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The  Confluence add-on is available for both Confluence v3.x and v4.x. See  add-on installation for details.

Warning

Confluence v4.x has a new macro browser feature. It is very important to know that the add-on macros DO NOT work when added via the new Confluence v4.x macro browser.

Thus do NOT try to add macros via the Confluence Insert > Other Macro menu or by typing '{' and choosing either Open Macro Browser or typing the name of a macro. See accessing the Confluence Macro Browser for more details of what NOT to do.

You must add the form/workflow, submissions and task macros to your page using the Add menu options that the add-on adds to the Confluence Add menu. This is discussed in the sections below.

However, if you are using versions 4.3 - 5.1, you CAN use the macro browser to add them. Refer to this documentation for the details.

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 can be styled to blend in nicely to the look and feel you choose for your web pages. The form's base layouts/styles depend on the selections for your form. To change the layout/style, select one from the dropdowns of your form's Style Properties . By default  provides four layouts and four styles. You can customize styles for font name, background color, etc. from the  Style tab. In addition, each control on your form can be customized via its own Control Style Properties. Here you can style such things as  width, background color, label size and color, bold, italic, etc. 

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  1. The forms may not automatically resize to the proper size initially. The workaround is to manually set the initial height/width of the form in the Form Designer so that it initially renders correctly. You can find instructions for doing so at Form Style Properties. You only need to manually set the initial height of the form. Subsequent resizing will be performed automatically.
  2. If the designer deletes one of the forms from the page all of the forms will be deleted.
  3. If the forms are a mix of public and private visibility you will get access denied.
  4. If a form and a submission are on the same page you may also experience permission denied to view the submission even when the user does have permission.

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The Add Menu in Confluence 4.x is shown in the image below:

The Add Menu in Confluence v5.1 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. Double click on any submissions to view all of the data. Please refer to Viewing Form Submissions in the  documentation for a full description of all the features.

Warning

Only the form designer has the permissions to view the submissions. If you want other users to view submissions use the Create/Update or Merge to Page features. This security restriction may be relaxed in a future release

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What does the user see when they click the Finish button? Please refer to Form Action Wizards in the  documentation.

Some Wizards (Create/Update Confluence Page Wizard and the Merge to Confluence Page Wizard) are only applicable to and visible from Confluence. These are wizards to Create/Update Confluence pages and to Merge form data into a Confluence page.

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Please refer to the general task list documentation for details on using the task list.

Note

The Quick View feature can be configured in the designer but the icon will not display when the Task List is added to a Confluence page. This may be enabled in a future release.

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Login to Confluence as a user in the Form Designers group. If you did not select a group, login to Confluence as a user. See Configuring the add-on

Adding Forms

  1. Create a new page (say, Test Form) in Confluence by clicking the Add Page button for Confluence v4.0 - 4.2. To add a page in Confluence v5.1, click Create Child Page on the Space sidebar.
  2. Add a Form as described above.
  3. If you create a new form, you'll be taken to the Form Designer, where you can drag/drop controls, set properties etc. to design your form. Otherwise, the existing form will be added to your Confluence page.

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Logout of Confluence and do not login. This assumes that you have enabled anonymous access in Confluence. Forms and flows must have visibility set to "public" in order to be used anonymously. See the chapter on Making a Form or Flow Public. If your form/flow is not set to public the anonymous user will see the following error in the page:

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