Getting Started with Page (Tree) Blueprints
- Adil Nasri
Give your authors a helping hand by using blueprints to publish new pages. You will need Space Administrator or Confluence Administrator permissions to create blueprints.
1. Create a blueprint
You can either create a global blueprint (Confluence Administration > Manage Page Blueprints) or a space blueprint.
Click 'Create Page Blueprint' on the bottom left in the Page Blueprints section. You will be prompted the 'Page Blueprint Details' dialog and asked to fill in the details.
New Page Blueprints are disabled per default to give you the chance to customize it before users can start creating new pages or blog posts with it. You can enable by clicking on the toggle. After creating a Page Blueprint you can edit it by clicking on the given name of the Page Blueprint. The Confluence editor opens up and you can start creating your new blueprint.
2. Add placeholders to your blueprint
In order to lower the threshold for content creation you can use placeholders. These act as form fields in the ‘Create page’ dialog that help your user to provide the information you determine necessary for your standardized documents.
Click on -icon on the top of the sidebar
You can choose from various field types that fit your information type best:
Text
Multiline text
Select
Multiselect
Date
User mention
Confluence page
For every placeholder you add you have to choose a field type and a name. Additionally, you can add a short description for them. Depending on the field type you can specify the parameters. You can use multiple placeholders of different field types in one blueprint.
Created placeholders are displayed in the sidebar where they can be edited by clicking on them.
3. Edit the Page Blueprint form
The Page Blueprint form collects all placeholders that you have created within your Page (Tree) Blueprints. You can customize the form by adding slides with instructions and re-ordering created placeholders. The Page Blueprint form can be managed by creating different slides for pagination. Just click on 'Add slide' to create a new page for the form and move the placeholders you want to by drag & drop. You can also add instructions to each slide helping users understand how to use the placeholders.
After this step you are practically done and can immediately create pages with your new Page Blueprint. Congratulations!
Please review our detailed documentation for more information about Creating and Editing Page (Tree) Blueprints .
Optional steps
Create multiple pages at once (Page Tree Blueprints)
The Blueprint Creator allows you to create multiple pages at once by converting your Page Blueprint into a Page Tree Blueprint. To add children blueprints go to Page Blueprint overview and click on the -icon. Enter the name of your child blueprint and start customizing the child blueprint the same way you can edit regular Page Blueprints.
You can add multiple children blueprints an re-order them any time. Learn more about Page Tree Blueprints.
Build overview pages
One very popular requirement that is often associated with blueprints is an overview page that lists all pages that were created using blueprints. These index pages can be generated by using a combination of the Page Properties and Page Properties Report macros. They work together to show summary information from one page on another page. Learn how to build automated index pages.
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