New
SharePoint Designer Alerts required for Test Site & Issues Custom Lists
below:
https://testsite.com/sites/test/Lists/Risk%20List/All%20Items.aspx
https://testsite.com/sites/test/Lists/Issue%20List/All%20Items.aspx
1)
Requirement for email alerts to be sent to a specific user on either of the
above lists when a user is assigned as an "Owner" or
"Manager"(People Picker-field) to a new Risk or Issue.
Emails
to be sent immediately upon "Manager" or "Owner" being
assigned.
2)
Requirement for email alerts to be sent to a specific user on either of the
above lists when a user is assigned as
"Owner" or "Manager" (People Picker-field)of an existing Risk or Issue
where either of the fields have changed.
Emails
to be sent immediately upon "Manager" or "Owner" field
change.
1
Implementation Plan:
1.1.1 Open SharePoint designer click open the site.
1.1.2 Enter the site link on https://testsite.com/sites/test
1.1.3
Next you have
seen Credential section login the service account (domain\test_usrl)
1.1.4
Next Click List Workflow on ribbon menu
1.1.5
Select one of the Custom List of Issue
List.
1.1.6
Now SharePoint designer will ask you to enter a name
for your workflow. I have named the workflow as “SendMailWorkLFow”. Click on
create button once you are done.
1.1.7
We just need to add a step that will send email click
the Action-event on ribbon menu
1.1.8
You can add conditions and actions to workflow. In
our case, it is just one action. Select send an Email option.
1.1.9
In Step1 Section and Email option click these users
link
1.1.10
Displaying one popup menu, on popup menu we have
configure To address and Subject and body contains, First you need to enter the
To address. Click on the browser button next to To: text box.
1.1.11
Select the Workflow Lookup for a User... and click
add->> button
1.1.12
Next screen to select the follwin item DataSource :
Current Item,
Field from Source: Issue Owner, Return field as : As string
1.1.13
Same as repeat 2.1.11 to 2.112 and select Field from Source: Issue Manager
1.1.14
Displaying selected users on right side list box and
say ok.
1.1.15
Next Define email dialog. Here you need to enter
the subject and a body for the email from the attached excel sheet. Copy paste the content
as per attached screen shot.
Then delete the
bulleted line(Title) and keep the cursor same line.
1.1.16 Next Click the Link button on right side cornor.
1.1.17 Click on
the Text to display textbox fx Icon in the right side corner.
1.1.18
Next screen choose DataSource: Current Item, Field
from Source : Title, Return as field as: As String.
1.1.19
Next follow the 2.1.17 and click Address
textbox fx icon.
1.1.20
Next click Add or Change Lookup and that screen
select datasource : Current Item, field from source : Path, Return field as :
As String. And then say ok
1.1.21
Click OK.
1.1.22
Click OK..
1.1.23
Below is the screenshot of the email body we have
configured. Once verified and Click Ok.
1.1.24
Next you choose the Action on ribbon menu and select
Stop Workflow action; it will be inserted in the Step1.
1.1.25
Click this message
1.1.26
Click the button and add some message.
1.1.27
Similar to following.
1.1.28
Since the workflow to start automatically when an
Item is created and updated. So click the workflow settings,
1.1.29
Select the below attached screen shot option only.
1.1.30
Now we need to publish it. To publish the workflow,
press on the publish button in the top
