Google Forms

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Introduction

The Google Forms Integration allows you to interact with the Service Manager app by allowing Google forms to create new requests or to interact with existing requests. Using Google Forms can provide another path into Service Manager for the creation of new requests based on a set of questions within the Google Forms. Using the request's BPM Workflow, additional information can be requested using Google Forms and stored back into a request's custom fields.

Setup Steps at a Glance

1. Setup an API Key
2. Create your Google Form
3. Adding the Integration Script
4. Customizing the Integration Script
5. Setting the Project Trigger
6. Create a Pre-filled Link
7. Add the Pre-filled Link to an Automated Email

Setup an API Key

The creation of an API Key allows for secure authentication for the Google Forms to interact with Hornbill. The API Key will be used within the Integration Script

1. Open the Admin Portal
2. Navigate to System > Organizational Data > Users
3. Select a user that you wish Google Forms to authenticate as. This user will required the rights needed to create and modify requests in Service Manager
4. On the User Account, select the API Key tab
5. Create a new API Key using the name Google Forms
6. Keep this page available to you as you will need to copy the API Key into the Integration Script.

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