Setting up rule for delegate meeting requests

S G 25 Reputation points
2024-05-01T14:33:41.0533333+00:00

I am a delegate for my several calendars, so all meeting invitations sent to them appear in my Inbox. There is one delegate I do not require constant visibility for so I am trying to create a rule with no luck.

I created a folder called "Meeting Requests - Name" and the following rule, but when it runs, none of the meeting invitations I have received to this delegates behalf are moved out of my Inbox. Sometimes I am invited to the same meetings, so I created the rule as follows:

Apply this rule after the message arrives
sent to (Delegates name)
move it to the "Meeting Requests - Name" folder
except if my name is in the To or Cc box

Any ideas on why this rule won't work? Any help appreciated.

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  1. Faery Fu-MSFT 17,116 Reputation points Microsoft Vendor
    2024-05-02T05:26:43.7666667+00:00

    Hi@ S G，

    Please try these steps:

    1. In the Which condition(s) do you want to check? section, check the boxes for sent to people or public group and which is a meeting invitation or update. Click on the people or public group link in the bottom section of the window to specify the manager’s email address.
    2. Click Next. In the What do you want to do with the message? section, check the box for move it to the specified folder. In the bottom section of the window, click on the word specified to choose the folder where you want to move these messages.
    3. Click Next again. In the Are there any exceptions? section, check the box for except if my name is in the To or Cc box.
    4. Click Next and then Finish.

    Please note that this rule will apply to all new incoming messages. Existing messages in your inbox will not be affected. You can run the rule manually on your existing messages if you want.

    If the answer is helpful, please click "Accept Answer" and kindly upvote it. If you have extra questions about this answer, please click "Comment".

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    1 person found this answer helpful.

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  1. Martin Ilesanmi 5 Reputation points
    2024-05-01T15:08:39.6866667+00:00

    It seems like your rule setup is almost there, but there might be a slight tweak needed. Let's refine it:

    • Apply this rule after the message arrives
    • Sent to (Delegate's name)
    • Except if my name is in the To or Cc box
    • Move it to the "Meeting Requests - Name" folder

    Ensure that the delegate's name is correctly spelled and that your name is correctly set in the "Except if" condition. Also, double-check if there are any other rules conflicting with this one. Sometimes, rules might conflict with each other, causing unexpected behavior. If that's the case, you may need to adjust the order of your rules or combine them to avoid conflicts.

    If you're still encountering issues after these adjustments, it might be helpful to review the specific settings and conditions in your email client to ensure they match your intended workflow.