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Change Management works best when the updated questionnaire clearly shows what changed. This helps Metaforms identify the right updates, ask the right follow-up questions, and guide you through applying the changes to your survey.
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.
Metaforms supports cascading questions. This means it can help with changes where one update affects related questions later in the questionnaire, such as follow-ups, dependent questions, or question flows that need to stay aligned.
Metaforms cannot yet reliably find every change between two questionnaire versions when the changes are not clearly marked.
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. You should review the generated clarifications and applied changes before finishing the version.
We are working on:
Better questionnaire version comparison to improve change detection accuracy between questionnaire versions.
Changelog Excel file support so changelog files can be used as another way to identify updates.
These improvements will help Metaforms identify changes more reliably, even when updates are not fully marked with highlights or tracked changes.
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