List of steps for configuring embedded task automation

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  • Updated March 12, 2026
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    Summary of List of Steps for Configuring Embedded Task Automation

    This guide outlines the step-by-step process for configuring embedded task automation in ServiceNow. Following these steps in order ensures smooth implementation and functionality of the automation features.

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    Key Features

    • Familiarization: Understand the Embedded Task Automation concepts to lay the groundwork.
    • Building Automation: Utilize RPA Desktop Design Studio to create and publish automation projects.
    • Bot Process Creation: Set up an attended bot process linked to the published automation.
    • Configuration: Enable Embedded Task Automation and create dynamic parameters essential for automation.
    • Mapping: Map form fields to process field parameters to ensure proper function.
    • Activation: Activate attended configurations to allow UI actions for triggering automations.
    • Publishing: Assign users and publish the bot process for accessibility in ServiceNow forms.
    • Visibility: Ensure users can view and utilize the UI action button for triggering the automation.

    Key Outcomes

    By completing these steps, ServiceNow customers will successfully configure embedded task automation, enabling effective automation of processes through attended bot interactions. Users will be able to trigger automations easily via UI actions on the ServiceNow forms, enhancing productivity and operational efficiency.

    Use this list of steps to guide you through all the tasks for configuring an embedded task automation.

    Complete all the tasks for a step before moving on to the next step.

    Do the steps in the order that they’re presented.

    Table 1. List of steps for configuring an embedded task automation
    Task Reference
    1) Familiarize yourself with Embedded Task Automation concepts. For more information, see Embedded Task Automation (ETA) in RPA Hub.
    2) Build an automation by using the new components in RPA Desktop Design Studio and publish it to the ServiceNow instance.

    For more information about the new components, see Forms.

    For more information about publishing the automation RPA Desktop Design Studio, see Publish an automation project in RPA Desktop Design Studio.
    3) Create an attended bot process. Associate it with the package that is published in step 2. For more information, see Configuring a bot process record in RPA Hub.
    4) Select the Enable Embedded Task Automation check box in the associated attended bot process form.

    On enabling this check box, two additional tabs, Process Field Parameters and Attended Configuration, are available on the bot process form.

    		 For more information, see Bot Process form in RPA Hub.
    5) On the Process Field Parameters tab, create dynamic parameters that are used in the automation. For more information, see Create a process field parameter in RPA Hub.
    6) Create an attended configuration record. For more information, see Create an attended configuration record in RPA Hub.
    7) On the Field Parameter Mappings tab, map the form fields to the process field parameters that are used in the automations. For more information, see Map a table field to a bot process field parameter in RPA Hub.
    8) Activate an attended configuration record to enable the UI action that triggers the attended automation on the associated ServiceNow form. For more information, see Activate an attended configuration record in RPA Hub.
    9) To trigger a bot process (automation) from a Workspace, a playbook, or any other service portal, you can create corresponding actions and call the RPAInstanceFormHooks Application Programming Interface (API). For more information, see Invoke Embedded Task Automation via API in RPA Hub.
    10) To publish the bot process, assign the user with RPA AU (RPA assisted user) in the Assigned User or Assigned Group field in the Attended Users/Groups tab of the attended bot process record.

    If the auto assignment system property sn_rpa_fdn.allow_rda_robot_auto_assignment is false, the attended robot record is available for the assigned RPA Assisted User.

    If the auto assignment system property is true, an attended robot license is available to auto create an attended robot at the time of triggering.

    For more information about assigning the user with RPA AU, see Assign an attended user or group to an attended bot process.

    For more information about this system property, see Configure RPA Hub properties.
    11) Publish the bot process with the corresponding package published from the RPA Desktop Design Studio. For more information, see Publish a bot process in RPA Hub.
    12) The assigned user can view the UI action (button) on the corresponding ServiceNow form. Using this button, the user can trigger the attended bot process (attended automation). There are certain conditions to view this button (UI action). For more information about the visibility conditions, see Conditions for the visibility of UI action (button).