Outlook Conditional Formatting

  

HTML Email - Outlook Conditional Formatting. Ask Question Asked 7 years, 5 months ago. Active 7 years, 5 months ago. Viewed 2k times 1 1. I have a responsive email. But the formatting doesn't stick. I tried pinning the views, and saving (filters) before and after setting the conditional formatting. Whenever I close or change the view the conditional formatting disappears. Any help or ideas are welcome! It's an on premise solution with CRM 2011, R3. Users are using CRM for Outlook 2010.

From Outlook follow these steps: Click on the View tab. Then click View Settings. In the Advanced View Settings dialog box, click Conditional Formatting.

The Conditional Formatting feature in Outlook allows you to get organized by automatically color coding your Emails, Calendar items, Contacts and Tasks without the need to apply a Color Category to it or move them to different folders.

Outlook Conditional Formatting

The color coding isn’t just intended to emphasize certain emails but it can also be used to deemphasize certain emails such as newsletters or emails you are only a CC or BCC recipient of.

Outlook Conditional Formatting Mac

You may actually already know Conditional Formatting without realizing it as it is for instance also being used to:

  • Show unread emails in a blue and bold font.
  • Show expired emails and completed tasks in a grey and strikethrough font.
  • Show overdue emails and tasks in a red font.

The “Conditional Formatting” feature may look complex at first but creating color coding rules is actually fairly easy and quite powerful when used the right way.

This guide will help you on your way to get yourself familiar with the Conditional Formatting options with 8 color coding examples which might be useful to you as well.


Conditional Formatting usage in the Message List.

Conditional Formatting Basics

Creating a Conditional Formatting rule can be done in the following way;

  1. Open the Conditional Formatting dialog:
    • Outlook 2007
      View-> Arrange By-> Custom…-> Automatic Formatting…
    • Outlook 2010 / 2013 / 2016 / 2019 / Microsoft 365
      tab View-> View Settings-> Conditional Formatting…

  2. To define a Conditional Formatting rule of your own, press the Add button.


    Adding a new Conditional Formatting rule.

  3. Supply a name for the rule.
  4. Press the Font… button to define your Font settings.
  5. Press the Condition… button to specify when this font should apply.


You may recognize the Condition… dialog and its usage as the same dialog is used to create a Search Folder, a View Filter or to perform an Advanced Search.

Conditional Formatting Tips & Tricks

Just like many other “more advanced” features in Outlook, the Conditional Formatting feature may sometimes appear to have a mind of its own and produce unexpected results or no results at all.

The tips and tricks below will help you better understand how the Conditional Formatting feature works and generate its color coded view.

  • You can sort the rules by using the “Move Up” and “Move Down” buttons. The higher listed rules takes precedence over the lower ones. A lower listed rule can append the formatting of a higher listed rule if the formatting is not defined.
    • For instance, when in a higher listed rule the font color is set to “Auto” the color of a lower rule will apply. However, if the higher listed rule has a color defined, the lower rule will not “overwrite” this color.
  • Specifying names of senders or recipients in a Conditional Formatting rules can be a bit tricky; The name must exactly match the name as displayed in the From field of the message. Better is to create the rule based on the e-mail address. If you are in an Exchange environment, you can simply add the names as listed in the Global Address Book of your company.
  • The Conditional Formatting rule only applies to the folders which use the same view. To apply your custom view to other folders see: Applying custom views to all folders at once.
  • If the rule doesn’t do what you expect it to do once created, you might want to try to remove or even isolate statements (by creating a separate rule for that statement) to find out where things go wrong.
  • Do not add too much color to your mailbox or the organizing effect gets lost (but you’ll be left with a nice rainbow though ).

Outlook Conditional Formatting Lost

Conditional Formatting Examples

I’ll explain the advanced color editing by the following examples/ideas. The examples are getting more advanced each time so when you’ve practiced them all you should be able to handle it as a pro as you are not limited to these examples;

Example 1: Color code messages coming from someone specific (like your partner)

  1. Open the Conditional Formatting dialog, add a new rule, name it, specify a font and press the Condition… button.
  2. In the “From” field, type the email address of the sender or (when you are in an Exchange environment), press the From… button and select the sender from the Global Address List (so not your Contacts folder as explained here).
  3. Press OK to close the Filter dialog.
  4. Press OK to close the Conditional Formatting dialog. Your rule will apply immediately to al messages already received which correspond to the rule just created.


Color code messages coming from a specific address.

Example 2: Color code messages that are sent to a specific email address

  1. Open the Conditional Formatting dialog, add a new rule, name it, specify a font and press the Condition… button.
  2. In the “Sent To” field, type the email address of the recipient or (when you are in an Exchange environment), press the Sent To… button and select the recipient from the Global Address List (so not your Contacts folder as explained here).
    • This rule can be useful to highlight that the email was also sent to for instance your manager or a colleague, a distribution group or to a newsletter alias.
  3. Press OK to close the Filter dialog.
  4. Press OK to close the Conditional Formatting dialog. Your rule will apply immediately to al messages already received which correspond to the rule just created.


Color code emails that were sent to a newsletter alias.

Example 3: Color code messages by words in the message

  1. Open the Conditional Formatting dialog, add a new rule, name it, specify a font and press the Condition… button.
  2. In the “Search for the word(s)” field add the words Conditional Formatting should respond on.
  3. By the “In” dropdown list you can specify whether to look in Subject, Subject and Body or common mail fields (like From or Category).
  4. Press OK to close the Filter dialog.
  5. Press OK to close the Conditional Formatting dialog. Your rule will apply immediately to al messages already received which correspond to the rule just created.


Color code messages based on the word “dispatched”.

Example 4: Color code messages by Category

  1. Open the Conditional Formatting dialog, add a new rule, name it, specify a font and press the Condition… button.
  2. Press the More Choices tab.
  3. Press the Categories… button.
  4. Select the categories you want Conditional Formatting to apply to. When you are done selecting categories press OK.
  5. Press OK to close the Filter dialog.
  6. Press OK to close the Conditional Formatting dialog. Your rule will apply immediately to al messages already received which correspond to the rule just created.


Color code messages based on Categories.

Outlook Conditional Formatting Gpo

Example 5: Color code messages when the message is larger than 1MB and contains specific words

  1. Open the Conditional Formatting dialog, add a new rule, name it, specify a font and press the Condition… button.
  2. In the “Search for the word(s)” field add the words Conditional Formatting should respond on.
  3. By the “In” dropdown list you can specify whether to look in Subject, Subject and Body or common mail fields (like From or Category).
  4. Press the More Choices tab.
  5. At the bottom, in the Size section, press the down arrow where now “Doesn’t matter” is displayed and set it to “Greater than”.
  6. One text area will become active now. In this window type 1024 (1024 kilobytes is 1MB).
  7. Press OK to close the Filter dialog.
  8. Press OK to close the Conditional Formatting dialog. Your rule will apply immediately to al messages already received which correspond to the rule just created.

Outlook Conditional Formatting Calendar


Color code messages based on their size.

Example 6: Color code messages received today, addressed directly to me coming from specific persons

  1. Open the Conditional Formatting dialog, add a new rule, name it, specify a font and press the Condition… button.
  2. At the bottom next to Time press the down arrow, where now “none” is displayed, and set it to “received”.
  3. The dropdown list next to “received” will now become active and is set to “anytime” by default. Set this to “today”.
  4. In the Sent To… field type your e-mail address. If you’ve got more than one e-mail address configured in Outlook you can enter here more than one e-mail address. When specifying more than 1 address, make sure you divide them with an ” ; “.
    • Example
      address1@domain1.com; address2@domain.com; address1@domain2.com. Please mind the rules about using the Sent To… button; read them here.
  5. In the From… field type the addresses of the people you want Conditional Formatting to respond to. Again; mind the rules about using the From… button
  6. Press OK to close the Filter dialog.
  7. Press OK to close the Conditional Formatting dialog. Your rule will apply immediately to al messages already received which correspond to the rule just created.


Color code messages based on the From, To and Received fields.

Example 7: Color code messages that have a Receipt Request and is considered Confidential

  1. Open the Conditional Formatting dialog, add a new rule, name it, specify a font and press the Condition… button.
  2. Press the tab Advanced.
  3. Press the Field button.
  4. Navigate to and select All Mail Fields-> Receipt Requested.
  5. You’ll now see “Receipt Request” in the text box under Field and next to it (under Condition) you’ll see a dropdown list set to “equals to” and next to that (under Value) you’ll see a dropdown list set to “no”. Set this value to “yes”.
  6. Press the “Add to List” button. The statement is now added to the “Find items that match these criteria:” list.
  7. Again press the Field button.
  8. Navigate to and select Frequently-used fields-> Sensitivity.
  9. You’ll now see “Sensitivity” in the text box under Field and next to it (under Condition) you’ll see a dropdown list set to “equals to” and next to that (under Value) you’ll see a dropdown list set to “normal”. Set this value to “confidential”
  10. Press the “Add to List” button. The statement is now added to the “Find items that match these criteria:” list so you’ll now see both statements just created.
  11. Press OK to close the Filter dialog.
  12. Press OK to close the Conditional Formatting dialog. Your rule will apply immediately to al messages already received which correspond to the rule just created.


Color code messages based on multiple Advanced filter fields.

Example 8: Color code a Meeting Request you have not yet responded to

  1. Open the Conditional Formatting dialog, add a new rule, name it, specify a font and press the Condition… button.
  2. Press the tab Advanced.
  3. Press the Field button.
  4. Navigate to and select All Appointment fields-> Meeting Status.
  5. You’ll now see “Meeting Status” in the text box under Field and next to it (under Condition) you’ll see a dropdown list set to “equals to” and next to that (under Value) you’ll see a dropdown list set to “Meeting organizer”. Set this value to “not yet responded”.
  6. Press the “Add to List” button. The statement is now added to the “Find items that match these criteria:” list.
  7. Press OK to close the Filter dialog.
  8. Press OK to close the Conditional Formatting dialog. Your rule will apply immediately to al messages already received which correspond to the rule just created.


Color code Meeting Requests you haven’t yet responded to.

Well that should be it! You are now able to create rules with combined types of conditions. Again; If the rule doesn’t do what you expect it to do once created you might want to try to remove or even isolate statements (by creating a separate rule for that statement) to find out where things go wrong.

Links to more Conditional Formatting examples

Do you want more examples of how Conditional Formatting can be useful to you?

The links below contain many more scenarios for which you can use Conditional Formatting like for instance to Color Code your Calendar without the need to use Color Categories (which people you share your Calendar with may not see).

Outlook Conditional Formatting Cc


Conditional Formatting in the Calendar.

by Dawn Bjork, MCT, MOSM | The Software Pro

With so many email messages arriving in your Outlook Inbox every day, it can be easy to miss those messages that are high priority or email that we want to respond to more quickly. Microsoft Outlook includes a variety of ways for us to organize and prioritize our messages. La times crossword puzzle. What if I have messages from the Big Boss and I’d like them to stand out? Now in a typical Inbox, these could be easily mixed up with many other messages that are just flowing in through Outlook. One way to highlight important or priority messages is through the use of Conditional Formatting.

To Set Up Outlook Conditional Formatting:

  1. Go to the View tab. Now, this is where we can customize and change our view of our Inbox.
  2. From here, we’ll choose View Settings. And you may want to explore this so that you can customize what columns are displayed, how your information is sorted or filtered and other settings.
  3. But our focus right now is Conditional Formatting. Pick this option. This is where you can see, for instance, why unread messages will show up as bold in blue. So, know that you can change that if you’d like to have a different display or preference.
  4. To highlight the important messages from the Big Boss, first, we’ll choose Add. Next, we’ll name this rule such as The Big Boss. Use something that’s descriptive so it’s easier for you to come back to that later.
  5. There are two things that you’ll want to do here. The first is to choose how you want your message to change in appearance. We want the formatting or the appearance to be different–perhaps a larger font or different colored text. Pick from any of the options that are available to you such as large red text. Once you’ve set up that formatting, select OK.
  6. You’re not done yet because we also need to set up the condition, that is, what are the circumstances where this font change will be applied? To do this, we choose Condition and then set those conditions or criteria. In my example, it will be a specific email address for the Big Boss but you could dig into the filter and it could be something that perhaps is in the subject line or in the body of the message. Once you create the condition, simply OK, OK, and watch what happens.

So now those key messages will really pop, stand out, and if I haven’t been in my Inbox all day long or just even went to a meeting and was gone for a couple of hours, I can spot that these might be my top priority responses. Conditional Formatting applies to new messages as well as messages already in your Inbox.

If you have a lot of conditions, then the value of Conditional Formatting will be diluted, but this might be a great way for you to flag those key messages from a supervisor, top supplier, or some other email that’s coming in that you want to make sure has top priority. Where can you use Conditional Formatting in Microsoft Outlook to highlight those important messages?

IAAP works with the best trainers in the industry to ensure you have relevant, engaging, practical content at your fingertips. This blog is written by a speaker with a program in the IAAP Approved Programs database. Search by name or keyword to find their contact information and book them for your Branch or Region event.

If you’d like to attend one of these events, you can find one in your areahere.

Dawn Bjork is The Software Pro®, a Microsoft Certified Trainer (MCT), and is a certified Microsoft Office Specialist (MOSM) Master, and Microsoft Office expert. Dawn is passionate about sharing smart and easy ways to increase your software productivity through her work as a conference speaker, software trainer, computer consultant, and author of 9 books. Discover more software tips, techniques, and timesavers at TheSoftwarePro.com. Dawn also shares oodles of daily tips on Twitter and Facebook.