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- Logon to Confluence with an Id/password of a user who is authorized to design forms in Confluence.
- Add a Confluence page. Name it Client Information Page
- Add a form to a Confluence Page.
- Design the Client Information form shown below in the designer. Name the controls CompanyName, FirstName, LastName, Email and Phone.
- Navigate to the Create New Template function in Confluence. The location of this function will differ depending on the version of Confluence you are using. Consult the Confluence Documentation for your version of Confluence.
- Create a new template. Name the template Client Information Template.
- Type any descriptive information at the top of the page. The text entered will appear on the results page. In the video, the title Client Information was typed at the top of the template just below the template page name.
- Add a table to the template. Type the labels of the controls in the Client Information form in the header section of the table columns.
- Open the macro browser. Type “frevvo” in the search box. A list of the frevvo macros will display.
- Add the frevvoresolve macro to the first row of the Company Name column in the table. Change the value of the tablerow parameter from false to true if you want the information for each client to display on a new row of the table. You can find more information on this here.
- Add the name of the Company Name control in the frevvoresolve macro in the Company Name column of the table. Enclose the control name in square brackets.
- Add the frevvoresolve macro and the corresponding field names for the rest of the controls in the Client Information form.
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Click on Form Action and select the Create/Update Confluence page form action.
Create/Update Confluence Page Form Action
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Create/Update Confluence Page Wizard
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| Warning |
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The "Save" property on the Form Properties panel must be checked for Create/Update to work. |
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Fill out the form and Submit it. The result page is shown below.
Use Form in Confluence
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When you edit a form/flow for which form action is setup as create/update, the message shown in the image will display as a warning in the designer.
Moving Pages created by Live Forms/Confluence to a new space
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