KWizCom SharePoint

Notification FeatureProduct Overview

What it does?Create smart notifications for any SharePoint

list/library.Now you can get time-based and rule-based

reminders for upcoming/delayed tasks, project deadlines and milestones, or any other

SharePoint item!

Why did we create it?× SharePoint does not allow displaying notifications on screen× There is no support in SharePoint for defining notification rules× There is no option in SharePoint to customize the content of a notification

e-mails× SharePoint does not allow sending alerts to external users× There is no option in SharePoint to create recurrent notifications× SharePoint does not allow users to create quick notifications on list items× SharePoint does not support defining multiple rules with different logic on

lists/libraries

Supports both WSS 3.0 and MOSS 2007Define notifications per list/librarySchedule and send recurrent notifications Choose between on screen and e-mail notifications Send notifications by email to users outside the organizationDefine property-based notification rulesNotification options action menu available for all user typesPresent a personal notifications web part Allow definitions of notifications in content typesCross browser - IE, Firefox and Google Chrome and multilingual support

Notification Feature Key Features

Quick product feature tour

The web part presents notifications about events

happening in the near future applied to the

logged on user in different lists/libraries

This is the personal

notifications web part

Click on the notification description to view all relevant details on the

item

Choose to display the item details in a new window or redirected

from the web part

You may choose to remove notifications due today- to do so

simply click the notification flag

You can choose whether to display a

confirmation massage upon deleting a

notification

Use the notification actions menu to instantly apply a

notification

You may choose to define a personal notification on a list

item to a specific date- in which case a notification settings page

will open

You are also able to define a notification to an entire

list/library using the notification settings page

Set a date to and time to start the

notification process

Choose between e-mail notifications and on-

screen notifications, or both!

To start using the Notification Feature

go to SharePoint Central Administrator

Now lets look at the

administrative side of the

story…

Go to the Operations tab and

scroll down

Find KWizCom SharePoint

Notification Feature Settings and click the Manage notification

settings

On the Notification Feature Settings page define your SharePoint

portals settings

Select the web application and site collection hosting your portal, in addition to a

web site to host the notification feature administrative data

On the list settings page go to KWizCom

SharePoint Notification Feature

Now you’re all set to define notifications for

any list/library!

This is the list notification settings

page

Choose a meaningful name for the notifcation

Choose the Notification recurrence between:

Daily, Weekly, Monthly and Yearly

In addition choose a recurrence end time

Choose the target audience

for the notification

Use list person fields or an e-mail field to target

the notification to internal users

for external users choose the static list of email

addresses

Choose the notification type and apply

conditions

Customize the content of the chosen notification type by adding free text and

dynamic tokens

Apply customized conditions to get the

most relevant notifications

Here you can use the [Me] and [Today] tokens

You can also make a rule inactive and view

it’s last run time

After a new notification rule is

added you can update it at any time

Hover over the notification rule to see

a summary of it’s settings

Modify the personal notifications web parts

display settings

This is the personal notifications web part settings page

Choose to show a header for the notification web

part

Choose which notification groups

to display in the web part

Check which groups that will be presented in the

web part to expand or collapse

Notifications web part settings page

cont.

Check to display a confirmation dialog box

before removing a notification

Uncheck to open notification related

items in a new window

Notification Feature usage scenarios

Task management Define a notification rule which sends users a reminder when their assigned task is due, set a recurrent daily remainder for all the delayed tasks of the team.

Project management Define notification rules to remind a project manager about a project milestone that is about to end, and a recurrent notification when a project milestone is delayed.

Billing notifications Send notifications to users outside of the organization about invoices they should pay in the upcoming week/month and a recurrent notification about delayed payments.

Annual support services notification Send reminders to customers regarding the renewal of their support program.

About KWizComKWizCom Business Card• Founded in 2005• Headquartered in Toronto• Global provider of add-ons and services• 3000+ customers worldwide

Business Target:

Deliver innovative and cost-effective add-ons, enabling customers to deploy excellent Microsoft SharePoint and Dynamics CRM solutions faster than ever and at no risk.

Fields of expertise:• Microsoft Office SharePoint • Microsoft Project server• Microsoft Dynamics CRM

Competencies:Gold Certified Partner• ISV• Information Worker

Thank You!Contact us: [email protected]