• Outlook User
  • New Outlook app
  • Outlook.com
  • Outlook Mac
  • Outlook & iCloud
  • Developer
  • Microsoft 365 Admin
    • Common Problems
    • Microsoft 365
    • Outlook BCM
    • Utilities & Addins

Rules Wizard, Filters, and Views

Slipstick Systems

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.

Rules Wizard, Filters, and Views was last modified: October 10th, 2023 by Slipstick

Sending Autoreplies to Spammers

A lot of users ask how to delete email from certain recipients and send an autoreply to them, telling them the message was deleted unread. While it is possible to do this, it’s a really bad idea. I want to block the receipt of one specific person’s email, but I want them to get a  

junk mail icon

What Moved a Message to the Junk E-mail Folder?

How did the message get in Outlook's Junk Email folder? Check the InfoBar.

Delegates, Meeting Requests, and Rules

How to use a run a script rule in Outlook to add a category to delegated meetings.

Reply using word icon

Run a script rule: Reply to a message

Use a run a script rule to autoreply to a message.

Automatically Add a Category to Accepted Meetings

Use a run a script rule to add a category to an Outlook meeting when the attendee accepts the invitation.

Delete expired messages using autoarchive

Create a rule to delete mail after a number of days

You can combine a Rules Wizard rule with the AutoArchive feature of Microsoft Outlook to automatically delete messages as they age. There are two ways you can do this: Create a rule that moves messages meeting certain criteria to a folder. Configure the folder's Archive setting to delete messages. Setting an expire date on messages  

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  

Rules ot avoid duplicates

Avoid duplicate messages caused by Outlook's Rules Wizard

A user cam to me with this problem: I have 2 email accounts (EmailA & EmailB) and two subfolders (FolderA & FolderB) under my INBOX folder where mail for each account. I'm using rules to move the mail to the correct folder: specific words under sender's (emailA) and recipient's (emailA) address and move it to  

Outlook Rules Frequently Asked Questions

Frequently asked question about Outlook's rules wizard.

outlook on the web rules dialog

Forward email messages by date

How to forward messages to another address during a specific period of time using Outlook's Rules or Automatic Replies.

Apply custom views to all folders

Using Outlook 2010 or newer? You can use the Apply Current View to Other Mail Folders command on the View ribbon, Change view button. This will open the folder picker, where you'll select the folders to apply the view to. You can apply it to folders in other mailboxes or data files in your profile.  

Create a rule to search for two different phrases in a message

Direct support for this kind of rule was added in Outlook 2000 and is available in all later versions of Outlook. In Outlook 97 and Outlook 98, it requires two rules. Let's say you want to move all messages that contain either "Microsoft Exchange" or "Microsoft Outlook" to a folder named Exchange/Outlook. First, create a  

export rwz file for backup

How to back up Outlook's Rules and Alerts Rules

How to backup your Outlook Rules

out-of-office-icon

Out-of-Office is missing or grayed out

The Out-of-Office Assistant is missing Out-of-office Assistant is for Microsoft Exchange mailboxes only. Look for it on the File menu is Outlook 2010 or on the Tools menu in older versions. If you don't have an Exchange mailbox, you'll need to replicate it's actions using Rules Wizard, or better yet, use your email server's "vacation  

Rules and Alerts wizard

Running Rules on messages after you read them

Running rules on messages after reading them in Outlook.

« Previous Page
Next Page »
Visit Slipstick Forums.

Latest EMO: Vol. 30 Issue 36

Support Services

Do you need help setting up Outlook, moving your email to a new computer, migrating or configuring Office 365, or just need some one-on-one assistance?

Subscribe to Exchange Messaging Outlook






Our Sponsors

CompanionLink
ReliefJet
  • Popular
  • Latest
  • Week Month All
  • Use Classic Outlook, not New Outlook
  • How to Hide or Delete Outlook's Default Folders
  • This operation has been cancelled due to restrictions
  • iCloud error: Outlook isn't configured to have a default profile
  • How to Remove the Primary Account from Outlook
  • Online Services in Outlook: Gmail, Yahoo, iCloud, AOL, GoDaddy
  • Removing Suggested Accounts in New Outlook
  • Reset the New Outlook Profile
  • Adjusting Outlook's Zoom Setting in Email
  • Change Outlook's Programmatic Access Options
  • Opt out of Microsoft 365 Companion Apps
  • Mail Templates in Outlook for Windows (and Web)
  • Urban legend: Microsoft Deletes Old Outlook.com Messages
  • Buttons in the New Message Notifications
  • Move Deleted Items to Another Folder Automatically
  • Open Outlook Templates using PowerShell
  • Count and List Folders in Classic Outlook
  • Google Workspace and Outlook with POP Mail
  • Import EML Files into New Outlook
  • Opening PST files in New Outlook
Ajax spinner

Recent Bugs List

Microsoft keeps a running list of issues affecting recently released updates at Fixes or workarounds for recent issues in classic Outlook (Windows).

For new Outlook for Windows:Fixes or workarounds for recent issues in new Outlook for Windows .

Outlook for Mac Recent issues: Fixes or workarounds for recent issues in Outlook for Mac

Outlook.com Recent issues: Fixes or workarounds for recent issues on Outlook.com

Office Update History

Update history for supported Office versions is at Update history for Office

Outlook Suggestions and Feedback

Outlook Feedback covers Outlook as an email client, including Outlook Android, iOS, Mac, and Windows clients, as well as the browser extension (PWA) and Outlook on the web.

Outlook (new) Feedback. Use this for feedback and suggestions for Outlook (new).

Use Outlook.com Feedback for suggestions or feedback about Outlook.com accounts.

Other Microsoft 365 applications and services

New Outlook Articles

Opt out of Microsoft 365 Companion Apps

Mail Templates in Outlook for Windows (and Web)

Urban legend: Microsoft Deletes Old Outlook.com Messages

Buttons in the New Message Notifications

Move Deleted Items to Another Folder Automatically

Open Outlook Templates using PowerShell

Count and List Folders in Classic Outlook

Google Workspace and Outlook with POP Mail

Import EML Files into New Outlook

Opening PST files in New Outlook

Newest Code Samples

Open Outlook Templates using PowerShell

Count and List Folders in Classic Outlook

Insert Word Document into Email using VBA

Warn Before Deleting a Contact

Use PowerShell to Delete Attachments

Remove RE:, FWD:, and Other Prefixes from Subject Line

Change the Mailing Address Using PowerShell

Categorize @Mentioned Messages

Send an Email When You Open Outlook

Delete Old Calendar Events using VBA

Sync & Share Outlook Data

  • Share Calendar & Contacts
  • Synchronize two computers
  • Sync Calendar and Contacts Using Outlook.com
  • Sync Outlook & Android Devices
  • Sync Google Calendar with Outlook
  • Access Folders in Other Users Mailboxes

Diane Poremsky [Outlook MVP]

Make a donation

Mail Tools

Sending and Retrieval Tools

Mass Mail Tools

Compose Tools

Duplicate Remover Tools

Mail Tools for Outlook

Online Services

Calendar Tools

Schedule Management

Calendar Printing Tools

Calendar Reminder Tools

Calendar Dates & Data

Time and Billing Tools

Meeting Productivity Tools

Duplicate Remover Tools

Productivity

Productivity Tools

Automatic Message Processing Tools

Special Function Automatic Processing Tools

Housekeeping and Message Management

Task Tools

Project and Business Management Tools

Choosing the Folder to Save a Sent Message In

Run Rules on messages after reading

Help & Suggestions

Submit Outlook Feature Requests

Slipstick Support Services

Buy Microsoft 365 Office Software and Services

Visit Slipstick Forums.

What's New at Slipstick.com

Home | Outlook User | Exchange Administrator | Office 365 | Outlook.com | Outlook Developer
Outlook for Mac | Common Problems | Utilities & Addins | Tutorials
Outlook & iCloud Issues | Outlook Apps
EMO Archives | About Slipstick | Slipstick Forums
Submit New or Updated Outlook and Exchange Server Utilities

Send comments using our Feedback page
Copyright © 2025 Slipstick Systems. All rights reserved.
Slipstick Systems is not affiliated with Microsoft Corporation.