ConfiForms is very flexible about how you present your data. In this tutorial you will learn how to use IFTTT macro to create a simple employee checklist. How to configure inline edit method for your newly created checklist, how to make sure the checklist is secure and visible/editable by an employee and how to see the data in an aggregated way |
Let's start with a form configuration. In our example it will have only 4 checklist items and one field to store employee username. All the checklist items are of checkbox field type.
Here is how the form looks like in Confluence editor:
The fields for checklist items are with names q1, q2, q3, q4
And in the view mode the form looks like this:
The form uses standard UI and might not looks as good as you expect.
But it is not important for us and here is why:
So, we need to make some changes to have the checklist look much more beautiful with totally custom L&F
We will achieve this using IFTTT macro which will create a new page with our own, very custom layout and will present checklist items for the employee with explanatory texts and details
Let's add an IFTTT macro to create a page. The macro need to be place inside ConfiForms Form macro and should be hooked up to "On created" event
We create a page with a page title which will be combined with "Checklist for " and the name of the user who's checklist it is. See that user object (employee field) is a complex object and we ask for sub property
[entry.employee.username] |
See more details inĀ Documentation
When the IFTTT macro is added we need to continue with configuring it's macro body
So, we add ConfiForms Field macros and add some details/layout we need
When a new record is created by administrator
A new page with a checklist get's created:
And this is how the it looks like when the "Edit" button is clicked
The complete storage format for the solution is listed below:
<ac:structured-macro ac:macro-id="817b40e0-2d54-4bc0-ad63-76e5e4e755d6" ac:name="confiform" ac:schema-version="1"> <ac:parameter ac:name="formName">chklists</ac:parameter> <ac:parameter ac:name="registrationFormTitle">Checklist</ac:parameter> <ac:rich-text-body> <p> <ac:structured-macro ac:macro-id="6d09de0d-2ef9-4d64-ad38-464dc23bc1b2" ac:name="confiform-field-definition" ac:schema-version="1"> <ac:parameter ac:name="fieldName">employee</ac:parameter> <ac:parameter ac:name="fieldLabel">Employee</ac:parameter> <ac:parameter ac:name="type">user</ac:parameter> </ac:structured-macro> </p> <p> <ac:structured-macro ac:macro-id="adeefe2f-f1cc-4fd3-a241-20e2a2e36e7a" ac:name="confiform-field-definition" ac:schema-version="1"> <ac:parameter ac:name="fieldName">q1</ac:parameter> <ac:parameter ac:name="fieldLabel">Find</ac:parameter> <ac:parameter ac:name="type">checkbox</ac:parameter> </ac:structured-macro> </p> <p> <ac:structured-macro ac:macro-id="8989bdb6-861b-48c2-a256-50f353274635" ac:name="confiform-field-definition" ac:schema-version="1"> <ac:parameter ac:name="fieldName">q2</ac:parameter> <ac:parameter ac:name="fieldLabel">Evaluate</ac:parameter> <ac:parameter ac:name="type">checkbox</ac:parameter> </ac:structured-macro> </p> <p> <ac:structured-macro ac:macro-id="ef20ef3d-6eb8-45ad-97fb-72105d463572" ac:name="confiform-field-definition" ac:schema-version="1"> <ac:parameter ac:name="fieldName">q3</ac:parameter> <ac:parameter ac:name="fieldLabel">Purchase</ac:parameter> <ac:parameter ac:name="type">checkbox</ac:parameter> </ac:structured-macro> </p> <p> <ac:structured-macro ac:macro-id="c5b3a392-05bd-43ab-9401-5cf6c6e3f055" ac:name="confiform-field-definition" ac:schema-version="1"> <ac:parameter ac:name="fieldName">q4</ac:parameter> <ac:parameter ac:name="fieldLabel">Review</ac:parameter> <ac:parameter ac:name="type">checkbox</ac:parameter> </ac:structured-macro> <ac:structured-macro ac:macro-id="49e83c80-8fca-4315-a97c-bfd1e09967cb" ac:name="confiform-entry-register" ac:schema-version="1"> <ac:parameter ac:name="registrationButtonLabel">Create</ac:parameter> <ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter> <ac:rich-text-body> <p> </p> </ac:rich-text-body> </ac:structured-macro> </p> <ac:structured-macro ac:macro-id="1318d873-b455-4c7c-b2a8-d529203440b6" ac:name="confiform-ifttt" ac:schema-version="1"> <ac:parameter ac:name="action">Create Page</ac:parameter> <ac:parameter ac:name="event">onCreated</ac:parameter> <ac:parameter ac:name="title">Checklist for [entry.employee.username]</ac:parameter> <ac:parameter ac:name="who">[entry.employee.username], [modifier]</ac:parameter> <ac:rich-text-body> <p>Hi [entry.employee.fullName]</p> <p>Please follow the details on this checklist to complete your job task</p> <ol> <li>Find ConfiForms plugin on the marketplace. Done? <strong> <ac:structured-macro ac:macro-id="ce957133-c08c-49e7-9c4e-ece20c323ce1" ac:name="confiform-field" ac:schema-version="1"> <ac:parameter ac:name="fieldName">q1</ac:parameter> </ac:structured-macro> </strong> </li> <li>Evaluate ConfiForms plugin. Done? <strong> <ac:structured-macro ac:macro-id="dbdcccf7-5465-46de-ba00-b9a32d12d088" ac:name="confiform-field" ac:schema-version="1"> <ac:parameter ac:name="fieldName">q2</ac:parameter> </ac:structured-macro> </strong> </li> <li>Purchase the license. Done? <strong> <ac:structured-macro ac:macro-id="b58edbd6-93c5-4481-9d00-b6757151420c" ac:name="confiform-field" ac:schema-version="1"> <ac:parameter ac:name="fieldName">q3</ac:parameter> </ac:structured-macro> </strong> </li> <li>Write a review. Done? <strong> <ac:structured-macro ac:macro-id="2f0c9ae7-f42f-44fd-88c8-7874c833ed3c" ac:name="confiform-field" ac:schema-version="1"> <ac:parameter ac:name="fieldName">q4</ac:parameter> </ac:structured-macro> </strong> </li> </ol> <p> <ac:structured-macro ac:macro-id="df24d85a-ef95-4044-8bb6-fddac29bbab7" ac:name="confiform-entry-edit" ac:schema-version="1"> <ac:parameter ac:name="inline">true</ac:parameter> <ac:parameter ac:name="showBoth">false</ac:parameter> </ac:structured-macro> </p> <p>Thanks for collaboration!</p> <p>if you need some help, please as ConfiForms support team at <a href="mailto:vertuna@vertuna.com">vertuna@vertuna.com</a> </p> <ac:structured-macro ac:macro-id="332039c7-4f61-4070-977d-41fe8523500f" ac:name="info" ac:schema-version="1"> <ac:rich-text-body> <p>Please note that step 4 is not compulsory, but we appreciate if you complete it as well. Thanks!</p> </ac:rich-text-body> </ac:structured-macro> </ac:rich-text-body> </ac:structured-macro> </ac:rich-text-body> </ac:structured-macro> |
Advanced details:
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