Introduction

If you're new to Forms for Confluence, we suggest starting with creating a form on a new page.

Forms for Confluence gives you the flexibility to add forms to existing Confluence pages, enabling you to gather feedback on important work without navigating away to another page or app.

To do this, you'll need to set up your Form Configuration (Form ID) before you set up your Form, this will allow you to map your new questions to your existing page. 

  • Due to the sensitivity of form results and impact of configuration options, you will need to have Space or Confluence Admin level permission to create or customise form configurations.
  • If you don't have these permissions and want to use Forms for Confluence to set up a form on an existing page, please contact your space admin or a Confluence admin.

Setting Up and Customizing your Form Configuration

To add a new Form Configuration:

As a Space Admin

  1. Navigate to the Forms for Confluence tab in the Space Tools menu, here you'll see all form configurations in the space. 
  2. Navigate to and select the Create New Form Configuration option, below all of the form configuration results.


  3. Add a new Form ID name and configure the options relevant to your new form (to find out more about these options please look at the documentation).

  4. Once you Save this configuration, you'll be able to use it for your new form.

As a Confluence Admin

  1. Navigate to the Forms for Confluence tab in the Confluence Administration menu, here you'll see all form configurations across Confluence spaces. 
  2. Navigate to and select the Create New Form Configuration option below all of the configuration results. 
  3. Add a new Form ID name and configure the options relevant to your new form (to find out more about these options please look at the documentation).
  4. As a Confluence admin, you'll be able to set up where the form responses go, options include: 
    1. Confluence DB
    2. Email Server/Relay
    3. Jira
  5. Once you Save this configuration, you or your Confluence users will be able to use it for your new form.

Linking the Form Configuration with a new Form

Once you've configured the form/Form ID the next step is linking it to a new form on your existing page.

  1. On your existing page, in Edit mode, add the form macro
  2. Double click on the form macro to open the Options
  3. Once there, add your recently created Form ID name
  4. Click Save

Once you've done this, your form will be linked to your Form ID and you can add your questions to the form. 

To find out how to set up questions on your form using macros, please take a look at the Matching macros with questions section in the Creating a Form on a New Page Guide.