Alerts in SharePoint 2013

CMand398 5 Reputation points
2023-02-21T15:24:50.99+00:00

If I have a custom list that we are using as a tracking form for attrition, which requires multiple levels of supervisors to fill out different sections is it possible to set up an alert to where when the first section is complete it alerts the next supervisor to go in and fill it out?

Microsoft 365 and Office | SharePoint Server | For business
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  1. Xyza Xue_MSFT 30,176 Reputation points Microsoft External Staff
    2023-02-22T02:46:18.9733333+00:00

    Hi @CMand398 ,

    Your requirement is in a list. After each supervisor fills in his own part, send an email to notify the next supervisor to complete the next part of approval.

    You can achieve this through SharePoint Designer, and send an email to the next supervisor when the "modified by a specific person" condition is triggered.

    1. You will need SharePoint Designer installed on your computer.
    2. Open SharePoint designer
    3. Open your site
    4. Go to Workflows
    5. Click 'List Workflow' on ribbon and select your list
    6. Add a Condition, "Modified by a specific person", select the user.
    7. Add a Action, "Send a Email".
    8. In workflow setting, click both "Start workflow automatically when an item is changed and created"

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