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OL98: How to Use the Rules Wizard in Outlook 98
Article ID: 181005 - View products that this article applies to.
This article was previously published under Q181005
The Microsoft Outlook 98 Rules Wizard is a messaging manager add-in for Outlook. With it you can define instructions for performing actions on incoming and outgoing mail messages.
This article discusses:
The Rules Wizard uses a systematic process to guide you through the rule creation process. For example, you can use the Rules Wizard to:
How to Install Rules Wizard
How to Convert the Inbox Assistant RulesWhen you first start the Rules Wizard, you are prompted to convert all Inbox Assistant Rules to Rules Wizard rules. Click Yes and then click OK to convert all Inbox Assistant rules except any rule containing conditions based on a custom form; these will have to be recreated.
If you have a large number of rules and you use Microsoft Exchange Server 4.0, you may not be able to convert all of your rules. This is because the Rules Wizard disables and keeps the old Inbox Assistant rules and saves the newly converted rules back to the server. The combination of Inbox Assistant rules and Rules Wizard rules may take up more space than is available on the server.
How to Create RulesYou can create a rule three ways:
How to Modify Rules
How to Delete Rules
How Rules Are AppliedWhen you create a rule you designate whether to apply it when messages arrive in the Inbox or when you send messages.
Rules are applied in the order in which they appear in the "Apply rules in the following order" list in the Rules Wizard. You can move rules up or down in the list by clicking to select a rule then clicking Move Up, or Move Down.
How to Run Rules on Microsoft Exchange ServerIf you use Microsoft Exchange Server, the rules are stored on both your computer and the server. If a rule can be completed on the server, it will run even if Outlook is not running on your computer. However, if it requires client-based activity, like moving a message to a folder in a Personal Folders file, the rule is applied when you start Outlook.
Outlook tries to update all rules on the server. Rules that cannot be updated are marked "client only" after their name. If your list contains rules that have been updated on the server and rules that have not, the rules on the server are applied first, then the client only rules.
NOTE: Outlook does not track meeting invitation responses, task assignment responses, and voting responses if these messages have been moved from the Inbox to another folder by a rule.
For more information about how to use rules in Outlook, follow these steps in the Help menu:
Article ID: 181005 - Last Review: July 30, 2001 - Revision: 1.0