Sharepoint Server 2007 Basic Questions
I am management consultant working in the Change Management group for a client. I have created a SharePoint subsite that tracks change control items. I am looking at adding some other functionality but am not proficiently trained in Sharepoint so I was hoping for some help with these two questions:1.) For each change control item, you can choose a status from a dropdown list. Assuming the use of some conditional statements, is there any way I can create a column that automatically tracks the date/timestamp when the item changes status? (i.e., if the status of item 1 went from "Approved" to "Unapproved" on today's date, this "date" column would populate "3/11/2010 HH:MM" as the field value.2.) Is there any way you can add an alert notification every time a new item is added to the list? I know there is an "Alert Me" functionality, but that only refers to your alerts. I would like an e-mail notification to be sent to a mailbox (an email address) every time a new item has been created.
March 11th, 2010 7:54pm

If you have access to SharePoint Designer you can accomplish both using the workflow tools that are built in.1 - In order to track when an item's Status changes you'll need to add another column to track the previous status. Then create a workflow that runs when an item is modified and check whether the Current Status = the Previous Status. If it is the same, stop the workflow (status did not change); if it is not the same, set the Date/Time column = Modified, then set Previous Status = Current Status (so that you can compare again on the next edit).2 - As IDONO mentions, if you have administrative rights to the list you can create alerts for other users in A/D. If you do not, or if the email address is not linked to an A/D account, you can create a workflow that runs when new items are added. Use the Send Email action to identify the To:, Subject: and Body of the email.Hope that helps, I can give more detailed steps on setting up the workflow if you choose to go with SPD to create it.Chanda
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March 11th, 2010 11:21pm

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