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- 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, select Space Tools, then Content Tools then click on the Create New Template buttonCreate a new template. 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 typed at the top of the template just below the template page name.
- Add a table to the template. Type the labels of the controls in the Client Information form in the header section of the table columns.
- Open the macro browser. Type “frevvo” in the search box. A list of the frevvo macros will display.
- Add the frevvoresolve macro to the first row of the Company Name column in the table. Change the value of the tablerow parameter from false to true if you want the information for each client to display on a new row of the table. You can find more information on this here.
- Add the name of the Company Name control in the frevvoresolve macro in the Company Name column of the table. Enclose the control name in square brackets.
- Add the frevvoresolve macro and the corresponding field names for the rest of the controls in the Client Information form.
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