Create a credential set within a bot process

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read

    • Create a credential set within an unattended bot process so that the robot can log in to a Windows machine and perform the automation with the mapped business application.

    Before you begin

    Do this task only when you select the Process Type field as Unattended on the Bot process configuration form, while you're creating a bot process. For more information, see Configuring a bot process record in RPA Hub, Bot process configuration form in RPA Hub, and Bot Process form in RPA Hub.

    Role required: sn_rpa_fdn.rpa_release_manager or sn_rpa_fdn.rpa_admin

    About this task

    An associated credential set cannot be deleted for a published bot process.

    If a credential set is using an external credential vault, then ensure that the associated external credential vault is active.

    In RPA Hub, you can retrieve robot credentials, application credentials, or TOTP seed in two ways:
    • From ServiceNow credentials record (application credential or credential set or TOTP authenticator).
    • From an external credential vault. For more information, see External credential vault in RPA Hub.

    Procedure

    1. Navigate to All > Robotic Process Automation > RPA Hub Workspace.
    2. Select the list icon (List icon.).
    3. On the Lists tab, under Build, select Bot Process.
    4. Open the bot process that you want to create and associate a credential set to.
    5. On the Credential Sets tab, select New.
    6. On the form, fill in the fields.
      Table 1. Credential set form
      Field Description
      Name Unique name of the credential set.
      Process Name of the associated bot process.
      Windows User name User name of the Windows machine to be used by the assigned robot.

      Enter the user name in the DOMAIN\Username format.

      This field does not appear if the External Credential check box is selected.
      Windows Password Password for the Windows machine to be used by the assigned robot.

      This field does not appear if the External Credential check box is selected.
      External Credential Select this check box to fetch credentials from external credential vaults.
      External Credential Vault Select an external credential vault record that is used for fetching the credentials from an external credential vault.

      Use the search icon to select an external credential vault record. For example, DemoCyberArk.

      Only active external credential vault records are listed here.

      This field appears only when the External Credential check box is selected.
      Subflow Input Provide a JSON that acts as an input to the subflow mapped in the selected external credential record.

      This JSON is used by the Subflow REST Step and must contain the necessary information for retrieving credentials from the external credential vault.

      The value must be in JSON format. You cannot enter an empty JSON value.

      For more information about the JSON, see Steps to configure an external credential vault in RPA Hub.

      This field appears only when the External Credential check box is selected.
    7. Select Save.
    8. Optional: In the Activity and Compose fields, view the activity of the form, work notes, and additional comments.