- Manage users
- Create new surveys & templates
- View and edit all surveys and templates
- Access data retention controls
- Manage users
- Create new surveys & templates
- View and edit all surveys and templates
- Create new templates
- View and edit only the surveys they created or have been granted access to (via individual assignment or User Groups)
- View and edit all templates in the org
Conflict Resolution screen with all conflicts highlighted
# Connect Metaforms to Decipher To integrate Metaforms with Decipher, the setup happens in two layers: 1. **Connect your Decipher instance(s)** (organization-level) 2. **Add user API keys to a specific instance** (user-level) ## Connect Your Decipher Instance(s) If your organization uses multiple Decipher environments (EU, UK, US, etc.), you must first register them in Metaforms. > This is a one-time setup per instance. Follow the steps below to connect your Decipher account to Metaforms. **Step 1: C**lick on the **Manager's Dashboard**
1. **Constraints:** 1. Follow the survey programming syntax. 2. Maintain correct question numbering and labels. 3. Ensure all XML tags are properly structured. 4. Apply existing survey logic and formatting standards. 2. **Focus:** 1. Only generate the next 3–5 questions from the questionnaire. 3. **Dont’s:** 1. Aim to modify previously generated questions, logic, or earlier survey sections. 4. **Good Prompt:** 5. Generate the next 3 questions (Q12–Q14) using the questionnaire, maintaining the XML syntax, formatting, and the same numeric validation structure used earlier. **Task:** Reviewing the recently generated questions and correct any syntax, validation, or tag errors so they do not repeat in later generations.
1. **Constraints:** 1. Ensure all XML tags are properly opened and closed. 2. Remove unnecessary tags such as \ within validation or exec blocks. 3. Maintain the existing question logic and numbering. 2. **Focus:** 1. Fix only the issues present in the selected generation. 3. **Dont’s:** 1. Do not regenerate the questions. Select and edit instead. 4. **Good Prompt:** 1. Review Q15–Q17 and fix XML syntax, ensuring tags are properly opened/closed and vector logic is used for validations without changing the question logic. **Task:** Generating the JavaScript logic required for a question behavior basis on the provided structure.
1. **Constraints:** 1. Follow standard JavaScript practices. 2. Use the correct question IDs or classes from the HTML structure. 3. Ensure the script does not interfere with existing survey logic. 2. **Focus:** 1. Only generate the JavaScript logic required for the specified question functionality. 3. **Dont’s:** 1. Do not modify the HTML structure or other survey questions. 4. **Good Prompt:** 1. Create JavaScript for Q39 so selecting the checkbox in column 2 automatically selects column 1, using the existing HTML classes without affecting other questions. (User Task: add the relevant HTML code using Inspect Element.) **Task:** Creating the hidden variables and calculation logic needed to compute values based on provided rules or table. 1. **Constraints:** 1. Use hidden variables for calculations where required. 2. Ensure calculations match the rules provided in the questionnaire. 3. Maintain consistent naming conventions for hidden variables. 2. **Focus:** 1. Only implement the hidden variable logic for the specified question. 3. **Dont’s:** 1. Do not modify question wording or answer options. 4. **Example Prompt:** 1. Generate S7b using hidden variables hS7bx1 and hS7bx2, calculating values based on the scoring table without modifying the visible question. (User task: Also, explain the logic used for hS7bx1 and hS7bx2) \
**Task:** Update the generated questions to ensure they follow the project’s programming standards and coding rules. 1. **Constraints:** 1. Maintain existing question structure and numbering. 2. Apply the required survey formatting and validation standards. 3. Ensure no new syntax errors are introduced. 2. **Focus:** 1. Apply the required updates only to the specified questions. 3. **Dont’s:** 1. Do not regenerate questions or modify unrelated sections. 4. **Good Prompt:** 1. Update Q21–Q23 to follow the project’s standard numeric validation and match the formatting and XML structure used in earlier numeric questions. # Legacy to Unified Transition Switching from the Legacy Metaforms Decipher Workflow to the new Unified Workflow introduces a number of changes that streamline your research and survey programming process. This tutorial highlights what's different, guides you through the updated steps, and points out the advantages of the Unified Workflow. ## Introduction In the Unified Workflow, you'll notice new navigation paths, a reorganized interface, and smarter automation, especially with the integration of AI-driven features. While much of the process remains familiar, the location of key actions and some functionalities have shifted to enhance productivity and reduce manual effort. This guide outlines the key nuances for users transitioning from the Legacy Decipher Flow to the Unified Flow, helping you understand what's changed and how to make the most of the new experience. Use the sections in this guide to follow the flow in order, or jump to a topic from the table of contents. # Integration setup ## API integration page has moved One of the first changes you'll notice is the relocation of the API integration page: * **Legacy Workflow:** To set up the API key, users would navigate to **Settings → Integrations**. * **Unified Flow:** To set up the API key, users now need to go to **Dashboard → Integrations**. The process of adding the Account and setting up the API key remains the same—only the location has changed. **Step 1:** Navigate to the Unified Dashboard to manage integrations.
# Segmentation * **Scenario 1** Segmentation with question answers is multiplied by a specific coefficient for each segment, then a constant is added to calculate the total segment score and then punching the segment that has the max segment score as the final segment. Let's take a look at an example for this: Question type for each of the questions are mentioned below: Q1 = Radio question with column Q2 = Radio question with column Q3 = Number question Q4 = Number question Segment calculation logic:
| Question | Likert scale answer (1 to 5) | Segment 1: "Uninterested" | Segment 2: "Passively interested" | Segment 3: "Actively interested" |
| Q1: How important do you think it is for citizens to volunteer or donate to protect endangered species? | -0.561135188 | 0.045301485 | 2.023393358 | |
| Q2: To what extent do you agree that wildlife conservation should be a priority for governments? | -0.351733944 | 2.31670683 | 0.156779107 | |
| Q3: How concerned are you about the impact of human activities on wildlife habitats? | -0.65961061 | 0.278996417 | 0.467290048 | |
| Q4: How supportive are you of initiatives to reintroduce native species to their original habitats? | -0.559083482 | 0.488902614 | 0.141627905 | |
| Constant | 1 | 9.802423437 | -0.39186368 | -0.959236738 |
| Total segment score | - | - | - | - |
| Variable | Recoding Logic |
| Q1_1 | If Q1 = 1, code as 1; else code as 0 |
| Q1_2 | If Q1 = 2, code as 1; else code as 0 |
| Q1_3 | If Q1 = 3, code as 1; else code as 0 |
| Q2_1 | If Q2 = 1, code as 1; else code as 0 |
| Q2_2 | If Q2 = 2, code as 1; else code as 0 |
| Q2_3 | If Q2 = 3, code as 1; else code as 0 |
| Q2_4 | If Q2 = 4, code as 1; else code as 0 |
| Q2_5 | If Q2 = 5, code as 1; else code as 0 |
| Q3r1 | No recode necessary; 1 = selected & 0 = unselected |
| Q3r2 | No recode necessary; 1 = selected & 0 = unselected |
| Q3r3 | No recode necessary; 1 = selected & 0 = unselected |
| Q3r4 | No recode necessary; 1 = selected & 0 = unselected |
| Q3r5 | No recode necessary; 1 = selected & 0 = unselected |
| Q3r6 | No recode necessary; 1 = selected & 0 = unselected |
| Q3r7 | No recode necessary; 1 = selected & 0 = unselected |
| Q3r8 | No recode necessary; 1 = selected & 0 = unselected |
| Q3r9 | No recode necessary; 1 = selected & 0 = unselected |
| Q4r1_1 | If Q4r1 = 1, code as 1; else code as 0 |
| Q4r1_2 | If Q4r1 = 2, code as 1; else code as 0 |
| Q4r1_3 | If Q4r1 = 3, code as 1; else code as 0 |
| Q4r1_4 | If Q4r1 = 4, code as 1; else code as 0 |
| Q4r2_1 | If Q4r2 = 1, code as 1; else code as 0 |
| Q4r2_2 | If Q4r2 = 2, code as 1; else code as 0 |
| Q4r2_3 | If Q4r2 = 3, code as 1; else code as 0 |
| Q4r2_4 | If Q4r2 = 4, code as 1; else code as 0 |
| Q4r3_1 | If Q4r3 = 1, code as 1; else code as 0 |
| Q4r3_2 | If Q4r3 = 2, code as 1; else code as 0 |
| Q4r3_3 | If Q4r3 = 3, code as 1; else code as 0 |
| Q4r3_4 | If Q4r3 = 4, code as 1; else code as 0 |
| Q4r4_1 | If Q4r4 = 1, code as 1; else code as 0 |
| Q4r4_2 | If Q4r4 = 2, code as 1; else code as 0 |
| Q4r4_3 | If Q4r4 = 3, code as 1; else code as 0 |
| Q4r4_4 | If Q4r4 = 4, code as 1; else code as 0 |
| Q4r5_1 | If Q4r5 = 1, code as 1; else code as 0 |
| Q4r5_2 | If Q4r5 = 2, code as 1; else code as 0 |
| Q4r5_3 | If Q4r5 = 3, code as 1; else code as 0 |
| Q4r5_4 | If Q4r5 = 4, code as 1; else code as 0 |
| Q4r6_1 | If Q4r6 = 1, code as 1; else code as 0 |
| Q4r6_2 | If Q4r6 = 2, code as 1; else code as 0 |
| Q4r6_3 | If Q4r6 = 3, code as 1; else code as 0 |
| Q4r6_4 | If Q4r6 = 4, code as 1; else code as 0 |
| Q4r7_1 | If Q4r7 = 1, code as 1; else code as 0 |
| Q4r7_2 | If Q4r7 = 2, code as 1; else code as 0 |
| Q4r7_3 | If Q4r7 = 3, code as 1; else code as 0 |
| Q4r7_4 | If Q4r7 = 4, code as 1; else code as 0 |
| Q4r8_1 | If Q4r8 = 1, code as 1; else code as 0 |
| Q4r8_2 | If Q4r8 = 2, code as 1; else code as 0 |
| Q4r8_3 | If Q4r8 = 3, code as 1; else code as 0 |
| Q4r8_4 | If Q4r8 = 4, code as 1; else code as 0 |
| Q5_1 | If Q5 = 1, code as 1; else code as 0 |
| Q5_2 | If Q5 = 2, code as 1; else code as 0 |
| Q6r1 | No recode necessary; 1 = selected & 0 = unselected |
| Q6r2 | No recode necessary; 1 = selected & 0 = unselected |
| Q6r3 | No recode necessary; 1 = selected & 0 = unselected |
| Q6r4 | No recode necessary; 1 = selected & 0 = unselected |
| Q6r5 | No recode necessary; 1 = selected & 0 = unselected |
| Q6r6 | No recode necessary; 1 = selected & 0 = unselected |
| Q6r7 | No recode necessary; 1 = selected & 0 = unselected |
| Q6r8 | No recode necessary; 1 = selected & 0 = unselected |
| Q7_1 | If Q7 = 1, code as 1; else code as 0 |
| Q7_2 | If Q7 = 2, code as 1; else code as 0 |
| Q7_3 | If Q7 = 3, code as 1; else code as 0 |
| Q7_4 | If Q7 = 4, code as 1; else code as 0 |
| Q7_5 | If Q7 = 5, code as 1; else code as 0 |
| Q7_6 | If Q7 = 6, code as 1; else code as 0 |
| Q7_7 | If Q7 = 7, code as 1; else code as 0 |
| Q7_8 | If Q7 = 8, code as 1; else code as 0 |
| Q7_9 | If Q7 = 9, code as 1; else code as 0 |
| Q7_10 | If Q7 = 10, code as 1; else code as 0 |
| Q7_11 | If Q7 = 11, code as 1; else code as 0 |
| Q7_12 | If Q7 = 12, code as 1; else code as 0 |
# Validation Metaforms supports a wide range of Validation Scenarios in your surveys. Let's take a look at all of them: * **Radio question with text input field and email validation using regex**\ \ Radio question with one option containing text input field for email address and standalone decline option. Email validation ensures proper format (
* **Radio question with text input fields and format-specific validation (phone format, email format, minimum character length)** \ Radio question with text input field for each option. Different validation applied based on selection: phone format (XXX-XXX-XXXX), email format validation, or minimum character length for postal address.\ \ **Validation:** Format-specific validation triggers based on selected radio option - phone pattern, email regex, or minimum character count.\ \ 
* **Radio question with rows with conditional validation based on previous text question and number question**\ \ Radio question with three options. Selection of one particular option triggers validation against previous responses - previous text question cannot be equal to some string AND previous number question must be at-least equal to some number.\ \ **Validation:** One particular selection restricted based on previous text question and previous number question.\ \ 
* **Radio question with text input field and date format validation**\ \ Radio question with one option containing text input field for date entry and standalone alternative option. Date format validation ensures MM/DD/YYYY format when date option is selected.\ \ **Validation:** Date format validation applied to text input field when date option is chosen.\ \ 
* **Radio question with text input field and minimum character validation**\ \ Radio question with one option containing text input field for feedback and standalone decline option. Minimum character validation (20 characters) applied to text input when feedback option is selected.\ \ **Validation:** Minimum character count validation applied to text input field when feedback option is chosen.\ \ 
* **Radio question with conditional validation based on previous number question**\ \ Radio question with three options. Selection of one triggers validation against previous income question - previous number question must be at least equal to specified minimum amount.
**Validation:** Radio question option selection restricted based on minimum income requirement from previous question. \ 
* **Radio question with text input field and ZIP code format validation using regex**\ \ Radio question with one option containing text input field for ZIP code entry and two standalone alternative options. ZIP code format validation ensures 5-digit numeric format using regex (^\d{5}$) when home delivery option is selected.
**Validation:** ZIP code format validation using regex applied to text input field when home delivery option is chosen.\ \  * **Radio question with text input field and time format validation with range restriction**\ \ Radio question with one option containing text input field for time entry and standalone alternative option. Time format validation ensures HH:MM format and restricts time range between 9:00 AM and 5:00 PM when preferred time option is selected.
**Validation:** Time format validation (HH:MM) and time range validation (09:00-17:00) applied to text input field when preferred time option is chosen. \ 
* **Radio question with text input field and currency format validation**\ \ Radio question with one option containing text input field for budget amount and standalone alternative option. Currency format validation ensures proper dollar format with optional commas and decimals (e.g., $5,000.00) when budget option is selected.
**Validation:** Currency format validation applied to text input field when budget option is chosen. \ 
* **Radio question with text input field and URL format validation** \ Radio question with one option containing text input field for URL entry and two standalone alternative options. URL format validation ensures proper URL format beginning with http\:// or https\:// when portfolio website option is selected.
**Validation:** URL format validation applied to text input field when portfolio website option is chosen. \ 
* **Radio question with conditional validation based on previous number question**\ \ Radio question with three options. Selection of one of the option triggers validation against previous question - previous number question must be at least some number.
**Validation:** Selection of one of the option restricted based on number entered in the previous question.\ \ 
* **Radio question with text input field and minimum word count validation**\ \ Radio question with one option containing text input field and standalone alternative option. Minimum word count validation (5 words) applied to text input when option with text input field is selected.
**Validation:** Minimum word count validation applied to text input field when option with text input field is chosen. \ 
* **Radio question with text input field and alphanumeric character validation using regex**\ \ Radio question with one option containing text input field for username entry and standalone alternative option. Alphanumeric character validation ensures only letters, numbers, and underscores are allowed using regex (^\[a-zA-Z0-9\_]+$) when create username option is selected.
**Validation:** Alphanumeric character validation using regex applied to text input field when create username option is chosen. \ 
* **Radio question with number input field and range validation** \ Radio question with one option containing number input field for quantity entry and standalone alternative option. Range validation ensures quantity is between 1 and 100 when number of units option is selected.
**Validation:** Range validation (1-100) applied to number input field when quantity option is chosen. \ 
* **Radio question with time input fields and time range validation** \ Radio question with two options containing time input fields for different time slots and one standalone alternative option. Time format validation (HH:MM) and specific time range validation applied based on selected option - morning (09:00-12:00) or afternoon (13:00-17:00).
**Validation:** Time format validation and time range validation applied to respective input fields when time slot options are chosen.\ \ 
* **Checkbox question with conditional option disabling based on previous question** \ Checkbox question with four financial product options. Two specific options are disabled/prevented from selection if respondent's age from previous question is less than 25.
**Validation:** Specific options disabled based on age criteria from previous question.\ \ 
* **Checkbox question with dependent option selection validation** \ Checkbox question with paired options. Selecting certain primary options automatically requires selection of corresponding secondary options.
**Validation:** Dependent selection validation ensures secondary options must be selected when corresponding primary options are chosen.\ \  * **Checkbox question with value calculation validation based on previous question**\ \ Checkbox question with options that have associated values. Total value of selected options is calculated and validated against limit specified in previous question.
**Validation:** Sum of selected option values cannot exceed limit specified in previous question.\ \  * **Checkbox question with conditional mandatory selection validation**\ \ Checkbox question with multiple options. If specific combination of options is selected, then additional option must also be selected.
**Validation:** Selecting certain combination of options automatically requires selection of additional option.\ \  * **Checkbox question with time commitment validation based on previous question** \ Checkbox question with options that have associated time commitments. Total time commitment of selected options is calculated and validated against available time specified in previous question.
**Validation:** Sum of selected option time commitments cannot exceed available time specified in previous question.\ \ 
* **Checkbox question with multiple conditional selection validation rules**\ \ Checkbox question with multiple options. Two different validation rules apply: selecting one specific option requires selection of another specific option, and selecting different specific option requires selection of at least minimum number of additional options.
**Validation:** Multiple conditional selection rules - one option requires specific companion option, another option requires minimum number of additional selections. \ 
* **Number question with ZIP code format validation using verify** \ Number input field with 5-digit ZIP code format validation using verify="zipcode" to ensure exactly 5 numeric digits.
**Validation:** ZIP code format validation ensures exactly 5 numeric digits using regex pattern.\ \  * **Checkbox question with conditional option disabling based on previous question**\ \ Checkbox question with multiple delivery options. Specific options are disabled/prevented from selection if ZIP code from previous question matches certain values.
**Validation:** Specific options disabled based on ZIP code criteria from previous question.\ \  * **Checkbox question with ranking functionality - select items and rank them in order of preference**\ \ Checkbox question with rank input fields for each option. System enforces exactly 3 selections with unique ranking numbers 1, 2, and 3.
**Validation:** Exactly 3 items must be selected and ranked using unique consecutive numbers. \ 
* **Checkbox question with hierarchical dependency validation**
Checkbox question with multiple options that have tiered dependency requirements. Selecting certain options automatically requires selection of prerequisite options, with some options requiring multiple prerequisites.
**Validation:** Hierarchical dependency validation ensures prerequisite options are selected when dependent options are chosen. \ 
* **Checkbox question with cost calculation validation based on previous question**
Checkbox question with options that have associated costs. Total cost of selected options is calculated and validated against budget limit specified in previous question.
**Validation:** Sum of selected option costs cannot exceed budget limit specified in previous question.\ \ 
* **Checkbox question with level-based selection restriction** \ Checkbox question with leveled options. Selection is restricted based on user level from previous question - respondent can only select modules up to one level higher than their current level.
**Validation:** Module selection restricted based on user level criteria from previous question. \ 
* **Checkbox question with grouped category validation** \ Checkbox question with options organised into multiple categories. Validation ensures exactly one option is selected from each category group.
**Validation:** One selection required from each category group - cannot proceed without selecting from all categories. \ 
* **Checkbox question with text input fields, maximum selection limit, and time validation**\ \ Checkbox question with options that each have associated text input fields for time entry. Maximum of 3 selections allowed. Time format validation and range validation (06:00-19:59) applied to text inputs for selected options.
**Validation:** Maximum 3 selections enforced. Time format and range validation applied to text input fields for selected options only. \ 
* **Checkbox question with multiple complex dependency validation rules**\ \ Checkbox question with multiple options that have different types of dependency requirements. Some options require selection of one of multiple alternatives, others require specific single options, and some require minimum number of additional selections.
**Validation:** Multiple dependency validation rules - alternative selection requirements, specific selection requirements, and minimum selection count requirements.\ \ Programming Note (PN): * If Personal Training is selected, must also select Gym Membership or Nutritional Planning * If Recovery Sessions is selected, Gym Membership must be selected * If Health Monitoring is selected, at least 2 other services must also be selected \ 
* **Checkbox in first column and radio question in second column with validation and exclusive option**
First column contains checkboxes for multiple selections, second column contains radio buttons for single selection. Radio buttons only available for services checked in first column. Exclusive option in last row - when selected, prevents selection of other options and only allows exclusive selection in radio column.
**Validation:** Radio button selection restricted to items selected in checkbox column. Exclusive option prevents selection of other items in both columns.
!\[A screenshot of a computer AI-generated content may be incorrect.]\(
* **Hybrid grid question with checkbox column and radio column featuring exclusion validation and "Other" specification**
Grid question with checkboxes in first column and radio buttons in second column. "Other" row includes text specification field that becomes required when "Other" checkbox is selected.
**Validation:** Options selected in checkbox column cannot be selected in radio column. "Other" checkbox requires text specification when selected.
!\[A screenshot of a computer AI-generated content may be incorrect.]\(
* **Checkbox question with rows and columns featuring mutually exclusive column validation**\ \ Checkbox question with services as rows and two columns for current vs future subscriptions. Second column only allows selection of services not checked in first column, preventing overlap between current and future subscriptions.\ \ **Validation:** Mutually exclusive column validation ensures items cannot be selected in both columns simultaneously.\ \ 
* **Checkbox question with rows and columns featuring mutually exclusive column validation**\ \ Checkbox question with multiple rows and three columns. Options selected in first and second columns are not allowed to be selected in third column for the same row.\ \ **Validation:** Third column selections are prevented for rows already selected in first or second columns\ \ !\[A screenshot of a computer AI-generated content may be incorrect.]\(
* **Checkbox question with rows and columns featuring conditional column validation**\ \ Checkbox question with items as rows and three columns. Third column selections are only valid for items that have been selected in first or second columns.\ \ **Validation:** Third column selections restricted to items selected in first or second columns.\ \ 
* **Checkbox question with rows and columns featuring conditional number input validation**\ \ Checkbox and number input columns. Number input required when checkbox is selected for that row and input should not be allowed in the number column if the checkbox for that row is not selected.\ \ **Validation:** Number input mandatory for checked rows and should not be answered if the row is not checked.\ \ 
* **Number question followed by hybrid question with conditional rows and response-dependent validation**\ \ Number question determines row count in subsequent hybrid question. Hybrid question features number input, dropdown, and dropdown columns. Third column selections validated against second column responses.\ \ **Validation:** Row count matches previous number question. Third column selections must be compatible with second column responses, otherwise error message displayed.\ \ \ \ 
* **Number question with rows followed by number question with rows and columns featuring conditional row display and sum validation**\ \ Number question with rows determines which rows appear in subsequent number grid. Only rows with non-zero values from first question appear in second question. Sum of columns in second question must equal corresponding row total from first question.\ \ **Validation:** Conditional row display based on previous responses. Row totals in second question must match values from first question.\ \ \ \ 
* **Number question with rows and columns featuring exclusive checkbox validation for each row**\ \ Number question with rows and multiple columns including number inputs and exclusive checkbox column. Each row requires either number inputs OR checkbox selection, but not both and not neither.\ \ **Validation:** Each row must have either number inputs OR checkbox selected - error displayed if both are answered or if neither is answered.\ \ 
* **Number question with rows and columns featuring exclusive checkbox row for each column**\ \ Number question with rows and columns including number inputs and exclusive checkbox row. Each column requires either number inputs OR checkbox selection, but not both and not neither.\ \ **Validation:** Each column must have either number inputs OR checkbox selected - error displayed if both are answered or if neither is answered within the same column.\ \ 
* **Dropdown question with rows and columns featuring unique ranking validation per row and column frequency limits**\ \ Dropdown question with rows and columns for ranking selections. Each row requires exactly one first choice and one second choice. Each column has a maximum limit (3) for how many times it can receive first choice rankings across all rows.\ \ **Validation:** Each row must have unique first and second rankings. Each column limited to maximum 3 first choice selections across all rows.\ \ 
* **Checkbox question with rows and columns featuring conditional dropdown ranking validation**\ \ Checkbox and dropdown columns. Rankings validated to ensure they are only provided for checked items. Rankings must be sequential (1, 2, 3, etc.) matching the number of selected items without gaps.\ \ **Validation:** Rankings only valid for checked items. Rankings must be consecutive from 1 to number of selected items with no duplicates or gaps.\ \ 
* **Checkbox question with rows and columns featuring number and dropdown inputs with complex validation**\ \ Checkbox, number input, and dropdown columns. Number and dropdown inputs validated only for checked items. Number inputs must sum to 100%. Dropdown selections must align with number input hierarchy (highest percentage gets highest risk level, etc.).\ \ **Validation:** Number and dropdown inputs only valid for checked items. Percentages must total 100%. Risk levels must correspond to allocation percentage rankings.\ \ 
* **Text question with phone number format validation including country code**\ \ Text input field for phone number with validation requiring country code format (e.g., +1-234-567-8900).\ \ **Validation:** Phone number format validation ensures country code is included in proper international format.\ \ 
* **Text question with URL format validation for specific domain**\ \ Text input field for URL with validation requiring specific domain presence (e.g., "linkedin.com").\ \ **Validation:** URL format validation ensures specific domain is included in the entered URL.\ \ 
* **Text question with keyword validation for specific terms**\ \ Text input field with validation requiring inclusion of specific keywords from predefined list (e.g., intern, junior, senior, lead, manager).\ \ **Validation:** Text validation ensures one of the specified keywords is included in the entered text.\ \ 
* **Mixed question with text and number input fields with year range validation**\ \ Multiple input fields including text inputs and number input with year validation. Number field restricted to specific year range (1950-2024).\ \ **Validation:** Year input field validated within specified range.\ \ 
* **Text question with rows featuring format-specific validation**\ \ Multiple text input fields with different format validation requirements. Some fields require comma-separated format or specific text, others require structured format with name and phone combination.\ \ **Validation:** Different format validation applied to each field - comma-separated entries, specific text options, or structured contact format.\ \ 
* **Number question with rows and columns featuring complex multi-field validation**\ \ Number grid with multiple validation rules including range limits, ratio calculations between columns, and percentage-based comparisons across time periods.\ \ **Validation:** Multiple validation rules - no negative values, maximum limits, ratio calculations between columns, and percentage relationships across different time periods.\ \ 
* **Number question with rows and columns featuring complex validation with alerts and cross-field calculations**\ \ Number grid with individual column range validations, conditional alert triggers based on multiple field combinations, and calculated validation requirements comparing individual rows to overall averages.\ \ **Validation:**\ \- Column 1 ≤ 30 minutes\ \- Column 2: 0-100%\ \- Column 3: 1-10 scale\ \- Alert if Column 2 <85% AND Column 3 <7\ \- Each row's Column 3 must be ≥85% of overall Column 3 average\ \ 
* **Number question with rows and columns featuring complex validation with row-specific limits and cross-department comparisons**\ \ Number grid with individual field validations, row-specific limits for emergency department, overall care time calculations, and patient load balance requirements across departments.\ \ **Validation:**\ \- No negative value\ \- Row 1 Column 1 ≤ 30 minutes\ \- Row 1 (Column 1 + Column 2) ≤ 120 minutes\ \- All rows (Column 1 + Column 2) ≤ 240 minutes\ \- Column 3 gap between any departments ≤ 2x ratio\ \ 
* **Number question with rows and columns featuring complex validation with minimum thresholds and cross-location comparisons**\ \ Number grid with individual field validations, minimum sales requirements, cost percentage limits relative to sales, and performance benchmarking between specific locations.\ \ **Validation:**\ \- No negative values\ \- Column 1 ≥ $1,000\ \- (Column 2 + Column 3) ≤ 70% of Column 1\ \- Row 3 Column 1 ≥ 80% of average of (Row 1 + Row 2) Column 1\ \ 
* **Number question with rows and columns featuring complex validation with ratio calculations and minimum thresholds**\ \ Number grid with percentage range validations, negative value restrictions, cross-row ratio requirements, and minimum performance thresholds.\ \ **Validation:**\ \- Column 1: 0-100%\ \- Column 3: No negative values\ \- Row 1 Column 3 : Row 2 Column 3 ratio between 0.33-3\ \- Column 1 minimum value: 30%\ \ 
* **Number question with rows and columns featuring complex validation with efficiency ratios and cost calculations**\ \ Number grid with range validations, efficiency ratio requirements between columns, and calculated cost-per-unit limits.\ \ **Validation:**\ \- No negative values\ \- Column 1 ≤ 100 tons\ \- Column 1 ÷ Column 2 ≥ 0.5\ \- Column 3 ÷ Column 1 ≤ $1,000\ \ 
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# Custom Styling and Scripting Metaforms supports a wide range of Custom Styling and Scripting in your surveys. Let's take a look at all of them: * **Normal number question that can be used for the other scenarios listed**\ \ !\[A white background with black text AI-generated content may be incorrect.]\(
* **Number list question with two columns: one column where respondent can answer and other column where the percentage is auto calculated by comparing the answer given in the previous number question.** Validation to make sure the sum of answers in the first column is equal to the number entered in the previous number question.\ \ !\[A screenshot of a computer AI-generated content may be incorrect.]\(
* **Radio question with conditional follow-up question on same page**\ \ Validation to make sure if yes is selected, the follow up question should have answer and if no is selected the follow up question should not have answer \ **When selection is "No" or nothing is selected**\ \ !\[A white background with black text AI-generated content may be incorrect.]\(
* **Checkbox list question with percentage input fields to fill in if the checkbox is selected in the row**\ \ If checkbox is selected, corresponding percentage field becomes active for input. If checkbox is not selected, percentage field remains disabled. \ Validation to make sure the percentage can only be entered if corresponding checkbox is selected and the sum of all entered percentages must equal 100%. If checkbox is unchecked, corresponding percentage field should be empty \ !\[A screenshot of a computer AI-generated content may be incorrect.]\(
* **Number list question with two columns: current percentage (auto-populated from previous question), and future percentage input fields.** \ Current percentage column displays data piped from Q10. Future percentage column requires user input for anticipated usage.\ \ Validation to ensure sum of all future percentages equals 100%. Only products with >0% usage from Q10 are displayed. \ !\[A screenshot of a computer AI-generated content may be incorrect.]\(
* **Multiple checkbox question with grouped answers and exclusive "None of the above" options within each group.**\ \ Each group has its own "None of the above" option that is exclusive to other selections within that specific group only.
Validation to ensure "None of the above" options are mutually exclusive with other selections within their respective treatment groups, but selections can be made across different treatment groups. \ !\[A screenshot of a computer AI-generated content may be incorrect.]\(
* **Showing subsequent text box only when the previous text box has data in it and with exclusive checkbox option.**\ \ Validation to ensure "I don't know" checkbox is mutually exclusive with text field entries. If "I don't know" is selected, all text fields must be empty. If any text field has content, "I don't know" cannot be selected\ \ !\[A screenshot of a computer AI-generated content may be incorrect.]\(
* **Checkbox list question with two columns: first column is auto-populated from previous question and second column is for respondent to select.**\ \ Validation to ensure respondents should select one option in each group.
!\[A screenshot of a medical survey AI-generated content may be incorrect.]\(
* **Showing the total number of selections dynamically in a checkbox question with rows and columns.** \ Validation to make sure at least one response is given for each column. \ !\[A screenshot of a computer AI-generated content may be incorrect.]\(
* **Enable continue button on clicking on a link in the page.** \ **Without clicking on hyperlink** \ \ \ **With clicking on hyperlink**\ \ !\[A screenshot of a computer AI-generated content may be incorrect.]\(
* **Exclusive checkbox for number list question with two columns.**\ \ Number boxes will be disabled when the checkbox is checked in that column. Validation to ensure if the checkbox is checked in the column, number boxes should not have data. If the number boxes have data, checkbox should not be checked in that column.\ \ !\[A screenshot of a medical survey AI-generated content may be incorrect.]\(
* **Multiple question with collapsible question list**\ \ With collapsible list closed. \ !\[A screenshot of a computer AI-generated content may be incorrect.]\(
* **Trigger based setup, based on radio question response.**\ \ Other questions will be displayed or hidden dynamically. Piping of the option selected in one radio question in to the title of the other radio question. Validation to make sure based on the response to the first question, check if the question that needs to be shown have data.
**With selecting None** \ !\[A white background with black text AI-generated content may be incorrect.]\(
* **Text box list question with a checkbox in the right and if the checkbox is checked the text boxes in that particular rows should be disabled.**\ \ If the text box is answered, the checkbox should not be checked for that particular row. Validation to make sure the text box is not answered if the checkbox is checked for that row. If the checkbox is not checked, the text boxes in that row should be answered.\ \ !\[A screenshot of a computer AI-generated content may be incorrect.]\(
* **Open-ended question with popup validation for short responses:** * If a respondent's open-ended answer is less than 20 characters, a pop-up box will automatically appear. * This pop-up prompts the user with: "Would you please elaborate on your response?" * It provides two options: * "Yes, I will elaborate": If selected, the respondent is allowed to go back and edit their previous response, presumably to add more detail. * "No, I have nothing to add": If selected, the respondent is allowed to proceed. * A critical instruction is that if the respondent chooses "No, I have nothing to add" in the pop-up, the current page will automatically submit, moving them to the next question without requiring an additional click on a "Next" button. * Validation to validate if the character is less than 20 character, no should be selected in the radio question before moving forward. if more than 20 character, no response should be there in the radio question.\ \ !\[A screenshot of a computer AI-generated content may be incorrect.]\(
Validation ensures entered value is between 0-999 and no more than 3 digits can be input. \ \  * **Radio question with rows and columns with grouped column headers.** \ JavaScript dynamically adds hierarchical headers: "Reading Purpose" as main header, with "Learning" and "Entertainment" as sub-headers grouping the individual activity columns. \ !\[A screenshot of a survey AI-generated content may be incorrect.]\(
* **Number list question with dynamic total and remaining points calculation.**\ \ Shows running total of entered points and remaining points needed to reach 100. Values update in real-time as respondent enters data.
Validation ensures total sum equals exactly 100 points across all activities. \ !\[A screenshot of a survey AI-generated content may be incorrect.]\(
* **Number input question (Q34d) followed by slider question (Q34e) with dynamic range validation.** \ Number input field with 5-digit ZIP code format validation using verify="zipcode" to ensure exactly 5 numeric digits.
**Validation:** ZIP code format validation ensures exactly 5 numeric digits using regex pattern.\ \  * **Checkbox question with conditional option disabling based on previous question**\ \ **Q34d - Minimum daily reading goal:**\ Simple number input field for entering minimum minutes.\ \ **Q34e - Maximum daily reading goal:**\ Interactive slider with dynamic range:\ \- Minimum value: Automatically set to Q34d answer\ \- Maximum value: Fixed at 240 minutes\ \- Real-time updates when Q34d value change\ \ Validation ensures maximum goal cannot be less than minimum goal entered in previous question.\ \ 
* **Radio question with rows and columns featuring a corner label for clarity.**\ \ Corner label "Reading Format ↓ / Activity →" added to top-left cell using JavaScript to orient respondents on what each axis represents.
!\[A screenshot of a survey AI-generated content may be incorrect.]\(
* **Radio question with rows and columns featuring forced desktop layout on mobile devices.**
Forces desktop view layout for this matrix question on mobile devices to ensure optimal readability and interaction, preventing the condensed mobile layout that might make the grid difficult to navigate.
!\[A screenshot of a computer AI-generated content may be incorrect.]\(
* **Checkbox question with rows and columns featuring sticky/frozen column headers during scrolling.**
JavaScript applies sticky positioning to header row so column headers ("Physical Books," "E-books," "Audio books") remain visible at top of view port when scrolling through the genre list, maintaining context for users.\ \ 
* **Checkbox question with drop-down multi-select interface.** \ Genres are presented in a drop-down menu with check boxes instead of traditional list format. Selected items display in the drop-down box after selection, conserving screen space while allowing multiple selections. \ !\[A screenshot of a computer AI-generated content may be incorrect.]\(
* **Video/audio question with mandatory playback completion before proceeding.** \ Continue button is hidden until the entire video/audio content has been played through to completion. System tracks playback status and only enables navigation after full consumption of the multimedia content. !\[A video game with a play button AI-generated content may be incorrect.]\(
* **Audio question with mandatory playback completion before proceeding.**\ \ Continue button is hidden until the entire audiobook excerpt has been played through to completion. System tracks audio playback status and only enables navigation after full consumption of the audio content. \ !\[A screenshot of a video AI-generated content may be incorrect.]\(
* **Number list question with "Other" option featuring dynamic placeholder text.**\ \ The "Other" row includes a text field with placeholder text "Please specify other category" in light grey that disappears when user starts typing. JavaScript manages the dynamic placeholder behavior and styling.
Validation ensures each number input is between 0-100. \ !\[A screenshot of a computer AI-generated content may be incorrect.]\(
* **Checkbox question with "Other" option that requires text input to enable selection.** \ The "Other" checkbox is initially disabled and can only be selected when text is entered in the specification field. If text is removed, the checkbox automatically becomes disabled and cleared. \ Validation ensures "Other" selection is always accompanied by specific user-provided details. \ !\[A white background with black text AI-generated content may be incorrect.]\(
* **Image display question with enlargeable pop-up functionality.** \ Concept image is initially displayed in smaller inline format with "Click to enlarge" link. JavaScript creates pop-up modal with larger image version, overlay effect to focus attention, and close button to return to main survey. \ !\[A screenshot of a computer AI-generated content may be incorrect.]\(
* **Checkbox question with ranking functionality: select genres and rank them in order of preference.**\ \ Rank input fields are initially disabled and only become active when corresponding genre checkbox is selected. System enforces consecutive ranking (1, 2, 3, etc.) and auto-adjusts ranks when selections change. Rank cells are clickable for easy ordering.\ \ Validation ensures ranks match number of selected genres and maintains consecutive numbering.\ \ !\[A screenshot of a survey AI-generated content may be incorrect.]\(
* **Checkbox question with dynamic selection limit - maximum 3 selections allowed.**\ \ Once 3 genres are selected, all remaining unchecked options become disabled. If a selection is removed, disabled options become re-enabled, allowing users to change selections within the 3-item limit.\ \ JavaScript provides real-time feedback and enforces the selection constraint. \ !\[A white background with black text AI-generated content may be incorrect.]\(
* **Number question with real-time currency formatting.**\ \ JavaScript automatically adds commas for thousands separators and handles decimal points as user types (e.g., 1234.56 displays as 1,234.56). Range validation ensures input is between 0 and 999,999.\ \ Real-time formatting provides immediate visual feedback for improved readability of monetary values.\ \ !\[A white background with black text AI-generated content may be incorrect.]\(
* **Number question with conditional follow-up question on same page.** \ Q37b asks for number of books owned (0-999 range). Q37c only appears if the number entered is greater than 50, asking about willingness to donate books with radio options "Yes, definitely," "Maybe," and "No."\ \ JavaScript dynamically shows/hides Q37c in real-time as the user types in Q37b, based on the 50-book threshold\ \ !\[A screenshot of a computer AI-generated content may be incorrect.]\(
* **Number list question with rows and columns featuring exclusive "None" check-boxes and automatic column totals.**\ \ For each row, selecting "None" disables and clears all number fields in that row. Entering numbers in any field automatically deselects and disables the "None" checkbox for that row.\ \ Column totals automatically calculate and display the sum of numbers entered across all formats for each genre in real-time.\ \ !\[A screenshot of a computer AI-generated content may be incorrect.]\(
* **Drop-down question with different options for each row based on genre.**\ \ Each genre has tailored drop-down options: \- Fiction: Physical, E-book, Audio \- Non-Fiction: Physical, E-book, Audio, Digital \- Academic: Physical, E-book, PDF \- Children's Books: Physical, Interactive, Audio \ JavaScript manages different option sets for each row while maintaining consistent styling across all drop-downs.\ \ !\[A screenshot of a computer AI-generated content may be incorrect.]\(
* **Checkbox question with rows and columns featuring automatic selection dependency.** \ When "Purchase" checkbox is selected for any genre, the "Read" checkbox for that same genre automatically becomes selected. The "Read" checkbox cannot be unchecked while "Purchase" remains selected, maintaining logical consistency that you must read a genre to purchase it. JavaScript enforces the dependency relationship between columns while allowing independent selection of "Read" only. \ Validation ensures logical relationship between reading and purchasing behaviors across Fiction, Non-Fiction, and Academic genres. \ !\[A screenshot of a computer AI-generated content may be incorrect.]\(
* **Checkbox question with rows and columns featuring column-specific validation and "Other" specification fields.**\ \ Validation requires at least one selection per time period column (Morning, Afternoon, Evening). The "Other" row includes separate specification text boxes for each column, appearing when "Other" is selected for that specific time period.
JavaScript manages column-specific "Other" specification and enforces minimum selection requirements per time period. \ 
* **Number list question with rows and columns featuring auto-populated reference column from previous question.**\ \ The "Total" column is automatically filled with data from Q39c and is read-only/disabled for editing. Respondents enter Physical and Digital book counts for each genre, with the Total serving as a reference point.
Validation ensures data consistency by linking to previously entered totals while allowing breakdown by format.\ \ !\[A screenshot of a computer AI-generated content may be incorrect.]\(
* **Number list question with rows and columns featuring auto-populated totals and sum validation.** \ The "Total" column is auto-filled from Q39e and read-only. For each genre row, Physical + Digital must equal the Total. Validation displays error messages if the sum doesn't match, with visual indicators (red highlighting) showing validation status. \ Clear validation instructions are displayed above the table explaining the sum requirement for each category.\ \ !\[A screenshot of a computer AI-generated content may be incorrect.]\(
* **Number list question with three columns featuring dynamic patient counts punched from previous question.** * Shows current patient counts from previous question (e.g., "2 HFpEF patients currently treated") and asks for treatment decisions across three categories: * Column A: Type of HF Patient (treatment changes/initiations) * Column B: With T2D (patients with diabetes and treatment changes) * Column C: With CKD (patients with kidney disease and treatment changes * Validation includes screening thresholds: * HFpEF treatment changes <3: terminate * HFmrEF treatment changes <3: terminate * HFrEF treatment changes <2: terminate \ !\[A screenshot of a computer AI-generated content may be incorrect.]\(
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# Hybrid Questions Metaforms supports a wide range of Hybrid Questions in your surveys. Let's take a look at all of them: * **Number question with exclusive checkbox for each row and auto-summing at bottom of the columns**\ \ For each row, selecting exclusive checkbox disables all number input fields in that row. Conversely, entering numbers in any field automatically disables the exclusive checkbox for that row. \ Auto-summing displays real-time column totals at bottom and updated based on the number entered in the number input boxes in that column. \ **Validation:** Number inputs range from 0-168. "I don't know" checkbox is mutually exclusive with number entries within each row. \ !\[A screenshot of a computer AI-generated content may be incorrect.]\(
* **Number question with rows and columns featuring auto-calculated row totals and exclusive checkbox for each column** For each time period row, number inputs (0-100 validation) automatically calculate and display running totals in the "Total" column. \ Last row contains checkboxes that are mutually exclusive with number inputs in corresponding columns. Selecting checkbox for any format disables all number inputs in that format's column across all time periods. \ **Validation:** Number inputs range 0-100. "I don't know" checkboxes are mutually exclusive with number entries in their respective format columns. \ 
* **Checkbox in first column and radio question in second column with validation to select the option in the radio column only if the checkbox is selected for that row**\ \ **Validation**: Radio button selection is only possible for services marked as "aware of" in checkbox column. Single radio selection enforced across all enabled options. 
* **Checkbox in first column, number input in second column, and exclusive checkbox in third column with conditional enabling**\ \ Number input field (0-10,000 validation) is only enabled when corresponding checkbox is selected in first column. Third column checkbox is mutually exclusive with number input - selecting one disables the other within the same row. \ **Validation**: Number input only accessible for checked formats. Third column checkbox and number input are mutually exclusive within each row. \ !\[A screenshot of a survey AI-generated content may be incorrect.]\(
* **Hybrid Question with number in first column, drop-down in second column and text area in third column. Rows in this hybrid question are shown based on answer in the previous drop-down question** \ Dropdown selection (0-10 range) determines number of children.\ \ The number of rows in shown in the hybrid question is based on the number of children selected in the dropdown in the previous question \ !\[A white background with black text AI-generated content may be incorrect.]\(
* **Number question with exclusive checkbox for each row.**\ \ Number input fields (0-100 validation) with "I don't know" checkbox for each book type. Selecting checkbox disables number input for that row, and entering a number disables the checkbox for that row.
**Validation:** Number inputs and check boxes are mutually exclusive within each row. \ !\[A screenshot of a computer AI-generated content may be incorrect.]\(
* **Number question with rows and columns featuring conditional row display and auto-populated reference column.**\ \ Only items with non-zero values from previous question appear as rows. First column auto-populates with values from previous question and is read-only. Additional number input columns with specified validation ranges.\ \ !\[A screenshot of a computer AI-generated content may be incorrect.]\(
* **Number question with exclusive checkbox for each row**\ \ Number input fields (0-168 validation) with exclusive checkbox for each activity. Selecting checkbox disables number input for that row, and entering a number disables the checkbox for that row.\ \ **Validation**: Number inputs and check-boxes are mutually exclusive within each row.
!\[A screenshot of a computer AI-generated content may be incorrect.]\(
* **Number question with rows and columns featuring conditional row display, auto-populated reference column, and sum validation.** \ Only activities with non-zero values from previous question appear as rows. First column auto-populates with values from previous question and is read-only. Additional number input columns with validation ranges (0-168). \ **Validation**: Rows conditionally display based on previous question responses. Reference column is non-editable. Sum of input columns must equal the total in reference column for each row. \ !\[A screenshot of a computer AI-generated content may be incorrect.]\(
* **Number question with rows and columns featuring exclusive checkbox for each row** \ Number input fields (0-168 validation) across format columns with exclusive checkbox in last column for each location. Selecting "Don't Read Here" checkbox disables and clears all number inputs for that row. Entering numbers in any format column disables the checkbox for that row. \ **Validation**: Number inputs and exclusive checkbox are mutually exclusive within each row. \ !\[A screenshot of a computer AI-generated content may be incorrect.]\(
Respondents can select one or more checkboxes in the first checkbox column. Each checkbox is paired with a text box where respondents can specify more details. The text box is only relevant when the corresponding checkbox is selected. **Validation** * At least one checkbox option must be selected. * If a checkbox is selected, its corresponding text box must be filled. * If a text box contains a response, the corresponding checkbox must also be selected. 
* **Checkbox question in the first column and numeric text box in second column.**\ \ Respondents can select one or more options that apply. For each selected option, a numeric value must be provided. The number field is only relevant when the checkbox is selected.\ \ **Validation** * At least one checkbox option must be selected. * If a checkbox is selected, its corresponding numeric open end must be filled. * If a numeric open end contains a response, the corresponding checkbox must also be selected. * Number inputs range 0- 99999. 
* **Checkbox question in the first column and multiple numeric open-ends in the following columns.**\ \ Respondents can select one or more options to rate. For each selected option, numeric values must be entered across all columns. The number fields are only relevant when the corresponding checkbox is selected. Each numeric input within a row must have a unique score.\ \ **Validation** * At least one checkbox option must be selected. * If a checkbox is selected, its corresponding numeric open end’s must be filled. * If a numeric open end contains a response, the corresponding checkbox must also be selected. * Responses entered in the numeric open-ends must be unique. * Number inputs range 1- 10.\ \  * **Checkbox question in the first column and multiple numeric open-ends in the following columns.**\ \ Respondents can select one or more options in the checkbox column. For each selected option, numeric values must be entered across all columns. Values must follow a progressive increase from left to right. The numeric fields are only relevant when the checkbox is selected.\ \ **Validation** * At least one checkbox option must be selected. * If a checkbox is selected, all corresponding numeric fields must be filled. * If a numeric field contains a response, the corresponding checkbox must also be selected. * Numeric values across each row must be in ascending. * Number inputs range 0- 40.\ \  * **Dropdown question in the first column with exclusive checkbox in the second column.**\ \ Respondents can rank the items using the dropdown (e.g., 1 to 4). Each item can be ranked only once, and ranks must be unique. The "Not Applicable" checkbox acts as an exclusive option if selected, the corresponding dropdown is disabled, and vice versa.\ \ **Validation** * Each item must have either a rank or "Not Applicable" selected. * Ranks must be unique across all rows. * Selecting "Not Applicable" disables the dropdown for that row. * If a rank is selected, the "Not Applicable" checkbox must be left unchecked.\ \ 
* **Textbox ranking grid with exclusive checkbox in the last column.**\ \ Respondents can assign a unique rank to each option using the textboxes from left to right. Ranks must not repeat across the grid. The "Not Interested" checkbox works as an exclusive option selecting it disables all ranking inputs for that row, and entering any rank disables the checkbox.\ \ **Validation** * Each option must have either a rank or "Not Interested" selected. * Ranking values must be unique across all boxes. * If a rank is entered, the corresponding checkbox must remain unchecked. * If the checkbox is selected, all ranking inputs for that row must be empty.\ \ 
* **Slider question in the first column with exclusive checkbox in the second column.**\ \ Respondents can rate each item using a slider ranging from 1 to 10. If a respondent has not used the item, they can select the "Not Applicable" checkbox instead. Selecting the checkbox disables the slider.\ \ **Validation** * A response is required for each row either a slider value or "Not Applicable". * Sliders accept values only within the range of 1 to 10. * Selecting "Not Applicable" disables the slider in that row.\ \ 
* **Grid with multiple slider questions in first and second column and respective exclusive checkboxes in column third and fourth.**\ \ Respondents can rate each item using two separate sliders both ranging from 1 to 10. Each slider has its own exclusive "Not Applicable" checkbox. Selecting the checkbox disables the corresponding slider.\ \ Validation * A response is required for each rating either a slider value or its "Not Applicable" checkbox. * Slider values must be between 1 and 10. * If a "Not Applicable" checkbox is selected, the corresponding slider must be left empty. * If a slider value is entered, the related "Not Applicable" checkbox must remain unchecked.\ \ 
* **Grid with checkbox in the first column, followed by open end text box and a dropdown in the next two columns.**\ \ Respondents can indicate interest by selecting the checkbox in the first column. If selected, they are expected to provide details in the open-end text box and select an option from the dropdown.\ \ **Validation** * If the checkbox is selected, a response must be entered in the open-end text box, and an option must be selected from the dropdown. * If the checkbox is not selected, the text box must remain empty, and no dropdown option should be selected.\ \ 
* **Multiple rating scale with open end text box in the last column.**\ \ Grid with two rating scales (1 to 5) in the first and second columns, followed by an open-end text box in the third column. Users rate each row item on two separate criteria. If a high score (i.e. greater than score 2) is selected in either rating scale, a comment is expected in the open-end text box to explain the rating.\ \ **Validation** * A rating from 1 to 5 must be selected in both rating scales for each row. * If the highest score (i.e. score greater than 2) is selected in either of the rating scales, a comment is required in the open-end text box. * If a lower score (i.e. score less than 3) is selected for both ratings, the comment box may be left empty. * Each row is validated independently.\ \ 
* **Numeric open-end question in first column, followed by multiple dropdown question.**\ \ Grid with a numeric input field for age, followed by drop-downs to rate multiple categories.\ Users enter their age in the first column, then rate various entertainment options using the drop-downs in the subsequent columns. Ratings may be adjusted based on the entered age.\ \ **Validation** * Age must be entered as a numeric value within a defined valid range (e.g., 13 to 65). * A selection is required in each of the dropdown fields. * Dropdown selections must match valid predefined options (e.g., scale of enjoyment or relevance) * All fields must be completed before proceeding.\ \ 
* **Multiple rating scale with open end text box in the last column.**\ \ Grid with two rating scales (1 to 5) in the first and second columns, followed by an open-end text box in the third column. Users rate each row item on brand familiarity and purchase likelihood. If a high score (i.e. greater than score 2) is selected for purchase rating scale, a comment is expected in the open-end text box to explain the rating.\ \ Validation * A rating from 1 to 5 must be selected in both rating scales for each row. * Purchase scale rating can only have higher rating only if brand familiarity scale rating is higher than 1. * If the highest score (i.e. score greater than 2) is selected for purchase rating scale, a comment is required in the open-end text box. * Each row is validated independently.\ \  * **Numeric input**\ \ The first input captures the total number of children under 18 living in the household using a numeric open-end field.\ \ **Validation** * Entry must be a whole number within a valid range (e.g., 1 to 10). * Field cannot be left empty.\ \ 
* **Numeric open-end question in first column, followed by 2 dropdown question in second and third column and last column for exclusive checkbox question.**\ \ Based on the entered number in the previous question, this is a follow-up grid dynamically displays one row per child, allowing input of specific details: age (numeric), gender (dropdown), school grade (dropdown), or an option to decline providing child information.\ \ **Validation** * The number of visible rows must match the number of children entered. * For each visible row: * If "Decline to Provide Child Info" is not selected, all three fields (age, gender, and school grade) are required. * If "Decline to Provide Child Info" is selected, all other fields in that row must remain empty. * Each row is independently validated based on the above logic.\ \  * **Multiple open end text box with last column as exclusive checkbox.**\ \ Grid with open-end text fields to collect contact information (Name, Zip Code, Email Address, and Personal Address), followed by a checkbox to opt out of providing details.\ Users can either provide complete contact information or select the opt-out checkbox indicating they decline to participate further or receive incentives.\ \ **Validation** * If "No Answer – Decline Incentives" is not selected: * All fields (Name, Zip Code, Email Address, and Personal Address) are required. * If the opt-out checkbox is selected: * All text fields must be left empty. * Email must be in a valid format if entered.\ \  * **Open end text box in first column with checkbox option in last column.**\ \ Grid with open-end text fields where users can list desired features. Each row includes a checkbox labeled "Other" that can be selected if the feature request does not fall within predefined categories. This allows respondents to specify unique or additional features not already covered.\ \ **Validation** * Each text field can be left blank unless the respondent wants to provide input. * If the "Other" checkbox is selected, the corresponding Feature Request text field must be filled in. * If the "Other" checkbox is not selected, the corresponding text field is optional. * Text entries should be free of special characters if restrictions apply.\ \ 
* **Multiple numeric open end rating question in first three column with column-level exclusive N/A checkboxes in last three column.**\ \ Grid where users rate multiple departments across three performance dimensions: Performance, Budget Efficiency, and Staff Quality. Each of these rating fields allows numeric input. For each metric, users can also select an exclusive N/A checkbox if the category is not applicable (e.g., if they cannot assess a department’s budget).\ \ **Validation** * Each rating input must be a numeric value within the defined range (e.g., 1 to 10). * If an N/A checkbox is selected for a column (e.g., N/A Budget), the corresponding input field in that column for that row must be left blank. * If a rating is provided, the corresponding N/A checkbox must remain unchecked. * All departments (rows) must be evaluated either with a valid rating or marked as N/A per column. * Rating fields should not contain non-numeric characters.\ \  * **Grid with open end text input in first column and checkbox option in the second column.**\ \ This grid allows respondents to list product features they want to prioritize by typing them into the "Feature Description" column. To indicate priority, users check the boxes in the "Priority" column, following a consecutive order (e.g. first priority, second priority, third priority, etc.).\ \ **Validation** * At least one feature description must be provided. * Priority checkboxes should be selected in logical, consecutive order (e.g., avoid selecting rows 1 and 4 without selecting 2 and 3). * Each priority checkbox must correspond to a filled feature description field. * Duplicate priorities or skipped rankings should trigger an error message (if enforced). * All inputs must follow expected formats (e.g., no symbols in descriptions if restricted).\ 
* **Checkbox question in first column along with the open-end text boxes in second column.**\ \ This setup uses a checkbox question in first column to allow users to select their preferred communication method. An additional open end text input field is available alongside each option to collect more details for the selected option.\ \ **Validation** * At least one communication method must be selected. * If any option is selected then additional information is mandatory to be filled.\ \  * **Dropdown question in first column along with the open-end text boxes in second column.**\ \ In the first column dropdown selection type combined with a open end input text field. The dropdown allows users to choose a service level from a predefined list.\ \ **Validation** * A service level must be selected from the dropdown. * If "Premium" is selected, the "Additional Requirements" text box must be completed. * If a service level other than "Premium" is selected, the "Additional Requirements" field must remain empty.\ \ 
* **Numeric input question in the first column along with an open-end text box in the second column.**\ \ The first column captures a numeric value within a specified range, while the second column provides an open-ended text field for entering related details.\ \ Validation * The numeric value must be within the range of 0 to 10,000. * If the numeric value is between 5,000 and 10,000, the open-end text box must be completed. * If the numeric value is below 5,000, the open-end text box must remain empty.\ \  * **Open-end text box in the first column and numeric input in the second column**\ \ The first column provides an open-ended text box for entering descriptive input. The second column includes a numeric input field where a specific number is required within a defined range.\ \ **Validation** * The first column must contain a valid text entry. * The second column must be filled with a numeric value between 1 and 24.\ \ 
* **Numeric input in the first column and single-selection radio buttons in the remaining columns**\ \ The first column features a numeric input field to enter a number value. The subsequent columns contain radio buttons, allowing only one project type to be selected at a time.\ \ **Validation** * The numeric input must be within the range of 0 to 50. * Only one project type can be selected using the radio buttons.\ \ 
* **Single-selection radio buttons in the first column and multiple-selection checkboxes in the remaining columns**\ \ The first column contains radio buttons, allowing one option to be selected from a list of categories. The remaining columns contain checkboxes, enabling users to select one or more applicable options related to the selected category.\ \ **Validation** * Only one option can be selected using the radio buttons in the first column. * Any number of checkboxes in the remaining columns can be selected as needed.\ \ 
* **Checkbox, radio button, and open-end text box combination**\ \ Each row begins with a checkbox to indicate whether an option is selected. If selected, a set of radio buttons (1 to 5) allows users to assign a rating, and a corresponding text box enables feedback entry. The radio buttons provide a single-selection scale for rating, while the text field captures optional comments.\ \ **Validation** * At least one checkbox must be selected. * If a checkbox is selected, a corresponding rating must also be selected using the radio buttons. * If a checkbox is selected, the text box in the same row must be completed. * If a checkbox is not selected, both the rating and text field in that row must remain empty.\ \ 
* **Slider question in first and second column**\ \ Each row uses two slider question to capture ratings. The first slider allows values from 1 to 10 for rating a feature, while the second slider captures a comment detail score ranging from 1 to 100. Users can drag each slider to their desired value or manually enter a number in the corresponding box.\ \ **Validation** * Values must be within their respective ranges: * Feature rating (first column): 1 to 10 * Comment detail score (second column): 1 to 100 * Both sliders are mandatory, and either cannot be left empty.\ \ 
* **Slider question in first and open-end text box in the second column**\ \ Each row includes a slider input ranging from 1 to 10 in the first column and a corresponding open-end text box in the second column. The slider is used to assign a score, and the text box captures detailed input when required.\ \ **Validation** * The rating must be a numeric value between 1 and 10. * If the rating is above 7, the text box must be completed. * If the rating is 7 or below, the text box must remain empty.\ \ 
* **Single-select per column in the first column, and single-select per row from column 2 to column 5**\ \ The first column supports single selection per column, allowing users to choose only one option among the available rows. Columns 2 to 5 function as a group of radio buttons where only one option can be selected per row. These columns represent different response categories, and the user must select one response within the same row.\ \ **Validation** * Only one option can be selected in the first column. * For the selected row in the first column, one and only one response must be selected from columns 2 to 5.\ \ 
* **Dropdown in the first column and numeric input in the second column**\ \ The first column includes a dropdown menu to select a predefined option. The second column contains a numeric input field to enter a value.\ \ **Validation** * A selection must be made from the dropdown menu. * A numeric value must be entered in the second column. * The value entered must be within the valid range of 100 to 10000.\ \ 
* **Numeric ranking question in the first column and open-end explanation in the second column**\ \ This question asks respondents to rank the listed features from 1 to 5 in the first column, with 1 being the highest priority. In the second column, respondents must provide a written explanation for the features they ranked highest.\ \ **Validation** * Each number from 1 to 5 must be used only once (unique ranking across the five features). * Rankings must be within the range 1 to 5. * If a feature is ranked 1 or 2, an explanation is required in the second column for that row.\ \ 
* **Slider question in first and second column**\ \ Each row uses two slider questions to capture ratings. The first slider allows values from 1 to 10 for rating the service, while the second slider captures the same rating using a number input style slider, also ranging from 1 to 10. Respondents can drag each slider to their desired value or manually enter a number in the corresponding input box.\ \ **Validation** * Values must be within the range of 1 to 10 for both sliders. * Both sliders are mandatory and must be answered for each row.\ \ 
* **Slider question in first and open-end text box in the second column**\ Each row includes a slider input ranging from 1 to 10 in the first column and a corresponding open-end text box in the second column. The slider is used to assign a score, and the text box captures detailed input when required.\ \ **Validation** * The rating must be a numeric value between 1 and 10. * If the rating is less than 6, the text box must be completed. * If the rating is 6 or above, the text box must remain empty.\ \ 
* **Single-select per column in the first column, and single-select per row from column 2 to column 4**\ \ The first column supports single selection per column, allowing users to choose only one department among the available rows. Columns 2 to 4 function as a group of radio buttons where only one option can be selected per row. These columns represent different service types, and the user must select one applicable service within the same row.\ \ **Validation** * Only one option can be selected in the first column. * For the selected row in the first column, only one response must be selected from columns 2 to 4.\ \ 
* **Dropdown in the first column and multi-select checkboxes in columns 2 to 5**\ \ The first column features a dropdown menu for selecting the desired service level. Columns 2 to 5 contain checkboxes that allow users to select multiple applicable features. Each checkbox corresponds to a specific feature that can be enabled based on the chosen service level.\ \ **Validation** * One option must be selected from the dropdown in the first column. * Users can select one or more checkboxes from columns 2 to 5 based on feature applicability. * At least one checkbox must be selected to proceed.\ \ 
* **Checkbox question in the first column with numeric rating question in the second column**\ \ Checkbox in the first column where respondent can select multiple option in the checkbox first column and a numeric input field (ranging from 1 to 10) in the second column. Selecting a checkbox activates the corresponding numeric input field in the same row, allowing users to enter a value. If the checkbox is not selected, the numeric input should remain disabled or left empty.\ \ **Validation** * Users can select more than one checkbox across rows. * A numeric value between 1 and 10 is required for each selected row. * No input should be allowed in rows where the checkbox is not selected.\ \ 
* **Slider question in first and second column**\ \ Each row uses two slider question to capture ratings. The first slider allows values from 1 to 10 for rating a feature, while the second slider captures a comment detail score ranging from 1 to 100. Users can drag each slider to their desired value or manually enter a number in the corresponding box.\ \ **Validation** * Values must be within their respective ranges: * Feature rating (first column): 1 to 10 * Comment detail score (second column): 1 to 100 * Both sliders are mandatory, and either cannot be left empty.\ \ 
* **Radio question in first column and two Slider Rating question in second and third column**\ \ Each row includes a single-select radio button in the first column to indicate experience level, followed by two slider inputs in the second and third columns for rating relevant tools on a scale from 1 to 10. Only one experience level can be selected across all rows.\ \ **Validation** * Only the row with the selected radio button (experience level) is active. * The corresponding sliders in that row become enabled for input, allowing users to rate both beginner and advanced tools. * All other rows remain disabled, preventing input in their sliders.\ \ 
* Multiple open-end text questions in first and second column\ \ This layout features two open text fields per row, allowing users to input descriptive content. The first column is intended for a primary description (e.g., project or topic overview), while the second column captures any additional details or specific requirements related to the content entered.\ \ **Validation** * Both text input fields are open-ended and accept free-form responses.\ \ 
* **Checkbox question in first column followed by set of radio question along with group of checkbox question at the end of grid**\ \ Grid with a multi-select checkbox in the first column, a single rating scale (1 to 5) in the next five columns, and three support option checkboxes in the last columns. Users can select the services they use, rate each selected service, and choose applicable support channels such as phone, email, or chat.\ \ **Validation** * Users can select one or more services using the checkboxes in the first column. * If a service is selected, one rating from 1 to 5 must be selected in the same row. * Support option checkboxes (phone, email, chat) can be selected only if the service is checked in the first column. * Each row functions independently in terms of selection and validation.\ \ 
* **Dropdown question in first column and open-end text box question in the second column**\ \ Grid with a dropdown menu in the first column for selecting a preferred service package, followed by a text input field in the second column to specify additional requirements based on the selection.\ \ **Validation** * A service package must be selected from the dropdown. * If a valid option is selected than the corresponding open-end field should allow respondent to enter specific requirements.\ \ 
* **Open-End text boxes in first and second column**\ \ This grid has two columns, one for typing text and one for entering a number. The first box is for adding details, and the second is for entering a number like days or quantity.\ \ **Validation** * Enter text in the first box. * Enter numbers only in the second box. * Both boxes are mandatory.\ \ 
* **Numeric rating in the first column and single-select per row from column 2 to 5**\ \ The first column is a numeric input field where respondent can rate each feature from 1 to 50. Columns 2 to 5 contain single-select radio buttons, where respondent can choose one appropriate support level per row (Basic, Standard, Premium, or Enterprise).\ \ **Validation** * A numeric value between 1 and 50 must be entered in the first column for each row. * Only one option can be selected per row from columns 2 to 5.\ \ 
* **Open-end text questions in column 1 to 3 and a dropdown question in the last column**\ \ This question includes three open-ended text fields for collecting contact details i.e. Name, Email address, and Phone number. The fourth column contains a single-select dropdown menu asking whether the respondent would like to be contacted about future studies.\ \ **Validation** * Text fields should accept valid entries (e.g., a proper email format for the Email field and numeric format for Phone number). * The dropdown menu in the fourth column requires the respondent to select one option from the list.\ \  \
# Datasource Metaforms supports a wide range of Data Source Setups in your surveys. Let's take a look at all of them: **Datasource setup using variable declared in the extraVariables attribute of survey tag.**\ \ Maps survey variables defined in the extraVariables attribute of the survey tag to datasource fields for data retrieval and pre-population. Match source from URL with ID in dataset. * **Mapping Process:** * Survey Variable: source (defined in extraVariables attribute) * Dataset Field: ID (unique identifier in external datasource) * Functionality: Matches the source value from URL parameters with corresponding ID * **Example Flow:** * Survey URL contains: \`?source=12345\` * System searches datasource for record where \`id=12345\` * Retrieved data pre-populates designated survey questions * **Auto populate text question from the datasource** \ !\[A close up of a paper AI-generated content may be incorrect.]\(
* **Auto populate text question with rows from datasource**\ \ !\[A close up of a paper AI-generated content may be incorrect.]\(
* **Auto populate number question from datasource**\ \ !\[A close up of a paper AI-generated content may be incorrect.]\(
* **Auto populate number question with rows from datasource** \ !\[A close up of a paper AI-generated content may be incorrect.]\(
* **Auto populate radio question with rows from datasource**\ \ !\[A close up of a paper AI-generated content may be incorrect.]\(
* **Auto populate radio question with columns from datasource** \ !\[A screenshot of a computer AI-generated content may be incorrect.]\(
* **Auto populate radio question with rows and columns from datasource** \ !\[A screenshot of a computer AI-generated content may be incorrect.]\(
**Datasource Setup using variable declared in one of the sample source in survey** Maps sample source variables to datasource fields for data retrieval and pre-population survey questions. * **Mapping Process:** * Sample Source Variable: userId (from sample source tag) * Dataset Field: userId (unique identifier in dat file used for datasource file) * Functionality: Matches userId from sample source with corresponding userId in external datasource * **Example Flow:** * Sample source variable contains: \`userId=ABC123\` * System searches dat file used in the datasource for record where \`userId=ABC123\` * Retrieved data auto-punches designated survey questions * **Auto populate text question from datasource using sample source variable**\ \ !\[A close up of a paper AI-generated content may be incorrect.]\(
* **Auto populate text question with rows from datasource using samplesource variable**\ \ !\[A close up of a paper AI-generated content may be incorrect.]\(
* **Auto populate number question from datasource using samplesource variable**\ \ !\[A white crumpled paper AI-generated content may be incorrect.]\(
* **Auto populate float question from datasource using samplesource variable**\ \ !\[A close up of a paper AI-generated content may be incorrect.]\(
* **Auto populate float question with rows from datasource using samplesource variable**\ \ !\[A close up of a paper AI-generated content may be incorrect.]\(
* **Auto populate radio question with rows from datasource using samplesource variable**\ \ !\[A close up of a paper AI-generated content may be incorrect.]\(
* **Auto populate radio question with columns from datasource using samplesource variable**\ \ !\[A screenshot of a phone AI-generated content may be incorrect.]\(
* **Auto populate radio question with rows and columns from datasource using samplesource variable**\ \ !\[A screenshot of a computer AI-generated content may be incorrect.]\(
* **Auto populate checkbox question from datasource using samplesource variable**\ \ !\[A close up of a paper AI-generated content may be incorrect.]\(
* **Auto populate checkbox question with columns from datasource using samplesource variable**\ \ !\[A screenshot of a computer AI-generated content may be incorrect.]\(
* **Loop which shows some questions for the brand list and the brand name is piped in those questions and the loop is run only for the options selected in a previous multi select question.**\ \ **Base checkbox question.**\ \ !\[A white background with black text AI-generated content may be incorrect.]\(
* **Loop with randomised iterations where one of the iterations is anchored.**\ \ !\[A screenshot of a computer AI-generated content may be incorrect.]\(
* **Loop with iterations randomised based on the question outside of the loop.** * Base question from which the order of the loop will be controlled based on how the options are randomised in this question\ \ !\[A white background with black dots AI-generated content may be incorrect.]\(
* **Loop with multiple loop variable to pipe the text.** * **Example** - Knowledge and Tagline Fit (Publisher + Tagline Pairs)
!\[A green square on a white background AI-generated content may be incorrect.]\(
* **Loop with condition some loop iterations only.** * Before loop there are few radio questions as below.\ \ !\[A white background with black dots AI-generated content may be incorrect.]\(
* Some iterations of the loop with condition based on previous question. \ !\[A screenshot of a computer AI-generated content may be incorrect.]\(
* **Question inside Loop with conditions on the options based on the loop iteration implementing this logic using looprows attribute in rows.**\ \ **Example**: Timings are displayed based on the type of the book\ \ !\[A green box with black text AI-generated content may be incorrect.]\(
* **Loop iteration shown based on the least fill logic of previous checkbox question.** \ !\[A white background with black dots AI-generated content may be incorrect.]\(
* **Nested loop with the below logic implemented** * Multi-select checkbox question with different types of vehicles.\ \ 
* Based on previous multi-select checkbox question, we have main loop which is asked based on the selected vehicles type.\ \ !\[A screenshot of a white page AI-generated content may be incorrect.]\(
* Inside the main loop, there is a numeric question where the vehicle type appears in the question text, and different vehicle models are shown as options based on the vehicle types selected in the previous checkbox question.\ \ 
* Inside the main loop there is inner loop based on the vehicle models, which is shown if vehicle model has value more then zero at the previous number question.\ \ 
* For inner loop there are number and radio question, where value from previous number question and vehicle model text are shown in the question text. \ !\[A white background with black text AI-generated content may be incorrect.]\(
# Maxdiff Indices Metaforms supports a wide range of Maxdiff Indices in your surveys. Let's take a look at all of them: * **Maxdiff using Indices method with 2 columns.** \ We are following the standard way of creating the Maxdiff given by the Forsta for the Maxdiff Indices method.\ \ Reference URL with steps provided by Forsta for creating Maxdiff using Indices method:
* Question will be there to store the version selected in the quota.\ \ 
* Intro question will be programmed if any provided in the QNR.\ \ 
* The Maxdiff question will look like this. It will have the most and least column and the exact wordings for that column will be as per the QNR. The attributes/rows shown will be based on the QNR, the design file and the version selected in the quota.\ \ 
* If there is any conditional text that should be shown for a particular iteration of the loop, it would be taken care also.\ \ 
* If the answer is not provided, validation will raise an error.\ \ 
* If the same row is selected for both the most and least column, validation will raise errors.\ \ 
* **Maxdiff using Indices method with 6 columns.** \ If the Maxdiff has six columns, it would be displayed like the one below. The remaining steps shown above will remain as it is.\ \ 
* **Walkthrough of how to create Maxdiff using indices method using Metaforms** *
* **Dynamic priority for quota controlled using quota hook function as shown in the below example.** * **Q1**. How likely are you to use these streaming services in the next 6 months?
| Service | Extremely likely | Likely | Somewhat likely | Not likely | Not at all likely | | ------------ | ---------------- | ----------- | --------------- | ----------- | ------------------- | | Netflix |
* **Q2**. Which streaming service would you prefer most?\ \ 1\. Netflix 2. Amazon Prime 3. Disney+ 4. Hulu 5. HBO Max
* \[Programming Notes] Auto-punch Q2 based on Q1 responses with following priority: * First, select row with "Extremely likely" (column 1) * If no "Extremely likely", select row with "Likely" (column 2) * If no "Likely", select row with "Somewhat likely" (column 3) * If multiple rows have same rating, select first occurrence If all rows are rated "Not likely" or "Not at all likely", no auto-punch
* **Simple quotas and cross quotas are mentioned in the QNR in tabular format as given in the example below and each quota is added in a separate sheet in a quota sheet.**
| UK | 200 | | -- | --- | | US | 200 | | DE | 200 |
| Male | 50% | | ------ | --- | | Female | 50% |
| 1-17 | 85 | | ----- | -- | | 18-24 | 85 | | 25-34 | 85 | | 35-44 | 85 | | 45-54 | 85 | | 55-64 | 85 | | 65+ | 90 | * Simple quotas and cross quotas are mentioned in the QNR in list format as given in the example below and each quota is added in a separate sheet in the quota sheet.\ \ \[SCREENER SECTION]\ \ \[QUOTA SETUP] * Individual Quotas:\ \- Country (200 each)\ \- Gender (300 each)\ \- Age Ranges (85-90 each) * Country x Gender Quotas:\ \- US Male: 100\ \- US Female: 100\ \- UK Male: 100\ \- UK Female: 100\ \- DE Male: 100\ \- DE Female: 100 * Gender x Age Range:\ \- Male x Each Age Range: \~42-45\ \- Female x Each Age Range: \~42-45 * Country x Age Range:\ \- Each Country x Each Age Range: 30 * **Q Country:** In which country do you currently reside? (Select one)\ 1\. United States (US)\ 2\. United Kingdom (UK)\ 3\. Germany (DE)\ \ **Programmer Note for QCountry:**\ \- Set up country quota: US=200, UK=200, DE=200.\ \- Terminate if country quota is full.
* **Q Gender:** What is your gender? (Select one)\ 1\. Male\ 2\. Female \ **Programmer Note for QGender:**\ \- Set up gender quota: Male=300, Female=300\ \- Terminate if gender quota is full
* **Q Age:** What is your age?\ (Please enter your age in years)\ \[Numeric text box]\ \ **Programmer Note for QAge:**\ \- Accept only numeric values\ \- Minimum value: 1\ \- Maximum value: 99\ \- Show error message: "Please enter a valid age between 1-99"\ \- Calculate and populate QHiddenAge based on entered value\ \- Terminate if age range quota is full\ \ \&#xNAN;**\[Hidden]** * **Q HiddenAge**: Age Range\ 1\. 1-17\ 2\. 18-24\ 3\. 25-34\ 4\. 35-44\ 5\. 45-54\ 6\. 55-64\ 7\. 65+ \ **Programmer Note for QHiddenAge:**\ \- Auto-populate based on QAge response\ \- Set up age range quotas:\ \* 1-17: 85\ \* 18-24: 85\ \* 25-34: 85\ \* 35-44: 85\ \* 45-54: 85\ \* 55-64: 85\ \* 65+: 90
* **Single punch least fill as given in the below example.** * **Q1**. Which reading devices do you currently use? (Select all that apply)\ 1\. E-reader\ 2\. Tablet\ 3\. Smartphone\ 4\. Laptop/Computer * Q1LeastFilled. \[Auto-select one device based on least-fill quota]\ \ **Quota Note:** * Target: 150 completes per option. * System should automatically route respondents to the option with lowest current count. * Example: If current counts are:\ \* E-reader: 100\ \* Tablet: 50\ \* Smartphone: 75\ \* Laptop/Computer: 80 * Next respondent will be routed to Tablet. * For respondents who select multiple devices, system should assign them to the device category with lowest count.
* **Multi punch least fill as given in the below example** * **Q2a**. Which of these book genres have you read in the past 3 months? (Select all that apply) 1\. Mystery 2\. Romance 3\. Science Fiction 4\. Fantasy 5\. Biography 6\. Self-Help\ \ Q2aLeastFilled. \[Program to automatically select 2 least-filled genres from Q2a] \ **Quota Note:** * Need 100 completes for each genre * System should select 2 genres per respondent based on least-filled quotas * Example: If current counts are: * Mystery: 80 * Romance: 40 * Science Fiction: 60 * Fantasy: 30 * Biography: 70 * Self-Help: 50 * System will select Fantasy and Romance for next respondent * Continue until all genres reach target.
* **Cross quota with least fill as given in the below example.** * **Q3a**. Which of the following book formats do you use? (Select all that apply)\ 1\. Physical Books\ 2\. E-books\ 3\. Audiobooks * **Q3b**. Which of the following book genres do you read? (Select all that apply)\ 1\. Mystery/Thriller\ 2\. Romance\ 3\. Science Fiction\ \ \&#xNAN;**\[Hidden Question]**\ Q3LeastFilled.\ \[Auto-select one format x genre combination based on least-fill quota] \ **Cross Quota Note:** * Total sample: 300. * Need balanced distribution across all combinations. * 9 cells (3x3 matrix). * Target \~33 completes per cell. * System should route to least-filled combination. * **Example**: If current counts are: * Physical Books x Mystery: 20 * Physical Books x Romance: 15 * Physical Books x SciFi: 10 * E-books x Mystery: 25 * E-books x Romance: 5 * E-books x SciFi: 30 * Audiobooks x Mystery: 15 * Audiobooks x Romance: 20 * Audiobooks x SciFi: 25 * Next respondent will be routed to "E-books x Romance" combination. * Continue until all cells reach target. * **Quota with question referred in many cross quotas and have to maintain the count among the quotas, using plus in defines and doit="1" in quota tag**
* **Q Gender**. What is your gender? (Select one)\ 1\. Male\ 2\. Female * **Q Age**. What is your age?\ (Please enter your age in years)\ \ \&#xNAN;**\[Hidden]** * **QAgeRange**. Age Range\ 1\. 18-24\ 2\. 25-34\ 3\. 35-44\ 4\. 45-54\ 5\. 55+ * **Q5a**. Which of these book publishers do you know? (Select all that apply)\ 1\. Penguin Random House\ 2\. HarperCollins\ 3\. Simon & Schuster\ 4\. Macmillan\ 5\. Hachette\ \ **Cross Quota Note:** * 1\. Publisher x Age Quota:\ \- Each Publisher x Age Group combination needs 30 completes * Publisher x Gender Quota:\ \- Each Publisher x Gender combination needs 40 completes\ \ \&#xNAN;**\[Hidden Question]** * Q5LeastFilled. \[Single select]\ 1\. Penguin Random House\ 2\. HarperCollins\ 3\. Simon & Schuster\ 4\. Macmillan\ 5\. Hachette \ **Programming Notes:** * Single hidden question for least-filled publisher assignment. * Consider both quota matrices when selecting publisher. * Update both quotas simultaneously. * Terminate when quotas are full.
* **Quotas with static priority as given in the below example**
* **Q6a**. Which of these book genres have you read in the past year? (Select all that apply)\ 1\. Mystery/Thriller\ 2\. Romance\ 3\. Science Fiction\ 4\. Fantasy\ 5\. Biography\ 6\. Self-Help * **Q6b**. How likely are you to recommend **\[PIPE-IN GENRE]** books to others? \[Show genre based on priority and least-fill]\ 1\. Very likely\ 2\. Somewhat likely\ 3\. Not very likely\ \ **Priority and Quota Note:** * Priority Order: Mystery/Thriller, Romance. * If Mystery/Thriller (code 1) is selected in Q6a, pipe it into Q6b. * If Mystery/Thriller not selected but Romance (code 2) is selected, pipe Romance. * If neither priority genre is selected, pipe the least-filled genre from respondent's other selections. * Target: 100 completes per genre.
* **Quota with different priority for logic for different conditions e.g., for male give priority to some brands and for female give priority for some other brands as shown in the below example.**
* **QGender**. What is your gender? (Select one) 1\. Male 2\. Female * **Q28a**. Which of these publishers have you heard of? (Select all that apply) 1\. Penguin Random House 2\. HarperCollins 3\. Simon & Schuster 4\. Macmillan 5\. Hachette 6\. Bloomsbury \ **Hidden Question - System Generated** Q28select. \[Auto-select one publisher based on gender-specific priority and leastfill]\ \ **Priority Logic:** * If Male: 1\. First try to assign Penguin Random House. 2\. If quota full, try HarperCollins. 3\. If quota full, try Simon & Schuster. 4\. If all priority quotas full or not selected, assign least-filled among remaining publishers. * If Female: 1\. First try to assign Bloomsbury. 2\. If quota full, try Macmillan.\ 3\. If quota full, try Hachette.\ 4\. If all priority quotas full or not selected, assign least-filled among remaining publishers.\ \ **Quota targets:** * Male respondents: \- Penguin Random House: 100 \- HarperCollins: 75 \- Simon & Schuster: 75 \- Others: 50 each * Female respondents: \- Bloomsbury: 100 \- Macmillan: 75 \- Hachette: 75 \- Others: 50 each\ \ **Programming Note:** * Apply priority logic based on gender. * Only consider publishers selected in Q28a. * **Q28b**. How familiar are you with \[PIPE: SELECTED PUBLISHER]? (Select one) 1\. Very familiar 2\. Somewhat familiar 3\. Not very familiar 4\. Not at all familiar \ \ \ \
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# MaxDiff - Alternatives Method Metaforms follows the standard way of creating a MaxDiff which is provided by Forsta for the Maxdiff Alternatives method. You can use the following reference URL from Forsta for creating MaxDiff with Alternatives Method:\
### With 2 columns After a MaxDiff setup is created it would look like the following: 1. Quota tag to select version\ 
2. Question to store the version selected in the quota\ 
3. Intro question will be programmed (if provided in the QNR)\ 
4. The MaxDiff question should look like the provided image below. It should have a column for the MOST and LEAST along with the exact wordings for those columns as per the QNR. The attributes/rows shown should be based on the QNR, design file and the version selected in the quota.\ 
5. If there is any conditional text that needs to be shown for a particular iteration of the loop - would also be taken care of.\ 
6. If the answer is not provided, validation would raise an error.\ 
7. If the same row is selected for both the MOST and LEAST columns, validation would raise errors.\  ### With 6 Columns If the MaxDiff has six columns, it would be displayed like the image provided below. The rest of the steps stay the same as 2 Column MaxDiff described above.\ \  ### Walkthrough : How to Create MaxdDiff (Alternatives Method) using Metaforms You can refer to the attached Google Drive Link to access our video walkthrough and step by step instructions to setup Maxdiff (Alternatives Method) using Metaforms:\
2. Question to store the version selected in the quota\ 
3. Conjoint question will look like the image provided below. It would have separate columns for each of the alternative as per the design file. The attributes shown would be based on the QNR and the design file and the version selected in the quota.\ 
4. If the answer is not provided, validation would raise an error.\  ### Walkthrough : How to Create Conjoint (DCM) using Metaforms You can refer to the attached Google Drive Link to access our video walkthrough and step by step instructions to setup Conjoint (DCM) using Metaforms:\
# Metaforms Chrome Extension – Confirmit Guide Welcome to Metaforms! This extension helps you quickly create surveys in **Confirmit’s Survey Designer** by uploading your questionnaire and automatically generating questions, folders, and reusable lists. ### What You Can Do With This Extension * Works only on **Confirmit Survey Designer** (not supported on the old **Professional Authoring** interface). * Lets you generate survey questions from your uploaded questionnaire. * Recognizes and builds required folders and reusable lists. * Allows review and editing of questions after generation. * Does **not** support editing existing surveys. You must create a **new survey**. You *can* view or tweak generated questions in **Professional Authoring** after generation, if needed. # Installation Instructions To install the Metaforms extension in Chrome: 1. Download the extension from the chrome webstore [here](https://chromewebstore.google.com/detail/fmdnebajjpgkgegefbgoebcomamnokii?utm_source=item-share-cb). 2. Click on “Add to chrome”
1. **Constraints:** 1. Follow the survey programming structure. 2. Maintain correct question numbering and labels. 3. Apply existing survey logic and formatting standards. 2. **Focus:** 1. Only generate the next 3–5 questions from the questionnaire. 3. **Dont’s:** 1. Aim to modify previously generated questions, logic, or earlier survey sections. 4. **Good Prompt:** 1. Generate the next 3 questions (Q12-Q14) using the questionnaire, add masking and validation to all (relevant) questions. **Task:** Reviewing the recently generated questions and correct any syntax, validation, or any errors so they do not repeat in later generations.
1. **Constraints:** 1. Ensure all question types are generated as per questionnaire. 2. Ensure correct formatting is done; if not, try to do it manually. 3. Maintain the existing question logic and numbering. 2. **Focus:** 1. Fix only the issues present in the selected generation. 3. **Dont’s:** 1. Do not regenerate the questions. Fix each question separately. 4. **Good Prompt:** 1. Update Q15-Q17 as 3D grid question structure with numeric list question as per the document, ensure correct numeric validation is applied.
**Task:** Generating the JavaScript logic required for a question behavior basis on the provided structure.
1. **Constraints:** 1. Follow standard JavaScript practices. 2. Use the correct question IDs or classes from the HTML structure. 3. Ensure the script does not interfere with existing survey logic. 2. **Focus:** 1. Only generate the JavaScript logic required for the specified question functionality. 3. **Dont’s:** 1. Do not modify the HTML structure or other survey questions. 4. **Good Prompt:** 1. Create JavaScript for Q39 so selecting the checkbox in column 2 automatically selects column 1, using the existing HTML classes without affecting other questions. (User Task: add the relevant HTML code using Inspect Element.)
**Task:** Creating the hidden variables and calculation logic needed to compute values based on provided rules or table. 1. **Constraints:** 1. Use hidden variables for calculations where required. 2. Ensure calculations match the rules provided in the questionnaire. 3. Maintain consistent naming conventions for hidden variables. 2. **Focus:** 1. Only implement the hidden variable logic for the specified question. 3. **Dont’s:** 1. Do not modify question wording or answer options. 4. **Example Prompt:** 1. Generate S7b using hidden variables hS7bx1 and hS7bx2, calculating values based on the scoring table without modifying the visible question. (User task: Also, explain the logic used for hS7bx1 and hS7bx2) **Task:** Update the generated questions to ensure they follow the project’s programming standards and coding rules. 1. **Constraints:** 1. Maintain existing question structure and numbering. 2. Apply the required survey formatting and validation standards. 3. Ensure no new syntax errors are introduced. 2. **Focus:** 1. Apply the required updates only to the specified questions. 3. **Dont’s:** 1. Do not regenerate questions or modify unrelated sections. 4. **Good Prompt:** 1. Update Q21–Q23 inside loop. Add current date validation to ensure no future dates are accepted.
# Best Practices ### Best Practices * Always start fresh with a new survey. * Generate in batches of 5 questions/nodes for better control. * Avoid closing the extension or browser mid-generation. * For edits, wait until Metaforms completes all generations before making changes. * Use Survey Designer for generation, and Professional Authoring for review/editing. *** Need help? Reach out to the Metaforms team anytime at