Configure a template for OAuth JWT Bearer grant type

  • Release version: Washingtondc
  • Updated February 1, 2024
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    Summary of Configure a template for OAuth JWT Bearer grant type

    This document outlines the configuration template for setting up Credential and Connection records using the OAuth JWT Bearer grant type for Docusign integration within ServiceNow. It provides a detailed structure that includes essential parameters for authentication and connection management.

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    Key Features

    • Credential Records: Establishes a record in the Credentials table, detailing OAuth entity profiles, client IDs, and secret keys for authentication.
    • Connection Records: Creates a record in the Connections table, specifying the connection URL and additional configuration settings.
    • Dynamic Data Schema: Allows user input mapping to the fields in the default template for streamlined data entry.
    • Post Processing Script: Automates the mapping of user input to the sndocusignspokeaccounts table, facilitating account management.

    Key Outcomes

    By following this template, ServiceNow customers can efficiently configure Docusign integrations, enabling secure authentication and seamless connection management. The resulting configuration form allows users to create and manage their Docusign credentials and connections with ease, ensuring that all necessary information is captured and processed correctly.

    This example configuration template sets up Credential and Connection records using the JWT Bearer grant type to authenticate requests to Docusign.

    Default data template

    Each top-level item in the default data template creates an associated record. The template includes these sections:

    • Credential: Creates a record in the Credentials table.
    • Connection: Creates a record in the Connections [sys_connection] table and any associated connection records.
    • Additional: Optionally creates records in a custom table. The post processing script tells the system what to do with these records.

    The following example creates the records required for OAuth JWT Bearer grant type authentication.

    {
      "credential": {
        "oauth_entity": {
          "oauth_entity_profile": [
            {
              "grant_type": "urn:ietf:params:oauth:grant-type:jwt-bearer",
              "name": "Docusign Profile",
              "default": true,
              "oauth_entity_profile_scope": [
                "users:read.email"
              ]
            }
          ],
          "code_challenge_method": "S256",
          "type": "consumer",
          "oauth_entity_scope": [
            {
              "oauth_entity_scope": "users:read.email",
              "name": "email"
            }
          ],
          "client_id": "<provider-client-id>",
          "use_mutual_auth": false,
          "revoke_token_url": "https://<provider-domain-name>.com/oauth2/revoke",
          "default_grant_type": "urn:ietf:params:oauth:grant-type:jwt-bearer",
          "public_client": false,
          "oauth_api_script": "3e3a3a11c333210016194ffe5bba8f70",
          "name": "Docusign Spoke OAuth",
          "client_secret": "<provider-client-secret>",
          "auth_url": "https://<provider-domain-name>.com/oauth2/auth",
          "token_url": "https://<provider-domain-name>.com/oauth2/token",
          "redirect_url": "https://<instance-name>.service-now.com/oauth_redirect.do"
        },
        "jwt_provider": {
          "jwt_keystore_aliases": {
            "kid": "<provider-key-id>",
            "name": "Docusign Spoke JWT Key",
            "signing_keystore": "<signing-keystore-sys-id>",
            "signing_algorithm": "rsa_256",
            "signing_key_password": "password"
          },
          "jwt_claim_validation" : [ {
            "name" : "iss",
            "is_standard" : true,
            "data_type" : "string",
            "value":"<docusign-iss-claim>"
          }, {
            "name" : "sub",
            "is_standard" : true,
            "data_type" : "string",
            "value":"<docusign-sub-claim>"
          }, {
            "name" : "aud",
            "is_standard" : true,
            "data_type" : "string",
            "value":"<docusign-aud-claim>"
          }, {
            "name" : "scope",
            "is_standard" : false,
            "data_type" : "string",
            "value" : "signature impersonation"
          } ],
          "name": "Docusign Spoke JWT Provider",
          "jwt_api_script": "9ef6af86ff10330001d3cd6bd53bf144"
        },
        "name": "Docusign Spoke Credential",
        "table": "oauth_2_0_credentials"
      },
      "connection": {
        "use_mid": false,
        "connection_url": "https://<provider-domain-name>.com",
        "name": "Docusign Spoke Connection",
        "table": "http_connection"
      },
    "additional":{
        "docusign_account_name": "<docusign-account-name>",
        "docusign_account_email": "<docusign-account-email>"
    }
    }

    Dynamic data schema

    The dynamic data schema defines what the user sees when they create a Connection & Credential alias and collects their input. Use dot-walking syntax to map user input to fields created in the default data template. For example, connection_fields maps user input to the connection_url field in the connection object created by the default data template.

    {
      "connection_fields": [
        {
          "name": "connection.connection_url",
          "label": "Connection URL",
          "type": "text",
          "defaultValue": "https://demo.docusign.net",
          "hint": "Connection URL for Docusign"
        }],
    "additional_fields":[
        {
          "name": "additional.docusign_account_id",
          "label": "Docusign Account Number",
          "type": "text",
          "hint": "Docusign Account Number"
        },
        {
          "name": "additional.docusign_account_name",
          "label": "Docusign Account Name",
          "type": "text",
          "hint": "Name to identify the Docusign account"
        },
        {
          "name": "additional.docusign_account_email",
          "label": "Docusign Account Email",
          "type": "text",
          "hint": "Docusign Account Email"
        }
      ],
      "credential_fields": [
        {
          "name": "credential.oauth_entity.client_id",
          "label": "OAuth Client ID",
          "type": "text",
          "hint": "Client ID for Docusign"
        },
        {
          "name": "credential.oauth_entity.redirect_url",
          "label": "OAuth Redirect URL",
          "type": "text",
          "defaultValue": "https://<instance-name>.service-now.com/oauth_redirect.do",
          "hint": "Callback URL for Docusign"
        },
     {
          "name": "credential.jwt_provider.jwt_claim_validation[0].value",
          "label": "Issuer (iss) Claim value",
          "type": "text",
          "hint": "The integrator key (also known as client ID) of the application"
        },
     {
          "name": "credential.jwt_provider.jwt_claim_validation[1].value",
          "label": "Subject (sub) Claim value",
          "type": "text",
          "hint": "The user ID of the user to be impersonated"
        },
     {
          "name": "credential.jwt_provider.jwt_claim_validation[2].value",
          "label": "Audience (aud) Claim value",
          "type": "text",
          "defaultValue": "account-d.docusign.com",
          "hint": "The URI of the authentication service instance to be used e.g. account.docusign.com"
        },
        {
          "name": "credential.jwt_provider.jwt_keystore_aliases.kid",
          "label": "Key ID (kid)",
          "type": "text",
          "hint": "Indicates which key was used to secure the JWS"
        },
        {
          "name": "credential.jwt_provider.jwt_keystore_aliases.signing_keystore",
          "label": "Key Store",
          "type": "file"
        }
      ]
    }

    Post processing script

    The following post processing script maps user input to fields in the sn_docusign_spoke_accounts table.

    (function execute(aliasId, connectionSysId, jsonDefaultData, jsonDynamicData) {
    	var jsonDynamicDataP = JSON.parse(jsonDynamicData);
    	var accountGR = new GlideRecord("sn_docusign_spoke_accounts");
        accountGR.setValue("account_name", jsonDynamicDataP["additional.docusign_account_name"]);
        accountGR.setValue("alias", aliasId);
        accountGR.setValue("email", jsonDynamicDataP["additional.docusign_account_email"]);
        accountGR.setValue("id", jsonDynamicDataP["additional.docusign_account_id"]);
        accountGR.insert();
    })(aliasId, connectionSysId, jsonDefaultData, jsonDynamicData);

    Resulting Docusign Connection and Credential configuration form

    When the user navigates to the associated Docusign Connection & Credential Alias and selects Create New Connection & Credential, the following dialog appears.

    Docusign form requiring user input.