> For the complete documentation index, see [llms.txt](https://help.metaforms.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.metaforms.ai/open-end-cleaning-and-coding/introduction-to-oe-coding/step-2-upload-and-map.md).

# 2. Review the questions

Metaforms extracts the questions from the questionnaire and marks the questions it believes are open-ended.

<figure><img src="https://1402057010-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FgtHd8o9ldznZ1hKHiZvc%2Fuploads%2Fw3FxRF9k20JD19uzfhOS%2Fimage.png?alt=media&amp;token=f8e5d534-e69f-4166-a3d1-66a13a9a7f1d" alt=""><figcaption></figcaption></figure>

Review the extracted list before continuing:

* Use **All**, **Open-ended**, and **Closed** to filter the list.

<figure><img src="https://1402057010-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FgtHd8o9ldznZ1hKHiZvc%2Fuploads%2FxW6Bii940dYjCXgQE5cl%2Fimage.png?alt=media&amp;token=d2ff3bf2-d4ee-4179-a505-7b58f370c148" alt=""><figcaption></figcaption></figure>

* Turn **Open-ended** on or off to correct a question's classification.

<figure><img src="https://1402057010-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FgtHd8o9ldznZ1hKHiZvc%2Fuploads%2Feg0GPSYPQAkzIh6bSnpy%2Fimage.png?alt=media&amp;token=f8b37889-2499-4b5b-941c-f9eaf1916ca6" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1402057010-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FgtHd8o9ldznZ1hKHiZvc%2Fuploads%2F3jKr7ok5CtCWNx9spjfy%2Fimage.png?alt=media&amp;token=5c886423-0263-46f2-b824-106f277348b5" alt=""><figcaption></figcaption></figure>

* Edit a question's number, text, and pre-coded options when required.

<figure><img src="https://1402057010-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FgtHd8o9ldznZ1hKHiZvc%2Fuploads%2FBlrUt4dK67KXE18uY1fq%2FScreenshot%202026-07-16%20at%2011.54.54%E2%80%AFPM.png?alt=media&amp;token=6c10dbfc-4610-4f56-a202-cb7fb1357148" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1402057010-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FgtHd8o9ldznZ1hKHiZvc%2Fuploads%2FZHH0emBBleC2CozcwasZ%2FScreenshot%202026-07-16%20at%2011.56.32%E2%80%AFPM.png?alt=media&amp;token=a5ef7cdb-78e5-4ae6-bb64-511663afa4ba" alt=""><figcaption></figcaption></figure>

* Simply click on a question to find the question in the questionnaire preview.
* Select **Add question** if Metaforms did not extract a question.

<figure><img src="https://1402057010-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FgtHd8o9ldznZ1hKHiZvc%2Fuploads%2FNVvJkx1VlRVXPJxEK8na%2FScreenshot%202026-07-16%20at%2011.57.24%E2%80%AFPM.png?alt=media&amp;token=a326590e-2bd7-469c-9389-120c3d4e1495" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1402057010-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FgtHd8o9ldznZ1hKHiZvc%2Fuploads%2F5uDDRFh4BldBLXBd2XVy%2Fimage.png?alt=media&amp;token=f42f40da-e419-461b-bb20-2e432bc5d39a" alt=""><figcaption></figcaption></figure>

* Remove a question that should not be included.
* In the **All** view, drag questions to change their order.

When the question list and open-ended classifications are correct, select **Confirm**.

> **Important:** Editing a question after confirmation reopens the open-ended set. If downstream cleaning or coding work already exists, Metaforms may ask you to confirm the affected outputs before applying the change.


---

# 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 that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://help.metaforms.ai/open-end-cleaning-and-coding/introduction-to-oe-coding/step-2-upload-and-map.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

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.
