Welcome to Forms for Confluence Cloud

Forms for Confluence Cloud is a powerful work tool that streamlines communication practices in Confluence Cloud. Forms can be created and customized to run a survey, gather feedback, or collect requirements for a new project. Responses to a form are saved directly in Confluence and may be exported if the information needs to be shared further.


Use Forms for Confluence Cloud to discover how you can quickly and easily build forms to help drive your business processes, improve communication across your organization, and even help improve the quality of your products and services!

Quickly and easily set up a form

Forms for Confluence makes it quick and easy to publish custom forms, surveys, and polls with options like text boxes, radio buttons, and checkboxes. You can also add validation to form input to enhance the quality of the data submitted.

Look at our Creating Forms page to learn how to add a form to a page.

Interpret the results

Once you've set your form up and sent it out to your respondents, you'll want to interpret and manage the results.

Consult our documentations' Viewing Form Data section to learn more about the Responses Table View and discover what you can do with form responses.


Forms for Confluence Cloud features include:

  • Customizable forms

  • Input validation

  • Internal response database

  • Space level administration

  • Customizable response templates

  • Seamless integration with Atlassian UI.

With this app, you and your team can:

  • Add a fillable form inside your page

  • Store responses securely inside Confluence.

  • Export form data to your preferred formats, such as CSV, JSON, or XML, for data analysis.

  • Manage forms and user permissions to ensure data privacy.


Key concepts defined

ConceptDefinition
Form ID

A Form ID is how entry data is organized and stored in Forms for Confluence Cloud. Each Form ID includes assigning a unique name, a Form Description, and Form Data Access Permission.

A new Form ID must be created each time you collect a new data set. However, an existing Form ID can be used multiple times to collect data over time. For instance, you can configure a single support form and publish it on multiple pages so that your team members can submit requests for help anytime.

Provide a descriptive or meaningful Form ID Name so that users can effectively search for a Form Configuration for their needs. This also helps users quickly decide if they can reuse an existing configuration or require a new one.

Functionally, a Form ID is equivalent to:

  • An individual form name: To add a form on a Confluence page, you’ll have to refer to an existing Form ID. This Form ID is a unique name for individual forms within a space.

  • A corresponding form database:  Form data is only accessible by Confluence admins and Space admins from the Form Configuration console. If your users need to review the form submissions, they can add the Responses Table View.

Every Form Configuration has a unique Form ID assigned to it.


Popular use case

To collect internal support requests for a project, create a Form ID called Project Request. You can then add the Project Request form to all relevant pages to build the form. You’ll also have a single database associated with the Project Request form where all user requests are sent to, no matter where users submit their responses.

Note that these forms would only be accessible in the Confluence space where they were created.

Questions

A core principle of the Forms for Confluence app is the use of question fields.

Questions are input types and fields that you can use to construct a form. They must be added inside Forms for Confluence, which works as a container.

For the complete list of available fields, please visit our Creating Forms documentation.

Responses Table ViewThe Responses Table View is used when you want your users or admins to view inbox responses on a page. It lets you quickly set up a table containing all the responses from a specific Form ID, with permissions to allow access to admins or all users.

Administration

 Learn about administrative functions

Site Administrations members can access and manage Forms for Confluence from the Confluence Administration Console in the Manage apps section.

Space Administrators can:

  • Create, edit, and delete forms within the space
  • View, delete and restore archived responses
  • Grant permission for users to access form responses.

Forms for Confluence Cloud configuration is managed at the space level only. The configuration cannot be managed at the site level.

Configuration

Add a new Form ID

As introduced above, configuring a form involves adding a Form ID, with a Form Description, and Form Data Access Permission

Follow these steps to add a Form ID from the Administration screen:

  1. Navigate to the space sidebar and click Forms for Confluence to open the Forms administration console.

  2. Click Create Form ID.

  3. Enter a unique name for your form in the Form ID field. 

  4. Set the Form Data Access Permission option to allow or restrict non-admin users to view the form responses.

    Note that permitting to view responses does not give administrative rights to non-admin users to configure forms. Non-administrative users will only be allowed to generate collected submissions using the Responses Table View.

Manage permissions

When you add or remove admins within the Confluence space, you'll need to sync the changes with Forms Configuration access. This step ensures that new admins can perform administrative functions on Forms for Confluence. 

The sync banner will be triggered as soon as the admin permission changes.

Visit our Enable Form Submissions page or Form ID Administration section for more.

Team members

 Learn about using Forms for Confluence Cloud

Confluence Cloud users

If you're already familiar with the Confluence editor, you'll find working with Forms for Confluence just as easy. Learn the steps to embed Forms for Confluence on your page below. 

New to Confluence? Here's everything you need to master Confluence: Confluence Product Guide.

Embed Forms for Confluence on a page

Do you need to collect user input on your content or gather information to work on a new project? Creating a simple form inside Confluence helps streamline the data collection workflow.

You'll need to determine which Form ID is available within the Confluence space you’re working on.

At the moment, only Space Admins can create and configure Form IDs for data collection.

Each Form ID is a unique database containing all collected responses for that form. If you need to collect a new set of data, make sure to ask your admin to create a new Form ID for you.

Once you've identified your Form ID, follow the step-by-step guide below to embed a form on a Confluence Cloud page:

  1. Click into the body of the page and type /Forms.
  2. Click Forms for Confluence.
  3. The Form Builder opens.
  4. Click the Form ID field, type in the relevant form id, or select it from the dropdown list.
  5. Optionally, make selections for showing the form id, displaying a border, and changing the submit button text.
  6. Now the form is functional and ready to be built.
  7. Click Save to preview your form as placeholders in Confluence Edit mode.
    Use the Preview or Publish to see the final result.

Reach out

To learn more about installation, compatibility, and pricing options, please visit the Forms for Confluence Cloud page in the Atlassian Marketplace. You can also read user reviews and discover other popular Adaptavist apps for Confluence and Jira. 

Contact us for any other queries, submit a support request, or see more options on our Support page.