As administrator of your confluence instance you can find the global configurations for the EDM in the Confluence Administration. Go to EDM Configuration in the Easy Dropdown Menu section.

As space administrator you can find the space configuration in the Add links section of the space settings.


Dropdown Sets

The sets you define in the global configuration can be used in all spaces, the ones you define in the space configuration can only be used in the space you declared them in.

By pressing the + button in the Predefined Sets or Status Sets tab, you can add a new set. With the x button you can delete a set.

When pressing the edit button the Easy Dropdown Menu Set Editor dialog will open. Here you can create, change, delete the options for your set:

Configure Text Sets

  • To change the name of your dropdown set, enter the new name in the Set Name input field.

  • If you want to create a new option for your set, press the + icon and enter the new option value in the input field.

  • To change the value of an existing option, enter the new value in input field of the respective option.

  • With drag and drop you can rearrange the order of the text options to your liking.

  • By pressing the x icon on the right hand side of an option, you can delete it from the dropdown set.

Configure Status Sets

  • To change the name of your dropdown set, enter the new name in the Set Name input field.

  • If you want to create a new option for your set, press the + icon and select the value, color and style.

  • You can change the value, color and style for existing options by pressing the edit button and therefore opening the Modify Option dialog.

  • With drag and drop you can rearrange the order of the status options to your liking.

  • By pressing the x icon on the right hand side of an option, you can delete it from the dropdown set.

By pressing the Save button in the Set Editor you will save your changes to the set. To exit the Set Editor without saving the changes use the Close button.

If you change a value that is present on a page, it will also automatically change it on the page and even reindex it for the filtering.

Be aware that the options are mapped with unique id's. If you delete an option that is used on a page you can not simply add another option with the same value.


Permissions

In the Permissions tab, you can declare on a global scale which groups are allowed to change the dropdowns on the page. Select the groups by choosing from the dropdown and pressing the Save button.

The configured EDM space permissions will be merged with the global EDM permissions for the respective space.

Users with edit-permissions on the current page can always manipulate the dropdown as they could also just go into the edit-mode and make the changes there.


Notifications

In the Notifications tab you find the disable macro update notification checkbox. As the name suggests, if checked, no Updated successfully notification will be shown when changing a dropdown value.


Migration

The Migration tab has three different sections.

In the first one, the Macro Migration Section, you see how many EDM server macros you have on your instance, which should be migrated the cloud macros. To migrate those press the Migrate Macros button.

In the second section, the Import Server Settings Section, you can import your server settings which you exported from your old server instance. After you choose the correct file, you have to press the ‘Merge Settings’ button to complete the merge.

In the last one, the Page Reindexing Section, you can reindex all your pages. To do so, press the Reindex Pages button.