What is ConfiForms and how to start with it
Asked by Alex Medved _ConfiForms_:

This is a placeholder question/answer for [ConfiForms add-on for Confluence](https://marketplace.atlassian.com/plugins/com.vertuna.confluence.plugins.confiforms/server/overview) on Atlassian Answers

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ConfiForms helps you to create custom data entry forms and workflows in Confluence.

Easiest and fastest way to start with it is to watch this video: <http://wiki.vertuna.com/display/CONFIFORMS/Creating+a+simple+form>

Also, this page helps to understand the basic concept used in ConfiForms - separation of form definitions from data presentations. And shows multiple ways how you can show the stored data to your users: <http://wiki.vertuna.com/display/CONFIFORMS/Multiple+ways+to+show+your+form+data>

Update 7.11.2019 - we have launched a new website for ConfiForms app at <https://confiforms.com> (lots of tutorials grouped by themes)

Welcome!

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Answers:
author: Yevhen Rohovets
body: [@Alex Medved _ConfiForms_](/t5/user/viewprofilepage/user-id/781630) Hi, can we take data from the Jira fields in task or Epic and insert it into Confluence page in table?

comments: author: Alex Medved _ConfiForms_
body: Hi

You need to have a form that has a Jira field and store the issue key into it.

Then you can access almost any field this Jira issue has and show it in a view.

Good tutorial on this can be found [here: https://wiki.vertuna.com/display/CONFIFORMS/Accessing+Jira+issue+fields+directly+from+ConfiForms+using+Jira+issue+field](https://wiki.vertuna.com/display/CONFIFORMS/Accessing+Jira+issue+fields+directly+from+ConfiForms+using+Jira+issue+field)


author: Tamara Madrid
body: Hi Alex! I have a question, when will you add new functionalities to the cloud version? Currently it is not possible to handle workflows in cloud version but server version yes, then I would like to know when you will complete the cloud version?  

Thanks!

comments: author: Alex Medved _ConfiForms_
body: ConfiForms for Confluence cloud already supports workflows - true that there is a limited set of integrations currently possible

See ConfiForms IFTTT Rules macro differences here <https://wiki.vertuna.com/pages/viewpage.action?pageId=52626693>

We are constantly improving ConfiForms for cloud and you can see what is planned to be implemented on the mentioned page as well

What in particular is missing in your opinion? So, we can (re)prioritise or work...


author: Wade Hephner
body: Hello, is it possible to connect Confiforms to Jira Service Desk? I would like to be able to use Service Desk as an intake for my forms.

thanks,

-wade

comments: author: Alex Medved _ConfiForms_
body: Hi

When you say connect to Jira Service Desk - what does it actually mean?

Are you asking if it is possible to create a form with ConfiForms that will create an issue in the Jira Service Desk? Then yes, you can setup a form to talk to your JSD and that is achievable via REST APIs your Jira Service Desk has.

Alex


author: Wade Hephner
body: Hi Alex, thanks for your reply, that is good to know. I was wondering if it could happen the other way around. Could i send users to my service desk to fill out a form that would populate to confiforms in confluence instead of creating a jira issue?

-wade


author: Alex Medved _ConfiForms_
body: This use case is not what ConfiForms is designed for. You need to check the JSD functionality and the automation they offer. Maybe it's possible to call a ConfiForms REST API from JSD on submit. I dont know, sorry


author: Wade Hephner
body: Hi Alex, no worries.

I think i can just create link in service desk that goes to a specific confiform and that will take care of my issue.

thanks for your time

-wade


author: SP
body: [@Alex Medved _ConfiForms_](/t5/user/viewprofilepage/user-id/781630) is there any plan to add plugins for microsoft teams ?

comments: author: Alex Medved _ConfiForms_
body: Can you elaborate? What plugin are you looking for?


author: SP
body: Am looking to create teams meeting through confiform


author: Alex Medved _ConfiForms_
body: ConfiForms has a way to call any web-api, as long there is one - <https://wiki.vertuna.com/display/CONFIFORMS/Configuring+ConfiForms+IFTTT+actions#ConfiguringConfiFormsIFTTTactions-WebServiceRequest>

So, this means - if teams have the APIs to create a meeting then this should be doable with ConfiForms


author: Sally Diab
body: Hello, I have installed the confiform app but cannot find it in Confluence when I want to add in in a confluence page. I am sure I am missing something here...pls help.

comments: author: Alex Medved _ConfiForms_
body: Are you using Confluence server or cloud? Make sure the app is enabled (for server) and you have active subscription (for cloud)

Look for the macros which start with confi


author: Sally Diab
body: Its working now Thanks. I think I just needed to give it time to appear.


author: Ansar Rezaei
body: Hi [@Alex Medved _ConfiForms_](/t5/user/viewprofilepage/user-id/781630)

It' really a nice plugin. I have a feature request if possible.  
When I use Calendar View and double click on a date, my date picker field on form get that specific date as default value. Is it possible now?

comments: author: Ansar Rezaei
body: [@Alex Medved _ConfiForms_](/t5/user/viewprofilepage/user-id/781630)

Could you help me about using this functionality:  
<https://wiki.vertuna.com/display/TEST/using+inline+mode+individual+edits+with+Using+permissions+to+restrict+edit+of+certain+fields+to+certain+user+groups>  

I need to restrict editing to confluence-administrators users and I use this in hide control of edit macro:  
confluence-administrators.securityGroupHas():false  

but it dosen't work.


author: Alex Medved _ConfiForms_
body: Thank you fo your feature request, we will look into extending the CalendarView to implement this functionality.

As for your second question - the correct expression filter would be

```
_user.userInSecurityGroup(confluence-administrators):true
```


author: Ansar Rezaei
body: Hi Alex  

Thanks for your fast responce.

This doesn't work for me.  
I need to restrict edit control to current user if

1- his/her name picked in a single user picker

or

2- belong to confluence-administrator group.

I use this expression

* !myuserpickerfieldname:\[entry._user\] OR _user.userInSecurityGroup(confluence-administrators):true

in **Hide controls when stored data (for given record) matches this criteria**field

and this

* myuserpickerfieldname:\[entry._user\] OR _user.userInSecurityGroup(confluence-administrators):true

in **Visible only to groups/users** field in 'Edit Controls for ConfiForms' Macro and no one work.

Could you correct my expression?


author: Alex Medved _ConfiForms_
body: The requirements you put should be implemented differently. As you are missing one core concept in ConfiForms - record ownership.

Each record in ConfiForms has a metadata field called "ownedBy" to hold the owner of the record. See [ConfiForms Documentation](https://wiki.vertuna.com/display/CONFIFORMS/Documentation)

You shall have this field updated with ConfiForms IFTTT on create/ on update events with the value from your "myuserpickerfieldname" field

This will ensure the record is only editable by this person

Additionally, you need to set restrictions on the page with ConfiForms to be editable only by your "confluence-administrators" group

This way, you will ensure who are the form administrators and form administrators could edit any record within the form

See also [Confluence page permissions and ConfiForms](https://wiki.vertuna.com/display/CONFIFORMS/Confluence+page+permissions+and+ConfiForms)


author: Ansar Rezaei
body: [@Alex Medved _ConfiForms_](/t5/user/viewprofilepage/user-id/781630)Thank you so much.

Could you see and answer this question?  
<https://community.atlassian.com/t5/Confluence-questions/dynamic-Header-in-Webservice-Confiform-ifttt-macro/qaq-p/845995#M113769>


author: Alex Medved _ConfiForms_
body: An article about ConfiForms on Atlassian blogs - [6 simple HR forms you can use in Confluence](https://www.atlassian.com/blog/hr-teams/6-hr-forms-examples-confluence "On how to use ConfiForms to build forms for HR and your employee onboarding")

And this is just one area where you can use ConfiForms. The possibilities are really endless, you can build your very own dynamic forms for any business purpose you may have.

Give it a try, available on Atlassian marketplace, <https://marketplace.atlassian.com/plugins/com.vertuna.confluence.plugins.confiforms/server/overview>


author: Terie Grant
body: Is this a free plugin for Confluence?

comments: author: Alex Medved _ConfiForms_
body: Hi, plugin is free for Open Source and Non Profit orgsFor commercial use it is a paid plugin, Take a look at Marketplace listing <https://marketplace.atlassian.com/plugins/com.vertuna.confluence.plugins.confiforms/server/overview>


Tags: addon-com.vertuna.confluence.plugins.confiforms

confiforms

confluence-cloud

forms