Créer une règle - Outlook : Différence entre versions

(Voir les modifications en cours par rapport à la version publiée)

[version en cours de rédaction]

Version du 23 octobre 2025 à 14:05

Comment automatiser certaines tâches sur Outlook ?

Auteur CHOUR | Dernière modification 23/10/2025 par Rl en cours de rédaction ⧼frevu-button-review-label⧽

Pas encore d'image

Difficulté

Difficile

Public

Professionnels

Licence

CC-BY-NC-SA

Type de contenu

Fiche action

Comment automatiser certaines tâches sur Outlook ?

Difficulté

Difficile

Public

Professionnels

Licence

CC-BY-NC-SA

Type de contenu

Fiche action

Sommaire

1 Introduction
2 Étape 1 - Ouvrir le menu "règles"
3 Étape 2 - Présentation de l'utilitaire
4 Étape 3 - Créer une nouvelle règle
5 Étape 4 - Quelles sont les conditions requises ?
6 Étape 5 - Comment préciser une condition ?
7 Étape 6 - Définir les actions de la règle
8 Étape 7 - Préciser les actions
9 Étape 8 - Définir les exceptions
10 Étape 9 - Nommer la règle
11 Étape 10 - Appliquer la règle
12 Commentaires

Outlook, règles

Introduction

Il est possible d'automatiser la gestion de certains mails en utilisant la fonction "Règles du serveur Zimbra" sur outlook.

Les règles sont de puissants outils de gestion, mais elles nécessitent de prendre quelques précautions. Une règle mal écrite peut entraîner des comportements imprévisibles de Outlook pour l'utilisateur.

Par ailleurs, il n'est pas possible de créer des règles pour des boîtes mails de service. Les règles ne concernent que les boîtes mails nominatives.

La règle utilisée pour cet exemple est la suivante : "Déplacer les mails de daily@rennesmetropole.fr dans le dossier "daily" sauf s'ils sont marqués comme importance haute"

Étape 1 - Ouvrir le menu "règles"

Cliquer sur l'onglet "Zimbra"
Cliquer sur "Règles du serveur Zimbra" pour ouvrir l'utilitaire de création de Règles

Étape 2 - Présentation de l'utilitaire

Le panneau "Règles" indique les règles existantes. La coche dans la colonne "Actif" indique si la règle est active ou non. Vous pouvez cocher ou décocher cette case pour activer ou désactiver une règle.
Le panneau "Description de la règle" explique étape par étape le comportement de la règle sélectionnée dans le panneau "Règles"
Le bouton "Nouveau" permet de créer une nouvelle règle
Le bouton "Modifier" permet de modifier la règle sélectionnée dans le panneau "Règles"
Le bouton "Supprimer" permet de supprimer la règle sélectionnée dans le panneau "Règles"
Le bouton "Cours maintenant" permet d'exécuter la règle sélectionnée sur les mails déjà existant dans la boîte de réception

Étape 3 - Créer une nouvelle règle

Cliquer sur "Nouveau" afin d'ouvrir l'utilitaire de création de règles

Étape 4 - Quelles sont les conditions requises ?

Identifier les conditions requises à l'application de la règle lors de la réception d'un nouveau mail. Dans l'exemple, il s'agit des mails expédiés par "reclamation@rennesmetropole.fr"

Ces conditions sont variées, les plus courantes sont :

l'expéditeur du mail : Si vous souhaitez cibler un expéditeur en particulier, cocher la case "de contacts ou groupe public"
Un mot clé particulier : selon que le mot clé doit apparaître dans l'objet ou le corps du mail, sélectionner "Contenant des mots spécifiques dans l'objet" ou "Contenant des mots spécifiques dans le corps du message"

Dans notre exemple, la règle doit s'appliquer aux mails expédiés par reclamation@rennesmetropole.fr. La condition à cocher est donc : "de contacts ou groupe public"

Étape 5 - Comment préciser une condition ?

Une fois la règle cochée, elle s'affiche dans le panneau "Étape 2 - Modifiez la description de la règle".

Double-cliquer sur une ligne de ce panneau afin de préciser les conditions d'application de la règle

Pour l'exemple, outlook ouvre une fenêtre "Adresse mail" pour préciser l'expéditeur concerné par la règle, cliquez sur "Sélectionner"

Sélectionner dans l'annuaire ou écrivez l'adresse mail concernée par la règle

Dans notre exemple : daily@rennesmetropole.fr

Cliquez sur "Ok" une fois l'adresse mail sélectionnée.

Une fois la ou les conditions précisées, cliquez sur "Suivant" pour continuer

Étape 6 - Définir les actions de la règle

Dans la liste d'actions proposées, cocher la ou les actions à réaliser. Dans l'exemple, l'action choisie est "le déplacer dans le dossier spécifié".

Les actions apparaissent alors dans le second panneau "Étape 2 - modifiez la description de la règle"

Étape 7 - Préciser les actions

Dans le second panneau, double-cliquer sur la ligne correspondant à l'action choisie pour venir préciser son comportement.
Dans l'exemple, il s'agit de sélectionner le dossier "Réclamations" précédemment créé dans l'arborescence de la boîte mail dans lequel doit se ranger les mails.
Une fois le dossier sélectionné, cliquer sur "Ok"
Une fois la ou les actions précisées, cliquez sur "Suivant"

Étape 8 - Définir les exceptions

Enfin, une troisième page permet de définir les exceptions à la règle.

Dans la liste, cocher les exceptions souhaitées. Dans l'exemple, l'exception à cocher est "sauf si elle est marquée comme importance"
Double-cliquer sur l'exception dans le second panneau "Etape 2 - Modifiez la description de la règle"
Et préciser le degré d'importance du mail souhaité (en l'occurrence "haute").
Cliquer sur "Ok"
Une fois la ou les exceptions précisées, cliquez sur "Suivant"

Étape 9 - Nommer la règle

Dans le panneau suivant :

1) Indiquer le nom de la règle. Le nom doit être sans ambiguïté.

2) Définir les options de la règle :

"Condition indifférente" : Sélectionnez cette case si une seule des conditions doit être remplie pour appliquer la règle. (OU)
"Toutes les conditions" : Sélectionnez cette case si toutes les conditions doivent être remplies pour appliquer la règle (ET)
Cocher la case "Ne pas appliquer de règles de filtrage additionnelles" pour empêcher l'exécution d'autres règles potentielles
Cocher la case "Exécutez une nouvelle règle maintenant dans la boîte de réception" afin d'appliquer la règle immédiatement après sa validation

3) Relire attentivement la règle créée pour vérifier qu'aucune erreur a été commise lors de sa rédaction

4) Puis cliquer sur "Terminer"

Étape 10 - Appliquer la règle

Une fois la règle écrite, elle apparaît dans la liste des règles et elle est cochée comme étant "Active".

Désormais, dans l'exemple, tous les mails envoyés par reclamation@rennesmetropole.fr seront automatiquement rangé dès leur réception dans le dossier "Réclamations", sauf si le mail est marqué comme "de haute importance"

Cliquer sur "Appliquer" pour sauvegarder la règle et fermer la fenêtre

Commentaires

Draft

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 {{Tuto Step
 |Step_Title=Créer une nouvelle règle
 |Step_Content=Cliquer sur "'''Nouveau'''" afin d'ouvrir l'utilitaire de création de règles
+|Step_Picture_00=Cr_er_une_r_gle_-_Outlook_03.png
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 {{Tuto Step
 |Step_Title=Quelles sont les conditions requises ?
-|Step_Content=Identifier les conditions requises à l'application de la règle lors de la réception d'un nouveau mail. Dans l'exemple, il s'agit des mails expédiés par "daily@rennesmetropole.fr"
+|Step_Content=Identifier les conditions requises à l'application de la règle lors de la réception d'un nouveau mail. Dans l'exemple, il s'agit des mails expédiés par "reclamation@rennesmetropole.fr"
 Ces conditions sont variées, les plus courantes sont :
-l'expéditeur du mail : Si vous souhaitez cibler un expéditeur en particulier, cocher la case "'''de contacts ou groupe public'''"
+* l'expéditeur du mail : Si vous souhaitez cibler un expéditeur en particulier, cocher la case "'''de contacts ou groupe public'''"
+* Un mot clé particulier : selon que le mot clé doit apparaître dans l'objet ou le corps du mail, sélectionner "'''Contenant des mots spécifiques dans l'objet'''" ou "'''Contenant des mots spécifiques dans le corps du message'''"
-Un mot clé particulier : selon que le mot clé doit apparaître dans l'objet ou le corps du mail, sélectionner "'''Contenant des mots spécifiques dans l'objet'''" ou "'''Contenant des mots spécifiques dans le corps du message'''"
+Dans notre exemple, la règle doit s'appliquer aux mails expédiés par reclamation@rennesmetropole.fr. La condition à cocher est donc : "'''de contacts ou groupe public'''"
-Dans notre exemple, la règle doit s'appliquer aux mails expédiés par daily@rennesmetropole.fr. La condition à cocher est donc : "'''de contacts ou groupe public'''"
 <br />
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 {{Tuto Step
 |Step_Title=Comment préciser une condition ?
-|Step_Content=Une fois la règle cochée, elle s'affiche dans le panneau "'''étape 2 - Modifiez la description de la règle'''".
+|Step_Content=Une fois la règle cochée, elle s'affiche dans le panneau "'''Étape 2 - Modifiez la description de la règle'''".
 Double-cliquer sur une ligne de ce panneau afin de préciser les conditions d'application de la règle
@@ Ligne 70 : / Ligne 77 : @@
 Une fois la ou les conditions précisées, cliquez sur "'''Suivant'''" pour continuer
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 {{Tuto Step
@@ Ligne 76 : / Ligne 85 : @@
-Les actions apparaissent alors dans le second panneau "'''étape 2 - modifiez la description de la règle'''"
+Les actions apparaissent alors dans le second panneau "'''Étape 2 - modifiez la description de la règle'''"
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 {{Tuto Step
 |Step_Title=Préciser les actions
-|Step_Content=Double-cliquer sur la ligne correspondant à l'action choisie pour venir préciser son comportement.
+|Step_Content=# Dans le second panneau, double-cliquer sur la ligne correspondant à l'action choisie pour venir préciser son comportement.
+# Dans l'exemple, il s'agit de sélectionner le dossier "'''Réclamations'''" précédemment créé dans l'arborescence de la boîte mail dans lequel doit se ranger les mails.
+# Une fois le dossier sélectionné, cliquer sur "'''Ok'''"
-Dans l'exemple, il s'agit de sélectionner le dossier "Daily" précédemment créé dans l'arborescence de la boîte mail dans lequel doit se ranger les mails.
+# Une fois la ou les actions précisées, cliquez sur "'''Suivant'''"
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-Une fois la ou les actions précisées, cliquez sur "'''Suivant'''"
 }}
 {{Tuto Step
@@ Ligne 92 : / Ligne 102 : @@
 |Step_Content=Enfin, une troisième page permet de définir les exceptions à la règle.
+# Dans la liste, cocher les exceptions souhaitées. Dans l'exemple, l'exception à cocher est "'''sauf si elle est marquée comme importance'''"
-Dans la liste, cocher les exceptions. Dans l'exemple, l'exception à cocher est "'''sauf si elle est marquée comme importance'''"
+# Double-cliquer sur l'exception dans le second panneau "'''Etape 2 - Modifiez la description de la règle'''"
+# Et préciser le degré d'importance du mail souhaité (en l'occurrence "'''haute'''").
+# Cliquer sur "'''Ok'''"
-Double-cliquer sur l'exception dans le second panneau "'''Etape 2 - Modifiez la description de la règle'''" pour préciser le degré d'importance du mail (en l'occurrence "'''haute'''").
+# Une fois la ou les exceptions précisées, cliquez sur "'''Suivant'''"
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-Une fois la ou les exceptions précisées, cliquez sur "'''Suivant'''"
 }}
 {{Tuto Step
@@ Ligne 105 : / Ligne 114 : @@
 |Step_Content=Dans le panneau suivant :
-- Indiquer le nom de la règle. Le nom doit être sans ambiguïté.
+) Indiquer le nom de la règle. Le nom doit être sans ambiguïté.
-Définir les options de la règle :
+) Définir les options de la règle :
+* "'''Condition indifférente'''" : Sélectionnez cette case si une seule des conditions doit être remplie pour appliquer la règle. (OU)
+* "'''Toutes les conditions'''" : Sélectionnez cette case si toutes les conditions doivent être remplies pour appliquer la règle (ET)
+* Cocher la case "'''Ne pas appliquer de règles de filtrage additionnelles'''" pour empêcher l'exécution d'autres règles potentielles
+* Cocher la case "'''Exécutez une nouvelle règle maintenant dans la boîte de réception'''" afin d'appliquer la règle immédiatement après sa validation
-- "'''Condition indifférente'''" : Sélectionnez cette case si une seule des conditions doit être remplie pour appliquer la règle. (OU)
-- "'''Toutes les conditions'''" : Sélectionnez cette case si toutes les conditions doivent être remplies pour appliquer la règle (ET)
+) Relire attentivement la règle créée pour vérifier qu'aucune erreur a été commise lors de sa rédaction
-- Cocher la case "'''Ne pas appliquer de règles de filtrage additionnelles'''" pour empêcher l'exécution d'autres règles potentielles
+) Puis cliquer sur "'''Terminer'''"
-- Cocher la case "'''Exécutez une nouvelle règle maintenant dans la boîte de réception'''" afin d'appliquer la règle immédiatement après sa validation
+<br />
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+}}
+{{Tuto Step
+|Step_Title=Appliquer la règle
+|Step_Content=Une fois la règle écrite, elle apparaît dans la liste des règles et elle est cochée comme étant "'''Active'''".
+Désormais, dans l'exemple, tous les mails envoyés par reclamation@rennesmetropole.fr seront automatiquement rangé dès leur réception dans le dossier "Réclamations", sauf si le mail est marqué comme "de haute importance"
-Reliser attentivement la règle créée pour vérifier qu'aucune erreur a été commise lors de sa rédaction
+Cliquer sur "'''Appliquer'''" pour sauvegarder la règle et fermer la fenêtre
+|Step_Picture_00=Cr_er_une_r_gle_-_Outlook_10.png
+|Step_Picture_00_annotation={"version":"3.5.0","objects":[{"type":"image","version":"3.5.0","originX":"left","originY":"top","left":0,"top":-0.18,"width":571,"height":342,"fill":"rgb(0,0,0)","stroke":null,"strokeWidth":0,"strokeDashArray":null,"strokeLineCap":"butt","strokeDashOffset":0,"strokeLineJoin":"miter","strokeMiterLimit":4,"scaleX":1.05,"scaleY":1.05,"angle":0,"flipX":false,"flipY":false,"opacity":1,"shadow":null,"visible":true,"clipTo":null,"backgroundColor":"","fillRule":"nonzero","paintFirst":"fill","globalCompositeOperation":"source-over","transformMatrix":null,"skewX":0,"skewY":0,"crossOrigin":"","cropX":0,"cropY":0,"src":"https://rennesmetropole.dokit.app/images/7/7b/Cr_er_une_r_gle_-_Outlook_10.png","filters":[]},{"type":"wfrect","version":"3.5.0","originX":"center","originY":"center","left":453,"top":333.25,"width":98.03,"height":29.84,"fill":"rgba(255,0,0,0)","stroke":"#FF0000","strokeWidth":2,"strokeDashArray":null,"strokeLineCap":"butt","strokeDashOffset":0,"strokeLineJoin":"miter","strokeMiterLimit":4,"scaleX":1,"scaleY":1,"angle":0,"flipX":false,"flipY":false,"opacity":1,"shadow":null,"visible":true,"clipTo":null,"backgroundColor":"","fillRule":"nonzero","paintFirst":"fill","globalCompositeOperation":"source-over","transformMatrix":null,"skewX":0,"skewY":0,"rx":0,"ry":0}],"height":359,"width":600}
-Puis cliquer sur "'''Terminer'''"
-<br />
 }}
-{{Tuto Step}}
 {{Notes}}
 {{PageLang}}