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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.
- 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.
Edit a Form
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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:
- 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 Submission 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. Refer to Viewing Submissions in Excel for information about time data exported to an Excel worksheet.
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.
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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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