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Atlassian is dropping support for Confluence Server in 2024 and encouraging customers to migrate to Confluence Cloud. The frevvo plug-in is not compatible with Confluence Cloud. Existing frevvo for Confluence licenses will be supported, but frevvo for Confluence will not be available for new customers. Please see the frevvo for Confluence page for details about this announcement and recommendations. |
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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. 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.
Info Publishing templates is a two-step process where the designer publishes the form/workflow, then the tenant admin makes it public. This process must be done from frevvo (not in confluence.) See Templates in the documentation the frevvo documentation for details.
- 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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The frevvo Designer is the heart of frevvo's 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.
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Where does the form data go when the user clicks the Submit button? Please refer to Document Action Wizards in the frevvo documentation.
What does the user see when they click the Submit button? Please refer to Form Action Wizards in the frevvo 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
frevvo 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 frevvo provides four layouts and four styles. You can customize styles for font name, background color, etc. from the frevvo 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.
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| Info |
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Roles must be manually created in the frevvo' 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. |
frevvo 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 frevvo roles. However, in order to use these roles in the Form or Workflow 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 frevvo:
- Login to frevvo 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).
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Form submissions can be viewed directly in your Confluence page. By default, the designer who created the form/workflow can view/edit submissions. If you want non-designer users to have the ability to view/edit submissions, verify the following:
- Those users are assigned the view/edit permission in the Access Control list for the form/workflow.
Adding Submissions to a Confluence Page
To add Submissions 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.
The Add Menu in Confluence 4.x is shown in the image below:
The Add Menu in Confluence v5 has changed. Click on the Tools Menu then select Add Submissions from the menu choices.
The Add Submissions page displays. Select a form or workflow from the dropdown and click "Add".
The submissions view will be added to your Confluence page. Submissions are displayed in a table view. Default columns and any fields in your form/workflow that have been setup as Searchable Fields display as columns in the table. Columns can be hidden from the table view. Submissions can be searched by form fields. For example, if you are looking for a Vacation Request from employee David Russel it can be located by specifying the Name field in the form/workflow and entering the text "David Russell" in the value column in the Submissions Filter section of the screen. Double click on any submission to view all of the data.
Please refer to Viewing Form Submissions in the frevvo documentation for a full description of all the features.
Downloading Form Submissions to a CSV file
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The Quick View feature can be configured in the designer frevvo designer but the icon will not display when the Task List is added to a Confluence page. This may be enabled in a future release. |
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Tasks can be searched by fields from your forms/workflows that have been set up as Searchable Fields. For example, if you are looking for a Vacation Request from employee William Reynolds, simply select the Name field from the Fields dropdown and enter the text "William Reynolds" in the value column of the Filter Form/Workflow by data table.
Please refer to Searching the Task List in the frevvo documentation for a full description of the feature.
Creating Workflows
Add a Workflow
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Where does the workflow data go when the user clicks the Finish button? Please refer to Document Action Wizards in the frevvo documentation.
What does the user see when they click the Finish button? Please refer to Form Action Wizards in the frevvo 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.
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- Navigate to the Test Submissions page.
- You can only view submissions if this designer user was assigned the view permission in the Access Control list for the form/workflow.
Viewing the Task List
- Navigate to the Test Tasks page.
- You will see the task list for the current user.
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- Navigate to the Test Submissions page.
- You can only view submissions if this user has been assigned the view permission in the Access Control list for the form/workflow.
Viewing the Task List
- Navigate to the Test Tasks page.
- You will see the task list for the current user.
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