E-Mail rules let you identify information in incoming e-mail messages, and based on that, automatically create and update People and Mail records, place messages in E-Mail sets, send them to the Digital Mail set, or delete them. The Rule Wizard guides you through creating and validating rules for identifying and processing e-mail messages. The IMA Rules Usage report allows you report on the number of times various rules have fired within a specific time period.
To set e-mail rules:
Click the Admin tab and click the IMA Rules submenu link. Note: Your IQ user-ID must be granted access to Security Lock #91 to access the Admin module.
Click the Correspondence Rules link to go to the Internet Mail Agent Rules Search page. Note: The Correspondence Rules link will not appear if your IQ user-ID has not been granted access to Security Lock #102.
On the Internet Mail Agent Rules Search page, select the criteria for rules you want to view and click the Go button.
On the Internet Mail Agent Rules Search Results page, select Add Rule on the Actions menu to create a new rule. The Add Rule action assigns the next available Rule ID to the rule and places it at the bottom of the list. Note: If you want to position your new rule so that it is checked before or after another rule, click in the Position field and enter a new position number and click the Save icon. IQ will refresh the list of rules and display "Please compile rules!!!".
On the Rule Entry page, define, validate, and test the rule using the Rule Wizard, and set up the resulting action.
Click Save and Close to save and close the new rule and return back to the Search Results page.
Compile the rules by selecting Compile Rules on the Actions menu. Once a rule is compiled, it is a live, functioning rule that will work for incoming e-mails. If the compilation process finds rules with compilation errors, IQ displays them on the Internet Mail Agent Search Results page. You must correct or make the rule inactive.