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MS Outlook Rules search text logic

Posted on 2016-07-21
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Last Modified: 2016-07-28
Hello,
I'm trying to set an Outlook rule whereby it will search the body of the email for two fields.
Example; QA Revieer and (a person's name).  I automatically get the "or" but I need an "and" in the logic of the search;
Need an "and"
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Question by:chima
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13 Comments
 

Author Comment

by:chima
ID: 41723385
I should say that a phare like; "QA Reviewer: Joe Smith" does not work, because, I believe the text comes in a table format.
So I need to first search on QA Reviewer then "and" search for the name of the person assigned.
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LVL 9

Expert Comment

by:dipersp
ID: 41723654
Outlook has a query builder, but I don't believe that works in rules.  It does for find and search folders though.  Might be a help?  Not sure what you're trying to do.  (http://www.slipstick.com/outlook/using-query-builder/)

Only other thing I can think of (Sloppy) is two rules.  First rule looks for one of the words.  If it's found, flag the message or set a category.  Second rule looks for the second word and the category/flag from the first rule.
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Author Comment

by:chima
ID: 41723660
dipersp, thank you for the response.  I'm trying to sort incoming emails by two fields on the same email; "QA Reviewer and Joe Smith"
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LVL 9

Expert Comment

by:dipersp
ID: 41723662
Sorry, you're going to have to give me a little more.  You've lost me since you started out with rules and looking for text/fields in the email and now you're saying you want to sort by the two fields?
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Author Comment

by:chima
ID: 41723733
dipersp, by sort I mean sorting of emails that are in the "Inbox"  The "Rule" is to use the "Search" function within the body of the email.  When it finds these two fields; QA Reviewer (is the first field) and the name of the person assigned to be the QA Reviewer, "name" (this being the second field).
In the Rule's "Search Text" from above, it would look like this;
"QA Reviewer" and
"Joe Smith"
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LVL 9

Expert Comment

by:dipersp
ID: 41723737
Yup, still lost on the sorting.  How are you sorting based on rules?
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Author Comment

by:chima
ID: 41723749
Once the "logic" of the Rule is accomplished, then within the rule setting you can send that email to a specific folder; hence sort the email from all of the others!
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LVL 9

Expert Comment

by:dipersp
ID: 41723757
Ahhh, that helps.  You want to send these to a specific folder.  

So I can think of two options for you.  One is to use the query builder I sent you and use search folders.  While you can't bring them up to the top of your folder list, you can make them favorites and get them to that area of Outlook.

Other option would be to create two rules.  Unfortunate, but it is what it is.  First rule checks for "QA Reviewer".  If found, set a category on the email.  Second rule would look for "Joe Smith" and the QA Reviewer category.  If found, move to XYZ folder.  Then if you have multiple QA Reviewers, you only need multiple copies of the second rule (And copies of the first rule for any other roles you want to handle.)

Again, not elegant, but works since Outlook doesn't give us the AND in the rule (But does when checking multiple criteria.)  

Last thing I noticed in my rules - fourth one down is "With XYZ in the subject or body" then further down the list is "with specific words in the body".  Maybe you could split the phrases between the two?
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Author Comment

by:chima
ID: 41723773
dipersp, the other caveat is that this is not so much for me, but for the members of the "QA Reviewer" group to set up and use.  I am hoping that the set up would not be complicated, because it would turn into a large task to explain the set up to all of the members.  It could be that i would have to set it up for them.  This I do not want to do.
I can't use query builder.  The set up would be difficult for them.
I could use category, I'll have to go see how that would work.
I should have sent this at the beginning;
ruleI would do a "move a copy"  but setting a flag in the Inbox might be better.
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Author Comment

by:chima
ID: 41723777
I would then execute the second portion of the logic on the second folder.  Also, all email have a set subject line and shown "with"
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LVL 9

Accepted Solution

by:
dipersp earned 2000 total points
ID: 41723781
Understood.  Let me know how that goes and maybe we can come up with another option if that doesn't do it.
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Author Comment

by:chima
ID: 41728120
I'll see it this works and I'll get back to you.  thanks
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Author Closing Comment

by:chima
ID: 41733903
I actually found the solution with the application I'm working with, thanks
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