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Summary Email from SharePoint

Posted on 2015-02-20
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Last Modified: 2015-03-03
I have designed a list on SharePoint and need to send a summary email automatically like it happens when you design a workflow.

I know its now possible via SharePoint designer, as its send emails for each item created.

Any help would be appreciated.
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Question by:brkenigma
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11 Comments
 
LVL 44

Expert Comment

by:Rainer Jeschor
ID: 40620976
Hi,
what kind of summary email do you want to get?
Which SharePoint version and edition?
If you want to get a daily summary of added/changed/deleted items, you might simply add an alert on that list for yourself (or if you have permissions also for other users).
HTH
Rainer
0
 
LVL 32

Expert Comment

by:Jamie McAllister MVP
ID: 40620979
Alerts can be used to send activity summaries, and can be very selective indeed.

There's an article about that here;

http://the-north.com/sharepoint/post/User-Alerts-and-Views-to-Send-Selective-Emails
0
 

Author Comment

by:brkenigma
ID: 40621008
the alert option does not meet the requirement.

i have a list created with several items in it and each of these have a status. I need to send a summary based on the different status.

The summary reports, tell me about the add/deletes/any edits made
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LVL 32

Expert Comment

by:Jamie McAllister MVP
ID: 40621028
If you don't create a workflow or code something, the only other thing aside from Alerts to have that information is Audit. It is possible to email that out, but it is not in a friendly format at all.
0
 

Author Comment

by:brkenigma
ID: 40621039
workflow wouldn't work as it sends email on every item and not as a summary.

Any suggestion on building a code?
0
 
LVL 44

Expert Comment

by:Rainer Jeschor
ID: 40621129
Hi,
it depends a little bit on your exact requirements, but I would go a route to use Powershell script with SharePoint client side object model to query the list, generate a nicely formatted HTML email and run the script on your requirements (manuall, scheduled once/twice a day ...).
But it depends also on your SharePoint version (and edition)?
Thanks and HTH
Rainer
0
 

Author Comment

by:brkenigma
ID: 40621652
I am using the 2010 version of share point, like an automated email is sent when the workflow is initiated. Similarly at the end of each day i want to send a summary report summarize by the status for all the items in the list.
0
 

Author Comment

by:brkenigma
ID: 40625270
Any suggestion in using Powershell script with SharePoint client side object model
0
 
LVL 32

Expert Comment

by:Jamie McAllister MVP
ID: 40625294
This article shows how to retrieve items from a list using Powershell and CSOM;

https://soerennielsen.wordpress.com/2013/08/25/use-csom-from-powershell/
0
 

Accepted Solution

by:
brkenigma earned 0 total points
ID: 40625550
i think i found a solution, created another list to summarize the data from the master list using infopath and then played a little with the add, update and delete workflows to have one active record on the summary list and send the email.

Used below link to design form on infopath.
http://blogs.sharepoint911.com/blogs/jennifer/Lists/Posts/Post.aspx?ID=70
0
 

Author Closing Comment

by:brkenigma
ID: 40641294
I found the solution myself and have posted the details in comments
0

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