Using Metaforms: Step-by-Step

1. Log In to ConfirmIt

• Open ConfirmIt in Chrome and log in as usual.

• Make sure you are on the Survey Designer page.

2. Log In to Metaforms

• Open the extension by clicking the Metaforms icon.

• Log in using your Metaforms credentials.

3. Start a New Survey

• The Metaforms extension will detect the page.

• It will prompt you to open a new survey in Survey Designer.

• ⚠️ Currently, only new surveys are supported.

4. Upload Your Questionnaire

• Upon creating a new survey, the tool automatically reads the survey details.

• Inside the extension, upload your questionnaire file and click on Generate session.

• Metaforms will analyze your document and generate an initial skeleton containing:

  • Folder structure

  • Reusable lists (if any)

  • Standard call blocks

5. Generate Questions (up to 5 at a time)

• You’ll see a prompt to "Generate next 5 questions".

  • Alternatively, on clicking the dropdown, you can choose to create between 1-5 questions.

• After clicking on "Generate next 5 questions", the screen is temporarily blocked from creating new questions/nodes while Metaforms is processing.

On clicking any of the generated questions or nodes, you will be navigated to that specific element on the ConfirmIT screen

• After each batch, a new bubble will appear prompting you to generate the next set of questions. Before continuing, we recommend reviewing the questions, answer options, and any nodes or scripts that were created. You can edit, add, or delete items as needed.

• Once you're satisfied with the current batch, click "Create next 5/4/3/2/1 questions" to proceed.

• Continue generating till you're done!

• Why 5 questions at a time?

  • This allows you to review and fix issues early.

  • It improves accuracy for the remaining questions