1. Configure Coding

Use the configuration to control how Metaforms builds the code frames.

Code frame structure

Choose one structure:

• Net: a single level of code groups with no hierarchy.

• Subnet: nested parent and child code groups.

For a Subnet frame, choose:

• Max depth: 2 to 5 levels

• Sub-code format: numeric, such as 1.1 and 1.2, or alphanumeric, such as 1A and 1B

Code count strategy

Choose one strategy:

• Target codes: set the approximate number of top-level codes, from 2 to 50.

• Min % per code: set the minimum percentage of responses a generated code should represent.

• Let AI decide: allow Metaforms to choose the number of codes based on the data.

Fixed code buckets

You can include:

• Other: a catch-all for responses that do not fit an existing code.

• None of the above: for responses that explicitly indicate that no code applies.

For each enabled bucket, set its code number and maximum percentage.

Multi-coding

Enable Allow multiple codes per response when an answer may cover more than one theme. Then set the maximum number of codes that one response can receive.

When multi-coding is off, each response can have at most one code.

Sentiment

Enable Include sentiment as a coding dimension to tag coded responses as Positive, Negative, Neutral, or Mixed.

Code numbering

Set the starting number for the open-end codes for each question.

Expand a question to review its pre-coded options. Use a start number that does not conflict with those existing option codes or with the configured Other and None code numbers.

When the configuration is ready, select Generate Code Frames. Metaforms opens Code Frame Review while frames and initial response assignments are generated.