Common tasks

Rather than a tour, this is the list of things people do, with the route to each.


#What you can do

Task

Where

Notes

Insert the form container

Confluence page editor, macro browser

Search for "Form (Capable)" in the Suite or "Form macro (Capable)" in the standalone Forms app - or "Form container" in Capable's own insert dialog. It inserts as a bodied macro with an empt

Give the form a Form ID and a Form name

Form macro config panel ("Configure Form")

Form ID is the stable identifier used by the catalogue, CQL search and the page label - for example employee-onboarding. Without it the macro shows an error on the page instead of the fields

Place fields inside the form body

Confluence page editor, inside the Form macr

Search for "Input (Capable)" / "Input macro (Capable)" / "Form field". Each one is one field. Their top-to-bottom order in the body IS the form's layout and their numbering. Fields placed ou

Configure each field

Input macro config panel ("Configure Input")

Set Label, Input type, Placeholder, Required and Field ID. Field ID auto-slugs from the Label until you edit it - keep it unique per page or the indexed answers collide. Only Text is selecta

Add choices for radio, checkbox or select fields

Input macro config panel, Options section

Add option, then a Display label and optionally a value - blank values auto-slug from the label. Radio and checkbox options take a description line; select options take one of nine badge col

Set per-type constraints

Input macro config panel

Number: Allow decimal values plus Minimum / Maximum (blank = no limit). Text and long text: Limit character length, then Minimum characters / Maximum characters. Select, user, space and page

Mark the fields readers must answer

Input macro config panel, Required switch

Adds a red asterisk and blocks the form's Save until answered. Only enforced for fields inside a Form container - a standalone field autosaves without validating.

Publish the page and fill the form in

The published Confluence page

Requires a signed-in account with page edit permission. Fill the fields and press Save; validation errors appear in red under each field. An already-answered form opens locked - press Edit,

Browse every form on the site

Confluence → Apps → Capable Forms (or the Fo

Table of Form name, Form ID, Responses (pages carrying the form) and Last seen, searchable. Fed by the registry, so it does not depend on Confluence search indexing.

Review a form's responses

All forms → click a row

One row per page: Page, Space, Modified, Responded by, Responded at, then a column per field. 25 rows per page with Next/Previous. Opened inside a space it is scoped to that space. The form

Export a form's responses to CSV

The form's responses view → Export in the ta

Downloads form-<formId>-responses.csv with resolved user display names. Always site-wide even when you opened the form inside a space, capped at 5,000 pages, and formula characters are neutr

See the answers on the page you are reading

Page byline → Forms, or the Forms panel in C

Lists each form on the page with its field labels and saved values, plus a "View all pages" link into the catalogue. Requires VIEW permission and a signed-in account.

Find every page carrying a given form with CQL

Capable search, CQL editor

Both are the queries the catalogue itself runs. The property field name embeds the app hash, so it differs between the standalone app and the Suite.

Turn Forms on or off for a single space

Space settings → Space Capability Settings →

Auto / Always / Never. Space Admin only. Controls the Forms byline entry for that space. In the standalone app, Always is the only setting that makes the byline appear at all.

Hide Forms across the whole site

Capable global settings → Capabilities → For

Suite app only. Hides the Forms nav entry and the page byline item everywhere.

Unlock the non-text field types

Marketplace / licensing

Standard gives the single-line Text field only. Advanced unlocks long text, number, radio, checkbox, select, URL and the user, space and page pickers. In the Suite the Forms nav entry itself



What people actually do.