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Upgrade Path

This page contains information for customers upgrading from Form Mail for Confluence (Confluence 5.4+ versions & plugin v.4.0.2 - v.4.3.2) or Form Mail NG (Confluence v.5.3 and below & plugin v.1.4.1- v.3.0.3) to the latest Forms for Confluence(v.5.0.1 onwards)


Moving from Form Mail NG (Form Mail NG is from v.1.4.1- v.3.0.3)

If you are moving to Forms for Confluence from Form Mail NG, please first move to Form Mail for Confluence and perform the necessary upgrade steps covered in Moving from Form Mail NG to Form Mail for Confluence. Once this has been completed, please upgrade to Forms for Confluence

Moving from Form Mail for Confluence (Form Mail for Confluence is from v.4.0.2 - v.4.3.2)

If you have previously used Form Mail NG, please ensure that you have undertaken the steps covered in our guide for Moving from Form Mail NG to Form Mail for Confluence. Once you have done this, it is advised to check your existing Forms and ensure that every field has a label in the macro. it is strongly advised that all labels defined using the Mail Label macro are updated to be defined using the label parameter inside of the corresponding field macro - before removing the usage of Mail Label and upgrading.


Release Notes 5.0

If you're migrating from Form Mail for Confluence or Form Mail NG, please read our Upgrade Path Documentation above as well as our full release notes.

Forms for Confluence 5.0 is a major release of what was previously Form Mail for Confluence and Form Mail NG. This release brings major changes to many aspects of the add-on and we strongly advise that all users take the time to read out documentation as well as our blog post. When upgrading to 5.x of Forms for Confluence, there is a migration process that can not be easily reversed. Please read these release notes carefully before upgrading.


  • New Graphical Image Placeholders for all macros in the editor
    • In order to make creating and updating forms easier, we've introduced a graphical placeholder image across all macros to represent each field, including labels. This means you can now design your form whilst building it and more easily make changes to update your form.

  • Updates the Internal Inbox to be a Internal Response Database
    • What was previously an internal inbox has been updated and improved to better represent it's intended functionality as a database of saved form responses. This brings much more power and flexibility to Forms for Confluence, making it easier and more flexible to use with a wider range of use cases.

  • Export responses saved in the Internal Response Database as a .CSV file
    • Information stored in the Internal Response Database can now be easily exported from both the Forms for Confluence administration page and the the Internal Response Database. Note: Only records created in 5.0 and beyond can be exported. Unfortunately, the previous data structure used for Form Responses did not correctly lend itself to this functionality.

  • New icons across all macros
    • Inline with the transition to Forms for Confluence, all macros have been updated accordingly, including new icons to represent each macro in the editor to better represent their functionality.

  • Updated all macros to reflect "Forms - <field>" in place of "Mail - <field>"
      • Inline with the transition to Forms for Confluence, all macros have been updated accordingly. Note - only the mail body formatter macro has not been updated as this still relates to the formatting of outgoing mail.

  • Removed Types from Input Field
    • The input field macro was previously overloaded and provided the mechanism for checkboxes, radio buttons and hidden fields as well as input fields. 

  • New Checkbox Group macro Added
    • A new checkbox group macro has been added, providing a better mechanism for creating checkbox's. This includes a custom dialog that makes creating checkboxes much simpler. Checkboxes will be automatically migrated from the old mechanism to the new mechanism on installation of the new Forms for Confluence 5.0.

  • New Radio Button Group macro Added
    • A new radio button group macro has been added, providing a better mechanism for creating radio buttons. This includes a custom dialog that makes creating radio buttons much simpler. Existing Radio buttons will be automatically migrated to the new mechanism on installation of the new Forms for Confluence 5.0

  • New Hidden Macro Added
    • A new hidden macro has been added to replace the input field with type "hidden". This is a simpler mechanism for creating a hidden field whilst making it simpler to use other fields. Existing Mail Input macros with type "hidden" will be automatically migrated to the new mechanism on installation of the new Forms for Confluence 5.0

  • Removed the Mail Destination & Mail Parameter Macros
    • The Mail Destination & Mail Parameter macro combinations has been replaced with the new Destination List macro, providing a better mechanism for creating a list of destinations users can select from. This includes a custom dialog that makes creating destination options much simpler. Existing Mail Parameter and Mail Destination macros will be automatically migrated to the new mechanism on installation of the new Forms for Confluence 5.0

  • New Destination Macro
    • A new Dropdown List button group macro has been added, providing a better mechanism for creating a list of destinations buttons. This includes a custom dialog that makes creating radio buttons much simpler. Radio buttons will be automatically migrated to the new mechanism on installation of the new Forms for Confluence 5.0.

  • Updates the Internal Inbox to be a Internal Response Database
    • What was previously an internal inbox has been updated and improved to better represent it's intended functionality as a database of saved form responses. This brings much more power and flexibility to Forms for Confluence, making it easier and more flexible to use with a wider range of use cases.

  • Updated Value and Velocity Value fields to be a single field
    • Previously, the Value and Velocity Value fields were separate fields, although Velocity Value had a higher precedence than the Value parameter. This was both highly complicated and not necessary - the new single Value field accepts both inputs.

  • Deprecated Mail Label macro
    • The Mail Label macro is being officially removed from the product and it is advised that all labels defined using this macro are migrated to the label parameter. This deprecation leaves the macro functional as it was although new Mail Label macros can not be easily added. We strongly advise you to update your forms from using this macro to instead defining the label as a parameter inside the field.

  • Removed "disabled" parameter from the input macro
    • This parameter was both confusing and found to not be used much by customers. We feel that, in light of our repositioning of Forms for Confluence and simplifying the Form creating experience, removing this parameter was the best option.

  • Migration Task for moving from Form Mail for Confluence to Forms for Confluence
    • Download and install the latest Forms for Confluence 5.0 that will automatically upgrade your existing Forms to use the new and updated macros.  If you’ve been using Form Mail NG, please follow our Upgrade Steps to move to Form Mail for Confluence first, and then upgrade to Forms For Confluence after. If you experience any complications or require support, please Contact Our Team and we’ll be happy to help. This migration can not be easily reversed and it is important to familiarise yourself with the changes in 5.0.


Release Notes 5.1

  • Responses Table Macro - Brand new macro to be able to visualise Responses in any Confluence Page. Additional configuration to be able restrict the permissions of whom can visualise such responses.
  • Compatibility for Confluence 5.9


Release Notes 5.2

  • Brand new Attachment Macro - Forms for Confluence now allows users to submit Responses with Attachments. This can be one or many attachments. Just insert the Attachment Macro in your Form and you will be ready to submit Attachments.
  • Predictable Search when creating a Form - With the new predictable search it's easier than ever to identify where the Form is going to be submitted
  • Removed Clear Macro and migrated to the Submit button reset functionality.
  • Bug fixing SMTP Server validation
  • Improved error messages


Release Notes 6.0.0

  • Integration with JIRA - Forms for Confluence Version 6.0.0 adds powerful integration with JIRA through ScriptRunner for JIRA. This means that you can now use Forms for Confluence to create and manage JIRA issues. We’re really excited about this functionality and how it extends, integrates and automates Confluence and JIRA. Use it for on-boarding forms, bug reporting, project requests or wherever you want to initiate or inform JIRA workflows from Confluence.
  • Conditional Fields - The new Conditional Fields macro lets you customise form behaviour based on user input. You can build your forms to display or hide specific fields based on the options users select. It’s better for user experience, simplifying the choices they need to make, and it means you should see better competition rates and more accurate information being submitted.
  • More info here

Release Notes 7.0.0

  • Blueprints - Blueprints can be used to get a form up and running in no time at all.
  • Space Administrator Configuration - it is now possible to create form configurations if a user is a space administrator. This allows not only Confluence administrators to manage forms, but also space administrators. Since every user can create his or her own personal space, everyone can create form configurations.
  • Forms Page - With the Form Page macro you can now organise a form in different pages, such as survey sections, creating a better user experience through long forms.
  • Simpler Form Creation - We've bundled the Submit Button, Submit Image Button and the Captcha Macro all in the Forms Macro.
  • Single Submission - Now Forms can be configured to allow only a single submission per user.
  • Additional customisation of the Information message when sending to ScriptRunner.
  • Responses Table Macro - now allows reordering of columns and sorting.
  • Bug fixing.

Release Notes 7.4.0

  • NEW User Picker - Creates a Dropdown List with the list of users from a certain group. As the user types, the number of users will be automatically filtered.
  • Added the new User Picker to the Destination List Macro.
  • Added multiple new date formats to the Date Picker Macro.
  • Applied validation of all these different date formats.
  • Allow validation of dates to be in the past or in the future.
  • When submitting a response with a date, the format chosen is now displayed.
  • NEW - Allow the possibility of overriding a previous submission.
  • Improved Responses Table by showing the ID of the form it belongs.
  • Fixed bug where the Responses table was not sorting by date.
  • Fixed bug with an apostrophe displaying incorrectly in the Responses table.
  • Confluence 6.1.0 compatibility.
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