Worklist Manager
 
   
Filtering Workflow Emails (using Outlook)
 

 

The workflow system will send you emails for various reasons. If you would like to have those emails automatically filtered to a separate mailbox, follow the instructions below. There are also instructions available for users of Eudora on Windows and for Eudora on a Macintosh. If the instructions are confusing or don't seem to match what you see in your computer system, please submit a HelpSU ticket, and your local desktop support specialist will be happy to assist you with setting up a filter.

Note: If you created a filter for UAT, it's critical that you remove the old filter first. Click here for instructions.

 

1. Go into Outlook. On the menu bar, click Tools. Select the Rules Wizard from the list of Tools. This launches the Rules Wizard.

2. Click the New button. Outlook will then step you through the process of creating a rule.

3. Select Move new messages from someone from the list. Click the Next button.

4. Leave the from people or distribution list box checked. Click on people or distribution list in the Rule Description box.

5. The Rule Address box appears. Click the New Contact button.

6. The Properites window appears. Enter Workflow as the first name and Email as the last name and enter workflowemail@stanford.edu in the E-Mail Addreses field. Click the Add button. Click OK.

7. You are returned to the Rule Address window. Find Workflow in the list of contacts in the left hand column. Double click on Workflow. Verify that Workflow has been added to the right hand column. Click OK.

8. You are returned t othe Rules Wizard window. Click on specified in the Rule Description box.

9. Select New.

10. Name the new folder Workflow (or whatever you prefer). Click OK. Then click OK again in the Choose a folder window.

11.You are returned to the Rules Wizard. Click the Next button.

12. The next screen asks you to set up exceptions. You do not need to set up any exceptions. Make sure none on the boxes in the upper box are checked. Click the Next button.

13. Finally, you must name your new filter. The Rules Wizard suggests a name for you. Leave the Turn on this rule box checked. You may also opt to check the Run this rule now on messages already in "Inbox" to filter any messages you received before setting up the rule. Click the Finish button.

14. You are returned to the start of the Rules Wizard. Your new rule is shown. Click OK to return to your inbox.

After setting up a filter, it's critical that you check the new mailbox frequently. In Outlook, folders are bold when they have new messages for review.

Again, if you're unable to use these instructions, we recommend submitting a HelpSU ticket with the problem category of "Hey, I just need help!" Your local desktop support specialist will be happy to assist you in setting up a filter.