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Here are the steps to follow to create the Client Information template shown in the video in 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.
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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.
- In Confluence v5.1, select Space Tools, then Content Tools then click on the Create New Template buttonCreate 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.
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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. |
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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.
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Use Form in Confluence
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Use Form In Confluence
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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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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.
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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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Submission pages ( ie. Confluence pages created when the form was submitted), the result page template, the form page And and a parent page in the new space named the same as in the original space, must be moved to the new space for the edit/save functions to update submissions in the new space to work. |
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