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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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Delete a Form
You can delete any form from a Confluence page by clicking the Delete icon at the right end of the toolbar at the top of the form. This icon is only visible if you have permission to delete the form in question.
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Form submissions can be viewed directly in your 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.
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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.
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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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Downloading Form Submissions to Excel
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- Create a new flow. Enter a name and click Add. This will launch the Flow Designer where you can drag and drop forms, create new ones etc. When you click Finish in the Flow Designer the flow will be added to your Confluence page.
- Choose an existing flow. This will show the flows that you have previously created. Select one and click Add; the flow will immediately be added to the Confluence page.
Edit a Flow
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Delete a Flow
You can delete any flow from a Confluence page by clicking the Delete icon at the right end of the toolbar at the top of the flow. This icon is only visible if you have permission to delete the flow in question.
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