Birthday Reminder

This Birthday Reminder WebPart selects the forthcoming birthdays or anniversaries of users from the User Profile Store and displays the selected profile property fields in a freely configurable template.

UserProfile based Application with the capability to use Search engine, for faster results!

Configuration


WebPart Properties
Property NameDescription
Operation mode
  • Birthdays: shows the employee birthdays based on the Property SPS-Birthday
  • Anniversaries: shows the employee anniversary as defined
  • Anniversary Interval set it to “999” to show all anniversary, based on the daterange, or enter a number to only show the employees, which have the set anniversary (i.E: 10 years)
    Title Set a modern WebPart title.
    HeaderTemplate Set the Header Template.
    FieldTemplate Define the Item template with HTML / CSS, as needed.
    Fields are accessible by surrounding curly brackets like: {WorkPhone} {SPS-Birthday} {SPS-Hiredate}.
    To get the anniversary year count, use: [AV]
    FooterTemplate Close all open Tags or bring a footer text to be displayed here.
    No User Template define the output, if no User is found to match your date range / settings
    Nbr. of Days to show enter the number of days into the future (starting from the current date) to include in the list.
    Nbr. of Days past enter the number of days to keep the birthday/anniversary in the list after it has passed.
    Nbr. of Items Total To limit the Items to display.
    SPS-Birthday date format verify your SPS-Birthday date format by entering a question mark to the property field options “?” and chose the correct format.
    Fast Search
    SPS-Birthday Managed Prop. Name Enter the Mapped Property, created in Search Schema (i.E: RefinableDate00)
    SPS-HireDate Managed Prop. Name Enter the Mapped Property, created in Search Schema (i.E: RefinableDate01)
    Fast Search Setup Instructions
    Sorting
    Sort direction Ascending/Descending
    Formation
    Birthday date Format Format the Date as needed with moments.js
    Hiredate date Format Format the Date as needed with moments.js
    Documentation Link
    Date Format Locale set your location to get the correct date string (en, nl…)
    Image width if the field “PictureURL” is set, you can define the width here in pixels
    Picture source SharePoint (MySite)/Outlook
    Need to be logged in/userphoto (default)
    CSS Style Custom CSS to fit your look and feel.
    Filtering
    Exclusion filter Highly flexible Filter to exclude list items from view.
    example: fields[“Field to compare. like: FirstName”] Operator like (==,!=,<,>,<=,>=) “Value”
    in Example: fields[“FirstName”] != “”
    This will exclude all Users, where no FirstName is set.
    Note: All Filter Fields must be set in the FieldTemplate to be available.
    Instant Cache
    Cache retention Time (Minutes) How long the cache should be used
    License
    License Key Please enter your Paypal "Profile ID" or "Automatic payment ID" to unlock your WebPart. (Format: I-1A11SSBB2241)

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    Post a comment

    Kent
    02/27/2020 22:58
    A couple of requests for the user profile Birthday web part. 1. It would great if the part had a placeholder image for when an employee photo is unavailable. This is especially true when using the web part in anniversary mode for "new hires," which don't always have a photo yet. 2. A previous version of the web part had an unobtrusive loading animation, but the latest version displays an odd counter and text that disrupts the layout. I would help to fix this or revert to the loading animation.
    Raphael
    02/28/2020 18:25
    Kent,

    we have published a new version of the birthday reminder web part.
    The custom loading indicator is removed by default.

    There is a savety function added, which loads only 300 profiles by default if fast search function is not configured.
    The default value can be adjusted with an option string: throttlelimit=650|
    A default image is also available, if you are using the Picture source: userphoto
    To have the Images as a div background with a border radius 50%, use the option string: imgbg=1|
    Boy Brusselaars
    03/17/2020 07:54
    We have a max of 200 persons with a birthday. But we have more account because of service accounts, admin account en shared accounts. What is the seats you perfer to take?
    Raphael
    03/17/2020 08:22
    Boy Brusselaars,

    please choose the seats level range 201 - 500.
    The seats count is based on all your active accounts.
    Janice
    07/08/2020 14:47
    Hey.. I would like to set the Anniversary's to display the current month only.. I notice when i set to 30 days to show.. I am getting items from June.. is there a way to show only the current month we are in? thx
    Raphael Bloch
    07/08/2020 14:50
    Janice,

    you can use the web part options property and set a value like: currentmonthonly=1|
    to display only the current moth's values.
    Eric
    08/20/2020 12:25
    Birthdays are in SharePoint as MONTH DAY format, for example August 20. The SPS-Birthday date format field does not provide for that format.

    Raphael Bloch
    08/20/2020 12:57
    Eric,

    You can modify the date field within the web part property "Birthday date Fromat"
    It is documented here how to set the property value: https://momentjs.com/
    JOSE SANCHEZ
    10/23/2020 17:08
    Hi, I have the B webpart and configurate this like List option, I want this option for user profile into my sharepoint 365, What can i do? I must donwload this version and reinstall ? and This version send notification email? and how does web part look for a Brithday into the user? my users are sync from my Local Active directory

    Thank you
    Raphael
    10/26/2020 09:57
    Jose,

    I am not sure, if I understand your question.
    This Birthday Reminder web part is using data from Search / User Profile Store located in SharePoint Online.
    If you sync data to Azure Active Directory, these data will be synced also to SharePoint Online User Profile Store triggered by a timer job.

    This Birthday Reminder web part will not send any email. It is most often used on companies homepage to congratulate employees.
    The integrated Field Template property allows to modify HTML structure and look and feel.

    An update from a lower version to the current is very simple: just download the new package file and upload the .sppkg file to your AppCatalog using replacing option.