Add custom configuration to a macro

Configuration allows you to customize what the macro displays by adjusting settings in a form. To access these settings, you need to go into the edit mode for the macro, as demonstrated below. This gives you the ability to customize the macro's output according to your preferences.

Custom configuration can be used for more complex use cases, such as when you need to use specialised input components, or want more control over the rendering experience of configuring a macro. It also allows saving arbitrary configuration at runtime, instead of requiring you to predefine all possible configuration fields.

Custom configuration supports both UI Kit and custom UI.

You can add simple configuration to a macro using UI Kit components, as described here.

You can use rich text bodied macros, as described here.

You can also see a sample implementation of a macro with custom configuration in the rich-text-custom-config-macro sample app.

Before you begin

Make sure you have the following:

• A Forge app with a Confluence macro created using UI Kit or Custom UI.
• The latest version of Forge CLI. To update your CLI version, run npm install -g @forge/cli@latest on the command line.

Step 1: Configure the manifest

First, set the config property to the config object in the manifest.yml file.

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macro:
  - key: my-macro
    ...
    config:
      resource: macro-config
      render: native # Only for UI Kit
      viewportSize: max # Optional
      title: Config # Optional

Step 2: Declare resources for the custom editor

Next, define the resources property in the manifest.yml file according to the Resources page. The key prop should match the resource name in the config object, and the path prop should point to the config resource file that we will create in step 3.

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resources: 
  - key: macro-config
    path: relative/path/to/resource/file

Step 3: Create the configuration resource

Define the config resource at the path specified in step 2.

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import React, { useState, useEffect } from 'react';
import ForgeReconciler, { Button, Label, SectionMessage, Stack, Textfield } from '@forge/react';
import { view } from '@forge/bridge';

Next, in the same file, define the config function. We will write the functionality for the submit function in step 4.

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const Config = () => {
  const [value, setValue] = useState('');
  const {
    error,
    message,
    submit
  } = useSubmit();
  
  useEffect(async () => {
    const context = await view.getContext();
    setValue(context.extension?.config?.myField);
  }, []);

}

Next, define the structure of the modal in the return statement for the config function. This can be customised however you wish.

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return (
  <Stack space="space.200">
    <Label labelFor="myField">Config field:</Label>
    <Textfield id="myField" value={value} onChange={(e) => setValue(e.target.value)} />
    <Button appearance="subtle" onClick={() => view.close()}>
      Close
    </Button>
    <Button appearance="primary" onClick={() => submit({ myField: value })}>
      Submit
    </Button>
    {typeof error !== 'undefined' && (
      <SectionMessage appearance={error ? 'error' : 'success'}>{message}</SectionMessage>
    )}
  </Stack>
);

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ForgeReconciler.render(
  <React.StrictMode>
    <Config />
  </React.StrictMode>
);

Step 4: Persist changes using view.submit()

Next, you need to create a method to submit the updated configuration. You can achieve this with the view.submit() method. If you wish to close the editor without making any changes and cancel the macro insert, use view.close instead. Add the following code into your config resource file from step 3.

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const useSubmit = () => {
  const [error, setError] = useState();
  const [message, setMessage] = useState('');

  const submit = async (fields) => {
    const payload = { config: fields };

    try {
      await view.submit(payload);
      setError(false);
      setMessage(`Submitted successfully.`);
    } catch (error) {
      setError(true);
      setMessage(`${error.code}: ${error.message}`);
    }
  };

  return {
    error,
    message,
    submit
  };
};

Step 5: Show changes on app

Finally, we can show the changes submitted from the config on our app.

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import React from 'react';
import ForgeReconciler, { useProductContext, CodeBlock, Text } from '@forge/react';

const App = () => {
  const context = useProductContext();
  const config = context?.extension?.config;

  return (
    <>
      <Text>Macro configuration data:</Text>
      <CodeBlock language="json" text={JSON.stringify(config, null, 2)} />
    </>
  );
};

ForgeReconciler.render(
  <React.StrictMode>
    <App />
  </React.StrictMode>
);

Troubleshooting