Recipients

Kickstart Training

Kickstart Training Overview

List Setup and Initial Form

Form Building - Part 1

Form Building - Part 2

Form Building - Part 3

Form Building - Part 4

Form Building - Part 5

Form Building - Part 6

Form Building - Part 7

Email Alerts Setup

Getting Started

Differences Between Infowise UltimateForms for Microsoft 365 and On-premise Versions

Creating a site from a Business Solution Template

Kick Start Training

Form Designer - Make a Basic Form

Build it Now - Expense Reports

Build it Now - Form Designer

Build it Now - Approval System (Classic)

Build it Now - Charts (Classic)

Build it Now - Notification and Escalation System (Classic)

Build it Now - Process Diagram with Workflow (Classic)

Build it Now - Reservations System (Classic)

Build it Now - Timesheets (Classic)

Expense Report with One Approval (Classic)

Vacation Report with One Approval (Classic)

Actions

Smart Actions in Infowise UltimateForms for SharePoint

AND / OR Conditions

Create List Item Action

Delete Items Action

Send Email Action

Create a List/Library Action

Copy List Item Action

Create a Site Action

Manage Permissions Action

Check if field value changed

Create a history section

Alerts

Recipients

Working with Dates

Time and Date Functions

Build a dynamic Today field

Today field date comparisons

Form Designer

Using Grid Design to Fine-Tune Form Layout

CSS for the Modern Form Designer – a Closer Look

Create a Public Facing Form

Associated Items Button

Moving, Adding and Removing Fields

Form Builder - Basic Styling

Rules to Control Form Element Behavior – Form State

Tabs and Tab Permissions

Enabling the Display All Columns Tab (Classic)

Create a Tabbed Interface

Tab / Field Permissions (1/3) (Classic)

Tab / Field Permissions (2/3) (Classic)

Tab / Field Permissions (3/3)

General Settings (Classic)

Multiple Columns (Classic)

Fragments - Inserting Custom Diagrams in Forms (Classic)

Manual Form Layout (Classic)

Use SharePoint Group Permissions (Classic)

Views and View Customization

Color Choice as a status indicator

Load a custom icon library

Add Forms to Microsoft Teams

Validation

Validate a signature field

Advanced Column Permissions

Hide fields to simplify the Add form

Signature Field

Adding a Signature Approval for List Changes

Item IDs

Create Item IDs using a seed value

Associated Items

How to Set up Associated Items

Revealing Associated List Information with Modern Form Designer

Print Formatting

Calendar Print Template

Adding Parameters to Print Template

Custom Print Headers and Footers

Charts, Filters and Other Web Parts

Range Column Chart

Charting in Office 365

List Search Filter by View

Creating a Rollup (O365)

List Filters (On premises)

Rollups (On Premise)

Event Calendar

Basic Event Calendar Office 365

Basic Events Calendar On-Premise

Email Approvals

Setup Sharepoint List

Setup Email Import

Connected Fields

Creating a Master- Detail Lookup Column with On-Premise Infowise

Voting Fields

Creating a Voting Column

Setting an Owner Column

List Search

List Search Setup

The Recipients section is generally intuitive, but there are a few additional features and tools that offer more possibilities.

Please review the functionality described to fully explore the options in the Recipients configuration.

Instructions

The Title of your alert should contain the name of the relevant list, for example "Projects - Update Alert"
Check to make sure that the correct List is selected. The configuration fields are dynamically adjusted depending on which list is selected.
Use the green + icons to open up a people picker dialog.

There are a number of possibilities when entering email recipients.
SharePoint security groups or people may be selected using a Standard SharePoint People Picker.
Users may be selected by using SharePoint People Picker fields. You can use the value from the list in the field "Project Owner" for example. This value will change each time the SharePoint list record is updated to use a different "Project Owner".
You may also email users not in SharePoint by entering an explicit email address.
If you have a contact list created, this may also be a source for recipients.

You may add additional recipients as necessary. The amount of recipients is unlimited.
As the developer of your tool, consider adding yourself as BCC on all the email alerts to track that alerts are sent as expected.

Summary

There is significant flexibility in determining who receives email alerts. It may be tempting to add many people as recipients on emails, but this can cause a negative user experience. Frequent email alerts may be treated as spam by irritated users.

Use the column functionality to send email alerts to a record field value that can changes for individual records.

Last modified: 10/31/2022 7:40 PM

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