Can Page A’s button create Template A, then a button in it to create child Template B?

daniels_liecis

Hi there! Is the following possible with smart button and if yes, how:

1. We go into a specific space "Space A"
2. We have a folder called "Folder A"
3. In which we have a page called: "Page A"
4. In the page "Page A", there is a smart button to create a template: "Template A"
5. Then when template "Template A" is filled out, is the following possible:

Can we automatically in created "Template A" live document have another smart button, that will create a "Template B" under the "Template A" document? As practically when Template B is created, we can't set it under Template A automatically, as it doesn't exist yet (?).

I would highly appreciate any support on the idea, thank you very much

Liz Tanner

You can definitely do what you're asking, but you'll need to hybridize your solution. You are set on making a smart button to create Template A from Page A when a smart button is selected.

Where you'll have to break away from smart button actions is to create and move Template B under Template A once Template A is filled out. This is doable quite simply with automation and conditions. What I would do is:

- put a Page Properties Macro at the top of Template A so you can transform your fields into structured data that Confluence automations can read;
- in the macro, create a table with required fields filled out by the user (I saw "filled out" in your question, so I tried to meet it. If this is off from what you want, let me know!)
- smart button inside Template A needs to be configured to trigger Confluence Automation rule (called "Nested Template Creator")

 

Then I would make an automation with conditions to create Template B and move it under Template A:

- the trigger: Smart link button in Template A when clicked creates Template B, if conditions are met:
- conditions: if mandatory fields are completed in your macro, and smart button is clicked in Template A, Template B is created
- Action: Creates Template B if smart button in Template A page is clicked when mandatory fields in macros are filled out and nests it under Template A.

By using that Confluence Automation rule ("Nested Template Creator"), I think you can create and nest Template B under Template A. I am a watcher on this thread now, so if you run into any issues, please just let me know in this message. I hope this helps!