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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.
Edit a Form
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- 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.
- If the designer deletes one of the forms from the page all of the forms will be deleted.
- If the forms are a mix of public and private visibility you will get access denied.
- 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)
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Roles must be manually created in the ' server corresponding to the Confluence groups that you actually want to use in your forms or workflows. This is a one-time setup that will have to be performed by an administrator. |
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 :
- Login to as the administrative user for the tenant that was created in Confluence.
- Click the Manage link at the top right of the page.
- On the page that is displayed, click the 'Manage Roles' link.
- Click the
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
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- the user does have permission.
Using Roles (Confluence Groups)
| Info |
|---|
Roles must be manually created in the ' server corresponding to the Confluence groups that you actually want to use in your forms or workflows. This is a one-time setup that will have to be performed by an administrator. |
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 :
- Login to as the administrative user for the tenant that was created in Confluence.
- Click the Manage link at the top right of the page.
- On the page that is displayed, click the 'Manage Roles' link.
- Click the
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.
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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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- 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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