> 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/survey-programming-confirmit/change-management/launch-extension-and-configure-tracker.md).

# 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**.

![](https://usercontent.in.prod.clueso.io/743138ba-7933-4a1a-90b2-26ddeb90ccbd/924f877b-9e6f-4e92-b3cc-e9b180da2705/94258b79-a2a9-4399-8a80-95dce4a9b89d/images/adb88399-376e-4bd4-9530-81ef0a2c196d.png)

Choose **Tracker** for wave updates.

![](https://usercontent.in.prod.clueso.io/743138ba-7933-4a1a-90b2-26ddeb90ccbd/924f877b-9e6f-4e92-b3cc-e9b180da2705/94258b79-a2a9-4399-8a80-95dce4a9b89d/images/952dc126-8068-484a-8b81-6381aad2dbfe.png)

***

### (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.

![](https://usercontent.in.prod.clueso.io/743138ba-7933-4a1a-90b2-26ddeb90ccbd/924f877b-9e6f-4e92-b3cc-e9b180da2705/94258b79-a2a9-4399-8a80-95dce4a9b89d/images/bc444f27-91d7-411a-8901-31fabe2b22c6.png)

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**.

![](https://usercontent.in.prod.clueso.io/743138ba-7933-4a1a-90b2-26ddeb90ccbd/924f877b-9e6f-4e92-b3cc-e9b180da2705/94258b79-a2a9-4399-8a80-95dce4a9b89d/images/b7db9ae0-989e-4227-9ce2-0d72bcca7376.png)

See [Upload v1 and review folders](/survey-programming-confirmit/change-management/upload-v1-and-review-folders.md) for next steps.


---

# 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 dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.metaforms.ai/survey-programming-confirmit/change-management/launch-extension-and-configure-tracker.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
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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.