Rules Wizard, Filters, and Views

This section covers Rules Wizard, Filters, and Custom Views.

The Rules Wizard for Microsoft Outlook automatically processes both incoming and outgoing messages. You set conditions similar to those used for Microsoft Outlook filters, then indicate what action(s) you want to be performed on messages that meet those conditions.

Rules in the Rules Wizard apply to only to mail at the time its downloaded. They can be applied to mail after its downloaded using the Run Rules Now command.

For Microsoft Exchange Server users, Rules Wizard automatically converts rules created with the Inbox Assistant feature (which Rules Wizard replaces). Exchange Server users also have an Out of Office Assistant for handling such things as vacation notices and Folder Assistant rules that run on public folders. See Server-based vs. client-based rules.

Filters are used with Search folders, Custom Views, and Advanced Find. Filters are used with Outlook items in the data file and show or hide but do not move items. You can apply filters to any Outlook item type, not just email. Filters can show, hide, or highlight items in different colors based on a variety of conditions and criteria.

Although Outlook does not support locking views against changes, you can lock view in Outlook 2010 using VBA. See How to prevent changes to Outlook views for a code sample.

For a complete list of articles, see Rules Wizard and Filters index

Hide Read Receipts in Conversation View
  • How to create a custom view to hide read receipts and non-delivery reports in Outlook's Inbox.

  • Using Rules Wizard
  • The Rules Wizard for Microsoft Outlook automatically processes both incoming and outgoing messages. You set conditions similar to those used for Microsoft Outlook filters, then indicate what action(s) you want to be performed on messages that meet those conditions. Rules in the Rules Wizard apply to only to mail at the time its downloaded. They  

  • To create a rule with wildcards
  • How to create an Outlook rules using wildcards.

  • Run a Script Rule: Send a new message when a message arrives
  • How to use a Run a Script rule to have Microsoft Outlook automatically send a new email message using a template to new email addresses when a message meeting specific conditions arrives.

  • Filter internal mail from external mail
  • Create a rule in Outlook to filter messages sent from Internet Addresses when you use Exchange Server.

  • Custom Field Formulas: Phone Numbers
  • The basics of creating a custom field using a formula For best results, begin with a custom view: From the View menu, find the menu for Define views. In Outlook 2010, look on the View Ribbon for Change View. Expand it and choose Manage Views. Click New. Type in a Name for the new view  

  • Create a Custom View to Show the 'Remind at' Time
  • How to create a custom view to print or display the actual date a reminder is set for in Outlook.

  • Create a view for appointments that don't have reminders
  • How to create a view to display appointments that don't have reminders in Outlook.

  • Create a Task from an Email using a Rule
  • Create tasks from email as they arrive using a simple script and Rules Wizard. With a slight variation, you can create a task from the message you are reading in the reading pane. Complete instructions and ready-to-use code samples included.

  • Running Rules on messages after you read them
  • Running rules on messages after reading them in Outlook.