Requirement: Create an Alert on SharePoint List View.
How to Set Alert on a Specific View in SharePoint?
Alerts in SharePoint trigger an Email or SMS when anything changes in the list or libraries. There are business scenarios where the user wants to create an alert on a list view that filters items by specific conditions. However, the option to create an alert for a particular view is not available for all list views!
If you have a custom view with a filter applied based on a custom column (Not on Out of the box columns such as “Approval Status”) of type: Single Line of Text, Multiple lines of Text, or Choice field – You’ll get this option “Someone changes an item that appears in the following view” in new alert page! Any view with filters on System Generated and Calculated columns will not appear in the Alert me page.
So, to create an alert on views, simply use the “Alert me” button in the ribbon on any list or library, On the New Alert page, Pick the view from the drop-down as shown under “Someone changes an item that appears in the following view” with a drop-down of all your supported views. Also, If your view doesn’t return any items, you won’t get the view on the New alert page!
The same thing applies to SharePoint Online also to create an alert on view.
What if you don’t have a filter based on the above columns? Well, here are some workarounds to set an alert on view:
- You can create a simple workflow that sends an email alert with IF conditions when the criteria are met within the views.
- You can Create Alert using PowerShell and specify “Filter” for the alert. E.g. Content Type $Alert.Filter = “<Query><Eq><FieldRef Name=’ContentTypeId’/><Value type=’Text’>0x0120728167cd9c94899925ba69c4af6743e01</Value></Eq></Query>”