Create a bot process configuration record in RPA Hub

Release version: Washingtondc

Updated February 1, 2024

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 a 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

Navigate to All > Robotic Process Automation > RPA Hub Workspace.

Create a bot process configuration record from either the list icon or from the plus icon.

Option	Action
Create a bot process configuration record from the list icon	Select the list icon (). On the Lists tab, under Build, select Bot Process. Select Create Configuration.
Create a bot process configuration record from the plus icon	Select the plus icon (). Select New Bot Process Configuration.

On the form, fill in the fields.
For a description of the field values, see Bot process configuration form in RPA Hub.

Save the configuration record only or create a configuration record and bot process and then associate the record with the bot process.

Option	Action
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	Select Assign Assets. On the form, complete the remaining fields. For a description of the field values, see Bot Process form in RPA Hub. Select Save. On the Details tab, under Activity and Compose fields, view the activity of the form, work notes, and additional comments.

Option

Action

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

Select Assign Assets.
On the form, complete the remaining fields.
For a description of the field values, see Bot Process form in RPA Hub.
Select Save.
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 sets, robots, process robot credential sets, schedules, process parameters, attended users, or groups. For more information, see Adding details for 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.