Introduction
After creating a SharePoint list, we can create rules to automate a task such as sending notifications when data changes in a list.
In the current release, we can create up to 15 rules.
Let's see the implementation of how to use this excellent feature in the list.
Steps to creating a rule
- Go to the SharePoint list > Click on Automate and select Create a rule.
- It will open a panel as below,
- It allows 4 actions. let's see step-by-step implementation.
A column changes
This will trigger when any column changes.
A column value changes
This will notify the user when any list column value is/is not equal to entered in the blank.
Example
A new item is created
This action will trigger when a new item is created in a list then notify the user(which we fill in the send email to blanks).
A new item is deleted
This action will trigger when a new item is deleted from a list then notify the user(which we fill in the send email to blanks).
After successfully creating rules we can check it in O365 outlook to check notifications as below.
Steps to editing rules
Click on Automate > Go to the Manage Rules > Click on the rule which you want to edit > At the right bottom we can see the Save button. from here we can update it.
Steps to deleting rules
Click on Automate > Go to the Manage Rules > Click on the rule which you want to delete > At the left bottom we can see the Delete icon. from here we can delete it.
Manage rules
Click on Automate > Go to the Manage Rules. At here you can see all the details related to the rules.
If you want to see no. of rules in the list, turn on or off rules then you can see details in manage rules.
Summary
In this article, we have seen how to implement rules for the SharePoint list when data is changed.
I hope this helps.
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