Set up Gmail filter for Kuali Build

Introduction

You can keep email notifications from Kuali Build about your assigned workflow steps from cluttering up your inbox by setting up a new Gmail "folder" and filter. (The same technique can be used for email messages sent from any system, but this article focuses on Kuali Build.) The instructions below may look long and complex, but they have been broken down into many short steps to make them easy to follow.

Instructions

You must be signed onto your college Gmail account before trying to follow these directions. The annotated screen images below were created while signed on to the Test Employee account.

The test employee's Gmail inbox is shown. The annotated screen images in this article were created while signed on to the Test Employee account.

 

Open the settings screen by clicking on the gear icon.

Click on settings, the gear icon

 

Click "See all settings" to see the advanced settings screen.

Click on the "See all settings" button

 

Click on the "Filters and Blocked Addresses" tab.

Click on the "Filters and Blocked Addresses" tab

 

Click on the "Create a new filter" link.

Click on the "Create a new filter" link

 

Type the Kuali Build "From:" address in the "From" field. You can copy the address from this article, below.

no-reply@kuali.sunyorange.edu

This has to be correct for the filter to work. However, if you make a mistake, you can come back and edit the filter later. Once you have typed in the address, click the "Create filter" button.

Type the Kuali Build "From:" address in the "From" field. You can copy the address from this article, below. Once you have typed in the address, click the "Create filter" button.

 

First, check the box next to "Apply the label:" Second, click on the "Choose label..." drop-down menu.

First, check the box next to "Apply the label:" Second, click on the "Choose label..." drop-down menu.

 

From the "Choose label..." drop-down menu, choose "New label...".

From the "Choose label..." drop-down menu, choose "New label..."

 

Type "Kuali Build" in the "Please enter a new label name:" field. After you have typed the new label name, click the "Create" button.

Type "Kuali Build" in the "Please enter a new label name:" field. After you have typed the new label name, click the "Create" button.

 

Check to make sure the new "Kauli Build" label has appeared. Check the box next to "Skip Inbox (Archive it)" and makre sure "Skip Inbox (Archive it)" it checked, then click the "Create filter" button.

Check "Skip Inbox (Archive it)" and "Apply the label: Kuali Build", then click the "Create filter" button.

 

You should see your new filter in the middle of the screen. Click on "Inbox" to view your email.

 

When you receive email from Kuali Build, it will appear in the "Kuali Build folder" and not in your Inbox. The number of unread messages in the folder can be seen to the right of the folder name.

When you receive email from Kuali Build, it will appear in the "Kuali Build folder" and not in your Inbox. The number of unread messages in the folder can be seen to the right of the folder name.

 

To see email from Kuali Build, click the "Kuali Build folder", under Labels.

To see email from Kuali Build, click the "Kuali Build folder".