Confluence Page Hierarchy

...

Here is a more complex example template using the frevvoresolve macros macro in Confluence v4.0 - v4.2 for an Expense Report example:

...

The template syntax changed once again in Confluence v4.3 - and v5.1. Here is a video showing how to create a template and use the macro browser to add by adding frevvo macros to the templete template using the Confluence version 4.3.macro browser. The steps to create a template differ slightly from the video if you are using Confluence v5v4.3. Refer  Refer to the Confluence the Confluence Documentation for this information. The method to add the  macros the  macros using the macro browser is the same in v4.3 - v5.and v5.1.

Here are the steps to follow to create the Client Information template shown in the video using Confluence version 5.1:

• Logon to Confluence with an Id/password of a user who is authorized to design forms in Confluence.
• Add a Confluence page. Name it Client Information Page
• Add a form to a Confluence Page.
• Design the Client Information form shown below in the designer. Name the controls CompanyName, FirstName, LastName, Email and Phone.

Image Added

• 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.

Image Added

• Save the Template.
• On the Client Information Page, click on the Edit button.
• Select Form Action then click on the Merge to a Confluence Page wizard.
• Type a name for the results page in the Results Page field and the name of the Client Information template in the Template field.
• Click Finish to exit the wizard and save your changes.
• Click Finish 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.

Image Added

...

Create a form

Create a Confluence page and add a form or workflow to it. For details on adding a form or workflow to a Confluence page, please see the Creating Forms in Confluence or Creating Flows in Confluence documentation.

...

Create/Update Confluence Page Wizard

...

Use Form in Confluence

Use Form In Confluence

Updating the page

The Confluence pages created from your form submissions can also be updated (edited) using the same form/workflow. In order to update a Confluence page you must have the special frevvoresolve edit link in the page template. See the sample templates in the documentation above as they demonstrate the use of the form.edit.link macro body.

...

1. Forms submissions from anonymous users (user not logged into Confluence) cannot currently be edited.

Updating the form

...

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 Live Forms/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:

Image Added

When you move a form page and the child pages associated with it to a new space,  will search for the Parent page in the new space. In this case, the parent page did not get moved to the new space.  will not find it in the space where the form is now (new) and an error is displayed. One of the following approaches should prevent the error from happening: 

         1. Move the form and it's parent page (this will automatically move all the child pages) to the new space.  will find the Parent page in the new space and create/update will work correctly.