Quota programming

Simplified single-prompt quota creation

In the Legacy Workflow, creating a quota was a two-step process:

1. Create the quota in the quota sheet using "Create with AI."

2. Switch back to the XML tab, place the cursor at the right position, use "Generate with AI," and provide instructions to add the quota tag.

In the Unified Workflow, you don't need to do these two steps separately. A single prompt like "Create quota for gender" is enough—Metaforms will add the quota in the quota sheet and insert the corresponding quota tag in the XML automatically.

⚠️ Note: Edit history for quotas is currently under development. Until further updates are provided, users should avoid using the edit history feature in the quota tab.

Step 1: If your questionnaire includes quota instructions, the AI Assistant creates quotas and relevant XML tags automatically while programming questions.

Step 2: Request additional or missed quotas via chat. For example: "Create quota for Q1 male and female." The AI will create and place quotas, asking for clarification if needed.

Step 3: Accept the newly created quotas.