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The steps to create a template differ slightly from the video if you are using Confluence v4.3. Refer to the Confluence Documentation for this information. The method to add the macros using the macro browser is the same in v4.3 and v5.1.
Here are the steps to follow to create a Client Information template as shown in the video in Confluence 5.1:
- Logon to Confluence with an Id/password of a user who is authorized to design forms in Confluence.
- Add a Confluence page. Name it Client Information Page
- Add a form to a Confluence Page.
- Design the Client Information form shown below in the designer
- Navigate to the Create New Template function in Confluence. The location of this function will differ depending on the version of Confluence you are using. Consult the Confluence Documentation for your version of Confluence.
- In Confluence v5.1, the Create New Template function can be found by clicking Space Tools, then Content Tools.
- Name the template Client Information Template.
- Type any descriptive information at the top of the page. The text entered will appear on the Results page. In the video, the title Client Information was type at the top of the template just below the template page name.
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| Tip |
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If you make changes to a template, existing result pages will not reflect the changes. This is as-designed. Merge to page only uses the template the first time. In subsequent merges, the macros from the result page are used and not the template. A new version of the template requires a new result page to reflect the updates to the template. |
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