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What are we going to build?

We're going to see how easy it is to create a company picnic invitation form, add it to a Confluence page and view the results in Confluence or download them to a csv file that can easily be opened in Microsoft Excel.  

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Create the

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Company Picnic Form

Tip

Read the general Live Forms frevvo documentation on designing forms for a detailed discussion of and their features.

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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.

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 the desired fields 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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You can use the Form Action wizard to display a custom message when your survey the form is submitted. Click the  Edit Form Properties wizard. Click the Form Action tab and select the 'Display message when users submit your form' action. In the wizard that is displayed, enter your custom message. For now, just enter the text "Thank you for your Company Picnic information. See you there. See the Display Message Form Action documentation for more detailed information including instructions on using dynamic display messages" Click Submit to save the changes to the wizard.

When you click the save and exit icon in the Form Designer the form will be added to your Confluence page.

See the Display Message Form Action documentation for more detailed information including instructions on using dynamic display messages.

Add a Submissions 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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Click the Download button above the table to generate and download the submissions csv file. Open the file in Excel. Show/hide columns in the spreadsheet if desired.