Friday, December 17, 2004

Rules Wizard

There are two ways to put the Rules Wizard to work. If you're in the Microsoft Outlook Viewer, choose Tools | Rules Wizard. If you're working with an open message and want to build rules from information in that message, choose Actions | Create Rule (Outlook 98 or 2000) Tools | Create Rule (Outlook 97).

The Rules Wizard consists of several screens where you enter information about the type of rule you want to create (incoming or outgoing messages), what you want to look for, what you want to happen to messages that fit the rule and what types of messages should be handled as exceptions to the rule.

At the top of each screen, check the boxes that you want to apply to the current rule. Then in the bottom half of the screen, click any underlined text to set the value for that part of the rule. For example, if you see with specific words in the subject or body, click on that text to set the specific words to search for.

After you go through all the screens in this fashion, you can click the Finish button to save the rule.

To make a rule apply to all incoming or outgoing messages, just enter no conditions for the rule. You'll get a popup message informing you that the rule will apply to all messages and asking whether that's OK.

The order in which rules are processed can be important, since if you move a message from the Inbox to another folder, other rules won't process it. To change the order and enable/disable rules temporarily, choose Tools | Rules Wizard from the main Microsoft Outlook menu. In many cases, you will want to add a Stop Processing action to your rules, so that once that rule is applied, no subsequent rules will act on the item.

Also see:

  • Custom actions in rules
  • OL2000 (CW): How to Use the Out of Office Assistant
  • OL2002 How to Use the Out of Office Assistant
  • OL2000 (IMO): How to Emulate the Out of Office Assistant
  • Managing Email With Outlook Rules-- tutorial
  • OL2002 How to Create a Script for the Rules Wizard
  • Automatic Out-of-Office Assistant Switching Script
  • Forcing a Rule to Operate only on Certain Items
  • Customizing the Envelope System Tray IconRules Wizard
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