File:  [mozdev] / quickfilters / www / index.html
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Wed Jan 8 15:03:52 2014 UTC (6 years, 6 months ago) by axel.grude
Branches: MAIN
CVS tags: HEAD
updated Message Filter List help topic making sure that quickFilters name was displayed

    2: <link rel="stylesheet" href="/css/myProjects.css?v2" type="text/css">
    3: <link rel="stylesheet" href="/css/index.css" type="text/css">
    5: <!-- ***************** INFO/NEWS *************** -->
    6: <a name='news'> </a>
    7: <div id="infoTabs">
    8: <div class="infoTab" id="whats-new">
    9: <h5 class="infoHeader">What's New</h5>
   10: <ul>
   11: <li>Version <a href="">2.2</a>Support creating filters based on Tag changes.</li>
   12: <li>Version <a href="">2.1</a>Cloning filters. Group Filter template from multiple mails</li>
   13: <li>Version <a href="">2.0</a>Added Toolbar and Postbox compatibility</li>
   14: <li>Version <a href="">1.8</a>Cut, copy and paste to support migrating accounts</li>
   15: <li>Version <a href="">1.5.1</a>19/11/2012 - dragging emails from search folders </li>
   16: <li>Version <a href="">1.4</a>02/08/2012 - button for running filters </li>
   17: <li>Version <a href="">1.3</a>03/06/2012 - SeaMonkey support & improved auto-naming </li>
   18: <li>Version <a href="">1.2</a>23/05/2012 - error fixes, multi-cc </li>
   19: <li>Version <a href="">0.9</a> 15/05/2012 - support pages, filter list button </li>
   20: <li>Version <a href="">0.8</a> 08/05/2012 - First Release</li>
   21: <li><a href=""></a></li>
   22: </ul>
   23: </div>
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   47: </div>
   48: <!-- ***************** INFO/NEWS *************** -->
   50: <!-- MAIN CONTENT -->
   53: <a name='main'></a>
   54: <h2 class="page-header">quickFilters :: homepage</h2>
   56: <p>Thanks for installing quickFilters! <br/>
   58: This extension makes it much easier to create new mail filters, by simply dragging emails into folders and let quickFilters do the "heavy lifting" 
   59: of filling in the sometimes complicated settings in the filter settings. Filters are usually used to move emails to other folders, automatically, so it makes
   60: sense to show Thunderbird "what to do" by dragging one typical email manually, rather than filling in all the complicated details.
   61: </p>
   63: <a name='howToUse'> </a>
   64: <h3>How to use quickFilters</h3>
   65: <p>
   66: With this, it is very easy to create new filters very quickly. 
   67: </p>
   68: <p>It will prefill the destination folder and other relevant fields after you have dragged the email into a different folder in the tree.
   69: </p>
   70: <ol>
   71:   <li> Click on the quickFilters button on the main toolbar<br/>
   72:   <img class="screenshot" src="img/quickFilters-ToolbarButton.png" alt="main menu: filter assistant">
   74:   <li>The button will change depicting a glowing wheel instead of the mail icon and there will be sliding notification:<br/>
   75:   <img class="screenshot" src="img/quickFilters-Notification.png" alt="filter notification" title="filter notification assistant">
   77:   <li>Drag an email into a folder on the left hand folder tree. This will open the Filter Assistant screen.<br/>
   78:   <img class="screenshot" src="img/quickFilters-Assistant-1.6.png" alt="filter wizard" title="filter wizard">
   80:   <li>select a template (e.g. "based on Sender") and click [Create Filter...] - in the example I have pulled an email into the QuickFolders folder.
   81:   See below for a detailed description.  
   83:   <li>Next, the Edit Filter dialog is displayed - as you can see it already tries to "guess" what  you want the filter to do when it should be applied, 
   84:   <u>based on the email that you dragged to the folder</u>:<br/>
   85:   <img class="screenshot" src="img/filter-Rules.png" alt="filter rules">
   86:   <br/>Since in this case I chose "Based on Sender", it will pull all conversations from and to <i></i> into the QuickFolders folder. 
   87:   No need to select the folder (as it has been done automatically) or to enter any condition (this is based on the template that you have chosen).
   89:   <li>Now tweak the filter as usual and click Ok to save it (and try it out in the Filter List)
   90:   <li>You can also click Cancel to not create the filter
   92:   <li> in the last step Thundebird's list of filters is shown. <br/>
   93:   <img class="screenshot" src="img/filters-List.png" alt="list of filters">
   95:   <li>You can repeat the process from step 2 to create more filters
   97:   <li>When you're done, click the filter button again to disable "Filter Wizard" mode.
   98: </ol>
  100: <a name='assistant'> </a>
  101: <h3>The Filter Assistant</h3>
  102:   <p>On this screen, you select what type of information (conditions) will trigger the filter action, 
  103: 	   and what kind of actions the filter will carry out. A condition is a 'fact' that applies to the 
  104: 		 incoming email, such as 'the sender is fred', 'the mail is tagged as important', 
  105: 		 'this message is more than a month old' etc. The action can be 'move message to freds folder',
  106: 		 'tag message as personal', 'set message low priority', 'mark message with a star'.</p>
  107: 		 <img src="img/quickFilters-Assistant-2.3.png" alt="quickFilters Assistant"/><br/>
  108: 		 <p>
  109: 		 The templates offered here make this a much easier and quicker process and fill prefill the 
  110: 		 new filter accordingly.</p>
  112: <a name='templates'> </a>
  113: <h3>Filter Templates</h3>
  115: <p>This section describes the different patterns used to create filters based on the dragged email. 
  116: I will probably add more templates in future, if I get good requests from the users. 
  117: Simply head over to the <a href="bugs.html">bugs section</a> to suggest new templates.
  118: <br/>
  119: <div id='templates'>
  120: 	<h4>Based on Sender (from)</h4>
  121: 	<p>Probably the most used pattern: this will retrieve the sender's email address and paste it into the from and to filter conditions fields.
  122: 	This way a whole conversation with the sender will be moved to the new folder.
  123: 	</p>
  124: 	<h4>Based on Recipient (to)</h4>
  125: 	<p>Similar to 'Based on Sender': use this when you move an email from yourself 
  126: 	to somebody else. This will retrieve the recpient's email address and paste it into 
  127: 	the from and to filter conditions fields. This way the complete conversation with 
  128: 	the contact will be moved to the new folder.</p>
  129: 	<h4>Mailing List</h4>
  130: 	<p>
  131: 	Similar to Based on Sender, but it doesn't fill the 'to' condition field.
  132: 	</p>
  133: 	<h4>Subscriptions - By Subject [Keyword]</h4>
  134: 	<p>
  135: 	This will look for special "bracketed" expressions, e.g. [amo-editors] or {Mozilla} and create a filter condition based on these; a lot of
  136: 	mass email is set up using this pattern, so it is really easy to use.
  137: 	</p>
  138: 	<h4>By Tags</h4>
  139: 	<p>
  140: 	Uses the tags of the email and adds them as filter conditions.
  141: 	</p>
  142: </div>
  144: <a name='merge'> </a>
  145: <h3>Merging Filters</h3>
  146: <p>This is a special screen on the filter assistant which is shown if there are already filters that carry out the same action
  147:    as the one you want your new filter to do. It can also be invoked using the 'Merge Filters' button on the filter toolbar.
  148: 	 Note that you can only merge filters that have the same action (such as move to a certain folder or add a certain tag), quickFilters
  149: 	 makes sure that no other filters can be merged together.</p>
  151: <img src="img/NewFilter-Merge.png" alt="quickFilters Merge"/><br/>
  154: <a name='messagesAlreadyMoved'> </a>
  155: <h3>Mail that's already moved</h3>
  158: <p>What if already have moved my Mails to another folder? 
  159: Chances are that sometimes forget switching on the filter assistant, or we have already moved a lot of mail around manually.
  160: In this case the quickFilters version 1.6 now adds a context menu to the message list:<br/>
  161: <img src="img/contextMenu.png" alt="Creating a filter from a moved message"/><br/>
  162: just right-click the mail you want to choose for your filter, and then click on QuickFilters: "Create Filter from Message...". 
  163: Alternatively, simply select the message and use the "Message" menu.
  164: </p>
  166: <a name='messageFilterList'> 
  167: <h3>The Message Filter List</h3>
  168: </a>
  170: <p>In quickFilters, I added more functions to the filter list dialog - I created these after it had
  171: become a simple thing to create many filters with few clicks. 
  172: </p>
  173: <img src="img/messageFilters.png" alt="Message Filters: new features"/><br/>
  174: <p>The biggest new feature here is the addition of a Search box, which allows filtering the number of results. 
  175: I was able to submit this as a patch to Thunderbird itself and it is not part of the main product.</p>
  176: <p>The toolbar has some useful functions that were missing:</p>
  177: <ul>
  178:   <li> cut / copy / paste: these are designed to transfer filters from one account to another. 
  179: 	     Select one ore more filters, then push cut or or copy, then select a new account (in the 'Filters for' drop down), 
  180: 			 then paste the filters to the other account.</li>
  181: 	<li> merge filters: allows putting multiple filters into one, provided they do th same action. E.g. if two filters all
  182: 	     move mails to the 'Fred' folder, you can merge them together into one filter. The assistant will ask you to select
  183: 			 the "Target" filter, which is the one that gets the conditions from the other filters. Once you confirm the "Target Filter"
  184: 			 by clicking Ok, the merged filters will be deleted.</li>
  185: 	<li> clone filter: makes a copy of a filter in the account and opens the edit dialog so it can be modified. </li>
  186: 	<li> Filter assistant mode toggle: once this is active, quickFilters will listen for manual mail movement and tagging emails. 
  187: 	     If any of these actions occur, the assistant is started so that a filter can be created based on this action</li>
  188: 	<li> The Support Site button opens this page. </li>
  189: 	<li> The wrench button displays quickFilters global preferences. </li>
  190: </ul>
  191: <p>Also you can now move the filter to the top of the bottom of the list. This is actually significant as the 
  192: order you see on screen is the same as the order in which the filters are executed. This also means, if a filter
  193: on the top moves a message from the inbox then the filters below will not get a chance to execute on this message;
  194: as the filters are only executed on messages in the inbox, they will simply be ignored. Therefore it is very important 
  195: that it remains easy to re-order the relative positions of the filters. This also works while the search box is active.</p>
  198: <h3><a name="other">My other Extensions - highly recommended</a></h3>
  199: <br/>
  201: <div id='myProjects'>
  202: 	<h4 class="QuickFolders"><a href="">QuickFolders</a></h4>
  203: 	<p>
  204: 	<a href="">QuickFolders</a>
  205: 	(Thunderbird / Postbox) takes the pain out of working with many mail folders; has currently 22,000 daily users and the top rated message reading extensions.<br>
  206: 	</p>
  208: 	<h4 class="ZombieKeys"><a href="">Zombie Keys</a></h4>
  209: 	<p>
  210: 	<a href="">Zombie Keys for Firefox / SeaMonkey</a> ; 
  211: 	<a href="">Zombie Keys for Thunderbird / Postbox</a>
  212: 	<br>
  213: 	<p>Entering European languages (which include diacritics (accented characters, diaeresis, umlauts, etc.), ligatures, the Euro sign, etc.) 
  214: 	into Mozilla applications using a non-native keyboards doesn't have to be a pain any more! 
  215: 	</p>
  217: 	<h4 class="QuickPasswords"><a href="">QuickPasswords</a></h4>
  218: 	<p>
  219: 	<a href="">QuickPasswords for Firefox / SeaMonkey</a>;
  220: 	<a href="">QuickPasswords for Thunderbird / Postbox</a>
  221: 	<br>
  222: 	this is a very neat and quick way to retrieve and use a growing number
  223: 	of passwords, without displaying them on screen or having to re-type them. 
  224: 	Also supports renaming of multiple passwords!
  225: 	</p>
  226: </div>

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