Get Started Guides

Explore Get Started Guides in Forms for Confluence Data Center.

Welcome to Forms for Confluence. This guide will help you create your first form, survey, or poll on a Confluence page.

If you're new to the app, it helps to remember that every form has two parts:

The front end, where you design your questions.
The back end, where results are stored and managed.

In this section, we'll focus on building the front end of a form and linking it to a results store automatically.

To create your first form:

Click Create from Template (...).
Select Forms for Confluence from the list.
Select a template or empty formthen click Next.
Note: Creating a form from a template is only available for Space / Global Admins, because it requires the creation of a Form ID.
Enter a Page Title for your form.
Enter a Form ID — this is the unique identifier that ties responses to the results store.
Click Create.
Confluence will automatically generate both the form page (front end) and the linked results (back end).

Start with a Template or an Empty Form

When creating a form, you can either:

Use a template with pre-configured questions (e.g., Contact Request, Event Survey).
Start with an empty form to build everything yourself.

If you select the empty form, you'll see a single Forms macro placeholder. This acts as the container for all the field macros you'll add.

Templates include several macros by default, which you can customize, remove, or replace.

Add Questions with Macros

Every question in a form is created using an input field macro. For example:

Use Textarea for open-ended responses.
Use Radio Button Group or Dropdown List for multiple-choice questions.
Use Star Rating for quick feedback scores.
Use Conditional Field if you want questions to appear based on previous answers.

Save and Test Your Form

Once you've added your macros, click Save on the page. Your form is now ready to be tested.

It's a good practice to submit a few test responses before sharing the form more widely. Testing ensures that your fields are capturing the right data and that your results appear in the correct place.

Keep Track of Your Forms

When you create your first form, a new page called "Forms for Confluence" will also be added to your space. This page acts as a central hub, letting you:

See all existing forms in the space.
Create new forms (each will be added as a child page).

This helps you keep everything organized in one place.

Next Steps

Once you're comfortable creating a form, the next guides will show you how to:

Add a form to an existing page
Interpret results
Automate workflows with email or Jira.

Get Started Guides

Create a Form from the Create Page Menu

Start with a Template or an Empty Form

Add Questions with Macros

Save and Test Your Form

Keep Track of Your Forms

Next Steps