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Erin Kogan's avatar
Erin Kogan
Copper Contributor
Oct 13, 2016

SharePoint 13 Alerts

Hello,
I'm a very new SharePoint user, but I'm trying to create alerts for my process that would go to different emails.
Is it possible to create alerts that would send an email to a different address, based on life cycle changes?  Basically, if moved into stage1, it would send to emailA, when moved to stage 2, would send to emailB.  I've seen a lot of documentation about creating individual or group alerts based on all changes, but I'm trying to avoid that. 

Thanks!

8 Replies

  • Tark Spannbauer's avatar
    Tark Spannbauer
    Copper Contributor

    Hi,

    You can do a lot of this with views, and creating alerts on a view. 

    Create a view for each stage (so you'd create a "Stage 2" view which has a filter set where Stage=2), and then you can set alerts on that view.

    So when anything is modified within the Stage 2 view notify GroupB.
    That's how I've handled this sort of thing in the past. 

    • Erin Kogan's avatar
      Erin Kogan
      Copper Contributor

      Is this doable without any addons like Designer or Flow?  Thanks!

       

      • Anonymous's avatar
        Anonymous

        Erin Kogan have a look at the above reply. You can potentially do this with FLOW

    • Erin Kogan's avatar
      Erin Kogan
      Copper Contributor

      Hello,
      Somehow we convinced someone to give us access to addons for SharePoint, so now I have Designer!  Do you recommend a particular tutorial for multi-stage workflows, or a place where we might be able to download templates?  If not, would you have any recommendations on how to start stage 1 of the workflow?

       

      We need to have it enter stage 1 upon creation of the item.  It must then send an email to GroupA.  EmployeeA then goes in and reviews it, and manually sends it to stage 2.  Then, we need an email to go to GroupB.  This is a discussion and approval segment, which either passes (and goes to stage 3) or fails (and goes back to stage 1 for reassignment).   There are a couple of stages after that, but it follows a similar pattern.   Any particular recommendations for this scenario? 

       

      Thanks for all the help, I am definitely such a noob

       

  • Anonymous's avatar
    Anonymous

    You could use Flow for this. So on item add or when an existing item is modified you could add some conditions. If Stage = Stage1 then email personA, If Stage = Stage2 emil personB 

    • Agree with Daniel Anderson...you might also do some research on classic SharePoint workflows that are still available in the platform

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