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This is the documentation for ConfiForms Server/Data Center app

However, this might also work for ConfiForms cloud and in most cases it does. But please see this page to understand the differences between server and cloud versions of the ConfiForms app.


In this tutorial we will create a simple form for keeping an online database of our office books, in other words, a bookshelf.

Once the form has been defined, it can be used on different pages and with different layouts, including:

  • a modal dialog activated by other macros
  • embedded in a page
  • embedded a page with a custom layout

 

If you are new to ConfiForms, please take a few minutes to read the Basic concepts Guide, or go through the video tutorial on that page.  (smile)

 

Here'a an overview screencast for creating a basic form:

  1. Start by creating a Confluence page and adding the ConfiForms Form macro: In edit mode, click in the page,
      drop down the + item in the menu bar and select "Other Macros"; search for 'Form'; click on ConfiForms Form item
  2. This presents the ConfiForms Form configuration window, like so:



    Do not change anything here: just provide the name for your form.

  3. To ConfiForms Form macro body add the following fields (using the ConfiForms Field Definition macros)
    1. Text field for book name
    2. Textarea field for storing the book introduction
    3. File type field to store the picture of the book
    4. Dynamic dropdown field to store author's name
  4. Then place a ConfiForms Registration Control macro on the same page, it could be inside the ConfiForms Form macro (macro body) or outside (in this case you will need to set the "Form name" parameter)
  5. When the defaults are used for ConfiForms Registration Control macro the form is shown as a dialog and the layout for form fields is compiled automatically.
  6. By using the the "Embedded or Dialog?" parameter in ConfiForms Registration Control macro you can change the form to be displayed either as dialog or as embedded to the page.
  7. When standard form layout does not fit your requirements there is an option to have your own.
  8. This is done also, through ConfiForms Registration Control macro and using this macro's body. You can use any layout you want, placing rich content, basically everything what Confluence editor allows you to do. Important thing is that you must have ConfiForms Field macro(s) which correspond to your ConfiForms Field Definition macros (have the same field name(s) as your field definitions)


    This tutorial does not cover the configuration of Dynamic dropdown fields, for more details on a subject please have a look at http://www.confiforms.com/cfweb/howto/forms-like-databases#content
    This explains the configuration of Smart dropdown fields, dynamic dropdowns are almost the same, but have own, predefined static lists of choices and allow new entries to be entered (not only selected)

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