required.

Alert Status: The Alert Status options controls whether the alert is enabled or disabled. New alert items are enabled by default.

Delivery Method: Select the method you want to use to deliver a message, E-mail or SMS Message.

The New Alert Item page also contains the following 4 tabs for configuring a new alert item: Event, Message, External Pathand Note.

2.1. Event

Change Type

In this section, you can specify events that generate an alert. There are four options for you to choose from: On all changes, When new items are added, When existing items are modified and When items are deleted.

On all changes: An alert will be generated when any changes are made to an item in the list.

When new items are added: An alert will be generated when an item is created in the list.

When existing items are modified: An alert will be generated when an item in the list is modified.

When items are delete: An alert will be generated when an item in the list is deleted.

When to Send Alerts

In this section you can specify how often alert e-mails are sent. There are three options for you to choose from: Send notification immediately, Send a daily summary and Send a weekly summary.

Send notification immediately: Send a notification as soon as items are changed.

Send a daily summary: Send a notification every day at a specified time.

Send a weekly summary: Send a notification every week at a specified day and time.

If you choose to send a daily or weekly summary, you can set a Maximum number of items per summary.

Which Items Generate Notifications

In this section you can select which items will generate an alert. There are three options for you to choose from: All items, Item from List View and Items with conditions.

All Items: All items in the current list.

Item from List View: Items in a specified list view.

Items with conditions: Items that meet certain conditions. In the Condition Type menu, select either Basic or Advanced from the drop down list.

Basic Mode:

Advanced Mode:

2.2. Message

In the Message tab, you can configure the Alert notification email or SMS message.

E-Mail Header

The E-Mail Header allows you to specify the Alert Notifications: sender, recipient, CC and Bcc fields, persons you wish to exclude from receiving this notification and subject.

Click on the E-Mail Header buttons to set detailed information for each field.

Email Body

The E-Mail Body section allows you to set up the email itself.

Format: You can select either HTML or Plain Text.

Send Item attachments as attachments in notification e-mail: If the modified list item contains an attachment, you can select this option to attach it to the notification e-mail.

Include item information in notification e-mail: Enable this option to include item information in the notification e-mail. You can select Include mobile hyperlink to display the mobile hyperlink in the notification e-mail. Select Customize displayed fieldsand order to customize which columns will be displayed in the notification e-mail, as well as the columns order.

Include custom content in the notification e-mail: Select this option to type the customized content in the notification e-mail. The content will appear under the list navigation in the notification e-mail.

2.3. External Path

The External Path tab allows you to set different external paths to your web application. You can choose to use the default host path, select from one of the custom alternative access mappings or enter a new site collection’s URL.

2.4. Note

Use this function to send an email notification to select users informing them of new Alert items. This option is optional and is only for email message.

Send a note informing users every time you click OK in the New/Edit Alert Item Page: Select this option to send notification emails to users every time you create a new alert item or modify an alert item.

Send a note that will appear at the top of a Reminder email: Select this option to display the Note and the Alert email in one email, and the note will appear at the top of the Alert email.

Note: Type the note, and you can insert list columns into the note message. Bold, italic, colored fonts and other text formatting are supported.

3. Configuring a Reminder Item

In the Alert Reminder Boost Settings page, click Reminder tab, then click Add new reminder item and you will enter the New Reminder Item page.

In the New Reminder Item page, you will need to set-up the following basic settings:

Reminder Title: Enter a name for the reminder item. This field is required.

Reminder Status: The Alert Status options controls whether the reminder is enabled or disabled. New reminder items are enabled by default.

Delivery Method: Select the method you want to use to deliver a message, E-mail or SMS Message.

The New Reminder Item page also contains the following 4 tabs for configuring a new reminder item: Schedule, Message, External Path and Note.

3.1. Schedule

Recurrence

Use this function to specify when and how often you want to be reminded. You can set the Pattern, Date Range, and the Time Range.


Which Item Generate Notification

The configurations for this section are the same as Alert item.

Please refer to section Which Items Generate Notifications for more information.

3.2. Message

The configurations for this section are the same as Alert item.

Please refer to section 2.2 Message for more information.

3.3. External Path

The configurations for this section are the same as Alert item.

Please refer to section 2.3 External Path for more information. 2.2 Message

3.4. Note

The configurations for this section are the same as Alert item.

Please refer to section 2.4 Note for more information.

4.Duplicate Alert Reminder Item

Sometimes the most convenient way to create a new Alert item is to duplicate an Alert item, especially if you want to keep similar settings.

To duplicate an existing Alert or Reminder item: (take Alert item for an example)

a. Hover over an Alert item you want to duplicate to reveal a drop down menu.

b. Click Duplicate Alert Item.

c. A copy of the Alert item will be created and added to the Alert items list. The title of the new Alert item will be suffixed with –copy. You can change the new duplicated Alert item by editing it. And the newly created duplicate Alert item will be deactivated by default.

5.Export/Import Alert Reminder Settings

You can export and import Alert Reminder items as an xml file, as a template or use it on other lists.

5.1. Export

a. In the Alert Reminder Settings page, click Export in the Settings drop-down menu.

b. An Export Settings to XML dialog box will appear, click Save to save the XML file to your local computer.

5.2. Import

a. In the Alert Reminder Settings page, click Import in the Settings drop-down menu.

b. An Import Settings dialog box will appear, click Browse to choose a XML file that contains Alert Reminder items or you can paste the code directly.

c. Click OK to import the settings.

6. User Case

Suppose you are a project manager, you have created a Tasks list for your team to view their assignments. Every time an item in the Tasks list is created, modified or deleted, you want to send an alert message to the person which the task is assigned to.

To set up an Alert item for this tasks list, follow these steps:

a. Click on the Alert Reminder Boost button under the List tab on the ribbon.

b. In the Alert Reminder Settings page, click the Alert tab and then click Add new alert item.

c. Fill in the basic settings for this Alert item:

Alert Title: Enter a title for this alert item.

Alert Status: Specify the status of this alert item.

Delivery Method: Specify the method you want to use.

d. In the Event tab, you need to make the following configurations:

Change Type: Select On all changes.

When to Send Alerts: Select Send notification immediately.

Which Items Generate Notifications: Select All Items

e. In the Message tab, specify the sender, recipient, CC and Bcc fields and the subject for the Alert e-mail.

f. Then save the settings.

g. Now modify an item in the Tasks list to check if the user in the assigned to column can receive the Alert email.

h. The following is the notification email your team member received. The changes are highlighted and the notification type is displayed in the subject line.

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