You create and manage predefined rules on the Rules sidepanel for a given question in a form. In that section, you can configure both validation rules or action rules.

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 whether you are working on a new or existing form, 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.
   See Question types and settings.
6. On the right side, locate and expand the Rules sidebar.