Créer une règle - Outlook : Différence entre versions

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Version actuelle datée du 23 octobre 2025 à 16:48

Comment automatiser certaines tâches en utilisant les règles sur Outlook ?

Auteur avatarCHOUR | Dernière modification 23/10/2025 par Rl en relecture

Cr er une r gle - Outlook Titre 11.png
Difficulté
Difficile
Public
Professionnels
Licence
CC-BY-NC-SA
Comment automatiser certaines tâches en utilisant les règles sur Outlook ?
Difficulté
Difficile
Public
Professionnels
Licence
CC-BY-NC-SA
<languages />

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.


...Attention 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 à écrire dans cet exemple est la suivante : "Déplacer les mails de reclamation@rennesmetropole.fr dans le dossier "Réclamations" sauf s'ils sont marqués comme importance haute"

Étape 1 - Ouvrir le menu "règles"

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




Étape 2 - Présentation de l'utilitaire

  1. 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.
  2. Le panneau "Description de la règle" explique étape par étape le comportement de la règle sélectionnée dans le panneau "Règles"
  3. Le bouton "Nouveau" permet de créer une nouvelle règle
  4. Le bouton "Modifier" permet de modifier la règle sélectionnée dans le panneau "Règles"
  5. Le bouton "Supprimer" permet de supprimer la règle sélectionnée dans le panneau "Règles"
  6. Le bouton "Cours maintenant" permet d'exécuter la règle sélectionnée sur les mails présents 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.


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 : reclamation@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 panneau "Étape 2 - modifier la description de la règle", double-cliquer sur la ou les actions cochées pour en préciser le contenu.
...Dans l'exemple :


1) Double cliquer sur "le déplacer dans le dossier spécifié" pour que Outlook ouvre l'arborescence de la boîte mail

2) Sélectionner le dossier "Réclamations"

3) Cliquer sur "Ok"

4) Cliquer sur "Suivant"




Étape 8 - Définir les exceptions

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

Une nouvelle fois, cocher les exceptions souhaitées et double-cliquer sur la ligne correspondante dans le panneau "Étape 2 - modifier la description de la règle" pour en préciser le contenu.


...Dans l'exemple :


1) Dans la liste, cocher les exceptions souhaitées. Dans l'exemple, l'exception à cocher est "sauf si elle est marquée comme importance"

2) Double-cliquer sur l'exception dans le second panneau "Etape 2 - Modifiez la description de la règle"

3) Et préciser le degré d'importance du mail souhaité (en l'occurrence "haute").

Cliquer sur "Ok"

4) 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




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