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. Microsoft has a code sample at View.LockUserChanges Property (Outlook)

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

Understanding the Safe and Blocked Senders lists
  • Understanding and using Outlook’s Junk Mail Safe Sender, Safe Recipient, and Blocked sender’s lists.

  • 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.

  • 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.

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

  • What Moved a Message to the Junk E-mail Folder?
  • How did the message get in Outlook’s Junk Email folder? Check the InfoBar.

  • Exchange Server's 32 KB Rules Limitation
  • Exchange 2003 and older supports just 32 KB worth of rules. If each rule is small and simple, you might get about 50 – 70 rules when using Outlook 2002 and older. Outlook 2003 (and up) uses Unicode when writing the rules and this requires more space per rule, leaving most users with about 20  

  • Mark Sent Items as Read After Copying with a Rule
  • When you use rules to move sent messages, the sent items are not marked read when they are copied to other folders. You need to VBA to mark the messages read.

  • Create a custom view to list upcoming birthdays
  • Display only the birthdays that occur in the upcoming months, by creating a custom view in Outlook’s Calendar.

  • Outlook's Rules and Alerts: Run a Script
  • How to use Outlook’s Rules Wizard Run a Script action to process messages using VBA. Using Run a Script rules will allow you to use actions not available in the Rules Wizard.

  • Create views using SQL/DAVX filters
  • One of Outlook’s little known gems is the SQL filter in the Views Filter dialog. Although it looks confusing and technical, it’s surprisingly easy to use. In many cases, you can let Outlook create a query for you by creating your criteria on the other tabs then enable SQL filtering and edit the query as