2. Review the code frames

Use the question switcher or the previous and next controls to move between questions.

The left panel shows:

• All responses

• Uncoded responses, when any remain

• Each code's number, label, response count, and percentage

• Fixed Other and None codes, when enabled

Select a code to filter the response panel and view its description. Use Search responses… to search across the selected question's responses.

Edit the frame

You can:

• Edit a code: change its number or label.

• Add a code: enter a label and, optionally, a description. Metaforms reassigns responses after the code is added.

• Merge codes: select two or more code checkboxes and select Merge.

• Split a code: select the scissors control, enter two labels, and select Split & Re-run AI.

• Delete a code: remove the code and leave its assigned responses uncoded until they are reassigned.

Reassign responses manually

In the response panel:

• Select the + control to assign a code.

• Select the × on a code badge to remove that assignment.

• Select Uncoded in the code list to focus on responses that still need a code.

The assignment control follows the multi-coding setting. When multi-coding is off, the + control disappears after one code is assigned. When it is on, the control disappears after the configured limit is reached.

Change coding settings during review

Select Settings to revisit the coding configuration.

• Multi-coding changes are applied immediately to the current frames.

• Structure, fixed buckets, and sentiment changes require Regenerate code frames.

Important: Regenerating rebuilds every question's code frame and replaces manual frame edits. Metaforms shows the affected downstream work before applying the change.

Export and approve frames

• Select Export Code Frame to download the project's code frames as an Excel workbook.

• Select Approve when the current question's frame is ready.

• Select Approve all to approve every generated frame that has not yet been approved.

An approved frame can be moved back to draft by selecting Approved again. Every question must be approved before Continue to Coding Summary is enabled.