Runtime Phase of the Embedded Task Automation

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read
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    Summary of Runtime Phase of the Embedded Task Automation

    The Runtime Phase of Embedded Task Automation in ServiceNow facilitates triggering attended automation directly from a ServiceNow form. Users with the RPA Assisted User role can initiate this process, ensuring smooth integration and execution of automated tasks.

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    Key Features

    • Users log into ServiceNow and navigate to the relevant form to trigger automation.
    • A confirmation message appears if changes are made to the form, allowing users to save or cancel the action.
    • Successful UI action selection attempts to start the attended automation, requiring the Attended Robot to be installed on the user's machine.
    • Upon successful connection, a URL is generated with essential details such as OAuth Entity ID and SysIDs, enabling the Attended Robot to authenticate and execute the automation.
    • The GetProcessFieldParameters and SetProcessFieldParameters components utilize GraphQL API calls to manage form field values during automation execution.

    Key Outcomes

    By implementing the Runtime Phase, ServiceNow customers can expect streamlined automation processes that integrate directly with their forms, leading to enhanced efficiency and reduced manual effort in task execution. Proper setup ensures successful authentication and execution of attended automations, ultimately improving workflow productivity.

    Learn more about the triggering of an attended automation from a ServiceNow form.

    Workflow of the Runtime Phase of an Embedded Task Automation

    Familiarize yourself with Embedded Task Automation concepts. For more information, see Embedded Task Automation in RPA Hub.

    A user with RPA Assisted User role logs into the ServiceNow instance.

    Navigates to the corresponding ServiceNow form from where the automation must be triggered.

    The user selects the form action, that is created when you activate the attended configuration.
    • If any changes are made on the ServiceNow form, a confirmation message is displayed to save before triggering the UI Action. If the user selects Proceed or OK, the form is saved. The automation is triggered. If the user selects Cancel, the automation is not triggered and the ServiceNow form is not saved.
    • When the user selects the UI action, if it is successful, an attempt is made to start attended automation. Make sure that the Attended Robot is installed on the machine. If it is not successful, a connection to initiate the Attended Robot is not established. An information message is displayed to try again or contact system administrator.

    A URL is generated that initiates the Attended Robot with details such as OAuth Entity ID, code challenge, ServiceNow form record SysID (from where the automation is triggered), Bot Process Sys ID, and Package SysID (Automation SysID).

    Using these details, the Attended Robot makes a call to the OAuth to get the access and refresh token. Learn about the authentication journey in the Attended Robot application and the automation execution. For more information, see Attended Robot authentication journey and automation execution in Embedded Task Automation.

    With these token details, the Attended Robot shares the session details with the ServiceNow form and starts executing the automation.

    The GetProcessFieldParameters component makes a GraphQL API to the ServiceNow instance to read the form field values that are mapped to the dynamic process field parameters. For more information about the GetProcessFieldParameters component, see Use the GetProcessFieldParameters component.

    After the automation is executed, the data is passed to the downstream applications.

    The SetProcessFieldParameters component makes a GraphQL API to the ServiceNow instance to set the form field values that are mapped to the dynamic process field parameters. For more information about the SetProcessFieldParameters component, see Use the SetProcessFieldParameters component.

    Figure 1. Workflow of the Runtime Phase of an Embedded Task Automation
    Workflow of the Runtime Phase of an Embedded Task Automation.

    Launch attended automations from ServiceNow forms

    Learn about the restrictions to launch an attended automation from ServiceNow forms and launching the attended automations. For more information, see Attended Robot authentication journey and automation execution in Embedded Task Automation.