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Users that belong to the Form Designers group have access to the Forms and Flow Designers from a Confluence page by clicking the Edit button. The designer also has the option to specify access permissions by adding users/roles to the Access Control List for the following functions:

For Forms/Flows:

• Who can use the form
• Who can edit the form
• Who can view submissions
• Who can edit submissions

For Flows Only:

• Who can view the Audit Trail
• Who can administer the flow

The Who can edit the form/flow permission allows the designer to share the form/flow with another user for editing and monitoring of submissions. Users who do not belong to the form designer group will see the Edit button when the form displays if they have been given this permission.

Please refer to the Access Control topic for detailed information.

Form Submissions

Viewing Form Submissions

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:

• These Confluence users must belong to the groups assigned in the Form Designer Group and Form Editors Group fields on your plug-in configuration. 
• 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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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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1. Navigate to the Test Submissions page.
2. 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

1. Navigate to the Test Tasks page.
2. You will see the task list for the current user.

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1. Navigate to the Test Submissions page.
2. 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

1. Navigate to the Test Tasks page.
2. You will see the task list for the current user.

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