Microsoft Outlook Mac Applyng Rules
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The feature to run the rule while you’re creating it is only in Outlook for Windows. Jim has shown the only way to apply a rule to messages you’ve already received. Click the smiley face icon in the upper right corner of the Main Window to send feedback to Microsoft that you’d like this feature for Outlook for Mac. Hope this helps! Set a rule in Outlook 2016 for Mac for a shared mailbox From the Tools menu choose Rules. In the Client Rules section choose Exchange. Choose the + (plus) button to add a new rule. In the When a new message arrives: section change the default From: popup menu to Account Is. Select the +.

Outlook activates some types of add-ins if the message or appointment that the user is reading or composing satisfies the activation rules of the add-in. This is true for all add-ins that use the 1.1 manifest schema. The user can then choose the add-in from the Outlook UI to start it for the current item.

  1. Jan 13, 2016 If you moved the emails to other folders by creating a client side rule, did you check if the “Do not apply other rules to the messages that meet the same conditions” option is checked or not? Could you please try setting up another IMAP account into your Outlook for Mac client to see if the same issue occurs?
  2. In Outlook Web App, click Settings Options Organize Email Inbox Rules. On the Inbox rules tab, click the arrow next to the plus symbol +, and select Create a new rule for arriving messages. Under When the message arrives, select Apply to all messages. Under Do the following, select Redirect the message to.
  3. You cannot use Outlook for Mac to manually apply server-based rules.' So if you have a server-side rule (which is the default and is probably what you want), you'll have to duplicate it as a client-side rule to get it applied to existing messages.
  4. First, select a message by highlighting it, then, in the Home ribbon, click Rules and select Create Rule. The dialog box that opens will have three criteria pre-filled, based on the message you selected: From, Sent To, and Subject. Click the minus sign next to the conditions you do not want.
  5. Sep 17, 2017  The feature to run the rule while you’re creating it is only in Outlook for Windows. Jim has shown the only way to apply a rule to messages you’ve already received. Click the smiley face icon in the upper right corner of the Main Window to send feedback to Microsoft that you’d like this feature for Outlook for Mac. Hope this helps!

The following figure shows Outlook add-ins activated in the add-in bar for the message in the Reading Pane.

Specify activation rules in a manifest

To have Outlook activate an add-in for specific conditions, specify activation rules in the add-in manifest by using one of the following Rule elements:

  • Rule element (MailApp complexType) - Specifies an individual rule.
  • Rule element (RuleCollection complexType) - Combines multiple rules using logical operations.

Note

The Rule element that you use to specify an individual rule is of the abstract Rule complex type. Each of the following types of rules extends this abstract Rule complex type. So when you specify an individual rule in a manifest, you must use the xsi:type attribute to further define one of the following types of rules.

For example, the following rule defines an ItemIs rule:<Rule xsi:type='ItemIs' />

The FormType attribute applies to activation rules in the manifest v1.1 but is not defined in VersionOverrides v1.0. So it can't be used when ItemIs is used in the VersionOverrides node.

The following table lists the types of rules that are available. You can find more information following the table and in the specified articles under Create Outlook add-ins for read forms.


Rule nameApplicable formsDescription
ItemIsRead, ComposeChecks to see whether the current item is of the specified type (message or appointment). Can also check the item class and form type.and optionally, item message class.
ItemHasAttachmentReadChecks to see whether the selected item contains an attachment.
ItemHasKnownEntityReadChecks to see whether the selected item contains one or more well-known entities. More information: Match strings in an Outlook item as well-known entities.
ItemHasRegularExpressionMatchReadChecks to see whether the sender's email address, the subject, and/or the body of the selected item contains a match to a regular expression.More information: Use regular expression activation rules to show an Outlook add-in.
RuleCollectionRead, ComposeCombines a set of rules so that you can form more complex rules.

ItemIs rule

The ItemIs complex type defines a rule that evaluates to true if the current item matches the item type, and optionally the item message class if it's stated in the rule.

Specify one of the following item types in the ItemType attribute of an ItemIs rule. You can specify more than one ItemIs rule in a manifest. The ItemType simpleType defines the types of Outlook items that support Outlook add-ins.


ValueDescription
AppointmentSpecifies an item in an Outlook calendar. This includes a meeting item that has been responded to and has an organizer and attendees, or an appointment that does not have an organizer or attendee and is simply an item on the calendar.This corresponds to the IPM.Appointment message class in Outlook.
MessageSpecifies one of the following items received in typically the Inbox:
  • An email message. This corresponds to the IPM.Note message class in Outlook.

  • A meeting request, response, or cancellation. This corresponds to the following message classes in Outlook:

    IPM.Schedule.Meeting.Request

    IPM.Schedule.Meeting.Neg

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    IPM.Schedule.Meeting.Pos

    IPM.Schedule.Meeting.Tent

    IPM.Schedule.Meeting.Canceled

The FormType attribute is used to specify the mode (read or compose) in which the add-in should activate.

Note

The ItemIs FormType attribute is defined in schema v1.1 and later but not in VersionOverrides v1.0. Do not include the FormType attribute when defining add-in commands.

After an add-in is activated, you can use the mailbox.item property to obtain the currently selected item in Outlook, and the item.itemType property to obtain the type of the current item.

You can optionally use the ItemClass attribute to specify the message class of the item, and the IncludeSubClasses attribute to specify whether the rule should be true when the item is a subclass of the specified class.

For more information about message classes, see Item Types and Message Classes.

The following example is an ItemIs rule that lets users see the add-in in the Outlook add-in bar when the user is reading a message:

The following example is an ItemIs rule that lets users see the add-in in the Outlook add-in bar when the user is reading a message or appointment.

ItemHasAttachment rule

The ItemHasAttachment complex type defines a rule that checks if the selected item contains an attachment.

ItemHasKnownEntity rule

Before an item is made available to an add-in, the server examines it to determine whether the subject and body contain any text that is likely to be one of the known entities. If any of these entities are found, it is placed in a collection of known entities that you access by using the getEntities or getEntitiesByType method of that item.

You can specify a rule by using ItemHasKnownEntity that shows your add-in when an entity of the specified type is present in the item. You can specify the following known entities in the EntityType attribute of an ItemHasKnownEntity rule:

  • Address
  • Contact
  • EmailAddress
  • MeetingSuggestion
  • PhoneNumber
  • TaskSuggestion
  • URL

You can optionally include a regular expression in the RegularExpression attribute so that your add-in is only shown when an entity that matches the regular expression in present. To obtain matches to regular expressions specified in ItemHasKnownEntity rules, you can use the getRegExMatches or getFilteredEntitiesByName method for the currently selected Outlook item.

The following example shows a collection of Rule elements that show the add-in when one of the specified well-known entities is present in the message.

The following example shows an ItemHasKnownEntity rule with a RegularExpression attribute that activates the add-in when a URL that contains the word 'contoso' is present in a message.

For more information about entities in activation rules, see Match strings in an Outlook item as well-known entities.

ItemHasRegularExpressionMatch rule

The ItemHasRegularExpressionMatch complex type defines a rule that uses a regular expression to match the contents of the specified property of an item. If text that matches the regular expression is found in the specified property of the item, Outlook activates the add-in bar and displays the add-in. You can use the getRegExMatches or getRegExMatchesByName method of the object that represents the currently selected item to obtain matches for the specified regular expression.

The following example shows an ItemHasRegularExpressionMatch that activates the add-in when the body of the selected item contains 'apple', 'banana', or 'coconut', ignoring case.

For more information about using the ItemHasRegularExpressionMatch rule, see Use regular expression activation rules to show an Outlook add-in.

RuleCollection rule

The RuleCollection complex type combines multiple rules into a single rule. You can specify whether the rules in the collection should be combined with a logical OR or a logical AND by using the Mode attribute.

When a logical AND is specified, an item must match all the specified rules in the collection to show the add-in. When a logical OR is specified, an item that matches any of the specified rules in the collection will show the add-in.

You can combine RuleCollection rules to form complex rules. The following example activates the add-in when the user is viewing an appointment or message item and the subject or body of the item contains an address.

The following example activates the add-in when the user is composing a message, or when the user is viewing an appointment and the subject or body of the appointment contains an address.

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Limits for rules and regular expressions

To provide a satisfactory experience with Outlook add-ins, you should adhere to the activation and API usage guidelines. The following table shows general limits for regular expressions and rules but there are specific rules for different hosts. For more information, see Limits for activation and JavaScript API for Outlook add-ins and Troubleshoot Outlook add-in activation.


Outlook 2016 mac rules not working
Add-in elementGuidelines
Manifest SizeNo larger than 256 KB.
RulesNo more than 15 rules.
ItemHasKnownEntityAn Outlook rich client will apply the rule against the first 1 MB of the body, and not to the rest of the body.
Regular ExpressionsFor ItemHasKnownEntity or ItemHasRegularExpressionMatch rules for all Outlook hosts:
  • Specify no more than 5 regular expressions in activation rules for an Outlook add-in. You cannot install an add-in if you exceed that limit.
  • Specify regular expressions whose anticipated results are returned by the getRegExMatches method call within the first 50 matches.
  • Specify look-ahead assertions in regular expressions, but not look-behind, (?<=text), and negative look-behind (?<!text).
  • Specify regular expressions whose match does not exceed the limits in the table below.
    Limit on length of a regex matchOutlook rich clientsOutlook on iOS and Android
    Item body is plain text1.5 KB3 KB
    Item body it HTML3 KB3 KB

See also

To be an effective communicator, you need to be an effective organizer. The same applies to your Outlook folders. A disorganized inbox inhibits your ability to communicate and collaborate. Here's how to create rules for messages and organize your inbox.

Microsoft Outlook Mac Applyng Rules

What are Outlook rules?

Rules are a way to automate actions in Outlook that you would normally have to do manually. Rules are actions that are taken if a message meets predetermined criteria. If you receive a lot of invoices from various vendors you could automate the sorting process by creating a rule to automatically send them to their designated folders.

Creating a rule

How to create an Outlook rule using existing templates

To create a rule in Outlook:

  1. Click the File tab in the navigation ribbon.
  2. Click Manage Rules & Alerts.
  3. Click New Rule on the E-mail Rules tab in the Rules and Alerts dialog box.
  4. Proceed to Step 1: Select a template.
  5. Choose a template from either the Stay Organized or Stay Up to Date list of rule templates.
  6. Proceed to Step 2: Edit a rule description.
  7. Click on the underlined value.
  8. Click Next.
  9. Choose the message conditions you prefer under Step 1: Select conditions.
  10. Click on presented underlined values from your selected conditions.
  11. Enter in specifics for the underlined values under Step 2: Edit the rule description.
  12. Click Next.
  13. Choose exceptions to the rule under Step 1: Select exception(s).
  14. Click Next.
  15. Choose values for underlined text under Step 2: Edit the rule description.
  16. Click Next.
  17. Enter a name under Step 1: Specify a name for this rule.
  18. Select additional actions under Step 2: Setup rule options.
  19. Click Finish.

When you are setting up additional rule options, you will see that the new rule will be activated by default. All you need to do is deselect the check box for 'Turn on this rule' to disable it. Outlook allows you to run the new rule on messages currently in your inbox. You can also choose to have this rule apply to your current account or to all accounts you have setup in Outlook.

How to create a new or custom Outlook rule

To create a rule:

  1. Click on the File tab.
  2. Select Manage Rules & Alerts.
  3. Click on New Rule in the E-Mail Rules tab found in the Rules and Alerts pop up window.
  4. Select an option in the Start from a blank rule section, then choose either 'Apply rule on messages I receive' or 'Apply rule on messages I send.'
  5. Click Next.
  6. Choose conditions that messages must meet in regards to the rule under Step 1: Select condition(s).
  7. Specify the value of any underlined condition for the rule under Step 2: Edit the rule description.
  8. Click Next.
  9. Choose what you want to do with the message under Step 1: Select Action(s).
  10. Define the value of underlined actions under Step 2: Edit the rule description.
  11. Click Next.
  12. Choose to add exceptions to the drafted rule under Step 1: Select exception(s).
  13. Fill any underlined values under Step 2: Edit the rule description.
  14. Click Next.
  15. Enter a name for the new rule in the Finish Rule Setup section.
  16. Select or deselect setup rule options to run the rule on existing messages, activate or deactivate the rule, or apply the rule to all accounts.
  17. Click Finish.

How to create a rule from a message

To create a rule from a message:

  1. Click on a message from your inbox or sent items.
  2. Select the Home tab from the navigation ribbon.
  3. Select Rules from the 'Move' group.
  4. Choose Create Rule from the dropdown list. (You can also choose from the list of suggested rules.)
  5. Click on presented check boxes under the section When I get e-mail with all of the selected conditions.
  6. Choose an action to apply when the conditions are met under Do the following.
  7. Choose OK to create the rule or Advanced options, which takes you through the same Rules Wizard used to create rules.

Managing your rules

How to edit a rule:

To edit a rule:

  1. Click on the File tab.
  2. Select Manage Rules and Alerts.
  3. Select a rule from the list.
  4. Select Change Rule in the 'E-Mail Rule' tab.
  5. Select Rule Settings to navigate to the Rules Wizard and follow the procedure for creating a new rule.
  6. Select Rename Rule to give a rule a new name.
  7. Choose Move Folder to move the rule to another folder and remove it from the current folder.
  8. Choose Copy to Folder to apply the rule to more than one folder.
  9. Click Apply.
  10. Click OK.

How to delete an Outlook rule

To delete a rule:

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  1. Click on the File tab.
  2. Select Manage Rules & Alerts.
  3. Click on the rule to delete.
  4. Select Delete.
  5. Click Yes to confirm the action.
  6. Click OK.

How to run an existing rule manually

To manually run a rule:

  1. Select the folder from the left pane to run the rules on.
  2. Select the Folder tab in the navigation ribbon.
  3. Select Run Rules Now under the 'Clean Up' group.
  4. Click the checkboxes for the preferred rules under Select rules to run.
  5. Use the Select All or Deselect All buttons to modify your selections.
  6. Choose a new folder to apply the rules to instead under Run in Folder.
  7. Choose to include subfolders as well.
  8. Choose to apply rules to All Messages, Read Messages or Unread Messages.
  9. Click Run Now to execute.
  10. Click Close once actions have been completed.

How to export an Outlook rule

To export a rule:

  1. Select the File tab in the navigation ribbon.
  2. Select Manage Rules & Alerts.
  3. Click on the checkboxes of the rules you wish to export.
  4. Select Options in the 'Rules and Alerts' window.
  5. Select Export Rules.
  6. Select a name for your exported rules file.
  7. Select a location to save the file.
  8. Click Save.

How to import a rule

To import a rule:

Outlook For Mac Export Rules

  1. Select the File tab.
  2. Select Options.
  3. Choose Import Rules.
  4. Navigate to the location of the rules files to be imported.
  5. Select Open.
  6. Click OK.

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Wrapping Up

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By using rules efficiently, you can remove a lot of unnecessary work from inbox management. They're incredibly easy to set up and modify based on presented changes. What's your favorite rule that you have implemented? How many rules do you have running? Let us know in the comments.

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