Attended Robot authentication journey and automation execution in Embedded Task Automation
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Summary of Attended Robot authentication journey and automation execution in Embedded Task Automation
This documentation explains the authentication and automation execution process for the Attended Robot application within ServiceNow’s Embedded Task Automation (ETA) feature. ETA allows triggering attended bot processes directly from ServiceNow forms, improving workflow automation by integrating RPA capabilities seamlessly.
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Attended Robot Authentication Journey
- After installing the Attended Robot application on a Windows machine, a custom URL schema snrdaforms is registered to handle OAuth redirects.
- The user action on ServiceNow forms initiates OAuth authentication, which upon success generates a Callback URL containing necessary information to launch the bot process.
- The Attended Robot application receives this information, manages user profiles locally via the Connection Manager for synchronization and authentication context.
- Three user context scenarios govern automation relaunch behavior:
- Same user retriggers automation: continues without restarting the app.
- Different user retriggers automation on same instance: logs out prior user and reconnects without closing the app.
- Different instance triggers automation: relaunches the Attended Robot app.
- If new automation or RPA Hub versions exist, the Attended Robot must be restarted to apply changes.
- Direct manual launch of Attended Robot prompts the Connection Manager for instance and login verification.
Automation Execution Modes
- The bot process form settings Enable Desktop In Desktop and End Desktop In Desktop On Complete determine execution mode:
- Local session: Runs automation in the local desktop session; Attended Robot remains active post-execution.
- Bot session: Runs automation in a separate bot session; Attended Robot closes the bot session based on End Desktop In Desktop setting.
- If the bot session remains open, the robot state shows as Busy until the user closes the session manually.
- Session expiration closes both the bot session and Attended Robot instance.
Launching Attended Automations from ServiceNow Forms
- Attended automations are triggered from forms using Embedded Task Automation, requiring proxy configuration on first launch if applicable.
- Upon successful authentication:
- The associated robot state is set to Available (if not already).
- A Running state process job record is created with the “Triggered By” field set to Embedded Task Automation.
- The robot state changes to Busy while synchronizing and downloading automation packages.
- Automation starts in a local or bot session per configuration.
- After execution, the robot state returns to Available and the process job record updates to success or failure.
- User actions during automation:
- Stop button: Terminates the automation and marks the process job as Canceled, setting robot to Available.
- Close button: Halts the automation, logs out the session, and closes Attended Robot after validations.
- Session timeouts automatically shut down Attended Robot.
- Authentication failures display an error and prevent automation execution.
Restrictions and Important Notes
- Attended automation cannot be triggered from ServiceNow forms if an automation is already executing or if an active child (Desktop In Desktop) session exists.
- Repeated automation triggers by the same user and bot process utilize local cache unless the Attended Robot is restarted to reflect changes.
- Use the Terminate component in attended automations to ensure proper completion of automation flows.
- Detailed product logs are available for troubleshooting and audit.
This information enables ServiceNow customers to effectively configure, authenticate, and execute attended automations triggered from ServiceNow forms, ensuring smooth integration and management of RPA processes.
Learn about the authentication process in the Attended Robot application and the automation execution, when the automation is triggered from ServiceNow® forms.
Embedded Task Automation feature
With the embedded task automation feature, you can trigger attended bot processes (attended automations) from the ServiceNow forms, apart from initiating them from the Attended Robot application. For more information, see Embedded Task Automation (ETA) in RPA Hub.
Attended Robot authentication journey in Embedded Task Automation
After you install the Attended Robot application in a Windows machine, it registers a URL schema 'snrdaforms' with Attended Robot, starting from the Washington DC release. This URL schema is used whenever a redirect occurs from OAuth. For more information about OAuth, see OAuth Inbound and Outbound authentication.
RPA assisted user selects the form action and this action redirects the user to the OAuth authentication.
After successful authentication, it generates the Callback URL that includes the information required for the bot process to launch. For example, for a bot process that is associated with an attended configuration, this information is passed to the Callback URL.
The Callback URL initiates the Attended Robot. The Attended Robot receives all the information sent by the Callback URL. In the Connection Manager, a profile (instance details like host name, instance URL) is created locally, if it doesn't exist. It’s required for synchronizing the plugins and it establishes the user context for further authentication purposes.
- If the Attended Robot application is already launched with embedded task automation and the same user, for example, User A, is used to retrigger the automation. Then, the next automation runs without restarting the Attended Robot application. The Attended Robot application doesn’t close.
- If the Attended Robot application is already launched with embedded task automation by User A. Then, the different user, User B, and same instance are used to retrigger the automation. Then, it continues to use the Attended Robot application, logs out User A and reconnects with the User B, without closing and relaunching the Attended Robot application.
- If the Attended Robot application is already launched with embedded task automation from Instance1 and user tries to launch embedded task automation from Instance2. Then, the Attended Robot application is relaunched.
If a default profile saved in the Connection Manager window of Attended Robot application, the robot still uses the URL profile from where the automation is triggered.
If a new version exists to the existing automation, to reflect those changes the Attended Robot application must be closed. Until then, it continues to use the existing version, as the Attended Robot application is already launched.
If a new version of RPA Hub is installed on the instance, to reflect those changes the Attended Robot application must be closed. Until then, it continues to use the existing set of plugins, as the Attended Robot application has already launched.
Attended Robot is then ready to launch automations and doesn’t prompt with the Connection Manager of Attended Robot when automation invoked from the ServiceNow® form.
If the RPA assisted user directly launches Attended Robot, the Connection Manager is displayed to verify instance and login details.
Automation execution in a local session and a bot session
After the authentication, the process configuration is retrieved from RPA Hub.
If the Enable Desktop In Desktop check box isn’t selected on the bot process form, the automation execution starts in a local session. After the execution is complete, the Attended Robot application remains active on the machine and waits for the upcoming automation triggers. For more information, see the Launch an attended automation from ServiceNow forms section in the following sections. For more information about the Enable Desktop In Desktop and End Desktop In Desktop On Complete check boxes, see Bot Process form in RPA Hub.
- If the End Desktop In Desktop On Complete check box is selected, the Attended Robot application closes the bot session, and the Attended Robot application remains with all the UI buttons disabled.
The Attended Robot application won't be closed after the execution is complete or when user selects the Stop button, or any error occurs during automation initiation.
After the execution is completed, the robot moves from Busy to Available state.
- If the End Desktop In Desktop On Complete check box isn’t selected, the user must close the session. Until the user closes the session, the Attended Robot application runs and the associated robot state shows as Busy. After the user closes the bot session, the Attended Robot application remains open.
If the Attended Robot login user session expires, the Attended Robot instance is closed along with the bot session.
Launch an attended automation from ServiceNow forms
Attended Robot executes attended automation when triggered from ServiceNow forms. For more information, see Runtime Phase of the Embedded Task Automation (ETA). For more information about invoking an attended automation across other types of forms, see Invoke Embedded Task Automation via API in RPA Hub.
If your organization is configured with proxy settings, the prerequisite for this task is to configure the proxy. In the Proxy Settings section of the Connection Manager, configure the proxy, when you launch Attended Robot from ServiceNow forms, for the first time. For more information about connection manager, see Connect to an RPA Hub instance from Attended Robot. For more information about setting a proxy, see Set up Attended Robot.
On successful authentication, the following scenarios occur:
- Moves the associated robot state to Available, if it is not in Available state already.
- Creates a Running state process job record.
In the process job record, the Triggered By field is updated by Embedded Task Automation value.
- Moves the associated robot state to Busy, starts synchronizing, and downloads the package, if not available locally.
- Initiates the automation in a local session or bot session, based on the option selected in the Enable Desktop in Desktop check box.
- After the automation execution is complete, the robot status is then updated as Available.
- After the automation execution is initiated, if the user selects the Stop button on the Attended Robot, it terminates the automation, and the robot state is set to Available. The process job record is marked as Canceled state.
- After the automation execution is initiated, if the user selects the Close button on the Attended Robot, after performing few pre-validations, it halts the bot process, logs out the user session, and closes the Attended Robot. For more information about stop and close actions, see Run an automation using Attended Robot.
Figure 3. Stop and Close actions in the Attended Robot - After the automation is executed, the process job record is marked as success or failure after the automation flow ends.
Figure 4. Post automation execution screen in Attended Robot - Shuts down the Attended Robot, if the session is timed out.
If the authentication fails, an error is displayed: Unable to execute the automation as authentication has failed. Contact your system administrator.
Use the Terminate component in attended automations to complete the automation execution. For more information about the component, Use the Terminate component.
To view detailed product logs, refer to the product logs.
Restrictions to launch an attended automation from ServiceNow forms
In the following scenarios, the execution of attended automations via ServiceNow forms are restricted when you select the UI action from the ServiceNow form:
- When an automation is executing
- When an active child session (Desktop In Desktop) exists.
- If the automation is triggered by the same user and same bot process, local cache is used. If a change is made, close the Attended Robot application and relaunch it, so that the new change is reflected.