61.0 Understanding Rules

When you create a rule, you must do the following:

  • Name the rule.

  • Select an event. The event is the trigger that starts the rule.

  • Select the types of items that will be affected by the rule.

  • Add an action. The action is what you want the rule to do when it is triggered.

  • Save the rule.

  • Ensure that the rule is enabled.

You can specify many more options to limit which items a rule affects. For example, you can apply a rule to accepted appointments, to items with a certain word in the Subject box, or to items with a high priority. You can then use Define Conditions to limit your rules further. See Limiting Items Affected by a Rule.