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- Create a new form. Enter a name and click Add. This will launch the Form Designer where you can drag and drop controls, change labels etc. When you click Finish in the Form Designer the form will be added to your Confluence page.
Choose a form template. Templates are published by the administrative user and serve as starting points for your own forms
. See Templates in the documentation. Choose a template and click Add. It will be copied to your user account and the form will immediately get added to the Confluence page.
Info Publishing templates is a two-step process where the designer publishes the form/workflow, then the tenant admin makes it public. This process must be done from frevvo (not in confluence.) See Templates in the documentation for details.
- Choose an existing form. This will show the forms that you have previously created. Select one and click Add; the form will immediately be added to the Confluence page.
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Form submissions can be viewed directly in your Confluence page. By default, the designer who created the form/flow can view/edit submissions. If you want non-designer users to have the ability to view/edit submissions, verify the following:
- Those users are assigned the view/edit permission in the Access Control list for the form/flow.
Adding Submissions to a Confluence Page
To add Submissions to any page, select the Submissions menu item. This menu item is available only when the Confluence add-on is correctly installed and configured and you are logged in to Confluence as a user with the appropriate permissions.
The Add Menu in Confluence 4.x is shown in the image below:
The Add Menu in Confluence v5 has changed. Click on the Tools Menu then select Add Submissions from the menu choices.
The Add Submissions page displays. Select a form or flow from the dropdown and click "Add".
The submissions view will be added to your Confluence page. Submissions are displayed in a table view. Default columns and any fields in your form/flow that have been setup as Searchable Fields display as columns in the table. Columns can be hidden from the table view. Submissions can be searched by form fields. For example, if you are looking for a Vacation Request from employee David Russel it can be located by specifying the Name field in the form/flow and entering the text "David Russell" in the value column in the Submissions Filter section of the screen. Double click on any submission to view all of the data.
Please refer to Viewing Form Submissions in the documentation for a full description of all the features.
Downloading Form Submissions to a CSV file
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Open the csv file in Excel. .
Refer to Viewing Submissions in Excel for information about the legacy Export to Excel feature and to the Download Submissions to CSV file feature topic to review the details about the csv download.
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Tasks can be searched by fields from your forms/flows that have been set up as Searchable Fields. For example, if you are looking for a Vacation Request from employee William Reynolds, simply select the Name field from the Fields dropdown and enter the text "William Reynolds" in the value column of the Filter Form/Flow by data table.
Please refer to Searching the Task List in the documentation for a full description of the feature.
Creating Workflows
Add a Flow
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- Navigate to the Test Submissions page.
- You can only view submissions if this designer user was assigned the view permission in the Access Control list for the form/flow.
Viewing the Task List
- Navigate to the Test Tasks page.
- You will see the task list for the current user.
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- Navigate to the Test Submissions page.
- You can only view submissions if this user has been assigned the view permission in the Access Control list for the form/flow.
Viewing the Task List
- Navigate to the Test Tasks page.
- You will see the task list for the current user.
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- On any Confluence page, you cannot Add Forms, Submissions or Tasks. If the menu items are visible, clicking on any one will result in an error message.
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