Edit or fix a broken rule in Outlook

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If you've set up a rule to manage messages in your Outlook inbox and it doesn't seem to be working, there are a few ways to diagnose the issue.  

First, check which version of Outlook you're using. If you see File on the top of the screen, you're using classic Outlook. If not, you're using either new Outlook, or a version on the web. Find your version below and follow the instructions.

Fix a rule in new Outlook

Not all rule conditions or actions available in classic Outlook work the same way in new Outlook. One reason a rule might not work in new Outlook could be that it was a client-side rule migrated from classic Outlook. This means the rule conditions and actions occurred only on your device, rather than on the mail server. 

When this happens, your rule shows an alert that says, This rule can't be edited or viewed

A rule with client-side conditions or actions cannot be viewed or edited.

If a rule appears with this alert, you won't be able to edit or view it. Try creating the rule again in new Outlook — see create a rule in new Outlook. In many cases this will be enough, but it can also depend on what you want the rule to do because some actions or conditions aren't currently supported.

For example, if you're trying to recreate the rule in new Outlook and you don't see the condition or action you previously used in classic Outlook, this means that action isn't currently supported.

Note

New Outlook doesn't support client-side rules. Learn the difference between server-side and client-side rules.

Edit an inbox rule in new Outlook

In cases when you'd like a rule to behave differently, you can edit it: 

  1. At the top of the page, select Settings  Settings .
  2. Select Mail > Rules.
  3. In the rule you want to edit, select Edit edit .
  4. Press Save to save your edited rule.

The difference between server-side and client-side rules

Rules are either executed before a message or item reaches your device (server-side) or when the message or item arrives on your device (client-side). The way rules are executed depends on which conditions and actions are included in them. 

New Outlook doesn't support client-side rules.

Server-side rules

Client-side rules

Server-side rules use conditions and actions handled by the Exchange server, and these rules run whether or not you log in to Outlook on your computer. Here’s an example of a server-side rule:

From <people or distribution list in the GAL or your contacts list>, move it to the <specified> folder

This rule uses all Exchange server information, like moving a message from a sender who’s in a Global Address List to a specific folder that’s in your Exchange mailbox. Server-side rules can move mail to a specified folder, for example, when that folder also exists on the server. A server-side rule cannot move mail to a folder that only exists on your device. 

Important

Only classic Outlook supports client-side and server-side rules. New Outlook, Outlook on the web and Outlook.com only support server-side rules.

Client-side rules have at least one condition or action that uses an Outlook feature, and they don’t run until you log into classic Outlook for Windows with the account that you used to create the rule. For example, this is a client-only rule:

From <people or distribution list>, flag message to <play a sound>

In this example, you ask the rule to play a sound when you receive a message, and this condition can be performed only by Outlook, which makes it a client-only rule.

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Classic Outlook examples of client-only rule actions and conditions

The following client-side conditions and rules are only supported in classic Outlook.

Examples of common conditions specified in a rule that make it a client-side rule:

Examples of common actions specified in a rule that make it a client-side rule:

  • With specific words in the subject
  • Marked as importance
  • Marked as sensitivity
  • Flagged for action
  • With specific words in the body
  • With specific words in the message header
  • With specific words in the recipient’s address
  • With specific words in the sender’s address
  • Assigned to category
  • Assign it to the category
  • Permanently delete it
  • Flag message for follow up at this time
  • Clear the message flag
  • Print it
  • Play a sound
  • Mark it as read
  • Display a specific message in the new items alert window
  • Display a desktop alert

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Rule features supported by version of Outlook

Feature Classic Outlook New Outlook
Apply retention policy Available Available
Apply rule to message I receive Available Available
Assign to specific category Available Partially available
Assigned to _______ Category Available Not supported
Categorize Available Available
Clear categories Available Not supported
Clear message’s flags Available Not supported
Copy Available Available
Defer delivery by x minutes Available Not supported
Delete Available Available
Display a custom message in New Item Alert window Available Not supported
Display a desktop alert Available Upcoming
Flag with specific time Available Not supported
Form type Available Not supported
Forward as attachment Available Available
Forward to Available Available
From Available Available
Has attachment Available Available
I'm not on the To line Available Available
I'm on the CC line Available Available
I'm on the To line Available Available
I'm on the To or CC line Available Available
I'm the only recipient Available Available
Mark as importance Available Available
Mark as Junk Not Supported Available
Mark as read Available Available
Mark as read Available Available
Mark with importance Available Available
Marked with importance Available Available
Marked with sensitivity Available Available
Message size: At most Partially available Available
Message body includes Available Available
Message header includes Available Available
Message includes flag Available Available
Message size: At least Partially available Available
Message Type: Automatic reply Available Available
Message Type: Automatically forwarded Available Available
Message Type: Encryption Available Available
Message Type: Event responses Available Available
Message Type: Meeting invites Available Available
Message Type: Non-delivery Available Available
Message type: Permission controlled Available Available
Message type: Read receipt Available Available
Message Type: Request for approval Available Available
Message type: Signed Available Available
Message type: Voicemail Available Available
Move to Available Available
On this computer only Available Not supported
Permanently delete Available Not supported
Play a sound Available Upcoming
Print it Available Not supported
Received: After Partially available Available
Received: Before Partially available Available
Recipient address includes Available Available
Redirect to Available Available
Reply with specific template Available Not supported
RSS Feeds Available Not supported
Send an automatic server reply Available Not supported
Sender address includes Available Available
Sender in _____ address book Available Not supported
Sender is in specified address book Available Not supported
Specific words in recipient's address Available Available
Stop processing more rules Available Available
Subject includes Available Available
Subject or body includes Available Available
Through the specified account Available Partially available
To Available Available
Uses form Available Not supported
With selected properties of documents or forms Available Not supported

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