Confluence Templates

AutoPage templates are simple Confluence pages that act as blueprints for creating new pages with content from Jira issues. The “magic” happens with AutoPage placeholder macros, which define where Jira content should be inserted.

Getting Started: Create Your Template Page

You can create your template page in any Confluence space and give it any name. However, it’s a good idea to establish a naming and storage convention for your templates. This makes them easier to find when configuring AutoPage rules and helps users understand their purpose.

Space Selection:
- If a template will only be used within a specific space, create it directly in that space.
- For templates used across multiple spaces, choose a more general space.
Naming Convention: We recommend using the prefix “AutoPage Template -” followed by the type of documentation (e.g., “AutoPage Template - EPIC Documentation” or “AutoPage Template - Project Summary”).

Style Your Page with AutoPage Macros

Edit your template page just like any other Confluence page. The key difference is that in order to create a Confluence page from a template, you’ll use AutoPage macros to define how and what Jira issue content is inserted.

To insert an AutoPage macro: Type /Autopage or click the + icon in the editor menu.

You can customize your page after it’s created by AutoPage. You can even add macros to a page after it’s generated for more flexibility.

AutoPage Macro Types

There are four types of AutoPage macros for inserting content from Jira into your Confluence pages:

Inline Macro

This macro is suitable for most content. The Jira content will be placed inline, exactly where you position the macro.

Rich Text Macro

Use this macro to insert rich text content from Jira, such as Description fields or Multiline Custom Fields. The content will be placed as a block of text between two rows on your page.

Card Macro

This macro displays the connected Jira Issue as a card. You can choose from three display modes: small, medium, or large.

Linked Issues Macro

This macro displays linked issues and subtasks of the connected Jira issue. You can choose between a list or table layout and filter by link type.

Supported Jira Field Types

AutoPage macros currently support the following Jira custom field types:

Field Type	Macro Type	Advanced Formatting
Paragraph (rich text, multi-line, issue description)	Rich Text (Block)	Styling is inherited from Jira
Date / DateTime	Inline	Formatting predefined
Text field / Short Text (single-line)	Inline	Formatting can be defined
Number field	Inline	Formatting predefined
User / User Picker (single user, multiple users)	Inline	Formatting predefined
Project / Project Picker	Inline	Formatting predefined
Issue status	Inline	Formatting predefined
Issue priority	Inline	Formatting predefined
Issue type	Inline	Formatting predefined
Votes	Inline	Formatting predefined
Labels	Inline	Formatting predefined
Version / Version Picker	Inline	Formatting predefined
Components	Inline	Formatting predefined
Select List	Inline	Formatting predefined
Radio Buttons	Inline	Formatting predefined
Sprint	Inline	Formatting predefined

More field types coming soon: Issuelinks & Parent, Time tracking fields, Service Desk fields.

Macro Detail Settings

Once you’ve inserted a macro, you’ll need to configure its details. Click on the Macro Placeholder in the page edit mode, then click the “pen icon” to open the configuration panel on the right side.

The available configuration options depend on the macro type:

Inline Macro Configuration

Jira Field — Select the Jira field to display (see Supported Jira Field Types below).
Sync Mode — Choose between “Live Update” and “On Page Update” (see Macro Sync Mode below).
Text Style — Normal, Bold, or Italic.
Text Format — Paragraph or Heading.
Appearance — Badge, Lozenge, or Tag style.
Alignment — Left, Center, or Right.

Rich Text Macro Configuration

Jira Field — Select a rich text field (e.g., Description or a multi-line custom field).
Sync Mode — Choose between “Live Update” and “On Page Update”.

Card Macro Configuration

Size — Choose from Small, Medium, or Large to control the card display size.
Shadow — Enable or disable a drop shadow around the card for visual emphasis.

Linked Issues Macro Configuration

The Linked Issues Macro displays issue links and subtasks of the connected Jira issue directly on the Confluence page.

Layout — Choose between List or Table display.
Show Linked Issues — Toggle to display or hide linked issues.
Show Subtasks — Toggle to display or hide subtasks.
Link Type Filter — Select which Jira link types to include (e.g., “blocks”, “is blocked by”, “relates to”).
Display Fields — Choose which fields to show for each linked issue.
Border — Enable or disable a border around the macro.

Macro Sync Mode

You can choose between two sync modes for your macros:

“Live Update” (Default Setting): The content of the configured Jira custom field is retrieved in real-time when you load the Confluence page. This ensures a real-time Jira Confluence integration (users see the latest Jira changes), but it may result in slower performance and no data displayed if communication with the Jira API fails.
“On Page Update”: This mode saves the Jira issue content directly into the Confluence page when the AutoPage rule is triggered. Users will see a snapshot of the Jira issue from that specific point in time. This offers faster loading performance, and content will still be shown even if Jira is temporarily unavailable.

Advanced Formatting Options

For Inline Macros with text information, you can define the display mode (refer to the “Supported Jira Field Types” table above for details).

Permissions Required permissions for template page access and rule execution.