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

1. Ensure you connectors must be up and running. See Moveworks Setup - Connectors to learn more about connectors.
2. 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.

Example: Configuring the Forms plugin for ServiceNow

As a user I want to configure Forms for ticketing. My forms are in ServiceNow for IT domain and I want to ingest all forms that reside in Service catalog “hardware”.

Here’s how the above use case can be completed using Moveworks Setup - Forms.

1. Head to Moveworks Setup, click on Forms > Ingestion Setup in the sidebar.
2. Click on New Ingestion.
3. Select the connector, and click Next.
4. Select the domain of the ingestion, in this case it is the IT domain, and click Next.
5. Select the Service catalog Hardware, and click Next.
6. On this screen you will have the count of forms that you are about to ingest and a few sample forms for you to verify, go ahead and click Submit.

Please note that you can head over to this section any time, to have a more detailed step by step guide for form ingestion.

As a user I want to configure forms for ticketing. My forms reside in ServiceNow for IT domain. I want to ingest forms that belong to three catalogs. I want to ingest only the ones that belong to “sc_cat_item” table. There are some forms that I don’t want Moveworks to ingest. There are some additional forms that are not the part of those catalogs but I still want to ingest them. I have some forms that reside in a custom table “x_class” that I want to ingest.

Here’s how the above use case can be completed using Moveworks Setup Forms.

1. Head to Moveworks Setup, click on Forms > Ingestion Setup in the sidebar.
2. Click on New Ingestion.
3. Select the connector, and click Next.
4. Select the domain of the ingestion, and click Next.
5. You will find a list of all the catalogs that can be ingested, but since our scenarios are covered in advance mode, go ahead and click the toggle button for advance mode.
6. The list of fields for configurations will appear.
7. Click on Advance Filter.
8. Pass the syspram_query that covers the case 3 and 6 , and add the query for catalogs you want to ingest as in case 2.
9. Give the sys_id of the forms that you do not want to be ingested under disallowed form IDs.
10. Click on Submit and you are all set.

Please note that you can head over to this section any time, to have a more detailed step by step guide for form ingestion.