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The Add Menu in Confluence 4.x is shown in the image below:
Adding a Form to a Confluence Page
The Add Menu in Confluence v5 has changed. Click on the Tools Menu then select Add Form from the menu choices.
The 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. 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.
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Edit a Form
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The Add Menu in Confluence 4.x is shown in the image below:
Adding a Form to a Confluence page
The Add Menu in Confluence v5 has changed. Click on the Tools Menu then select Add Submissions from the menu choices.
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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. 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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Downloading Form Submissions to Excel
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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- On any Confluence page, where you have permission to Edit the page, you will see the Add Form, Add Flow, Add Submissions and Add Tasks links under the Add Menu for Confluence v4.0 - 4.2. They are located on the Tools Menu in Confluence v5.
Login as a non-Designer user
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- On any Confluence page, where you have permission to Edit the page, you may see only the Add Tasks link under the Add Menu for Confluence v4.0 - 4.2. They are located on the Tools Menu in Confluence v5. Users Users who do not belong to the Form Designers group cannot design forms. If you see the menu items and click on the wrong ones, you will get an error message.
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