Moveworks-Ready Knowledge Blocks

Knowledge Blocks?

Knowledge blocks are reusable pieces of content secured by their own access controls that you can add to knowledge articles in a knowledge base.

Moveworks has reviewed hundreds of knowledge blocks live in production systems across our customers. We’ve identified the following best practice modes for using knowledge blocks: Q&A Pages and Step-by-step instructions.

Mode 1: Q&A Pages

In ServiceNow, your Knowledge Blocks for Q&A pages look like this:

In the article editor, your blocks show up as “boxes”.

In the article editor, your blocks show up as “boxes”.

In the service portal, the article view renders all the blocks’ HTML content.

In the service portal, the article view renders all the blocks’ HTML content.

How it shows up in Moveworks:

Moveworks ingests the individual Knowledge Blocks and snippetizes them into concise answers that directly answer the user’s question. They won’t have to scroll through the FAQ page for results.

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Pro Tip: Having each Q&A pair be its own knowledge block will make results more concise.

Mode 2: Step-by-step Instructions

In ServiceNow, your Knowledge Blocks for Step-by-step instructions look like this:

Editor

Editor

Service Portal

Service Portal

How it shows up in Moveworks:

Note: Users will be able to trigger both the parent article’s instructions AND the child article’s instructions independently.

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Pro Tip: The short description of the knowledge block (How to log in to HR Services Portal) is title of the link in chat. If someone clicks on this link, it’ll take them to the Knowledge Block in ServiceNow.

Best Practices

Cross-Linking Resources

Sometimes, you may want users to have quick access to Knowledge blocks from their knowledge articles. “Cross-linking” these resources is the best way to do this.

If you had a knowledge article and a knowledge block that originally looked as below...

Knowledge article vs. Knowledge block within the article

Knowledge article vs. Knowledge block within the article

You can edit the knowledge article to “cross-link” to the knowledge block. Note that the KBB number may show up in the article content, but the rest of the article still renders correctly.

Hierarchical Access Controls

Generally, knowledge blocks are used in multiple knowledge articles, so they don’t “inherit” any access controls. In fact, knowledge blocks have their own public pages, similar to knowledge articles.

If your knowledge block is only used in a single article, and you want it to follow the parents’ access controls, you should explicitly copy over all user criteria from the knowledge article to the knowledge block.

Knowledge Design

Recommendations for Knowledge Blocks

Make sure to provide a quality short_description for each of your Knowledge Blocks.

Short descriptions for your knowledge blocks will appear as the linked title in chat. When users click on it they will navigate to the article in your service portal.

Recommendations for Articles

You should try to keep the pre-text of any parent articles relatively short.

Here, the article start with too much “fluff” content, so answers are not immediately visible.

Here, the article start with too much “fluff” content, so answers are not immediately visible.

This way, answers won’t be pushed below our 2000 character limit.