For the complete documentation index, see llms.txt. This page is also available as Markdown.
Launch the extension and configure Tracker mode
Launch the Metaforms extension from the survey page. You'll see project details like name, creator, and creation date, along with two workflow options under Survey Type: Adhoc and Tracker.
Choose Tracker for wave updates.
(Optional) Review and select relevant AI rules
Click the AI Rules button to see if any AI rule options are enabled for your org for Tracker surveys.
If any AI rules are available, select the ones applicable to your org and the survey standard you want to follow you are programming, then click Save Selection.
