Controlling Rules
Rules can be an effective tool for managing messages, but you
also need to manage your rules to make them effective overall. For
example, you need to consider the order in which rules run, control
how and when rules run, and even disable or remove rules. The
following sections explain how to control your rules.
Outlook 2010 executes rules for incoming messages when they
arrive in the Inbox, whether on the server or locally (depending on
whether the rules are client-side or server-side). Outlook 2010
executes rules for outgoing messages when the messages arrive in the
Sent Items folder.
As mentioned earlier, the order in which rules are listed in
Outlook 2010 determines how Outlook 2010 applies them. In some
situations, the sequence could be important. Perhaps you have one
rule that moves high-priority messages to a separate folder and
another rule that notifies you when high-priority messages arrive.
For the latter rule to work properly, it needs to execute before the
one that moves the messages, because the notification rule won't
execute if the messages are no longer in the Inbox.
You can control the order of Outlook 2010 rules easily by
taking the following steps:
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On the Home tab, click Rules, Manage Rules And Alerts to
open the Rules And Alerts dialog box.
-
Select a rule to be moved.
-
Use the Move Up and Move Down buttons to change the order
in the list, as shown in Figure 1. Rules
execute in the order listed, with the rule at the top executing
first and the one at the bottom executing last.
Note
An alert in Figure 1 indicates
that there are additional rules created with a different version
of Outlook or with Outlook Web Access (OWA) that are not shown in
the list of rules. In this case, there is a server-side mobile alert rule that sends an alert to my mobile
phone when a message arrives with importance set to High. The
mobile alert rules do not appear in the Rules And Alerts dialog box.
Stopping Rules from Being Processed
In certain cases, you might want your message rules to stop
being processed altogether. Perhaps someone has sent you a very
large message that is causing your connection to time out or is
taking a long time to download. You would like to create a rule to
delete the message without downloading it, but you don't want any of
your other rules to execute. In this case, you would place a new
rule at the top of the list and define it so that the last action it
takes is to stop processing any other rules. In effect, this allows
you to bypass your other rules without going through the trouble of
disabling them.
You can also use the Stop Processing More Rules action to control rule execution in other
situations. To stop Outlook 2010 from executing other rules when a message meets a specific condition,
include Stop Processing More Rules as the last action for the rule. You'll find this action in the What Do
You Want To Do With The Message? list in the Rules Wizard.
Disabling and Removing Rules
In some cases, you might want to turn off message rules so that they don't execute. Perhaps you
use a rule to do routine cleanup on your mail folders but don't want
the rule to run automatically. Or perhaps you want to create a rule
to use only once or twice but you would like to keep it in case you
need it again later. In those cases, you can disable the rule. To do
this, on the Home tab, click Rules, Manage Rules And Alerts, and then clear the check box for that rule in
the list. Only those rules with check boxes that are selected will
apply to incoming or outgoing messages.
If you don't plan to use a rule again, you can remove it by
opening the Rules And Alerts dialog box, selecting the rule, and
then clicking Delete.
Sharing Rules with Others
By default, Outlook 2010 stores server-side rules on the computer running Exchange
Server and stores client-side rules on your local system. Regardless
of where your message rules are stored, you can share them with others
by exporting the rules to a file. You can then send the file as an
email attachment or place it on a network share (or a local share) to
allow other users to access it. You can also export the rules to
create a backup of them for safekeeping or in case you need to move
your Outlook 2010 rules to a new computer, as explained in the next
section.
Follow these steps to export your message rules to a
file:
-
On the Home tab, click Rules, Manage Rules And
Alerts.
-
In the Rules And Alerts dialog box, click Options.
-
In the Options dialog box, shown in Figure 2, click
Export Rules, and then select a path for the file in the resulting
Save Exported Rules As dialog box (a standard file save dialog
box).
-
To save the rules using Outlook 2002, Outlook 2000, or Outlook 98
format, select the appropriate format in the Save As Type
drop-down list. Otherwise, leave the selection at Rules Wizard
Rules.
-
Click Save.
You can export your rules in any of four formats, depending on
the version of Outlook used by the people with whom you want to share
your rules. If you need to share with various users, export using the
earliest version of Outlook. Later versions will be able to import the
rules because they are forward-compatible.