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You can create your own custom schedule to send SharePoint Alerts, that means you can define conditions for sending and a period when alerts should be delivered. For instance, you can receive an alert if someone changes an item only within working hours (8 AM to 5 PM). You can also define days of week to send alerts.

There you can also define an External host path.

External host path allows users to replace the host part of the site link, item link, and item URL, that can be inserted in e-mail alert messages. This feature is usually used to provide SharePoint users logged in from external local domain with a public host path to the SharePoint web server. For example, if you enter http://wssportal.yourcompany.com/, outside users will receive alerts with links on item but site links in their e-mail alerts will be changed from http://YourInternalServerName/ to http://wssportal.yourcompany.com/… and will be available for those outside of the network.

Options tab with custom schedule conditions and External host path field in Virto SharePoint Alerts

Choose a changes type, according to which the alert will be sent.

  • Apply to all items;
  • Apply to items in the following view;
  • Use condition (s).

Changes type options: apply to all items, items in a view, or use conditions in Virto SharePoint Alerts

You can create a custom condition for more precise selection of items, that trigger the alert.

Click “Use condition” and define an item field, select a condition from list and type a value. You can add several conditions, using And and Or operators.

Building a custom condition with item field, operator, and value using And/Or in Virto SharePoint Alerts

You can add new condition by clicking on “+” button or delete a condition using “X” button.

To track changes in a specified list field, select “Use condition”, choose the required field and use “was changed” or “not changed” condition.

Condition using the was changed or not changed operator to track a list field in Virto SharePoint Alerts

If created condition includes values from multiple choice field, use delimiter “|”.

Condition with multiple choice field values separated by the pipe delimiter in Virto SharePoint Alerts

Then you have to define the alert schedule.

Alert schedule settings for immediate, daily, or weekly summary delivery in Virto SharePoint Alerts

You can send it immediately after any changes occurred or create a daily or weekly summary schedule.

If alert condition was triggered a few times per day, all alert emails are merged in a single daily (or weekly) summary alert.

If you select “Send a daily summary”, select required time from dropdown and tick boxes with days when you will to receive a summary.

Daily summary schedule set to 10:00 on Mondays and Wednesdays in Virto SharePoint Alerts

Alert will be sent according to settings at 10:00 only on Mondays and Wednesdays.

“Send a weekly summary” option allows you to send alert on a chosen day of week.

Weekly summary option for sending the alert on a chosen day of the week in Virto SharePoint Alerts

The next option allows you to send alert on the specific date based on the list’s date field value.

Option to send the alert on a date based on a list date field value in Virto SharePoint Alerts

Same Date, After, and Before#

You can send alert on the same date as the date from a chosen field value. In this case, you need to set the exact time when the alert will be sent.

Same Date option with an exact send time set for the alert in Virto SharePoint Alerts

You can set time for “After” and “Before” options as well.

**Note:**If the format of a chosen field is not the Date and Time, but Date Only, you have to set time for alert sending. The same setting can be required if you send an alert for recurring events or for an all-day event.

Setting a send time for a Date Only field with After and Before options in Virto SharePoint Alerts

If you do not define a time, in the example above it will be used time of field “Due Date”. If this field has

a date only and doesn’t contain time, email will be sent in midnight, using server time.

The count of days from additional field#

You can send an alert according to a day count from a value taken from a custom number type field. For example, you have in a list the Due Date field and a custom number type field.

List with a Due Date field and a custom number field used for day-count scheduling in Virto SharePoint Alerts

Select the option “Send on date depending on a field value” and choose Due Date field. Then you can assign a count of days from a custom field to send the alert.

For example, the value in the custom “Number of days” field is 3. Select the “After X number of days specified in field”. Then choose the custom list field with a number. In this example, we have value “3” in this custom field.

This means, you will receive this alert on the third day after the date in the “Due date” field.

After X number of days option using a custom number field relative to the Due Date in Virto SharePoint Alerts

Daily reminder#

You can customize the schedule to send reminders.

It is possible to send daily reminder before or after the specified number of days.

In the example below, a user will receive reminders at 14:00 in 2 days after and 1 day after the event was modified.

Daily reminder schedule set to 14:00 for 2 and 1 days after an event was modified in Virto SharePoint Alerts

Press ”Save” to save the created alert.

Updated on October 27, 2024