Dynamic Robotics for ServiceNow provides a dynamic way to analyze and review field-level access permissions for specific records within a ServiceNow instance. Instead of relying on a predefined table structure, Dynamic Robotics allows users to specify a table and record identifier field, which ConfigBot uses to dynamically prepare the required configuration data in the workbook.

For example, you can specify the Incident table and use the Incident Number (number) as the record identifier. When the workbook is prepared, ConfigBot retrieves the fields associated with the specified record and populates them in the Object Robotics sheet. The module considers fields, that are displayed on the form.

Users can also manually add additional fields by providing the required Field ID in the Object Robotics sheet.
Once the workbook is prepared, Dynamic Robotics allows users to review whether a specified user has Read, Write, or Delete access to individual fields for the selected record.

The following article explains how to use the Dynamic Robotics module in ConfigBot to to analyze associated CRUD operations.

Step 1: Log in to ConfigBot 

Enter your username and password, then click Submit to access the portal.

Step 2: Access the Dynamic Robotics Module 

From the Home Screen, navigate to the Robotics section and click the Dynamic Robotics module tile.

Step 3: Create a New Iteration 

Click the Add New Iteration button.

• Enter the Iteration Number.
• Select the Workspace or Add New Workspace.
• Enter the Host Address.
• Choose the Instance Type.
• Enter your Company ID and Username.
• Add a short Description.

After filling in all required details, click Submit to create your iteration.

Prepare Object Robotics

Step 1: Open Workbook and Set Config Sheet

Once the iteration is created, click on the sheet icon to open the workbook.

Navigate to the Config Sheet and enter the required Table Name and Record Identifier Field.

Dynamic Robotics allows you to dynamically prepare the Object Robotics sheet by specifying the table and the field value used to identify the required record.

For this example, I have selected the Incident table and used the Incident Number field as the record identifier.

The selected table and record identifier determine which record ConfigBot uses to prepare the Object Robotics sheet.

Step 2: Prepare the Workbook

Once the table and record identifier have been configured, back to workspace, click on the Hamburger Menu and select Prepare Sheet.

In the pop-up window: 

• Enter your ServiceNow password. In this example, certificate-based authentication is being used.
• Add any execution notes
• Select Prepare Sheet
• Click Confirm and Start to process execution 

ConfigBot will identify the specified table and dynamically populate the Object Robotics sheet with the fields associated with that table.

As you can see, the Object Robotics sheet does not contain any data before the Prepare execution is run.

The preparation process considers the fields available on the form, including fields.
This allows the Object Robotics sheet to represent the fields relevant to the selected record based on the current ServiceNow configuration.

Step 3: Review and Configure Workbook

Once status shows complete click on sheet icon to open generated workbook

Navigate to the Object Robotics sheet, here you can see the sheet is successfully backfilled with all fields from instance 

Hint: If you need to analyze a field that was not automatically populated during the preparation process, you can manually add it to the Object Robotics sheet. Additional fields can be included for the test at the bottom of the list by populating the Field ID in column F.

Furthermore, the field specified in the Record Identifier column is populated in the second row.
This value is used by ConfigBot to identify the corresponding record in the ServiceNow instance.

Automation - Review Access Permission

The module allows you to evaluate whether the selected user has permission to perform the following operations on the specified fields:

• Read – Determines whether the user can read or view the field value.
• Write – Determines whether the user can modify the field value.
• Delete – Determines whether the user has permission to delete the applicable record or configuration.

Step 1: Configure Data in Workbook.

To Execute Read, Right, and Delete operations fill the data from Row 1 to Row 4 as per the below given details: 

• In Row 1- provide the desired user ID, or leave it blank so it will consider the login person 
• In Row 2- Provide specified field value on which you want to verify CRUD operations, in this example incident number
• In Row 3- Provide the Specific operation (Read, Write, or Delete) it is mandatory to provide operation . 
• In Row 4- Provide Yes/No to capture snapshots that will be visible in logs. 

Make sure to pending the status of each record before running automation. 

Step 2: Start Configuration. 

Once your configuration data is set: 

• Return to your iteration in ConfigBot. 
• Click the Hamburger Menu and select Request Reprocess. 

Click the Hamburger Menu again and select Start Automation 

In the pop-up window: 

• Enter your ServiceNow password. In this example, certificate-based authentication is being used.
• Add any notes 
• Select the Object Robotics checkbox
• Click Confirm and Start to execute 

Step 3: Monitor Progress 

You can click the Information (ℹ️) icon on your iteration to monitor the processing status in real time and Logs.  

Once the execution Complete

Navigate to workbook to review your results

Here, you can see the columns highlighted in Green or Red based on the user's access permissions:

• Green → Indicates that the user has permission to perform the respective operation.
• Red → Indicates that access to the respective operation is denied.

Automation - Create / Update Record

Step 1: Configure Data in Workbook.

• Create a New Record: Leave the Record Identifier field blank. If ServiceNow automatically generates a value for the field, ConfigBot will backfill the generated value. For example, leave the Incident Number blank when creating a new Incident, as ServiceNow automatically generates it.
• Update a Record: Enter the existing record's value in the Record Identifier field, such as the Incident Number, to identify the record for updating.

Step 2: Start Configuration. 

• Once the workbook is configured with data,  Pending the records. 
• Repeat Step 2, from Automation - Review Access Permission section

Step 3: Monitor Progress 

You can click the Information (ℹ️) icon on your iteration to monitor the processing status in real time and Logs. 

Once the execution Complete open the workbook

Here you can see the bot generated incident number automatically, means the incident created successfully, red highlighted cells show the read only field which cannot be update.

The columns are highlighted in Green, Red, or Amber based on the configuration results:

• Green → Indicates that the configuration value was successfully set in the corresponding ServiceNow field.
• Red → Indicates that the value could not be set because the field is read-only or the user does not have the required write permission.
• Amber → Indicates that the user has write permission, but the provided value is invalid.

Instead of manually impersonating each user and navigating to individual tables or records to verify access, ConfigBot - Dynamic Robotics module automates the process by providing a structured and comprehensive sheet. This enables administrators to efficiently review user access permissions and configure records in bulk within a single execution.

Thank You.

Updated on: 09/19/2026