# Metaforms Help ## Metaforms Help - [Welcome to Metaforms Help Center!](https://help.metaforms.ai/readme.md) - [What is Metaforms?](https://help.metaforms.ai/getting-started/quickstart.md) - [Login and Setup](https://help.metaforms.ai/setup/login-and-setup.md) - [Single Sign-On (SSO) Setup – SAML](https://help.metaforms.ai/setup/single-sign-on-sso-setup-saml.md) - [User Roles & Groups (Legacy Flow)](https://help.metaforms.ai/setup/user-roles-and-groups.md) - [Set up your workspace (Unified Flow)](https://help.metaforms.ai/managers-dashboard/set-up-your-workspace.md): The Manager Dashboard is your workspace command center. It gives team leads and admins a single place to monitor project activity, manage team members, track your delivery pipeline, and configure inte - [AI Question Generation - Batch Size Guide (Decipher)](https://help.metaforms.ai/best-practices/ai-question-generation-batch-size-guide.md) - [AI Question Generation - Batch Size Guide (Confirmit)](https://help.metaforms.ai/best-practices/ai-question-generation-batch-size-guide-confirmit.md) - [Legacy Flow](https://help.metaforms.ai/survey-programming-decipher/legacy-flow.md) - [Starting a project](https://help.metaforms.ai/survey-programming-decipher/legacy-flow/starting-a-project.md) - [Ad-hoc Study](https://help.metaforms.ai/survey-programming-decipher/legacy-flow/starting-a-project/ad-hoc-study.md) - [Creating a new Project](https://help.metaforms.ai/survey-programming-decipher/legacy-flow/starting-a-project/ad-hoc-study/creating-a-new-project.md) - [Using an existing Decipher Project](https://help.metaforms.ai/survey-programming-decipher/legacy-flow/starting-a-project/ad-hoc-study/using-an-existing-decipher-project.md) - [Tracker Study](https://help.metaforms.ai/survey-programming-decipher/legacy-flow/starting-a-project/tracker-study.md) - [Convert Ad-Hoc study to Tracker Study](https://help.metaforms.ai/survey-programming-decipher/legacy-flow/starting-a-project/tracker-study/convert-ad-hoc-study-to-tracker-study.md) - [Launch a New Study Using Existing Decipher Survey](https://help.metaforms.ai/survey-programming-decipher/legacy-flow/starting-a-project/tracker-study/launch-a-new-study-using-existing-decipher-survey.md) - [Build Page Walkthrough](https://help.metaforms.ai/survey-programming-decipher/legacy-flow/build-page-walkthrough.md) - [Clarification Sheet](https://help.metaforms.ai/survey-programming-decipher/legacy-flow/build-page-walkthrough/clarification-sheet.md) - [XML Editor](https://help.metaforms.ai/survey-programming-decipher/legacy-flow/build-page-walkthrough/xml-editor.md) - [Generate with AI](https://help.metaforms.ai/survey-programming-decipher/legacy-flow/build-page-walkthrough/xml-editor/generate-with-ai.md) - [Edit with AI](https://help.metaforms.ai/survey-programming-decipher/legacy-flow/build-page-walkthrough/xml-editor/edit-with-ai.md) - [Edit Entire XML with AI](https://help.metaforms.ai/survey-programming-decipher/legacy-flow/build-page-walkthrough/xml-editor/edit-entire-xml-with-ai.md) - [Specializations](https://help.metaforms.ai/survey-programming-decipher/legacy-flow/build-page-walkthrough/xml-editor/specializations.md) - [Update Question Type](https://help.metaforms.ai/survey-programming-decipher/legacy-flow/build-page-walkthrough/xml-editor/update-question-type.md) - [Clips](https://help.metaforms.ai/survey-programming-decipher/legacy-flow/build-page-walkthrough/xml-editor/clips.md) - [Quota Sheet](https://help.metaforms.ai/survey-programming-decipher/legacy-flow/build-page-walkthrough/quota-sheet.md) - [Version History](https://help.metaforms.ai/survey-programming-decipher/legacy-flow/build-page-walkthrough/version-history.md) - [File Preview](https://help.metaforms.ai/survey-programming-decipher/legacy-flow/build-page-walkthrough/file-preview.md) - [Sync to Decipher](https://help.metaforms.ai/survey-programming-decipher/legacy-flow/build-page-walkthrough/sync-to-decipher.md) - [Migrating to a Different Server](https://help.metaforms.ai/survey-programming-decipher/legacy-flow/build-page-walkthrough/migrating-to-a-different-server.md) - [Overview Page Walkthrough](https://help.metaforms.ai/survey-programming-decipher/legacy-flow/overview-page-walkthrough.md) - [Project Details](https://help.metaforms.ai/survey-programming-decipher/legacy-flow/overview-page-walkthrough/project-details.md) - [Permissions](https://help.metaforms.ai/survey-programming-decipher/legacy-flow/overview-page-walkthrough/permissions.md) - [Generation History](https://help.metaforms.ai/survey-programming-decipher/legacy-flow/overview-page-walkthrough/generation-history.md) - [What are Templates?](https://help.metaforms.ai/survey-programming-decipher/legacy-flow/what-are-templates.md) - [What are Templates?](https://help.metaforms.ai/survey-programming-decipher/legacy-flow/what-are-templates-1.md) - [AI Rules](https://help.metaforms.ai/survey-programming-decipher/legacy-flow/ai-rules.md) - [Think Hard mode](https://help.metaforms.ai/survey-programming-decipher/legacy-flow/think-hard-mode.md) - [AI Prompt Assistant](https://help.metaforms.ai/survey-programming-decipher/legacy-flow/ai-prompt-assistant.md) - [Unified Flow](https://help.metaforms.ai/survey-programming-decipher/unified-flow.md) - [Unified Flow for Survey Programming](https://help.metaforms.ai/survey-programming-decipher/unified-flow/unified-flow-for-survey-programming.md): Improvements and Efficiencies Compared to the Legacy Flow - [Connect Metaforms to Decipher](https://help.metaforms.ai/survey-programming-decipher/unified-flow/connect-metaforms-to-decipher.md) - [Starting a Decipher Project in Unified Flow](https://help.metaforms.ai/survey-programming-decipher/unified-flow/starting-a-decipher-project.md) - [Change Management](https://help.metaforms.ai/survey-programming-decipher/unified-flow/change-management.md) - [What We Support](https://help.metaforms.ai/survey-programming-decipher/unified-flow/change-management/what-we-support.md) - [Starting a new version](https://help.metaforms.ai/survey-programming-decipher/unified-flow/change-management/starting-a-new-version.md) - [Review Stage](https://help.metaforms.ai/survey-programming-decipher/unified-flow/change-management/review-stage.md) - [Applying all changes](https://help.metaforms.ai/survey-programming-decipher/unified-flow/change-management/apply-stage.md) - [Prompting & Workflow Best Practices (Decipher)](https://help.metaforms.ai/survey-programming-decipher/prompting-and-workflow-best-practices-decipher.md) - [Legacy to Unified Transition](https://help.metaforms.ai/survey-programming-decipher/legacy-to-unified-transition.md) - [Integration setup](https://help.metaforms.ai/survey-programming-decipher/legacy-to-unified-transition/integration-setup.md) - [Project creation](https://help.metaforms.ai/survey-programming-decipher/legacy-to-unified-transition/project-creation.md) - [Creating a new Decipher survey](https://help.metaforms.ai/survey-programming-decipher/legacy-to-unified-transition/creating-a-new-decipher-survey.md) - [Navigating the three tabs](https://help.metaforms.ai/survey-programming-decipher/legacy-to-unified-transition/navigating-the-three-tabs.md) - [Programming with the AI Assistant](https://help.metaforms.ai/survey-programming-decipher/legacy-to-unified-transition/programming-with-the-ai-assistant.md) - [Quota programming](https://help.metaforms.ai/survey-programming-decipher/legacy-to-unified-transition/quota-programming.md) - [Advanced prompts and complex setups](https://help.metaforms.ai/survey-programming-decipher/legacy-to-unified-transition/advanced-prompts-and-complex-setups.md) - [Limitations and quick reference](https://help.metaforms.ai/survey-programming-decipher/legacy-to-unified-transition/limitations-and-quick-reference.md) - [Conclusion](https://help.metaforms.ai/survey-programming-decipher/legacy-to-unified-transition/conclusion.md) - [Complexity Support](https://help.metaforms.ai/survey-programming-decipher/complexity-support.md) - [Images in Surveys](https://help.metaforms.ai/survey-programming-decipher/complexity-support/images-in-surveys.md) - [Segmentation](https://help.metaforms.ai/survey-programming-decipher/complexity-support/segmentation.md) - [Validation](https://help.metaforms.ai/survey-programming-decipher/complexity-support/validation.md) - [Custom Styling and Scripting](https://help.metaforms.ai/survey-programming-decipher/complexity-support/custom-styling-and-scripting.md) - [Hybrid Questions](https://help.metaforms.ai/survey-programming-decipher/complexity-support/hybrid-questions.md) - [Datasource](https://help.metaforms.ai/survey-programming-decipher/complexity-support/datasource.md) - [Loops](https://help.metaforms.ai/survey-programming-decipher/complexity-support/loops.md) - [Maxdiff Indices](https://help.metaforms.ai/survey-programming-decipher/complexity-support/maxdiff-indices.md) - [Quotas](https://help.metaforms.ai/survey-programming-decipher/complexity-support/quotas.md) - [MaxDiff - Alternatives Method](https://help.metaforms.ai/survey-programming-decipher/complexity-support/maxdiff-alternatives-method.md) - [Conjoint](https://help.metaforms.ai/survey-programming-decipher/complexity-support/conjoint.md) - [Patient Charts](https://help.metaforms.ai/survey-programming-decipher/complexity-support/patient-charts.md) - [Starting a Dimensions Project](https://help.metaforms.ai/survey-programming-dimensions/starting-a-dimensions-project.md) - [Programming Page Walkthrough](https://help.metaforms.ai/survey-programming-dimensions/programming-page-walkthrough.md) - [Programming with AI](https://help.metaforms.ai/survey-programming-dimensions/programming-with-ai.md) - [Change Management](https://help.metaforms.ai/survey-programming-dimensions/change-management.md) - [What We Support](https://help.metaforms.ai/survey-programming-dimensions/change-management/what-we-support.md) - [Starting a new version](https://help.metaforms.ai/survey-programming-dimensions/change-management/starting-a-new-version.md) - [Review Stage](https://help.metaforms.ai/survey-programming-dimensions/change-management/review-stage.md) - [Applying all changes](https://help.metaforms.ai/survey-programming-dimensions/change-management/apply-stage.md) - [Templates](https://help.metaforms.ai/survey-programming-dimensions/templates.md) - [AI Rules](https://help.metaforms.ai/survey-programming-dimensions/ai-rules.md) - [Unified Flow for Survey Programming (Dimensions)](https://help.metaforms.ai/survey-programming-dimensions/unified-flow-for-survey-programming-dimensions.md): Improvements and Efficiencies Compared to the Legacy Flow - [Metaforms Chrome Extension – Confirmit Guide](https://help.metaforms.ai/survey-programming-confirmit/metaforms-chrome-extension-confirmit-guide.md) - [Installation Instructions](https://help.metaforms.ai/survey-programming-confirmit/metaforms-chrome-extension-confirmit-guide/installation-instructions.md) - [Using Metaforms: Step-by-Step](https://help.metaforms.ai/survey-programming-confirmit/metaforms-chrome-extension-confirmit-guide/using-metaforms-step-by-step.md) - [Prompting & Workflow Best Practices (Confirmit)](https://help.metaforms.ai/survey-programming-confirmit/metaforms-chrome-extension-confirmit-guide/prompting-and-workflow-best-practices-confirmit.md) - [Best Practices](https://help.metaforms.ai/survey-programming-confirmit/metaforms-chrome-extension-confirmit-guide/best-practices.md) - [Languages Supported](https://help.metaforms.ai/survey-programming-confirmit/metaforms-chrome-extension-confirmit-guide/languages-supported.md) - [Support Roadmap](https://help.metaforms.ai/survey-programming-confirmit/support-roadmap.md) - [Release Notes](https://help.metaforms.ai/survey-programming-confirmit/release-notes.md) - [Setting up QA Credentials](https://help.metaforms.ai/qa-testing/setting-up-qa-credentials.md) - [Run QA Tests](https://help.metaforms.ai/qa-testing/run-qa-tests.md) - [Python](https://help.metaforms.ai/data-processing/python.md) - [Step 1: Setting Up a Data Validation Project](https://help.metaforms.ai/data-processing/python/step-1-setting-up-a-project.md) - [Step 2: Understanding the Interface](https://help.metaforms.ai/data-processing/python/step-2-understanding-the-interface.md) - [Step 3: Reviewing and Editing Validation Scripts](https://help.metaforms.ai/data-processing/python/step-3-reviewing-and-editing-scripts.md) - [Step 4: Running Checks and Reviewing Results](https://help.metaforms.ai/data-processing/python/step-4-running-checks-and-reviewing-results.md) - [Validation coverage](https://help.metaforms.ai/data-processing/python/validation-coverage.md): Question types, sub-scenarios, and validation checks supported by Metaforms Data Validation when scripting in Python. - [Dimensions](https://help.metaforms.ai/data-processing/dimensions.md) - [Starting a Project](https://help.metaforms.ai/data-processing/starting-a-project.md) - [Using a .SAV file](https://help.metaforms.ai/data-processing/starting-a-project/using-a-.sav-file.md) - [Using an Existing Decipher Project](https://help.metaforms.ai/data-processing/starting-a-project/using-an-existing-decipher-project.md) - [Build Page Walkthrough](https://help.metaforms.ai/data-processing/build-page-walkthrough.md) - [Data Map Variables](https://help.metaforms.ai/data-processing/build-page-walkthrough/data-map-variables.md) - [Validation Scripts](https://help.metaforms.ai/data-processing/build-page-walkthrough/validation-scripts.md) - [Validation Scripts - Python](https://help.metaforms.ai/data-processing/build-page-walkthrough/validation-scripts/validation-scripts-python.md) - [Validation Scripts - SPSS](https://help.metaforms.ai/data-processing/build-page-walkthrough/validation-scripts/validation-scripts-spss.md) - [Query Sheet](https://help.metaforms.ai/data-processing/build-page-walkthrough/query-sheet.md) - [File Preview](https://help.metaforms.ai/data-processing/build-page-walkthrough/file-preview.md) - [Templates](https://help.metaforms.ai/data-processing/templates.md) - [OE Setup](https://help.metaforms.ai/open-end-cleaning-and-coding/introduction-to-oe-coding.md): Project set up for open end cleaning and coding. - [1. Upload the project files](https://help.metaforms.ai/open-end-cleaning-and-coding/introduction-to-oe-coding/step-1-project-setup-and-file-upload.md) - [2. Review the questions](https://help.metaforms.ai/open-end-cleaning-and-coding/introduction-to-oe-coding/step-2-upload-and-map.md) - [3. Map response columns to questions](https://help.metaforms.ai/open-end-cleaning-and-coding/introduction-to-oe-coding/step-3-cleanup-and-translation.md) - [4. Review the entity glossary](https://help.metaforms.ai/open-end-cleaning-and-coding/introduction-to-oe-coding/step-4-configure-coding.md) - [What happens next](https://help.metaforms.ai/open-end-cleaning-and-coding/introduction-to-oe-coding/step-5-code-frame-review.md) - [Troubleshooting](https://help.metaforms.ai/open-end-cleaning-and-coding/introduction-to-oe-coding/step-6-qa-validation.md) - [Open-End Cleaning](https://help.metaforms.ai/open-end-cleaning-and-coding/open-end-cleaning.md) - [Start cleaning](https://help.metaforms.ai/open-end-cleaning-and-coding/open-end-cleaning/start-cleaning.md) - [Understand the review workspace](https://help.metaforms.ai/open-end-cleaning-and-coding/open-end-cleaning/understand-the-review-workspace.md) - [Review in Respondents view](https://help.metaforms.ai/open-end-cleaning-and-coding/open-end-cleaning/review-in-respondents-view.md) - [Review in Questions view](https://help.metaforms.ai/open-end-cleaning-and-coding/open-end-cleaning/review-in-questions-view.md) - [Review translations](https://help.metaforms.ai/open-end-cleaning-and-coding/open-end-cleaning/review-translations.md) - [Quality checks](https://help.metaforms.ai/open-end-cleaning-and-coding/open-end-cleaning/quality-checks.md) - [Finish the cleaning run](https://help.metaforms.ai/open-end-cleaning-and-coding/open-end-cleaning/finish-the-cleaning-run.md) - [Export cleaned responses](https://help.metaforms.ai/open-end-cleaning-and-coding/open-end-cleaning/export-cleaned-responses.md) - [Recover an interrupted run](https://help.metaforms.ai/open-end-cleaning-and-coding/open-end-cleaning/recover-an-interrupted-run.md) - [Continue to coding](https://help.metaforms.ai/open-end-cleaning-and-coding/open-end-cleaning/continue-to-coding.md) - [Open-End Coding](https://help.metaforms.ai/open-end-cleaning-and-coding/open-end-coding.md) - [1. Configure Coding](https://help.metaforms.ai/open-end-cleaning-and-coding/open-end-coding/1.-configure-coding.md) - [2. Review the code frames](https://help.metaforms.ai/open-end-cleaning-and-coding/open-end-coding/2.-review-the-code-frames.md) - [3. Review the Coding Summary](https://help.metaforms.ai/open-end-cleaning-and-coding/open-end-coding/3.-review-the-coding-summary.md) - [4. Complete QA & Validation](https://help.metaforms.ai/open-end-cleaning-and-coding/open-end-coding/4.-complete-qa-and-validation.md) - [5. Export the results](https://help.metaforms.ai/open-end-cleaning-and-coding/open-end-coding/5.-export-the-results.md) - [Troubleshooting](https://help.metaforms.ai/open-end-cleaning-and-coding/open-end-coding/troubleshooting.md) - [Introduction to Tabulations](https://help.metaforms.ai/tabulations/introduction-to-tabulations.md) - [Tabulation Workspace](https://help.metaforms.ai/tabulations/tabulation-workspace.md) - [Configuring Tables and Banners](https://help.metaforms.ai/tabulations/configuring-tables-and-banners.md) - [Table Manipulation and Configuration](https://help.metaforms.ai/tabulations/table-manipulation-and-configuration.md) - [Global Configuration and Data Management](https://help.metaforms.ai/tabulations/global-configuration-and-data-management.md) - [Using the Dialing Agent for Quick Table Setup](https://help.metaforms.ai/tabulations/using-the-dialing-agent-for-quick-table-setup.md) - [Exporting Tables](https://help.metaforms.ai/tabulations/exporting-tables.md) - [Additional Files and Walkthrough Video](https://help.metaforms.ai/tabulations/additional-files-and-walkthrough-video.md) - [Reporting Templates](https://help.metaforms.ai/reports/reporting-templates.md) - [Presentations](https://help.metaforms.ai/reports/presentations.md) - [Creating a new Chart Deck](https://help.metaforms.ai/reports/presentations/creating-a-new-chart-deck.md) - [Deck Editor](https://help.metaforms.ai/reports/presentations/deck-editor.md) - [Working with Charts](https://help.metaforms.ai/reports/presentations/working-with-charts.md) - [AI Assistant](https://help.metaforms.ai/reports/presentations/ai-assistant.md) - [Adding Slides](https://help.metaforms.ai/reports/presentations/adding-slides.md) - [Export](https://help.metaforms.ai/reports/presentations/export.md) - [Keyboard Shortcuts](https://help.metaforms.ai/reports/presentations/keyboard-shortcuts.md) - [Templates](https://help.metaforms.ai/templates.md) - [Validation Checks](https://help.metaforms.ai/validation-checks.md) - [Claim Your Free Practice Session](https://help.metaforms.ai/hands-on-with-expert/claim-you-free-practice-session.md) - [Practice : Segmentation](https://help.metaforms.ai/hands-on-with-expert/practice-segmentation.md) - [Practice : Nested Loops with Conditions](https://help.metaforms.ai/hands-on-with-expert/practice-nested-loops-with-conditions.md) - [Practice : Max-Diff Indices](https://help.metaforms.ai/hands-on-with-expert/practice-max-diff-indices.md) - [Practice : JavaScript in Number Questions](https://help.metaforms.ai/hands-on-with-expert/practice-javascript-in-number-questions.md) - [Practice : JavaScript](https://help.metaforms.ai/hands-on-with-expert/practice-javascript.md) - [Practice : Hybrid Questions](https://help.metaforms.ai/hands-on-with-expert/practice-hybrid-questions.md) - [Practice : Advanced Open Ended Validation](https://help.metaforms.ai/hands-on-with-expert/practice-advanced-open-ended-validation.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on a page URL with the `ask` query parameter: ``` GET https://help.metaforms.ai/readme.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.