Apply changes

Review the list of changes (QIDs detected)

This is an important step where you need to review all the questions shown in the list of QIDs affected and match it with your current document. You can click on any QID to review the requested update and what Metaforms has understood before anything is applied.

Even though the changes are detected by AI, we recommend reviewing all changes as there's a slight chance the AI might not have detected few changes. Hence, reviewing every detected change before applying is important. If any changes are missed, they should be made manually after applying the AI-generated changes.

Click any Question ID to see full details of recommended updates. Once you click on the any QID, it will list down all the necessary changes which are detected by the tool for that particular question and also list down which questions are getting affected with the change. Review changes one by one or in manageable batches.

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Select which questions to update and apply changes

For straightforward updates, three to five changes at a time is recommended. For a complex update, especially one that affects survey logic or structure, you can apply that change individually.

Note: We recommend applying changes in a sequential manner rather than skipping any question to apply changes which are later in the survey.

Once you have reviewed and selected the question IDs you need to implement changes, click on Apply Selected. Metaforms will now implement the chosen changes. A batch normally takes around two to three minutes, depending on the number and complexity of the updates.

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Review applied changes

The system applies updates, usually in 2–3 minutes per batch. Green ticks confirm successful application.

Once the changes are applied, click on any QID to see "AI actions" card and updated fields. If you want to see what changes were made by the AI, click on the QID, navigate to the AI Action card. Here you can see what changes are made. You need to click on each QID, review the action items, confirm that all changes have been applied correctly without any omissions, and make manual modifications if needed. It is recommended to review these very carefully to understand what changes are made by the tool.

If you wish to directly jump to the node ids where the changes are made by the tool, you can click on the arrow button present at the top left of the AI Action card. It will take you to the exact location of that particular node ID where the change was made.

See Manage batches and exceptions for next steps.