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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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- 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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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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The Add Menu in Confluence 4.x is shown in the image below:
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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- Create a new flow. Enter a name and click Add. This will launch the Flow Designer where you can drag and drop forms, create new ones etc. When you click Finish in the Flow Designer the flow will be added to your Confluence page.
- Choose an existing flow. This will show the flows that you have previously created. Select one and click Add; the flow will immediately be added to the Confluence page.
Edit a Flow
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Editing a Flow |
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You can edit any flow after adding it to a Confluence page by clicking the Edit Flow link at the top of the flow. This link is only visible if you have permission to edit the flow in question. Clicking this link will launch the Flow Designer. Make your changes and click Finish in the Designer. The updated flow 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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