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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 plugin add-on 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 plugin add-on configuration, you must belong to that group).
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uses roles for a variety of reasons including digital signatures on forms and workflows. When used with Confluence, the plugin add-on 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 plugin 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.
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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 plugin add-on 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 plugin add-on configuration, you must belong to that group).
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The Quick View feature is not available in the frevvo Confluence pluginadd-on. 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 pluginadd-on
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 pluginadd-on.
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 pluginadd-on.
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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