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Create a new page in Confluence for your survey. Add a form to the page by selecting the Form menu item. This menu item is available only when the Confluence plugin 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 plugin configuration, you must belong to that group). The Add Menu looks like the image below for Confluence Versions 4.x.

Adding a Form to a Confluence Page in Confluence 4.xImage Modified

Adding a Form to a Confluence Page in Confluence 4.x

If you are using Confluence v5.1, the Add Menu is a choice on the Tools Menu. Click on Tools and select Add Form from the dropdown choices.

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The Add Form page will be displayed. You can create a brand new form, create a new form by starting from a template or add an existing form. We'll create a brand new form. Select the Create a new form option, enter a name and click Add.
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Design the form

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This will launch the Form Designer where you can drag and drop controls, change labels etc. Drag and drop your desired survey questions into the form: you can use Text controls for free text answers, Radio controls for a single selection, Checkboxes for multiple selections etc. There are pre-formatted controls for Dates, Money, Phone numbers and you can also create custom patterns for your needs such as Zip Codes or Social Security Numbers.

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Form submissions can be viewed directly in Confluence. Create a Confluence page and, select the Add Submissions menu item. This menu item is available only when the Confluence plugin is correctly installed and configured and you are logged in to Confluence as a user with the appropriate permissions. The Confluence 4.x Add menu is shown below.

Adding Submissions to a Confluence pageImage Modified

Adding Submissions to a Confluence page

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

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The Add Submissions page displays. Select the Survey form you we created from the dropdown and click "Add". The submissions view will be added to your Confluence page.
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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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