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ConfiForms strategy

Rachel Bedi

I'm new(ish) to working with ConfiForms and currently have a project intake form in place which allows users to submit a request to engage my team in a project. This form captures data associated with the ask and project.

What I would like to do now, is build out a form which my team can utilize to "respond" to the submission if necessary, in order to gather additional information etc, this way communication regarding the submission is tracked and documented in Confluence vs externally through email.

I know ConfiForms has a significant amount of capability to manage this ask, I'm just unsure of where to start with strategy and design. I am slightly limited in the use of some functionality as I am not a Confluence admin, so do have reduced permissions if that's helpful.

Has anyone else done something similar and can provide experience/suggestions?

Accepted answers

Alex Medved _ConfiForms_

How should the team respond to the submission? By updating it?

Might be a good idea to create a page (ConfiForms can do that easily) for each submission and then people can collaborate on that page, in comments or updating the fields in the "submission" (record)

All comments

Alex Medved _ConfiForms_

How should the team respond to the submission? By updating it?

Might be a good idea to create a page (ConfiForms can do that easily) for each submission and then people can collaborate on that page, in comments or updating the fields in the "submission" (record)

Rachel Bedi

Hey Alex - thanks again for such a quick response. Ideally what I would LOVE to do is:

I currently have a table view of inputs from the form I've been building. I would love to be able to build a button that "lives" next to each record in the table. The hope would be that this button would open an email response that my team could use to respond to the original submitter, including the record ID of the submission in the subject line and have the ability to schedule a meeting.

I'd like to be able to capture scheduled meetings and record the fact that a response has been sent to the original submitter acknowledging that we've received the submission and have scheduled a follow up meeting if necessary.

I know this is likely a fairly complicated ask but if I could just get some general direction on strategy I can run with it.

Thanks again so much! (side note I'll be posting a question about the cfAddRequired/makeRequired function separately as I've been wracking my brain and haven't been able to get it to function.)

Alex Medved _ConfiForms_

You can have a TableView with an Edit Controls macro which has a custom layout - basically where you just add a ConfiForms Field (let's say you have a text area field definition for that)

Something like this video may be (as always with ConfiForms it is just one of the many approaches you can have)

You can track who gave the feedback automatically as well, if that's desired and add notifications when the feedback has been added and so on...

And of course, if you want to collect a feedback from multiple users then this needs to be redesigned

Alex

Rachel Bedi

Thank you Alex - this is a great start! I also found some ICS documentation to send calendar invites via ConfiForms - I just had one question with this - it would still require checking schedules of any participants manually in outlook in order to ensure the date that is set via the form and embedded in the ICS, is a date and time that does not conflict. Is that correct?

Essentially I would use your video above to generate the feedback that would be tied to a record and have an IFTTT rule to send an ICS file with a calendar invite, but trying to avoid duplicative work (checking schedules in outlook before submitting the feedback that sends the invite)

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