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The 

Frevvoproduct
 Confluence add-on is available for both Confluence v5.x and v6.x. See 
Frevvoproduct
 add-on installation for details.

Warning

You may notice:

  • The submissions view has a new look to allow the user to search submissions using fields in your form/flow. Confluence users will only see this view. The legacy submissions view is still available if you log directly into your
    Frevvoproduct
    Confluence tenant.
  • The submissions Export to Excel feature has been replaced by the Download Submissions to CSV feature which produces a csv file that can easily be opened in Excel.
Please begin using the redesigned submission view as soon as possible. The submissions
  • If you have not used the Export to Excel feature
, along with the legacy submissions view, will be removed in the next major
  • in the past, we recommend that you become familiar with the Download to CSV .
  • The legacy submissions view is still available if you log directly into your
    Frevvoproduct
    Confluence tenant. However, the Legacy Submissions view and the Export to Excel may be removed in a future release.
  • The Task List also has the capability to search for tasks by specifying fields in your form/flow as search criteria.
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On This Page:

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  1. Login to
    Frevvoproduct
     as the administrative user for the tenant that was created in Confluence.
  2. Click the Manage link at the top right of the page.
  3. On the page that is displayed, click the 'Manage Roles' link.
  4. Click the icon and in the form that is displayed,  type  Type in the desired role. Make sure that the role names match exactly (including case).

Form Submissions

Viewing Form Submissions

Form submissions can be viewed directly in your Confluence page. By default, the designer who created the form/flow can view/edit submissions. If you want non-designer users to have the ability to view/edit submissions, verify the following:

  • These Confluence users must belong to the groups assigned in the Form Designer Group and Form Editors Group fields on your plug-in configuration. 
  • Those users are assigned the view/edit permission in the Access Control list for the form/flow.

Adding Submissions to a Confluence Page

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Access Control

Users that belong to the Form Designers group have access to the Forms and Flow Designers from a Confluence page by clicking the Edit button. The designer also has the option to specify access permissions for by adding users/roles to the Access Control List for the following functions:

For Forms/Flows:

  • Who can use the form
  • Who can edit the form
  • Who can view submissions
  • Who can edit submissions

For Flows Only:

  • Who can view the Audit Trail
  • Who can administer the flow

Please refer to the Access Control topic for detailed information.

Info

The Who can edit the form/flow permission does not apply if you are running

Frevvoproduct
with Confluence. Confluence users share form/flow editing by specifying the Forms Editor group on the add-on configuration screen. Users who will be sharing the editing function must be assigned to the specified group.

Form Submissions

Viewing Form Submissions

Form submissions can be viewed directly in your Confluence page. By default, the designer who created the form/flow can view/edit submissions. If you want non-designer users to have the ability to view/edit submissions, verify the following:

  • These Confluence users must belong to the groups assigned in the Form Designer Group and Form Editors Group fields on your plug-in configuration. 
  • Those users are assigned the view/edit permission in the Access Control list for the form/flow.

Adding Submissions to a Confluence Page

To add Submissions to any page, select the Submissions menu item. This menu item is available only when the Confluence add-on is correctly installed and configured and you are logged in to Confluence as a user with the appropriate permissions.

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The submissions view will be added to your Confluence page. Submissions are displayed in a table view. Default columns and any fields in your form/flow that have been setup as Searchable Fields display as columns in the table. Columns can be hidden from the table view. Submissions can be searched by form fields. For example, if you are looking for a Vacation Request from employee David Russel can be located by specifying the Name field in the form/flow and entering the text "David Russell" in the value column  in the Submissions Filter section of the screen. Double click on any submission to view all of the data.
Please refer to Viewing Form Submissions in the
Frevvoproduct
 documentation for a full description of all the features.

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Downloading Form Submissions to a CSV file

Warning

The submissions Export to Excel feature has been replaced by the Download Submissions to CSV feature. Logging directly into your Live Forms Confluence tenant will provide access to the legacy Export to Excel feature if it is needed. Please begin using the redesigned submission view as soon as possible.

Click the Download button above the graph to download the submissions csv file.

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Open the csv file in Excel. .

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Refer to Viewing Submissions in Excel for information about the legacy Export to Excel feature and to the Download Submissions to CSV file feature topic to review the details about the csv download.

Live Forms Task List

It is very easy to add the Task List to a Confluence page. This page will display the task list of the currently logged in user.

  1. Create a new page Confluence by clicking the Add Page button for Confluence v4.0 - 4.2. To add a page in Confluence v5.1, click Create Child Page on the Space sidebar..
  2. Select Add Tasks from the Tool menu.
  3. Your task list is displayed on the page.

Searching for Tasks

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form/flow that have been setup as Searchable Fields display as columns in the table. Columns can be hidden from the table view. Submissions can be searched by form fields. For example, if you are looking for a Vacation Request from employee David Russel it can be located by specifying the Name field in the form/flow and entering the text "David Russell" in the value column  in the Submissions Filter section of the screen. Double click on any submission to view all of the data.
Please refer to Viewing Form Submissions in the
Frevvoproduct
 documentation for a full description of all the features.

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Downloading Form Submissions to a CSV file

Warning

However, the Legacy Submissions view and the Export to Excel may be removed in a future release.

Click the Download button above the graph to download the submissions csv file.

Image Added

Open the csv file in Excel. .

Image Added

Refer to Viewing Submissions in Excel for information about the legacy Export to Excel feature and to the Download Submissions to CSV file feature topic to review the details about the csv download.

Live Forms Task List

It is very easy to add the Task List to a Confluence page. This page will display the task list of the currently logged in user.

  1. Create a new page Confluence by clicking the Add Page button for Confluence v4.0 - 4.2. To add a page in Confluence v5.1, click Create Child Page on the Space sidebar.
  2. Select Add Tasks to the page.
  3. Your task list is displayed on the page.

Using the Task List

Please refer to the general task list documentation for details on using the task list.

Info

The Quick View feature can be configured in the

Frevvoproduct
designer but the icon will not display when the Task List is added to a Confluence page. This may be enabled in a future release.

Searching for Tasks

Tasks can be searched by fields from your forms/flows that have been set up as Searchable Fields. For example, if you are looking for a Vacation Request from employee William Reynolds, simply select the Name field from the Fields dropdown and enter the text "William Reynolds" in the value column of the Filter Form/Flow by data table.

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Please refer to Searching the Task List in the

Frevvoproduct
 documentation for a full description of the feature.

Creating Workflows

Add a Flow

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Using and Submitting Flows

Where does the flow data go when the user clicks the Finish button? Please refer to Document Action Wizards in the

Frevvoproduct
 documentation.

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Where does the flow data go when the user clicks the Finish button? Please refer to Form Action Wizards in the

Frevvoproduct
 documentation.

Some Wizards (Create/Update Confluence Page Wizard and the Merge to Confluence Page Wizard) are only applicable to and visible from Confluence. These are wizards to Create/Update Confluence pages and to Merge form data into a Confluence page.

Using the Task List

Please refer to the general task list documentation for details on using the task list.

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Frevvoproduct

...

to Document Action Wizards in the

Frevvoproduct
 documentation.

What does the user see when they click the Finish button? Please refer to Form Action Wizards in the

Frevvoproduct
 documentation.

Some Wizards (Create/Update Confluence Page Wizard and the Merge to Confluence Page Wizard) are only applicable to and visible from Confluence. These are wizards to Create/Update Confluence pages and to Merge form data into a Confluence page.

Usage Scenarios

The menu items you see and the actions you can perform depend upon the logged in Confluence user's permissions. Some scenarios are outlined below.

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  1. Create a new page (say, Test Tasks) in Confluence by clicking the Add Page button for Confluence v4.0 - 4.2. To add a page in Confluence v5.1, click Create Child Page on the Space sidebar..
  2. Add Tasks as described above.
  3. Your task list is displayed on the page.

Note

 This page will display the task list of the currently logged in user. If you login as a different user and access this Confluence page, you will see the task list for that user.

...

  1. On any Confluence page, where you have permission to Edit the page, you may see only the Add Tasks link under the Add Menu for Confluence v4.0 - 4.2 .  They are located on or the Tools Menu in Confluence v5.1. Users who do not belong to the Form Designers group cannot design forms. If you see the menu items and click on the wrong ones, you will get an error message.

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