Creating an inventory database

Overview

Creating an inventory database provides you with a variety of useful data to keep track of your assets or items in stock.Ā Having detailed inventory reports helps you spot trends, maintain adequate supplies and spot potential problems.Ā 

In this example, we will build an inventory database using Scaffolding.

Here is a video that steps you through the process of creating an inventory database:

https://fast.wistia.com/embed/medias/2b4onix6jq.jsonp

Ā 

Each inventory itemĀ will be stored as a page, share the same format, layout and sections

  • your team members will use the template to record new inventory items

  • Confluence users can then access the inventory record to get information

You can also make changes to the template in the future and these changes automatically update all the pages your users have created.

Use Case

Background

Your organization assets and items are increasing day by day. Restocking and replenishing items is becoming a heavy chore.

Solution

You want to be able to keep track of all your inventory and end users provided a simple way to fill in a form each time there are any updates to inventory items. For you as as the administrator you want to be able to create a template that can be edited with one click and change reflected on every page using the template.

Final Outcome

You have setup an Inventory Database space, then created a live template for the Inventory form with Scaffolding Cloud using key fields you created usingĀ Field Group macro.Ā 

End ResultĀ 

Building the knowledge base system

Step 1 - Create the templates

Go to

  • Space Settings > Look and Feel

  • add a new template

  • name the new template Inventory Item Template

  • add aĀ Field GroupĀ macro

  • create a basic table forĀ Barcode, Description, Category, etc.Ā for item summary

Use the appropriate field type for each. For example, aĀ Dropdown ListĀ forĀ Category.


You might want a dynamic table to create rows ofĀ Components or History

  • for this use theĀ Table Field type

Also, in this example, theĀ Name and details field is aĀ Page ListĀ to pull a list of Confluence pages.

  • save the template

Step 2 Create a project overview page

Create a new page

  • add aĀ Live TemplateĀ macro

  • locate the templateĀ Inventory Item Template

  • save the macro and publish the page

Step 3 - Add content

  • choose Edit Content to turn the page into a form

  • populate the fields on the form

  • choose Publish Content

That's it! Now you have an inventory database in your Confluence! See moreĀ Examples.

Ā