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The Confluence add-on is available for both Confluence v3.x and v4.x. See add-on installation for details. | Warning |
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Confluence v4.x has a new macro browser feature. It is very important to know that the add-on macros DO NOT work when added via the new Confluence v4.x macro browser. Thus do NOT try to add macros via the Confluence Insert > Other Macro menu or by typing '{' and choosing either Open Macro Browser or typing the name of a macro. See accessing the Confluence Macro Browser for more details of what NOT to do. You must add the form/workflow, submissions and task macros to your page using the Add menu options that the add-on adds to the Confluence Add menu. This is discussed in the sections below. However, if you are using versions 4.3 - 5.1, you CAN use the macro browser to add them. Refer to this documentation for the details. |
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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 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 configuration, you must belong to that group).
The Add Menu and Add Form page in Confluence 4.x appear as shown in the images below:
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|  Image Modified Adding a Form to a Confluence Page |
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The Add Form PageThe Add Form page will be displayed. Here you can either: - 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.
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- 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.
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Edit a Form
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You can edit any form after adding it to a Confluence page by clicking the Edit Form link at the top of the form. This link is only visible if you have permission to edit the form in question. Clicking this link will launch the Form Designer. Make your changes and click Finish in the Designer. The updated form will now be displayed in Confluence. | Warning |
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It is very important to understand that if the same flow is added to multiple Confluence pages, then edits to the flow on one Confluence page will effect that flow on all Confluence pages |
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