For the complete documentation index, see llms.txt. This page is also available as Markdown.
Upload v2 and run change management
Upload v2 (current wave) document
Once the duplicate folders are removed you need to now upload the current wave document (v2). From the top of extension there are few icons. You need to click on Open Documents.
After that you need to click on Upload New Version. You can either drag and drop v2 document into the drop box area or click on the Upload File on the drop box and select your document which you want to program for the current wave.
Once the document is selected, you can click on Upload File and let Metaforms analyze the current document (v2).
Wait while Metaforms processes the document
Metaforms will now start processing your current document (v2) and this process usually takes around 2 - 5 minutes depending on the complexity and length of the questionnaire. You can wait until the uploading is done.
Once ready, v2 becomes your default document instead of v1 (last wave document). The extension will read all the data from the current document now. This also becomes your active document. You'll see a Run CM (change management) button beside your current document.
Click Run CM
After confirming your current document, to move forward with the change management process, click on Run CM button shown next to your current document.
Once you click on Run CM, the extension starts detecting the changes present in the current document. It will analyze all the color coded changes and tracked changes in the current doc. It also compares "what changed in the document (through color highlights and tracked changes)" vs "what exists in the base XML (the skip logics, masking, lists, loops, cascades etc)".
Metaforms currently identifies only color coded changes and tracked changes from the document. Any change not highlighted in the document will not be recognized by the AI as a change. It needs to be reviewed and updated either manually or using the help of edit with AI.
