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Add a form to a Confluence page by selecting the Form menu item. This menu item is available only when the Confluence add-on plugin is correctly installed and configured and you are logged in to Confluence as a user with the appropriate permissions (you must be able to Edit the Confluence page and, if you configured a Form Designer group in the add-on plugin configuration, you must belong to that group).
Adding a Form to a Confluence Page
The Add Form Page
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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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uses roles for a variety of reasons including digital signatures on forms and workflows. When used with Confluence, the add-on plugin will automatically map Confluence Groups to roles. However, in order to use these roles in the Form or Flow Designer, your administrator will have to create the roles in Confluence as a one-time setup task.
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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 plugin 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.
Adding a Form to a Confluence page
The Add Submissions 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 |
Submissions View
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Click the Excel icon above the graph to view the submission results in Excel. The spreadsheet reflects the specific date range indicated by the two date controls; this date range will be listed in your spreadsheet.
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Creating Workflows
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Adding a flow to a Confluence page is exactly like adding a form. Click the Confluence Add button and select the Flow menu item.
This menu item is available only when the Confluence add-on plugin is correctly installed and configured and you are logged in to Confluence as a user with the appropriate permissions (you must be able to Edit the Confluence page and, if you configured a Form Designer group in the add-on plugin configuration, you must belong to that group).
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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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The Quick View feature is not available in the frevvo Confluence add-onplugin. 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-onplugin
Adding Forms
- Create a new page (say, Test Form) in Confluence by clicking the Add Page button.
- Add a Form as described above.
- 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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Login to Confluence as a different user in the Form Designers group. If you did not select a group, login to Confluence as a different user. See Configuring the add-onplugin.
Using a Form
- Navigate to the Test Form page.
- You can use the form and submit it but you cannot edit it.
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Login to Confluence as a user who is not in the Form Designers group. See Configuring the add-onplugin.
Using a Form
- Navigate to the Test Form page.
- You can use the form and submit it but you cannot edit it.
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