Step 1: Enable RuleZ on the Survey


The first step to setting up RuleZ on a survey is to enable it in the Advanced Survey Options on the Survey Settings page.  To enable RuleZ, check the RuleZ checkbox:




Step 2: Create the Question List


Next, create the question list.  The most common uses of RuleZ use question data and refer to questions by Question ID, so you will want to have your question list completed and open in another window before you start writing RuleZ.



Step 3: Open the RuleZ Window


Finally, open the RuleZ window to create your rules.  To do this, go to the Client and Form Settings page and choose RuleZ Setup from the Form Settings drop-down menu, as shown below:




This opens a window where you will write your RuleZ: