Creating Forms

Forms for Confluence helps you build forms directly in Confluence that have the power to transform Confluence for your organization.

Read the instructions below to learn how to add Forms for Confluence to a page. Once Forms for Confluence, validated with a Form ID, is added to a page, question fields can be inserted to create a custom form.

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Create a form

How to create a form using Forms for Confluence on the desired page:

  1. Edit the page in Confluence to which you want to add a form.

  2. Add the Forms for Confluence to the page.
    The Form Builder opens.

  3. Add the Form ID for where submissions will be sent.
    Type in or select your Form ID from the dropdown option in the Form ID field.

  4. Select from other administrative options on the right-hand side.

  5. Build your form by adding fields using the Add question button. 

  6. Click Save to preview your form as placeholders in Confluence Edit mode.
    Use the Preview option to see how your form will appear on published pages.

  7. Save the Confluence page.


Add a field

To add a field after you've added Forms for Confluence to a page:

  1. Click the Edit option on the page.
  2. Click Forms for Confluence and select Edit.
  3. The Edit window opens.
    Use the Add question button and select your desired field.

  4. Fill in the field options as desired and click Save to return to the Confluence page.

Edit a field

To edit a field after it's been added to Forms for Confluence on a page:

  1. Click the Edit option on the page.
  2. Click Forms for Confluence and select Edit.

  3. The Edit window opens. Click the desired field to see and make changes to a configuration.

  4. Fill in the field options as desired and click Save to return to the Confluence page.

Delete a field

To delete a field after it's been added to Forms for Confluence on a page:

  1. Click the Edit option on the page.
  2. Click Forms for Confluence and select Edit.

  3. The Edit window opens. Click the desired field to see the delete option.
  4. Click Delete.

  5. Click Save to return to the Confluence page.

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