Send When Configuration

This section allows you to configure when an email is sent.

Send When - Always, Due Soon, Overdue, Due Today

Always

This option configures the Reminder emails to be sent for every record in the List and View.

For example this could be useful if you had a list of Helpdesk support tickets. You could configure a View to show high priority, open tickets. You could then configure the reminder web part to send an email for every ticket in the list (always) every hour - ensuring that high priority support tickets do not get overlooked.

See Common Scenarios for more detail on this example and other examples of common uses for SharePoint Reminder.

When field X is ...

This option configures SharePoint Reminder to check a field in your list and only send an email if it is Due within or Overdue by a certain time.

You can choose from the following options

  • Due within a certain time, e.g. Due within the next 5 days.
  • Due between a certain time, e.g. Due between 10 and 5 days.
  • Overdue by a certain time, e.g. Overdue by 5 days or more.
  • Overdue between a certain time, e.g. Overdue between 5 and 15 days.
  • Due Today

See Common Scenarios for examples of common uses for SharePoint Reminder.

Note - If you choose When field X option then if the value of this field is changed it will reset the count of how many emails have been sent.

Note - If you have chosen to Expand Recurrences then the "Always" and "Overdue by X or more" options will not be available and you will be limited to the Start Time and End Time columns.