Creating a form in confluence

Creating a form in confluence DEFAULT

Create and Manage Forms

Forms are a powerful tool that can be used to collect information from visitors to the site. For example, forms can be used for event registration or as a comment/question form.

Build a Basic Form

  1. On the left side menu, select Collections > Forms. You will see a list of your previously created forms.
  2. To create a new form, click Add New next to the page title, and give your form a name. You can also include a description that can appear to site visitors to help explain the purpose of the form.
  3. Now begin to build your form. The New Form tool provides you with an easy way to create a new form. The form field toolbox on the left side of the screen is an accordion interface that allows you to select which field types you would like to add to your form. To add a form field to your form simply click on the field you would like to add and it will be added to the bottom of your form. There are four types of fields, although the first two are probably the most useful for us:
    • Standard Fields are generic types of data you may want to collect. These fields are flexible, allowing you to collect all types of information.
    • Advanced Fields include frequently used fields like name and email. They provide more structure and data validation and are preferred over standard fields when the option exists.
    • Post Fields allow you to create forms that create post drafts that are saved to your site.
    • Pricing Fields allows your form to calculate prices. 
  4. Once you have added a field to your form, hover over the field you would like to edit and click on the Edit link. This will display the field editor interface and enable you to fine tune the available field options. 
    1. Edit the Field Label to describe what data you are collecting. 
    2. Optionally, add a description which displays to the user to give them more information about the form.
    3. You can define the available choices if your form is multiple choice. See Create and Manage Forms#Add Institutions as Multiple Choice to add all UW System institutions to a choice field.
    4. There are many other options for the form fields, including requiring the field to be filled out and using conditional logic to control if the field displays based on answers to previous fields. Hover over the icon next to the field name to see more information about the options.
  5. Drag and drop the fields them to arrange them in the desired order.
  6. Preview your form by selecting Preview on the top menu. You must click the Update Form button to save the form before you can see the changes you've made.
  7. Edit the Form Settings found in the tool bar under the page title to edit the Notifications (automatic emails sent when the form is submitted) and Confirmations (behavior of the page after the user submits the form) as well as other settings.
    1. On the Form Settings tab, you can edit the form title and description, and specify other details related to the form. Use the options under Restrictions to automatically disable the form when a certain number of responses have been received or on a given date.
    2. On the Confirmations tab, edit the default confirmation to define the behavior of the page after the user submits the form. You can display a message, send the user to a page on your site, or redirect the user to any URL. In your message, you can include information submitted via the form. To insert form data into the message, use the drop down to the right of the Message text box to select the fields.
      Confirmations can be configured to behave differently depending on the data submitted in the form. To do this, use the Add New button to create a new confirmation. The configuration is the same as the default confirmation configuration with the addition of Conditional Logic. Specify the logic to define when the alternate confirmation behavior should be used.
    3. On the Notifications tab, build notifications to be used for the form. These are emails that go to admins or an email entered in the form. Configure who will receive the email and the message body. Using the default {all_fields} will give you a formatted table with the entries in the form. Use the Update Notification button to save the notification settings.
      The default Admin Notification will go to the admin email for the website - [email protected] This should be updated to your email address. If you don't want to receive emails about form entries, delete the Admin Notification.
      Form submissions will also be saved in Zuse- see Create and Manage Forms#Manage Form Submissions.
  8. After you have edited the Form Settings and added your desired Form Fields, click the Update button at the bottom of the form editor to save your form.
  9. Don't forget to preview and test your form. Make sure your form looks correct and the information you collect will be submitted in a way that will be useful to you. Try out your form a few times and ask someone else to review it too.

You can use the Classic Editor or Zuse Create to embed a form on a page. See Embed a Form to insert your form into your page.

Advanced Options for Forms

Send a Confirmation Email

You can set your form up to send a confirmation email to someone after they submit the form. For example, send a registration confirmation to someone after they submit a registration from. Do this using the Form Notification feature.

  1. Make sure you are collecting an email in the form. You must use the Email field from the advanced fields to be able to send a confirmation to an email you collect. 
  2. While editing the form, choose Form Settings > Notifications from the top menu. 
  3. Choose Add New to create a new notification. 
  4. Give your notification a Name. This is not viewed by users of the form.
  5. Under Send To choose the Select a Field radio button. Then, choose the email you would like to send the message to from the drop down.
  6. Configure your email. Choose a From Email, and enter a Subject and Message. To include information submitted by the user in the email, choose the drop down to the right of the message field.
  7. Choose the Save Notification button to save the email.

Expire a Form

You can set the form up to stop accepting submissions automatically on a certain date or after a certain number of submissions.

  1. While editing the form, choose Form Settings > Form Settings from the top menu.
  2. In the Restrictions section, choose the Limit number of entries checkbox or the Schedule form checkbox to set active dates.
  3. Complete the settings. The Entry Limit Reached Message is displayed in place of the form after the maximum number of entries have been submitted. The Form Pending Message displays before Start Date of the form, and the Form Expired Message displays after the form's scheduled end date.
  4. Choose the Update Form Settings button to save your changes.

Inactivate a Form

Forms are inactivated by unchecking the circle next to the ID on the forms main page. Even if a form is unpublished, it can still be linked to from a Zuse Create module, Classic Editor, or an event. When a form is inactivated, it won't appear on any pages it has been added to.

Add Institutions as Multiple Choice Options

If you are using a choice option (radio buttons, drop down, multi select, or checkboxes), you can quickly add a long list of options (for example all system institutions).

  1. After you have chosen you field, hover over it and select the triangle on right side to edit the field.
  2. On the Properties tab, choose the Bulk Add / Predefined Choices button.
  3. In the text box on the right side, type in your choices. If you want to include all UW institutions, copy and paste from the list below. 
  4. Choose the Save as new custom choice if you would like to use it again on another form. Give it an name and choose the Save button. 
  5. Choose the Insert Choices button to add the choices to your form.

UW-Eau Claire
UW-Green Bay
UW-La Crosse
UW-Madison
UW-Milwaukee
UW-Oshkosh
UW-Parkside
UW-Platteville
UW-River Falls
UW-Stevens Point
UW-Stout
UW-Superior
UW-Whitewater
UW-Baraboo/Sauk County
UW-Barron County
UW-Fond du Lac
UW-Fox Valley
UW-Manitowoc
UW-Marathon County
UW-Marinette
UW-Marshfield/Wood County
UW-Richland
UW-Rock County
UW-Sheboygan
UW-Washington County
UW-Waukesha
UW Colleges
UW-Extension

Using Hidden Form Fields

Hidden form fields can be used to pass information to your form without the person filling out data entering anything. This could be useful if you have a form that is on multiple pages and you would like to know which page the user was on when they submitted the form.

Add an Admin Only field to your form

Admin only fields are not displayed to the site visitor when they are completing the form.

  1. Add a field of the data type you would like to collect in your hidden field. 
  2. On the Advanced tab of the field, choose the Admin Only radio button under the Visibility heading.
  3. To enable passing values to the field, choose Allow field to be populated dynamically, and give your field a parameter name without any spaces. 
  4. If you are using a multiple choice field (like radio buttons, checkboxes, multi-select or dropdown), give each of your options a value. Choose the show values checkbox next to the Choices section, and give each option a value with no spaces.
  5. Save your form by using the Update From button on the right.

Pass a value to a hidden field

  1. Once you finish building your form, insert it using the Add Form button. You cannot pass hidden fields using Zuse Create. If you need to pass a hidden field on a Zuse Create page, insert the form using a Rich Text module.
  2. Update the Shortcode that was inserted by the Add Form button to include a field_values attribute with a parameter with the format "parameter-name=value to pass". You must include quotation marks around the parameter.
    For example, to pass a value of "First-Choice" to the field with a parameter name "options", update the shortcode as follows: 
    [gravityform id="44" name="Deep Dive Registration" title="false" description="false" ] becomes
    [gravityform id="44" name="Deep Dive Registration" title="false" description="false" field_values="options=First-Choice"]
  3. To pass multiple hidden values, separate the fields with an ampersand. For example: [gravityform id="44" name="Deep Dive Registration" title="false" description="false" field_values="date=&location=Regent &topic=Forms"]

Collect Email from a Page Protected By Groups

This functionality must be turned on on a site-by-site basis by the web team.

Note to web team: activate the Gravity Forms Pass Shibboleth Login plugin.

If you have a page that is protected by the UW Groups, you can collect the email of the person who is logged in.

  1. Insert a Single Line Text field (if you want the email to be visibile and editable) or a Hidden field (if you don't want the person filling out the form to see the field) to your form.
  2. Edit the field. On the Advanced tab, choose Allow field to be populated dynamically, and fill in the Parameter Name of "shib_email"
  3. If you would like the filed to be visible but not editable, add a Custom CSS class of "disabled" on the Appearance tab.

This form must be on a page hidden with the UW Groups feature to work. It may not work if you are logged into Zuse for editing and you view the page.

Forbidden Errors

If your form collects more longer text from people who are off campus, you may have issues with form submissions resulting in a Forbidden error. These errors are due to mod_security which is set up by DoIT.

The web team can set up exceptions to the security rules to prevent this error by following the instructions here.

Registration Form Template

The Web Team has created a form that you can import into your collections to get started building your registration form. Then you will only need to update any fields to customize your form and you will be good to go. See this blog post for more information about using forms for registration.

To import a form, on the left side menu, choose Collections > Forms > Import/Export. Then choose the Import Forms tab. Upload the Registration Form Template and choose the Import button. Edit your form to customize it.

Customize Template Notifications

The form template includes an email confirmation sent to the email address provided by the person filling out the form. This must be updated with details about your event. To update it, choose your form for editing and then choose Form Settings > Notifications > Email Confirmation. Update the From Email and add a From Name if desired. Update the message with details about your event.

If you don’t want to include a confirmation email, you can delete it. On the Notifications screen, hover over the Email Confirmation and choose the Delete option.

If you would like emails when someone submits a registration, update the Admin Notification to send to your email address. Otherwise, delete this notification.

Use Forms for Scheduling

In some cases, you may want to have a radio button option that is removed once someone chooses that option. That is, only one person can choose each option. For example, you may want to offer time options for a phone call and once someone selects that option, no one else should be able to schedule at that time.

  1. To use this functionality, you must ask the web team to enable the "[UWSA] Gravity Forms: Remove Duplicate Options" plugin on your site.
  2. Create your form. You must include the phrase "Meeting Scheduling" in form description.
  3. Create a radio button field and enter the options for the field.
  4. Under the Choices, in the Rules section, check the "No Duplicates" option.

There are 3 conditions that need to be met in order for the option to be removed once someone has selected it (following the above instructions should make your form meet these conditions):

  1. “Meeting Scheduling” is in the Form Description. To edit the form description, choose “Settings” > “Form Settings”
  2. The field is a radio button field.
  3. The “No Duplicates” rule is checked.

Manage Form Submissions

Besides getting notifications based on form submissions, you can review the submissions in Zuse. From the left hand menu, navigate to Collections > Forms > Entries and select the form whose submissions you wish to review from the drop down box in the top right. You can review a list of the submissions, mark submissions as read or delete them. Clicking on a form submission will allow you to make notes on the submission.

Export Form Submissions to Excel

You can also export form entries for viewing/managing in Excel.

  1. On the left side menu, Select Collections > Forms > Import/Export.
  2. On the Export Entries tab, select the form whose submissions you would like to export. 
  3. Select the check box by the fields you would like to export.
  4. If you are exporting in multiple batches (for example once per week), it can be useful to only export a certain date range. Use the Select Date Range option to only export entries submitted in a certain date range.
  5. Click the Download Export Files to generate and download your file. It will be a CVS file, which an be opened in Excel.

Delete All Entries

Entries should be deleted occasionally to avoid build-up in the database. Export entries (instructions above) to create a backup before deleting the entries.

  1. On the left side menu, Select Collections > Forms.
  2. Hover over your form, and choose Entries.
  3. Select all entries using the checkbox in the table header.
  4. Select “Trash” from the Bulk Actions dropdown.
  5. Click Apply.

Prevent form notifications from going to your Spam folder

Whitelist the email that sends your form notifications to prevent them from going to your Spam folder.

From the Outlook client:

  1. Click on the Junk E-mail folder.
  2. Right Click on the email that should not be in the Junk E-mail folder.
  3. Highlight “Junk” from the drop down list and move over the arrow to select your options.
  4. You can choose which option works best for you.

From the Outlook Web App:

  1. In the Outlook web app, choose the gear icon in the top right.
  2. On the left side menu navigate to Mail > Accounts > Block or allow.
  3. Enter the email that is sending your notifications (set up in the Notification, if it is {admin_email}, it is [email protected]) to the Safe senders and recipients list.
  4. Save your settings on the top of the page.

Prevent Spam Responses

If you are getting spam responses, there are several things you can do:

Setup Anti-Spam Honey Pot

This adds an invisible field to your form that catches bots and prevents them from submitting the form. This is an easy first step to implement.

To turn on the anti-spam honey pot, edit the Form Settings and check the box next to .

First, you must ask the web team to set this up for your site. The web team needs to add our ReCaptacha key to the Gravity Forms settings page.

Use Login-only Page

If your forms only needs to be filled out by UW Users, you can use /wiki/spaces/URP/pages/ to lock down your page. This will prevent spammers from submitting to your form.

Related articles

Sours: https://uwsaois.atlassian.net/wiki/spaces/ADM/pages//Create+and+Manage+Forms

This is the documentation for ConfiForms CLOUD app


Creating forms in Confluence with ConfiForms is very easy.

All you need is to define the form on the Confluence page using ConfiForms Form Definition and add ConfiForms Field Definition macros inside form definition macro body to define the fields.

You may also define the behaviour of your form using ConfiForms IFTTT Rules macro.

See more in these tutorials

In this tutorial we create a simple form with just one text field to demonstrate the basics.

In ConfiForms the form configuration and form presentation is separated - you can define your form on one page and show the data from it on another. Or you can define and show everything on one page.

For form configuration you shall use the following macros (using ConfiForms Form Definition macro as the main macro)

  • ConfiForms Form Definition
  • ConfiForms Field Definition (to define the fields)
  • ConfiForms IFTTT Integration rules (to define form's advanced behaviour)

For the presentation use the "views" macros together with ConfiForms Field macros

The following "views" macros are available now:

  • ConfiForms FormView Registrations Control - to render a form and enable registrations
  • ConfiForms TableView - to show the data in a tabular form
  • ConfiForms CardView - to show the data in a card view
  • ConfiForms ListView - to show the stored data in WYSIWYG mode, the way you like, mixing it with styles and other macros
  • ConfiForms ValueView - to show particular field's value from ConfiForms where you like

See more on How to show the data stored with ConfiForms

Now back to creating our simple form:

  1. Create a page in Confluence and add ConfiForms Form Definition macro


  2. Give your form a name
  3. Define a field


  4. Give your field a name and title
  5. Leave field's type as "Text" and click on "Insert" button
  6. Add "ConfiForms Registrations Control (FormView)" macro to render the form view and enable registrations to this form


  7. Form name shall be the same as in your Form Definition. This macro can be inside the CofniForms Form Definition macro, as well as outside. Can be on the same page, but can be on the different (even in a different Confluence space)
    In this example, we have it on teh same page and we can omit the "Page name where the form is defined" parameter
  8. Click on "Insert" button
  9. Now you can save the page and will see something like this

    There is an  "Admin UI" created for your to help you to see the data stored. as well as the form view.  "Admin UI", the one with the cog wheel and label "Form: myform" is visible only to the form administrators - users who have edit permissions on this page. It is not visible to ordinal users of your form
  10. Now you can start capturing the data with your first form
  11. That's it! The simple form is created! 
  12. You can change the default as you like: altering the caption for "Save" button, changing the message, adding form title and changing the behaviour after the form is submitted
  13. See how you can show the captured data: How to show the data stored with ConfiForms
Sours: https://wiki.vertuna.com/display/FORMS/Creating+a+form+in+Confluence
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How to create forms in Confluence Cloud for data collection

There’s more to Confluence than just a technical documentation platform.

With hundreds of Marketplace apps, you can extend Confluence capabilities to solve complex business problems.

Need to build dynamic forms for data collection? Gather survey data to make informed decisions? Or even automate workflows inside Confluence? You can achieve all that with just a single app! 

Meet Forms for Confluence, our top-selling app for creating forms and surveys for Confluence. 

In this article, you’ll learn how to build forms and enhance Confluence’s collaboration capabilities. Let’s dive in! 

What are the benefits of Confluence forms and surveys?

For teams who handle support tickets or rely on survey feedback for decision making, having the right information at the right time is critical. While Confluence is perfect for content creation, it lacks the form builders or survey tools needed for data collection and insight generation. 

We’re already using Google Form to run surveys, what’s the difference?

Glad you asked!   

Third-party tools like Google Form may introduce more friction into your team’s workflow, especially when your organisation collaborates entirely on Confluence.  

Let’s say form submission is a required step for a specific operational process. You’ll need a way to review the information submitted and escalate the request to the right team. 

Or if you want to monitor your team’s health, it’s easier to run a pulse survey right within your HR Confluence space, where your team shares company-wide initiatives.  

Most importantly, you'll want to have all your form responses securely stored inside Confluence for greater control over your team’s data.

So the real question is less about which tool is better, but more about how you can create a seamless form and survey experience using Confluence itself.

Below are three key benefits of having a form building solution within Confluence:

  • Take advantage of Confluence for all communication purposes: Reimagine Confluence beyond a knowledge base. Equip your team with the tools to gather feedback, conduct surveys, or capture data to make informed decisions, right from their Confluence workspace. 
  • Minimise app-switching for frictionless collaboration: RingCentral and CITE Research indicates that workers are likely to lose their train of thought while navigating between apps. It’s time to say goodbye to tedious external link sharing and manual data entry. With Forms for Confluence, you’ll have a complete form database right within Confluence ready for use.
  • Create advanced workflow in Confluence: Need to capture information to escalate a task to the appropriate department? By having users fill out a form, you can ensure the right information is delivered to the right person, anytime.

Next, we’ll walk you through the step-by-step guide to creating a form using Forms for Confluence app

How to create forms in Confluence in 3 easy steps

If you’re already familiar with Confluence macros, then creating forms will be very natural.

Get your free trial of Forms for Confluence by clicking the button below and follow our 3-step guide below.  

Forms for Confluence Free Trial

Step 1: Configure a new form in your Confluence space

Before jumping into a page and adding your form, you’ll need to define a Form Id. An Id is a unique form label, which is also used as a database name for your form responses. 

Under Forms Configurations, you’ll find the option to add a new configuration.

Screenshot of Confluence Forms screen

Click Add Form configuration to assign a new unique Id to your form. Note that the Id field is case sensitive.

Gif of adding a form to Confluence

Tip: Determine a naming convention for your form Id, eg by types or departments, to ensure it’s understandable by anyone who needs to use it.

Step 2: Add the respective form Id to your Confluence page 

Now, you can go ahead and create a new page or open an existing page where you wish to publish your form.

Navigate to the Confluence editor, select the Forms for Confluence macros from the macro list…

Screenshot showing how to select Confluence form macro

…or alternatively, you can type /forms and pick the Forms for Confluence macro suggestion.

Screenshot showing how to use Forms for Confluence macro

Then, simply fill in the form Id that you’ve created earlier.

Screenshot of Forms for Confluence macro screen

Click Save and you’ll see an empty box. This is the space in which you’ll be able to add custom fields to build a complete form, as shown in the next step.

Screenshot of Forms for Confluence add screen

Step 3: Create relevant form fields using Form macros

Within the Forms for Confluence macro, insert form fields using the same shortcut /form. You’ll see a list of field macros to choose from. 

Gif of inserting a form to Confluence

Once you’ve added all the desired fields, preview and hit publish once everything is ready. 

Screenshot of Confluence form in action

That’s it! You’ve successfully created a form in Confluence.

Tip: If you’re using Forms for Confluence Server or Data Center, leverage our blueprints to get started quickly instead of creating a new form from scratch.

You can access the pre-configured form via the Confluence template library.

Screenshot of Confluence template library

Collect responses and share information easily with Forms for Confluence Cloud

As mentioned earlier, while it’s possible to use Google Forms or other external apps to create forms in Confluence, what’s missing is the ability to capture and process the responses within Confluence.

That’s where Forms for Confluence shines!

The same approach to power and flexibility is applied to the management of form responses. With a built-in database, you can choose to save, view and export responses to a form directly from Confluence, or you can send a form submission to email addresses to put the data instantly in the hands of your users. You can even do both!

A nice function that our users enjoy is the ability to display responses directly on a Confluence page without having to copy-paste the data. Using the Responses Table macro, you can instantly populate all responses and document them on a respective Confluence page.

Screenshot of Form in Confluence

You can give authorised users access to the information they need to make informed decisions, anytime.

Ready to take your Confluence instance to the next level? Install Forms for Confluence for free today!

Try now for free!
Sours: https://www.adaptavist.com/blog/creating-forms-in-confluence
Easy Form Creation with Template

Create Forms in Confluence with Embedded Microsoft Forms

Do you know how to create surveys, quizzes, and polls in MS Forms? Here is a brief and easy guide for the ones who are new to this tool.

Step 1. Start a new form.
Sign in to MS Forms with your Microsoft credentials or Microsoft account.

Click on + New Form. Title it and add a description if needed.
Remember that there are only 90 characters available. Descriptions can cover up to 1, characters.

Step 2. Create questions.
Click on + Add new to place and specify a new question. Such options as Choice, Text, Rating, or Date are available. These are question types. Select More question types for Ranking, Likert, File upload, or Net Promoter Score question types.

Formatting your text is possible too. Highlight a word or words, then select any of the following: Bold, Italic, Underline, Font color, Font size, Numbering, or Bullets. Here just goes the work of your creative mind and imagination.

Step 3. Preview the work done.
Select Preview to see how your form will look on a Computer or Mobile device. To test it out, answer the questions in Preview mode, and then choose Submit.

Sours: https://www.alphaservesp.com/blog/create-forms-in-confluence-with-embedded-microsoft-forms/

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Scaffolding - Creating a Dynamic Form

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