What We Support

Change Management works best when the updated questionnaire clearly shows what changed. This helps Metaforms identify the right updates, understand their impact, ask the right follow-up questions, and guide you through applying the changes.

Supported Inputs

Metaforms supports questionnaire updates that use:

• Highlights to mark new, changed, or important content.

• Tracked changes to show edits, additions, and removals directly in the document.

When these are present, Metaforms can use them as signals during the review and apply stages.

Supported Change Types

Metaforms supports common questionnaire changes, including:

• Question changes, such as updates to question text, instructions, or properties.

• Answer option changes, including adding, removing, or modifying answer choices.

• Question additions and removals within the questionnaire.

• Cascading question changes, where an update to one question affects related follow-up or dependent questions.

• Question flow changes, where updates affect the order or routing of questions.

• Changes to related questionnaire elements where the impact can be identified from the color highlights and tracked updates.

Metaforms can use these changes to identify what needs to be updated and surface follow-up questions where the intended configuration is ambiguous.

Current Limitations

Metaforms cannot yet reliably find every change between two questionnaire versions when the changes are not clearly marked or documented.

For example, if you upload a new questionnaire without highlights or tracked changes, Metaforms may not always identify every difference between the old and new versions. Changes that have indirect effects on question flow or complex logic may also require clarification or manual review.

You should review the generated clarifications and applied changes before finishing the version.

Upcoming Roadmap

We are working on:

• Better questionnaire and base XML comparison to improve change detection accuracy between the questionnaire and base XML.

• Excel changelog support so structured change documentation can be used more reliably to identify and apply updates.

These improvements will help Metaforms identify and apply changes more reliably, even when updates are not fully marked or explicitly documented.