# 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](https://help.metaforms.ai/best-practices/ai-question-generation-batch-size-guide.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) - [Apply Stage](https://help.metaforms.ai/survey-programming-decipher/unified-flow/change-management/apply-stage.md) - [Completing Version](https://help.metaforms.ai/survey-programming-decipher/unified-flow/change-management/completing-version.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) - [Build Page Walkthrough](https://help.metaforms.ai/survey-programming-dimensions/build-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) - [Apply Stage](https://help.metaforms.ai/survey-programming-dimensions/change-management/apply-stage.md) - [Completing Version](https://help.metaforms.ai/survey-programming-dimensions/change-management/completing-version.md) - [Templates](https://help.metaforms.ai/survey-programming-dimensions/templates.md) - [AI Rules](https://help.metaforms.ai/survey-programming-dimensions/ai-rules.md) - [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) - [Introduction to OE Coding](https://help.metaforms.ai/open-end-cleaning-and-coding/introduction-to-oe-coding.md) - [Step 1: Project Setup & File Upload](https://help.metaforms.ai/open-end-cleaning-and-coding/introduction-to-oe-coding/step-1-project-setup-and-file-upload.md): This step connects your questionnaire, sets your research context, and prepares the workspace. - [Step 2: Upload & Map](https://help.metaforms.ai/open-end-cleaning-and-coding/introduction-to-oe-coding/step-2-upload-and-map.md): This step uploads your response data files and maps spreadsheet columns to questionnaire questions. - [Step 3: Cleanup & Translation](https://help.metaforms.ai/open-end-cleaning-and-coding/introduction-to-oe-coding/step-3-cleanup-and-translation.md): AI agent analyses every response and flags issues. You review and decide what to keep or remove. - [Step 4: Configure Coding](https://help.metaforms.ai/open-end-cleaning-and-coding/introduction-to-oe-coding/step-4-configure-coding.md): Set how the AI generates your code frame. - [Step 5: Code Frame Review](https://help.metaforms.ai/open-end-cleaning-and-coding/introduction-to-oe-coding/step-5-code-frame-review.md): Review, edit, and approve the AI-generated code frames before automated coding begins. - [Step 6: QA Validation](https://help.metaforms.ai/open-end-cleaning-and-coding/introduction-to-oe-coding/step-6-qa-validation.md): AI reviews every coded response and flags potential issues for your review. - [Step 7: Exporting Results](https://help.metaforms.ai/open-end-cleaning-and-coding/introduction-to-oe-coding/step-7-exporting-results.md): Download your coded data in multiple formats. - [Open-end response quality checks](https://help.metaforms.ai/open-end-cleaning-and-coding/open-end-response-quality-checks.md): Quality checks performed on every open-ended response - [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. 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