Programming with AI

MetaForms includes a built-in AI agent that helps you program survey questions, quotas, and logic directly from the Build interface. You can interact with it through the chat panel or use the inline Generate widget for quick edits.

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Programming Questions via AI Assistant

Step 1: Ask the agent to program questions — for example, "Program the first five questions from the questionnaire" (or specify any section or range).

Step 2: The agent updates your metadata and routing code based on your request. Review the proposed changes in the script panel on the left.

Step 3: Click Accept All or Reject All to finalize or dismiss the changes. Make sure to apply your decision in both the Metadata and Routing tabs.

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Programming Quotas

Step 4: To generate quotas, ask the agent in a new or existing chat — for example, "Program quotas based on the given QNR."

Step 5: Review and accept the agent's changes as before. Once accepted, the Quotas panel at the top will display the generated tables

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Inline Editing with the Widget

For quick, targeted edits you can use the inline widget.

Step 6: Hover over any line in the script. Two options appear:

• Generate (on an empty line) — asks the agent to write new code at that position.

  You'll also have the option to select the number of questions to generate at a time between 3, 5 and 10.

• Edit (incase a set of lines are selected) — asks the agent to modify the selected code. Type your request into the chat and the agent will propose changes inline.

Step 7: Review and Accept or Reject the inline changes, just like you would with chat-generated edits.

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Tips

• Use the Design File panel on the right as a reference while you prompt the agent — it shows your original questionnaire.

• Navigate between the script, design file, and AI assistant panels to cross-check your updates.

• Save a checkpoint before making large changes so you can roll back if needed.