This is the documentation for ConfiForms Server/Data Center app
However, this might also work for ConfiForms cloud and in most cases it does. But please see this page to understand the differences between server and cloud versions of the ConfiForms app.
Although the ConfiForms plugin offers 12 different Confluence macros to ease form construction, it requires only 2 macros to define a simple form, and just 1 to display it anywhere in your Confluence installation. The ConfiForms macros can be quickly reviewed by Inserting a new macro (press shift + { and begin typing ConfiForms to select the ConfiForms Form macro quickly, or press ctl + shift + A in Edit mode in a Confluence page).
Getting started
Here are a couple key concepts for understanding ConfiForms:
- Forms are defined through two macros: "ConfiForms Form" and "ConfiForms Field Definition"
- The "ConfiForms Registration Control" macro both configures how the form should be displayed and enables the display. This macro enables displaying the form as a dialog, embedded in the page, or formatted using the layout defined.
- A form can have multiple "ConfiForms Registration Control" macros associated with it. This means you can show the form on different pages in different ways.
- Data stored by the form can be used on different pages (using the View macros). This allows you to control which fields are shown and how they are displayed. Fields can be configured by placing "ConfiForms Field" macros inside View macros.
These are the basic concepts you need to begin creating ConfiForms. When you have mastered these basics, there are many more useful features to expolore. The ConfiForms plugin supports many scenarios and has been carefully integrated with other systems in Confluence, providing many customization options.
Here the basic concepts and key terms needed to define a simple form. Explore our tutorials to learn more.
| Macro | Action | Concepts/usage |
| ConfiForms Form | Define | Define the form and its rules. |
| ConfiForms Field Definition | Define | Use inside the ConfiForms Form macro to define form fields, their types and behavior, restrictions and permissions. |
| ConfiForms Field Definition | Define | Use to define conditional fields and relations among fields (that is, ConfiForms Field Definitions). |
| ConfiForms Registration Control | Define View | Use to define a form's registration behavior. Each form should have at least one 'Registration Control'. This control can be placed inside the ConfiForms form or elsewhere on the page, and a form can have any number of registration controls. Forms can be embedded on Confluence pages or rendered as a modal dialog. |
| ConfiForms Edit Controls | Define View | This macro defines Edit behavior for the ConfiForms ListView and TableView. To enable editing of stored form data, place this macro inside the ConfiForms ListView or TableView macros. |
| ConfiForms TableView | View | Use this macro to visualize stored data as a table, with instant search, filtering, and data sorting/ordering. Add 'ConfiForms Field' macros inside TableView to define which fields should be shown. |
| ConfiForms ListView | View | This macro allows you to visualize stored form data in WYSIWYG view (also supports filtering and data sorting/ordering). Add 'ConfiForms Field' macros inside define which fields should be shown. |
| ConfiForms CardView | View | Use this macro to visualize stored form data as a vertical table (card) with instant search, filtering and data sorting/ordering. Add 'ConfiForms Field' macros inside to define what should be shown |
| ConfiForms Field | View | This macro defines a field for display within the ConfiForms TableView or ListView macros. |
| ConfiForms IFTTT | Define | Use this macro to define the integration rules for ConfiForms. For example, this macro can enable the form to send email notifications when a record is created, changed, or submitted. Notifications can be sent to other systems via HTTP, or they can create new pages using predefined templates with data entered on your forms. |
| ConfiForms TableView Merger | View | This macro aggregates and merges datasets from different ConfiForms forms (or just from selected fields in one form). You can calculate averages, totals, or perform other math operations on form data. The output of this macro is fully compatible with the Chart macro and these can be used together to create beautiful charts. |
| CSS Rules for ConfiForms Fields | View | This helper macro supports applying conditional CSS rules for ConfiForms fields based on their values. |
Simple form
Here are the steps to create a simple form with one text field; it's registration control is configured to show the form as a dialog.
We move through the steps in the screencast below.
- Start with creating a page in Confluence.
- While in the editor, press ctl + shift + A (together) and start typing form in the search field.
- Choose ConfiForms Form macro from the resulting list. This is the main container for the form which defines the form's properties and rules. There are several options for configuration, but use the defaults for this simple case.
- Click "Insert" and the macro will be inserted on the page.
- Go to the body of the ConfiForms Form macro and insert a ConfiForms Field Definition macro in the same way as you inserted the container itself (you can add many, but we are creating a form with just one field).
To find ConfiForms Field Definition macro quickly, while inside the ConfiForms Form macro body type "{" (again, without quotes) and start typing defini - it will auto-suggest you the ConfiForms Field Definition - Define the field as 'text' (the default) for this example. ConfiForms provides more than 30 field types for your forms. Remember, too, that the ConfiForms Form and ConfiForms Field Definition macros are always together: the ConfiForms Form macro defines the rules and properties of the form and the Field Definition macro(s) define the form's fields.
- The form is basically ready; but there is no "submit" button!
- To enable form submission, use the ConfiForms Registration Control macro. This macro controls how the form will be rendered. It can use the default (card) layout and render the form as a dialog or as an item embedded on the page. You can also customize a layout for the form by customizing the Registration Control macro body and placing ConfiForms Field macro(s) within it. For this example, we have choosen the default layout which will render the form as a pop-up dialog.
Here is a screencast
Overview
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