Compare the excerpt feature of Confluence with the transclusion feature of the projectdoc Toolbox.

To reuse information on pages users transclude content from a page and render the fragment in another page. The feature of transclusion is supported by Confluence with the Excerpt Macro and the Excerpt Include Macro. On the side of the projectdoc Toolbox the features are implemented by the Section Macro, the Content Marker Macro, and the Transclusion Macro.

 

This feature comparison is restricted to use cases where the transcluded content (the excerpt) is part of the Confluence wiki. There are also options to transclude content from remote information systems that are not discussed here.

Compare Defining Content

The content for this show case is defined in Topic with Page Properties 1.

Here is the screenshot with the Excerpt Macro:

The definition is quite simple: a container marking the text that can be transcluded. There can be only one excerpt per page. If there are more than one, the Excerpt Include Macro automatically selects the first marked content on the page.

The content for this show case is defined in Content to Transclude.

Here is the screenshot with the Content Marker Macro:

The definition is also quite simple. The container encloses the content to make it ready for transclusion. But with the transclusion feature of the projectdoc Toolbox you may have multiple content marked for transclusion.


The configuration options for the macro are simple to use.

The marked content can be hidden. So this content is for reuse only. For this show case we do not need to configure anything.

There are more configuration options for this macro.

We add an identifier and one tag, just as an example. This is how you can define which content is to be transcluded.


Compare Defining Transclusions

To transclude from a page, define the page to transclude from.

Since there is no choice in what part of the page to transclude, you are done.


To transclude from a page use the page and the identifier of the content.

If you would not specify the identifier, every content prepared for transclusion would be transcluded.


This is how the transcluded content looks like:

A description one.



This is how the transcluded content looks like:

Content one.


It is easy to jump to the page of the content in editor mode.

Simply click the button "Go to Included Page".

It is easy to jump to the page of the content in view mode.

Simply click on the page title to open the page in view mode. If you click on the edit icon, the page will be opened in the editor in another browser tab.

This way it is easy for page authors to recognize which content is transcluded. If you have no page edit privileges, you will not see the blue transclusion box. If you are an author and you do not want the box to be rendered, either unckeck the "Render Reference Box" from the Transclusion Macro or (preferred) set the space property called Pretend Being A to the value reader.


More Use Cases

Select all Content

Macro Configuration

Rendered Result

Content one.

Content two.

Content three.

Select Content by ID

Macro Configuration

Rendered Result

Content one.

Content three.

Select Content by Tag

Macro Configuration

Rendered Result

Content one.

Content three.

Use Sections

Macro Configuration

Rendered Result

A description one.

Section 1

Section content 1.

Use Sections with Headers

Macro Configuration

Rendered Result

Description

A description one.

Section 1

Section content 1.

Use Sections with Header Adjustment

Macro Configuration

Rendered Result

My Level 1 Heading

Description

A description one.

Section 1

Section content 1.

 

Yes, the configuration of the macro is the same as in the last example. The difference in this use case is the location of the Transclusion Macro. It is inside a section with a heading at level one. The content from the other page is also at level one. We therefore set the target level to the asterisk ('*'), asking projectdoc to calculate the level for the transcluded content 'auto-magically'.

This works for Confluence version 5.8 and up. If you use a previous version, you cannot use the asterisk, but you can use this feature by explicitly defining the target level. The asterisk default to level 1.

Use Placeholders

Macro Configuration

Rendered Result

Content 73 .



Transclude from a Result Set

You may specify a query on documents with the Transclude Documents Macro and transclude from the documents in the result set.

This feature is helpful if you want to show content from a number of documents that match you query criteria.

Who transcludes?

It is quiet easy to use the Display Table Macro to list all pages that transclude from the given page.

Use the following query criteria in the Where parameter of the macro:

$<TranscludedDocumentTitles>=[${Space Key}.${Name}]

Have a look at Artificial Properties for more information on what metadata is automatically provided by projectdoc for every document. You may also want to glance over the Search Tips.

Delegate to a Document

The Document Properties Marker Macro provides the Delegate Document parameter to transclude document properties and document sections of another document.

This feature is handy if you want to add information to another document, usually of the same document type, and add some small changes. Since the content is transcluded, the delegating document always shows the current information provided by the delegate document.

Boost Performance with a Cache

If you have a very large number of transclusions you might want to enable the transclusion fragment cache.

This cache is disabled by default since small installations usually do not need the cache. Caching might result in stale information if not used properly. That is if a transcluded content is dynamic (for instance if you use the Display Table Macro), a cached content is not updated. Authors therefore have to determine if on the basis of the macro if it is safe to use the cache or not.

To not burden users facing no performance problems with the task of employing the macro correctly, the fragment cache is currently switched off per default.


Summary

The excerpt feature is easy to use, but the configuration options are quite limited. Transclusions, as provided by the projectdoc Toolbox, are very feature-rich, but may be difficult to employ for new users.

If excerpts are providing all you'll ever ask for, you should stay with it: it is free and is part of every Confluence installation.

If you are asking for more and paying for additional features that make you more productive is not a problem for you, check out what transclusions have to offer.

The following table lists features that are related to one of the macros discussed, but are implemented by different macros. In this case the macro providing the feature is listed. No extra cost is involved to use the mentioned macros, since all these macros are either part of Confluence or the projectdoc Toolbox Add-on.

Feature

Excerpts

Transclusions
Needs Content Marker
YES

YES

Allows Multi-Transclusions from one Page
NO
YES
Allows Multi-Transclusions from multiple Pages
NO
Shows Link to transcluded Content

YES
in edit mode

YES
in view mode
Supports Placeholders
NO
YES
Supports Section Headings
NO
YES
Provides Cache for heavy use

NO

simply not needed

YES
Cost
FREE
No Extra Installation required
YES
NO
VendorAtlassiansmartics

Macro Parameters

Here are screenshots to compare the configuration options of the two query macros visually.


The Excerpt Include Macro has very limited options, but is therefore pretty easy to use.