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Comment: Migrated to Confluence 5.3
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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

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

 

Adding a Form to a Confluence Page
The Add Menu in Confluence v5.1 has changed. Click on the Tools Menu then select Add Form from the

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menu choices.

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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Editing 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

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

Some wizards are (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.

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

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Adding a Form to a Confluence page
The Add Menu in Confluence v5.1 has changed. Click on the Tools Menu then select Add

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Submissions from the

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menu choices.

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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.

Warning

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

Submissions View

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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Adding a flow to a Confluence page is exactly like adding a form. Click the Confluence Add button and select the Flow menu item for Confluence v4.0 - 4.2. To add a flow to a page in Confluence v5.1, click on the Tools Menu and select Add Flow from the menu choices.
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).

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

Some Wizards are  (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.

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  1. Create a new page (say, Test Form) in Confluence by clicking the Add Page button for Confluence v4.0 - 4.2. To add a page in Confluence v5.1, click Create Child Page on the Space sidebar.
  2. Add a Form as described above.
  3. If you create a new form, you'll be taken to the Form Designer, where you can drag/drop controls, set properties etc. to design your form. Otherwise, the existing form will be added to your Confluence page.

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  1. Create a new page (say, Test Flow) in Confluence by clicking the Add Page buttonbutton  for Confluence v4.0 - 4.2. To add a page in Confluence v5.1, click Create Child Page on the Space sidebar..
  2. Add a Flow as described above.
  3. If you create a new flow, you'll be taken to the Flow Designer, where you can drag/drop forms, set properties etc. to design your flow. Otherwise, the existing flow will be added to your Confluence page.

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  1. Create a new page (say, Test Submissions) in Confluence by clicking the Add Page button for Confluence v4.0 - 4.2. To add a page in Confluence v5.1, click Create Child Page on the Space sidebar..
  2. Add Submissions as described above.
  3. The list of submissions is visible on the page.

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  1. Create a new page (say, Test Tasks) in Confluence by clicking the Add Page buttonConfluence by clicking the Add Page button for Confluence v4.0 - 4.2. To add a page in Confluence v5.1, click Create Child Page on the Space sidebar..
  2.  Add Tasks as described above.
  3. Your task list is displayed on the page.

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  1. On any Confluence page, where you have permission to Edit the page, you will see the Add Form, Add Flow, Add Submissions and Add Tasks links under the Add Menu for Confluence v4.0 - 4.2. They are located on the Tools Menu in Confluence v5.1.

Login as a non-Designer user 

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  1. On any Confluence page, where you have permission to Edit the page, you may see only the Add Tasks link under the Add Menu . Users for Confluence v4.0 - 4.2.  They are located on the Tools Menu in Confluence v5.1. Users who do not belong to the Form Designers group cannot design forms. If you see the menu items and click on the wrong ones, you will get an error message.

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