In this page you find information on ….
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allows Confluence users to globally define structured Data Fields
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access and instantiate them with values on Confluence pages
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Manage Access Control
By default, every Confluence user may add, edit and delete Field Definitions, as described in Add a Field Definition. However, the access to the central Field Definition page can be controlled via Confluence user groups. As soon as the user group managed-data-fields-editors exists with at least one member, access is only granted to group members. These users will then see a new button Field Definitions in the Confluence top bar which allows quick access from everywhere in Confluence to the Managed Data Fields Definition page.
Add a Field Definition
The creation of Field Definitions is managed centrally for your entire Confluence instance. More information on how to manage editing rights for Field Definitions can be found under Manage Access Control.
If the Confluence group as described in Manage Access Control does not exist, simply insert the Managed Data Fields macro on a Confluence page. Select Field Definition and open the Definition Page by clicking on Create. You are redirected to the global Field Definition page. There you can add, edit and delete Field Definitions. These changes will be directly available in all Confluence pages and displayed in existing Field Instances and Queries.
Field Definitions centrally define your data fields. For each Field Definition, you may select a name and one or more Data Attributes.
Since Managed Data Fields 2.0.0 and BPMN-Modeler Enterprise 3.14.0, your globally defined Data Fields can be used on process elements within the BPMN-Modeler Enterprise! Therefore, for each Field Definition a decision can be made where it should be possible to instantiate Field Instances (on a Confluence page as a Managed Data Fields Macro, and/or within the BPMN-Modeler Enterprise Plug-In).
It is also possible to restrict the usage of Field Definitions to certain Confluence spaces. Simply add your private Confluence here and the Field Definition may only be instanted on pages that belong to the whitelisted space.
Data Attribute Types
A Field Definition can comprise of one or more Data Attributes. These are currently:
Text → free-text input
Number → allows only numbers
Date → date-picker
Confluence user → add one or more Confluence users found by their name
Option Field (Radio-Buttons) → one of several predefined selection options can be selected
Multi Select (Checkboxes) → multiple predefined selection options can be selected
Dropdown → one of several predefined selection options can be selected
Note that the latter three data types require at least one predefined selection option to be defined.
Instantiate a Field
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In the up showing dialog, choose Field Instance, the Field Definition you want to instantiate and fill in your instance values. Click on Create to add the macro to your page.
Editing Existing Fields
If you already have a page with Data Field instances, you can edit them by going into the Confluence page editor, clicking on the corresponding macro placeholder and entering your changes to the showing input panel.
Field Query
Create a Field Query
A Field Query allows you to create reports on over the existing Field Instances of a certain Field Definition. Simply create a Manage Data Fields Macro on your Confluence page and choose “Field Query”. After selecting the Field Definition you want to create a report for, you may also define some filtering values. If no value filter is applied, the Field Query will retrieve all corresponding Field Instances, irrespective of their value.
Moreover, you can restrict the query on Field Instances on a certain Confluence space.
Edit existing Field Definitions
On the Field Definition page you cannot only create but also edit existing definitions. When doing so, you cannot change the type of a Data Field (cf. Field Types), but edit the name and edit, add or delete attributes. Changes to Field Defintions are directly applied to all matching Field Instance. When possible, existing instances are merged with the changes applied to the definition. If this is not possible, for example if an attribute value was deleted that was selected by an instance, you will see an indicator next to this attribute, and have the possibility to synchronise affected instances with the changed Field Definition. This way, you will never loose any data. Whenever data would be deleted, you will be asked to manually confirm this deletion. Any other changes not causing data deletion will be applied automatically.
Field Instance with deleted attribute in page view
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, and monitor and analyze these values permanently as they are changed. The Confluence app not only enforces the structured documentation of information but also bundles this information in one place, allowing to conveniently make informed, data-driven business decisions.
Use your free 30 day trial at the Atlassian Marketplace or try it out without installation at our Demonstration Site!
In this manual you find information on ….
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Do you have any questions, comments or suggestions regarding our app? Then please contact us:
https://www.viadee.de/business-process-management/bpmn-modeler-for-confluence-contact-en
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