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4.3. How to Set an Alert in SharePoint 2010
To Set an Alert on a List or Library
- Go to the desired list or library.
- In the ribbon, click the Library tab under Library Tools.
- In the Share & Track section, select Alert Me.
- There will be two options:
- Set alert on this list (Select alert on this library if using a library)
- Manage My Alerts
- Select Set alert on this list (Select alert on this library if using a library)
- This opens up a dialog that allows you to:
- Name the Alert Title – this will default to the name of the list/library if you do not change it.
- Send Alerts to – This allows you to insert other users. (Your name is entered by default.) NOTE: Users must have permissions to the list in order receive alerts.
- Delivery method – Email by default
- Change Type – This gives the option to send alerts when:
- All changes
- New items are added
- Existing items are modified
- Items are deleted
- Send Alerts for These Changes – This gives additional criteria for sending when:
- Anything changes
- Someone else changes an item
- Someone else changes an item created by me
- Someone else changes an item last modified by me
- Someone changes an item that appears in the following view (Other views must already be created and have proper distinctions to separate them from default view.)
- When to Send Alerts – This sets the frequency of how you would like to be notified.
- Daily – Hour you would like to be notified
-
- Weekly – Day and hour you would like to be notified
- Select OK when done.
To Set an Alert Directly on an Item
- Use the Edit dropdown on the item and select Alert Me
- This will open up a similar dialog box as the one previously mentioned
To Manage your Alert
- Under Alert Me in the Ribbon select Manage My Alerts
- This will take you to a screen that allows you to manage yours alerts. You can add, delete, and see the frequency of your alerts on your lists/libraries/items.
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