Create a bot process configuration record in RPA Hub

  • Release version: Zurich
  • Updated July 31, 2025
  • 2 minutes to read

    • Create a bot process configuration record in RPA Hub so that you can define the preliminary fields for a bot process record.

    Before you begin

    Create a package. For more information, see Create a package to assign to a bot process.

    Create a robot. For more information, see Creating an attended or an unattended robot in RPA Hub.

    Configure the related system property to view the activity stream. For more information, see Display an activity stream for bot processes and robots in RPA Hub.

    Before you can access a bot process, ensure that the RPA business user (sn_rpa_fdn.rpa_business_user), RPA developer (sn_rpa_fdn.rpa_developer), or the RPA support user (sn_rpa_fdn.rpa_support_user) are in the Managed by Group list.

    Role required: sn_rpa_fdn.rpa_release_manager or sn_rpa_fdn.rpa_admin

    About this task

    A bot process is a predefined sequence of actions that a robot follows to accomplish a specific task or achieve a particular goal.

    A bot process configuration record contains the bot process settings.

    The bot process configuration record is mapped to a bot process record. It is a one to one mapping.

    When you associate the bot process configuration record with a bot process record, you can't dissociate the mapping, regardless of the life-cycle stage status of the bot process.

    Procedure

    1. Navigate to All > Robotic Process Automation > RPA Hub Workspace.
    2. Create a bot process configuration record from either the list icon or from the plus icon.
      OptionAction
      Create a bot process configuration record from the list icon
      1. Select the list icon (List icon.).
      2. On the Lists tab, in Build, select Bot Process.
      3. Select Create Configuration.
      Create a bot process configuration record from the plus icon
      1. Select the plus icon (Plus icon.).
      2. Select New Bot Process Configuration.
    3. On the form, fill in the fields.
      For a description of the field values, see Bot process configuration form in RPA Hub.
    4. Save the configuration record only or create a configuration record and bot process and then associate the record with the bot process.
      OptionAction
      Only save the bot process configuration record Select Save.

      Skip the post-requisite task.

      This configuration record is not associated to a bot process. It remains orphaned.

      If you want to associate it with a bot process record later, follow the steps in Associate a bot process to a bot process configuration record.
      Create a bot process and bot process configuration record. Then associate the record with the bot process
      1. Select Assign Assets.
      2. On the form, complete the remaining fields.

        For a description of the field values, see Bot Process form in RPA Hub.

      3. Select Save.
      4. On the Details tab, under Activity and Compose fields, view the activity of the form, work notes, and additional comments.

    What to do next

    You can add other details to the bot process, such as the business applications, credential groups, robots, process robot credential sets, schedules, process parameters, attended users, or groups. For more information, see Adding details to your bot process in RPA Hub.

    (Optional) On the bot process configuration record, select the Bot Process button to navigate to the Overview tab of the bot process. You can't view this Bot Process button if the bot process configuration record is not associated to any bot process.