Form Ingestion

Moveworks automatically loads all your forms into our Enterprise Cache to make them ready to be served in chat. Moveworks automatically starts ingesting forms every day at 6:00 PM Pacific time. The entire process (data ingestion, machine learning post processing, and search indexing) takes place over a few hours and is typically completed by 4:00 AM Pacific time. This process picks up new forms, as well as any updates or removals that may have happened over the course of the day.

Once you click on Ingestion Setup under Forms from the left navigation bar, you land on to the home page of forms, where all your past configurations are visible. You can either click on edit to make changes to a past configuration or create a new configuration.

After clicking on edit or create you have the following steps.

Select Connectors

Select the connector you have previously created, to learn more about Connectors see our Connectors guide. In case of editing the configuration, the connector is pre-populated for you. Go ahead and click next.

Setup Ingestion

Provide a name for the configuration. Review if you want to continue lite ingestion in case of ServiceNow or use Proforma in case of JIRA.

Select Form Catalogs

Moveworks makes a live call to your systems and presents a table with all the catalogs. Select the catalogs that you want to ingest forms from and tag the domain accordingly.

Please note that once you mode to advance mode you wont have the option to come back to the wizard screen. In case you still want to come back, go to the Ingestion Setup page and restart the process.

Provide Sample URL Templates

Sample URL templates are used for surfacing redirect links in your bot, for the user to go to your service portal and fill up the forms.

URL template can be of the following format :

(any string with {form_id}): https://moveworks.service-now.com/sp?id=sc_cat_item&sys_id={form_id}. If you leave this field blank we will use a default URL format for the system that you have selected.

Review Samples

Based on your updated catalog selections, the count of forms that are to be ingested is updated. Review the sample forms that are going to be ingested. These are random forms that belong to the pool of forms that are about to be ingested. After reviewing, click Submit.

Your ingestion has begun and you will be redirected to the forms module homepage.

Advance Mode

When you toggle to the advance mode, you will see two drop downs like this:

• Select the system for which you want to ingest your forms from in integration config
• Select the connector name corresponding to the system that you have previously created

Let us take an example of ServiceNow and see how to can configure an ingestion.

After you select ServiceNow config in Integration config this page opens up.

Under filter method, you get two options:

Here are a list of things you can achieve in Default filter method:

1. You can provide a list of catalog IDs where your forms exist. Please note that all the catalog items under these catalog IDs will go ahead for ingestion. In case you want to do filtering you should choose Advance filter.
2. Go ahead and tag the domain for which you are creating the ingestion.
3. In case there are catalog items that do not belong to the catalog UDs that you have provided, you can always provide a list of catalog item IDs under additional form IDs field to ingest them separately.
4. There might be scenarios where you do not want Moveworks to ingest some catalog items. To support this use case, we have a field called Disallowed form IDs where you can explicitly provide IDs of those forms and Moveworks will respect your config details.
5. Moveworks surfaces a link in your bot as well to redirect users to your service portal for them to fill the form there. To support this, we have a field called form URL template. You can provide the template of this redirect URL. You can find the examples in the description.

Here are a list of things you can achieve in Advanced filter method:

1. All the complex filtering for your catalog items can be done using the syspram_query of ServiceNow which you can provide under form filter rule field.

   For example, if you want to ingest only the forms that are active and that belong to specific custom tables that you have created. You can visit the ServiceNow API documentation, create the syspram_query and paste it in form filter rule.

2. Tag the domain for which you are creating the ingestion.

3. In case there are catalog items that do not belong to the catalog UDs that you have provided, you can always provide a list of catalog item IDs under additional form IDs field to ingest them separately.

4. There might be scenarios where you do not want Moveworks to ingest some catalog items. To support this use case, we have a field called Disallowed form IDs where you can explicitly provide IDs of those forms and Moveworks will respect your config details.

5. Moveworks surfaces a link in your bot as well to redirect users to your service portal for them to fill the form there. To support this, we have the field called form URL template. You can provide the template of this redirect URL. You can find the examples in the description.

Please note that these field inputs are system specific. You might not find the same set of fields for other systems that Moveworks supports.