Access the Rules section

You create and manage predefined rules on the Rules sidepanel or section in a form. In that section, you can configure validation rules or action rules, such as dynamic questions for forms.

To access the Rules section you need to select a question in an existing form. The following steps describe the procedure whether you are working in existing forms or creating them as you go.
  1. Access the Draft version of a study as described in Open a study's design.
  2. Make sure you are on the Data Collection page.
  3. Select the Forms tab.
  4. Depending on what your next step is, you can do one of the following:
    • Select Add Form to create a new form from scratch.
    • Select an existing form and then select Edit to work in an existing form.
  5. Select an existing question to edit or select Add Question to define a new question.
  6. On the right side, locate and expand the Rules sidepanel.

Parent topic: Predefined rules