The Rules property displays the rules defined for the current object. Rules are executed in order, starting with the first rule in the list.
See Resource objects or User objects for object-specific information on rules.
You can define simple or advanced rules for objects. Simple rules allow you to apply actions to messages matching any or all of the defined conditions. Advanced rules allow you to use AND/OR operators in your condition statements.
To define a new rule for an object:
Click New.
Select the type of rule you want to define.
Click Simple and select Any or All to create a rule that applies actions to messages matching any or all of the defined condition.
Select Advanced to create a rule with AND/OR operators in your condition statements.
Define the rule conditions.
In the first drop-down list, define which Message Field option you want to monitor, such as From, To, Subject, and so forth.
For example, if you want to move all messages from a specific sender to a separate folder, select From as the Message field you want to monitor.
In the second drop-down list, define the condition for the rule.
For example, when you select From, the second drop-down list allows you to select either Contains or Does Not Contain. If you select Contain, all messages that contain your senders e-mail address are monitored as part of the condition of the rule.
The condition options vary depending upon the Message Field option you select. For example, if you change the Message Field option to Size, the Condition options are More Than or Less Than.
In the Variable Information field, specify the condition criteria.
For example, in our previous scenario, you would enter the senders e-mail address.
The following table outlines the available condition options:
Message Field Options |
Secondary Condition Options |
Variable Information |
From |
Contains or Does Not Contain |
text (e.g., an e-mail address or username) |
To |
Contains or Does Not Contain |
text |
Subject |
Contains or Does Not Contain |
text |
CC |
Contains or Does Not Contain |
text |
Header |
Contains or Does Not Contain |
text1 text2 IMPORTANT: Do not use a colon ( : ) in the text2 field. For example, if you want the rule to act on a value in the headers Received field, type Received, not Received: . |
Body |
Contains or Does Not Contain |
text |
Size |
Is More Than or Is Less Than |
size in KB |
Calendar Item |
Does Not Conflict or Conflicts |
NA |
Attachment |
MIME Type Is or MIME Type Is Not |
MIME type |
Apply to All Messages |
NA |
NA |
Click plus (+) or minus (-) to add and remove up to 15 condition statements.
If you are defining an Advanced rule, use the OR/AND operators to define how each condition statement is applied.
Define the rule action.
In the first drop-down list, define the action that you want performed, such as Move To, Delete, Forward To, and so forth.
For example, if you want to move all messages you receive from a specific sender to another folder, select Move To.
In the second drop-down list, define the completion of the action.
For example, if you want select Move To, the drop-down list allows you to select which folder you want to move the messages to.
The following table outlines the available condition options:
Action |
Description |
Variable |
Move To |
Moves an item to the folder you specify. |
Drop-down list of available folders (INBOX, Sent, etc.) |
Delete |
Marks an item as deleted. |
NA |
Forward To |
Forwards an item to the specified recipients. |
E-mail address |
CC To |
Adds a specified address to the CC field of outgoing items. |
E-mail address |
Accept |
Accepts appointments. |
NA |
Decline |
Declines appointments. |
NA |
Stop Processing |
Terminates rule processing. If a message matches the condition for a Stop Processing action, the Rule Agent stops processing the current rule and any subsequent rules for that message. |
NA |
Click plus (+) or minus (-) to add and remove up to 15 action statements.
When finished, click Save.
You can delete, deactivate, or change the execution order of the listed rules.
Click Delete next to a rule to delete that rule.
Under Active, toggle between Yes and No to activate or deactivate a rule.
Use the Position arrows to move a rule up or down in the execution list.
Click Save to save your changes.
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