For the complete documentation index, see llms.txt. This page is also available as Markdown.
Upload v1 and review folders
Select your v1 (previous wave) document
In the Questionnaire section of the extension panel, click Choose a file or drag and drop your v1 document — the base survey document used in the current programmed XML. Supported formats are PDF, DOCX, XLSX, and MD, up to 10 MB.
Choose the base survey document used in the current programmed XML. Once you've selected base document (v1), click on Continue to allow Metaforms to analyze the folders and reuseable lists.
Once you click on Continue, Metaforms will start analyzing all the sections and create folders as per the document along with the reuseable answer lists (if any).
Review the folders identified from v1
Once the document is uploaded, all the relevant folders will be created inside the survey tree. You can check the survey tree for identified folders. Once all the folders are added, you need to review the placement of these folders. You can click on the arrow icon next to each folder in the extension which will route you to the correct position of the folder in your survey tree.
Remove duplicate or extra folders and Reuseable lists (Mandatory step)
Since the folders are already present in your last wave XML or survey, you need to delete extra folders and reuseable lists created by the extension. This will prevent any new question from being placed inside duplicate folders while the current doc gets programmed. Keep unique folders (like new sections) and reuseable lists created for any new set of questions. Place the folders in their relevant positions.
For deleting the reuseable lists, you can click on the icon beside the name of reuseable-list from the extension. It will route you to the exact location of the lists.
You can select the new reuseable lists from the available ones and click on delete to remove it.
