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- 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 Type in the desired role. Make sure that the role names match exactly (including case).
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Users that belong to the Form Designers group have access to the Forms and Flow Designers from a Confluence page by clicking the Edit button. The designer also has the option to specify access permissions for by adding users/roles to the Access Control List for the following functions:
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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 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 flow 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/flow 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/flow 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 documentation for a full description of all the features.
Downloading Form Submissions to a CSV file
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The submissions Export to Excel feature has been replaced by the Download Submissions to CSV feature. Logging directly into your Live Forms Confluence tenant will provide access to the legacy Export to Excel feature if it is needed. Please begin using the redesigned submission view as soon as possibleHowever, the Legacy Submissions view and the Export to Excel may be removed in a future release. |
Click the Download button above the graph to download the submissions csv file.
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Tasks can be searched by fields from your forms/flows 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/Flow by data table.
Please refer to Searching the Task List in the documentation for a full description of the feature.
Creating Workflows
Add a Flow
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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/flow.
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/flow.
Viewing the Task List
- Navigate to the Test Tasks page.
- You will see the task list for the current user.
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