Creating Alert on Past Due Items

Hi There,

We are trying to create an alert that sends an email to a select individual once an item is five days past due. I have the view created correctly - it filters by Due Date is less than or equal to [Today]-5. Through some research I found out that in order for a view to appear for an alert, the view must be filtered by a choice column. Considering that, I added a second filter where column Priority contains (, which would be every item, as the priorities are (0)Low, (1)Normal, and (2)High. Despite this, the view does not appear as an option when trying to create an alert. I only have the options for My Tasks, Due Today, and Active Tasks. Is there any way to generate this alert properly? If there is anything I am unclear about please let me know.

Thanks in advance! :)  

September 8th, 2015 3:49pm

Hello jmochnick,

When I set filter to Due Date is less than or equal to [Today]-5, view does not appear on alert but when I set to Due Date is less than or equal to [Today], view appears.

Here is a solution you could consider:

Create another column (calculated column, returns number) that calculates =[Due Date]-[Today column], I will refer to as Diff. In your view you can set filter Diff is less than or equal to -5

You should be able to see view in alerts.

 

Thank you








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September 9th, 2015 12:57am

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