• What is a rule?
• Creating folders
• Setting up a rule
• Getting help

This document explains how to create rules in the GroupWise email client.

Information Technology documentation is available online at http://www.wooster.edu/technology/help/.

Last revised: February 28, 2008

When you receive an email, it is often more efficient to have your email client do some of the management for you. Rules are statements applied to emails based on a series of criteria specified by the user to help manage email.

NOTE: If the rule you wish to create involves moving mail directly to subfolders, you must create the folder first. To do so, Right click on Cabinet and choose New Folder. The folder will be a Personal Folder. Enter a name for the folder and position it where you would like to see it on the screen using the controls at the right of the box. Select any changes you want in the display properties (although most people accept the defaults) and click Finish.

1. To create a rule in GroupWise, open the Tools menu and select Rules. Click the "New..." button.


2. First you must name the rule. The system will not save a rule without a name and it helps keep your rules managed. Be sure to name it something meaningful and short.


3. Under "When event is" the area to select what type of item will be acted on by the rule. We are assuming, for this document, you are creating rules to handle New Items Received; therefore, you should have the "Received" box checked.
4. In the "If conditions are (optional)" section you need to choose what type of message will be handled by this rule and check the corresponding box. Typically, this will be Mail.
5. After selecting the message type, click the button labeled "Define Conditions..." This is where you tell Groupwise specifically what messages the rule applies to.
   
   The first box asks what criteria to use to identify the message type. If you would like to filter all messages from the editor of Wooster Headline News into a folder, you would select Author. If you wanted to delete a group of messages that came in with a particular subject, you would select subject. There are additional fields available if you select All Fields...
   
   The next box indicates the condition. For our WHN example, the Author would Contain the WHN_Editor address. You can exclude information, set to begin with or only act on the email if it matches the criteria.
6. Next you must enter the text.
   Notice at the top of the box the system puts these boxes into a sentence for you. This can help you check your rule to ensure it is what you want.
   
   The last box (which defaults to End) indicates what happens next. Typically, the rule will End.


7. Click the "Add Actions" button and select an action. By selecting an action you are telling Groupwise what to do with the messages you have selected. There are many options for actions. These include moving to a folder, deleting, forwarding, sending an automatic reply, etc.
8. If you choose "Move to Folder..." from the Add Actions menu, you will need to choose a folder and then click "Move."


9. Finish by saving your changes. You have now completed the rule set up.

If you have any questions about Groupwise rule creation or other technical issues, contact the Help Desk at x4357.