Under When a new message arrives, on the leftmost pop-up menu, click the type of information that you want to identify.įor most criteria, you move from left to right to use more pop-up menus or text boxes. In the Rule name box, type a name for the rule. (This option is only available for accounts management by Microsoft Exchange Server 2010 or later.) To create a rule that runs on the Exchange server, under EXCHANGE SERVERS, click the account name. To create a rule that runs on your computer while Outlook is open, under ON MY COMPUTER, click the account type. In the left pane of the Rules dialog box, do one of the following: If you don't know whether your account is managed by Exchange, go to Find out which type of account you have. (If you create the rule based on an existing message, rules for an account managed by Microsoft Exchange Server 2010 or later are saved on the Exchange server, not on your computer.) Creating a custom rule is necessary if you have an account managed by Microsoft Exchange Server 2010 or later and you want to save the rule on your computer. Instead of creating a rule from an existing message, you can create a custom rule based on any criteria you want.