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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 in Confluence 4.x is shown in the image below:

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The Add Menu in Confluence v5.1 has changed. Click on the Tools Menu then select Add Form from the menu choices.

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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:

 Image Added

The Add Menu in Confluence v5.1 has changed. Click on the Tools Menu then select Add Form from the menu choices.

Image Added

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.

Image Added

Edit a Form

Delete a Form

You can delete any form from a Confluence page by clicking the Delete icon at the right end of the toolbar at the top of the form. This

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icon is only visible if you have permission to

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delete the form in question.

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Delete a Form

You can delete any form from a Confluence page by clicking the Delete icon at the right end of the toolbar at the top of the form. This icon is only visible if you have permission to delete the form in question.

Designing Forms

The Live Forms Designer is the heart of ' simple, quick, no-coding required form creation. The Forms Designer enables you to add controls quickly to your form, customize their appearance and layout, and add rules that affect the behaviour of the form.

Please refer to the Getting Started Guide and the Designing Forms chapter for detailed instructions on Form Designer usage.

Using and Submitting Form

Where does the form data go when the user clicks the Submit button? Please refer to Document Action Wizards in the  documentation.

What does the user see when they click the Submit button? Please refer to Form Action Wizards in the  documentation.

Some wizards (Create/Update Confluence Page Wizard and the Merge to Confluence Page Wizard) are only applicable to and visible from Confluence. These are wizards to Create/Update Confluence pages and to Merge form data into a Confluence page.

Styling Forms

 can be styled to blend in nicely to the look and feel you choose for your web pages. The form's base layouts/styles depend on the selections for your form. To change the layout/style, select one from the dropdowns of your form's Style Properties . By default  provides four layouts and four styles. You can customize styles for font name, background color, etc. from the  Style tab. In addition, each control on your form can be customized via its own Control Style Properties. Here you can style such things as  width, background color, label size and color, bold, italic, etc. 

Multiple macros on a Confluence page

You should not add multiple forms, flows, submissions or task lists to a single Confluence page. Each form, flow, submission and task macro must be on its own page. If you do, you may experience one or more issues such as:

1. The forms may not automatically resize to the proper size initially. The workaround is to manually set the initial height/width of the form in the Form Designer so that it initially renders correctly. You can find instructions for doing so at Form Style Properties. You only need to manually set the initial height of the form. Subsequent resizing will be performed automatically.
2. If the designer deletes one of the forms from the page all of the forms will be deleted.
3. If the forms are a mix of public and private visibility you will get access denied.
4. If a form and a submission are on the same page you may also experience permission denied to view the submission even when the user does have permission.

Using Roles (Confluence Groups)

 uses roles for a variety of reasons including digital signatures on forms and workflows. When used with Confluence, the add-on will automatically map Confluence Groups to  roles. However, in order to use these roles in the Form or Flow Designer, your administrator will have to create the roles in Confluence as a one-time setup task.

Assume that you have groups in Confluence called 'employee' and 'manager'. To create these roles in :

1. Login to  as the administrative user for the tenant that was created in Confluence.
2. Click the Manage link at the top right of the page.
3. On the page that is displayed, click the 'Manage Roles' link.
4. Click the Image Removed icon and in the form that is displayed,  type in the desired role. Make sure that the role names match exactly (including case).

Form Submissions

Viewing Form Submissions

Form submissions can be viewed directly in your Confluence page.

Designing Forms

The Live Forms Designer is the heart of ' simple, quick, no-coding required form creation. The Forms Designer enables you to add controls quickly to your form, customize their appearance and layout, and add rules that affect the behaviour of the form.

Please refer to the Getting Started Guide and the Designing Forms chapter for detailed instructions on Form Designer usage.

Using and Submitting Form

Where does the form data go when the user clicks the Submit button? Please refer to Document Action Wizards in the  documentation.

What does the user see when they click the Submit button? Please refer to Form Action Wizards in the  documentation.

Some wizards (Create/Update Confluence Page Wizard and the Merge to Confluence Page Wizard) are only applicable to and visible from Confluence. These are wizards to Create/Update Confluence pages and to Merge form data into a Confluence page.

Styling Forms

 can be styled to blend in nicely to the look and feel you choose for your web pages. The form's base layouts/styles depend on the selections for your form. To change the layout/style, select one from the dropdowns of your form's Style Properties . By default  provides four layouts and four styles. You can customize styles for font name, background color, etc. from the  Style tab. In addition, each control on your form can be customized via its own Control Style Properties. Here you can style such things as  width, background color, label size and color, bold, italic, etc. 

Multiple macros on a Confluence page

You should not add multiple forms, flows, submissions or task lists to a single Confluence page. Each form, flow, submission and task macro must be on its own page. If you do, you may experience one or more issues such as:

1. The forms may not automatically resize to the proper size initially. The workaround is to manually set the initial height/width of the form in the Form Designer so that it initially renders correctly. You can find instructions for doing so at Form Style Properties. You only need to manually set the initial height of the form. Subsequent resizing will be performed automatically.
2. If the designer deletes one of the forms from the page all of the forms will be deleted.
3. If the forms are a mix of public and private visibility you will get access denied.
4. If a form and a submission are on the same page you may also experience permission denied to view the submission even when the user does have permission.

Using Roles (Confluence Groups)

 uses roles for a variety of reasons including digital signatures on forms and workflows. When used with Confluence, the add-on will automatically map Confluence Groups to  roles. However, in order to use these roles in the Form or Flow Designer, your administrator will have to create the roles in Confluence as a one-time setup task.

Assume that you have groups in Confluence called 'employee' and 'manager'. To create these roles in :

1. Login to  as the administrative user for the tenant that was created in Confluence.
2. Click the Manage link at the top right of the page.
3. On the page that is displayed, click the 'Manage Roles' link.
4. Click the Image Added icon and in the form that is displayed,  type in the desired role. Make sure that the role names match exactly (including case).

Form Submissions

Viewing Form Submissions

Form submissions can be viewed directly in your Confluence page. By default, the designer who created the form/flow can view/edit submissions. If you want  non-designer users to have the ability to view/edit submissions, verify the following:

• These Confluence users must belong to the groups assigned in the Form Designer Group and Form Editors Group fields on your plug-in configuration. 
• Those users are assigned the view/edit permission in the Access Control list for the form/flow.    

Adding Submissions to a Confluence Page

To add Submission to any page, select the Submissions 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. Refer to Viewing Submissions in Excel for information about time data exported to an Excel worksheet.

The Add Menu in Confluence 4.x is shown in the image below:

The Add Menu in Confluence v5.1 has changed. Click on the Tools Menu then select Add Submissions from the menu choices.

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.

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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