What is Forms?

Moveworks Forms streamlines the finding and filling out of forms to speed up the resolution of employee requests. The Moveworks bot ingests all your forms into its Enterprise Cache, so when a user engages with the bot, it is able to quickly diagnose the issue and identify the right form instantly. After finding the correct form for the user, the bot can also help the user fill out and submit the form directly on their chat platform given both the chat system and its integration support form filling, and provided that the form complies with Moveworks form fillability standards.

Forms is composed of these key features:

Form Ingestion - Moveworks automatically loads all your forms into our Enterprise Cache to make them ready to be served up in chat.
Form Finding - Moveworks diagnoses the user’s issues and finds the right form for the user.
Form Filling - Moveworks enables the user to fill out the form without ever leaving chat.

What can you do with the Forms module in Moveworks Setup?

After configuring Forms with Moveworks Setup, you will be able to provides users with the ability to self-service the finding and filling of forms.

Prerequisites

Ensure you connectors must be up and running. See Moveworks Setup - Connectors to learn more about connectors.
Ensure that the connectors have the appropriate permissions assigned. To learn about the permissions required for various systems see our Forms Integration guides.

Overview of Forms submodules

Ingestion Setup

Ingest forms and filter what forms from which catalogs should be ingest.

See our Moveworks Setup - Forms Ingestion guide for a step by step walkthrough of how to configure ingestion for forms.

Ingested Forms

Overview of forms that have been imported into the Moveworks platform.

See our Ingested Forms guide to learn more about how to use the dashboard for an overview of ingested forms.

Advance Configurations

Advanced configuration controls for Forms.

See our Moveworks Setup - Forms Advance Configuration guide to learn more about the advanced features provided that can be used to control the forms that are surfaced in your bot.