Alert Plus User Manual

Alert Plus

Automatically share customized, conditional email notification and reminders in SharePoint. 

User Manual

Configuring the Alert Plus application

After uploading the Alert Plus application to your app catalog and licensing the product using our Tenant Manager, you will see one new application available for you to add to a page. 

After adding the Alert Plus Application to a page the below message will be displayed. 

Alert Plus is a unique application and requires additional steps to setup the Alert Service. Please see these instructions to establish your alerts service: https://bamboosolutions.zendesk.com/hc/en-us/articles/44756381693203-Installation-Overview-for-Alert-Plus 

Alert Plus by Bamboo Solutions

Once the site has been registered and the alerts service set up, proceed to set up alerts in the application. 

Creating a New Alert

1. Click the +Add button to create a new alert
2. Fill in the details on the First Page with the following
   1. Alert Name - This will be the name that is assigned to the Alert being created
   2. Status - Toggles between disable and enable, allows the option to turn off and on an Alert at anytime
   3. Time Zone - Indicate the time zone the alert should observe
   4. Events Tab
      1. Select your data source - indicate whether the alert should pull data from a list or an establish list rollup schema
      2. URL of target - enter and load the site where the list or list rollup schema exists
      3. Which list? - Pick the list or schema the alert will be pulling data from
      4. Alert Timing - Toggle between running the alert ASAP or daily, if daily a time of day can be selected
      5. What triggers? - Indicate what should trigger the alert
      6. Which item? - Further define what triggers the alert (below is an example)
   5. Mail Format Tab
      1. Design the mail that is sent out when the alert is triggered
      2. From - This can be set to any address
      3. To - This can be set to any address and can also pull field data from the data source
      4. CC - This can be set to any address and can also pull field data from the data source
      5. Subject - Free text that can include fields from data source
      6. Mail Body - Free text with formatting options and the ability to insert fields from the data source
      7. Finish - Saves and establishes the alert (as long as the alert is enabled)

Editing an Existing Alert

1. To edit an existing alert, click on the linked Alert Name in the grid
2. Make changes as needed and ensure to select Finish after the editing is complete

Deleting an Existing Alert

1. To delete an existing alert click the "garbage can" icon in the row of the alert that is to be deleted

Duplicate an Existing Alert

1. To duplicate an existing alert, click the "copy" icon in the row of the alert that is to be duplicated, this can be particularly advantageous when creating alerts and wanting a similar mail format between alerts but not wanting to toggle between alerts to ensure copying them correctly

Search on Alerts

Alert plus has a search bar in the top right-hand corner that allows for searching within the Alert Plus main grid.