Rules Just Don't Work

Copper Contributor

I'm trying to make a relatively simple rule in Outlook 365. I've worked with rules for many years, and it continues to amaze me that this feature has not improved in the last ten years, maybe more.

 

Simple rule. If to [this address], then forward to [alternate address], conditionally, if it has an attachment.

 

Should be pretty simple. Does not work. EVERYTHING to that address is forwarded regardless of attachment or not.

 

Any ideas? Seems simple to me but does not work.

7 Replies

no idea, but yes, thats one of my complaints too! @ClinicalLogistica 

Create a Power Automate flow instead.

@Victor Ivanidze thank you for a great suggestion. In theory this was straight forward- and there are numerous videos that show exactly how to do this. I have followed the exact instructions over and over, yet each time it fails at the very end with a file save permissions error. I am both the owner of the group email mailbox, mail anccount and the SharePoint and MS365 administrator. Any ideas?

Hi @ClinicalLogistica,

 

hire a specialist and pay him/her. 

Awesome advice. Never thought of that. And there I was thinking this was a community of people helping each other.
Well you've asked for idea... ;)

I understand your frustration with Outlook's rules feature, and I'm sorry to hear that you're encountering difficulties with creating a seemingly simple rule. Let's troubleshoot this together.

Firstly, ensure that you're following the correct steps to create the rule. Here's a step-by-step guide:

Open Outlook and go to the "Home" tab.
Click on "Rules" in the "Move" group, then select "Manage Rules & Alerts."
In the "Rules and Alerts" dialog box, click on "New Rule."
Choose "Apply rule on messages I receive" and click "Next."
Select the condition "from people or public group" and specify the email address from which you want to forward messages.
Click "Next" and choose the action "forward it to people or public group."
Specify the alternate email address to which you want to forward the messages.
Click on "Next" and add an exception by selecting "except if it has an attachment."
Click "Next," give your rule a name, and click "Finish."
If you've followed these steps and the rule still isn't working as expected, there are a few potential reasons why: liteblue log in

Conflict with Other Rules: Check if you have any other rules that might be conflicting with this one. Disable or modify any conflicting rules to see if that resolves the issue. liteblue log in

Outlook Configuration: Ensure that your Outlook client is properly configured and up to date. Sometimes, issues with rules can be caused by outdated software or configuration settings.

Server-Side Rules: If you're using Exchange or Office 365, some rules may be processed server-side, which could affect the behavior of your rule. Check with your IT administrator to see if there are any server-side rules that might be impacting your rule.

If you've tried these troubleshooting steps and the issue persists, you may want to consider reaching out to Microsoft Support for further assistance. They may be able to provide more specific guidance based on your individual setup and configuration.