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Using Live Forms frevvo for Confluence, you can create forms/workflows that store the form data in a Confluence page. The Confluence page can also be updated (edited) using the same form/workflow. Consider the page hierarchy in the Figure above. We are creating an internal Client Management application with a Confluence page for each client. In the example, above we have a page for Ford, GM and Toyota. Each page stores information about the client such as Address, Phone Number, Contact Information etc. The goal is to be able to create these pages in a structured manner using a form or workflow and edit these pages using the same form/workflow rather than allow free-form editing of the Confluence page by users.
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- Navigate to the Create New Template function in Confluence. The location of this function will differ depending on the version of Confluence you are using. Consult the Confluence Documentation for your version of Confluence.
- Create a new template. Name the template Client Information Template.
- Type any descriptive information at the top of the page. The text entered will appear on the results page. In the video, the title Client Information was typed at the top of the template just below the template page name.
- Add a table to the template. Type the labels of the controls in the Client Information form in the header section of the table columns.
- Open the macro browser. Type “frevvo” in the search box. A list of the frevvo macros will display.
- Add the frevvoresolve macro to the first row of the Company Name column in the table. Change the value of the tablerow parameter from false to true if you want the information for each client to display on a new row of the table. You can find more information on this here.
- Add the name of the Company Name control in the frevvoresolve macro in the Company Name column of the table. Enclose the control name in square brackets.
- Add the frevvoresolve macro and the corresponding field names for the rest of the controls in the Client Information form.
- Save the Confluence Template.
- On the Client Information Page, click on the Edit button.
- Select Form Action then click on the Merge to a Confluence Page wizard.
- Click the
Edit Form/flow Properties wizard in the designer toolbar.
- Click on Form Action and select the Create/Update Confluence page form action.
- Type a name for the results page in the Results Page field and the name of the Client Information template in the Template field. Make sure that you enter the Template name exactly including spaces. For the Result Page, we are using a template {ClientName}. This is a field in the form. For example, if the field in the form contained Toyota, the generated result page in Confluence will be named Toyota. The Parent and Display pages are optional. Use control templates from your form by selecting them from the dropdowns. Click the
- Click Finish Submit to save the changes and exit the Form Properties wizard and save your changes.
- Click Finish Submit to save the changes to the Client Information Form and exit the designer.
- Enter data into the Client Information form and click Submit.
- The result page displays a table with the entered client information displayed in the first row of the table.
- Access the Client Information Page again. Enter information for a different client.
- The result page displays a table with the Client information from both submissions in the first and second row of the table.
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If you make changes to a template, existing result pages will not reflect the changes. This is as-designed. Merge to page only uses the template the first time. In subsequent merges, the macros from the result page are used and not the template. A new version of the template requires a new result page to reflect the updates to the template. |
Create a form
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Create/Update Confluence Page Wizard
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The "Save" property on the Form Properties Settings tab must be checked for Create/Update to work. |
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Fill out the form and Submit it. The result page is shown below.
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Time and Date/Time controls are displayed in UTC when used on a result page in Confluence. See the image below:
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When you edit a form/flow for which form action is setup as create/update, the message shown in the image will display as a warning in the designer.
Moving Pages created by
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frevvo/Confluence to a new space
Let's say you had a form in a Confluence space called Space1. When the form is submitted, result pages were created as a result of the form action for the form. The result pages were child pages of the form page and displayed information entered in the form. Also on the page was an edit link to each form so that a user could go back and edit the information if something changed. You move the form and it's child pages to Confluence Space 2. In the second space, you click the edit button on one of the result pages, edit the information and then click the finish button. The following error displays:
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2. Create the parent page manually in the new space with the same name as the old space before moving the child pages. Move the child pages under this parent page.
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