Help Index > E-mail & Messaging Help

About rules

Use "Rules" to define a set of conditions and actions to be performed when an item meets those conditions. When you create a rule, you must do the following:

• Name the rule
• Select an event. The event is the trigger that starts the rule
• Select the types of items that will be affected by the rule
• Add an action. The action is what you want the rule to do when it is triggered
• Save the rule
• Make sure the rule is enabled

From the Menu Bar:  Select "Tools" then  "Rule"...

In the "Rules" window, Click the "New" Button...

You can specify many options to limit which items a rule affects. For example, you can apply a rule to only accepted appointments, to items with a certain word in the Subject box, or to items with a high priority. Use "Define Conditions" to limit your rules further.

To create a rule

• Click Tools > Rules > New.
• Type a name in the "Rule name" box.
• Click the "When event is" pop-up list > click an event to trigger the rule.
  
• If you clicked New Item, Startup, Exit, or User Activated, click one or more sources for the item. For example, click Received and Posted.

OR . . .

• If you clicked Filed Item, Open Folder, or Close Folder, click the folder icon > a folder > OK to display the folder name.
• Click one or more types of items you want the rule to act on in the Item Types list.
• If you want to further limit the items affected by the rule, click Define Conditions > click the appropriate conditions > OK.
• Click Add Action > click the action you want the rule to perform.
• Some actions such as Send Mail and Reply require you to fill in additional information.
• Click Save.