ConfigBot for ServiceNow - HR Service & Record Producer

The ConfigBot for ServiceNow HR Service & Record Producer enables users to efficiently create and modify HR Services, HR Task Templates, Record Producers, Variables of different types and Choices of Select box variables within the ServiceNow tables. This module allows users to add records directly within tables in ServiceNow, eliminating the need to navigate between multiple screens and empower users to create configuration faster. Additionally, the module provides a seamless way to compare different iterations without manual effort. 

The following article explains how to use the HR Service & Record Producer in ConfigBot to perform different operations. 

Step 1: Log in to ConfigBot 

Enter your username and password on the login page, then click Submit to access your ConfigBot portal. 

Step 2: Access the HRSD Module

From the ConfigBot dashboard, navigate to the Employee Workflows, and click on HR Service & Record Producer module tile to open it. 

Step 3: Create a New Iteration 

Click the Add New Iteration button 

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

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

Step 4: Set the Filter Configuration: 

Once the iteration is created, open the workbook and navigate to Config Sheet and select filter type, in fig below, I have selected fetch All filter type so it will fetch all records present in the instance 

You can also select other filter type   

• Fetch All: will fetched all the records from the instance  
• Fetch All, except these: will fetch all records except those that are mentioned in the next column.  
• Fetch Only: will fetch the records that are mentioned in the next column.  
• Fetch Active Only: will only fetch active records.  
• Fetch In Active Only: will only fetch inactive records.  
• Fetch By Query: will only fetch records that are associated with the query  

Or you can use the Dependent Functionality by selecting "Yes" in Column D "Dependent" 

When Dependent is set to Yes, records are fetched based on their parent record. This ensures that only the child records associated with the selected parent configuration are retrieved. 

Dependency Relationships:  

HR Service → Records are fetched using the configured filter.  

• Record Producer → Records are fetched based on the related HR Service records.   
• Variable Set → Records are fetched based on the related HR Service records.   
• Variable → Records are fetched based on the related HR Service & Record Producer records. 
• Question Choices → Records are fetched based on the related Variable records
• HR Task → Records are fetched based on the related HR Service records.

Step 5: Generate Workbook 

Once the iteration is created, click on the Hamburger Menu and select Generate workbook. 

In the pop-up window:  

• Enter your ServiceNow password  
• Add any execution notes (optional)  
• In Advanced Options, Select "Select All" check box to Generate workbook. 

Click Confirm and Start to process execution 

This step prepares the workbook with the basic configuration setup and backfilled the data from ServiceNow instance. 

Step 6: Review Results 
Once the execution status changes to Complete, open the generated workbook. You will notice that the sheet backfilled with the data 

Automation (Configure Records using ConfigBot):

Open Generated Workbook:

• Click on sheet icon to open generated workbook 
• Navigate to the desired Sheet (Hr Service, Tasks, Record Producers and others)
• Create and update the records. 

To Start Configuration for Automation: 

Step 1: Create a Record Producer. Fill in the required fields such as Name, Table, and other mandatory details to create a valid Record Producer. 

Step 2: Create a Variable Set from the desired sheet, if required. Alternatively, you can create variables directly and select Record Producer as the associated type. Complete all required fields to create valid variables. 

Step 3: Create a Variable, associate with record producer or variable set according to your configuration, also fill all the required fields to create a valid record. 

Step 4: Navigate to the Question Choice sheet. Create Choices for your Record Producer and ensure they are associated with the correct Record Producer or Variable Set Questions. Fill in all mandatory fields required for the question and select the same application scope used in the previous steps.

Step 5: Navigate to the HR Service sheet and create an HR Service. Populate the required fields such as Name, Centre of Excellence (COE), Topic Category, and any other mandatory fields to create a valid HR Service. You can also attach the newly created Record Producer from the highlighted dropdown.

Step 6: Navigate to the HR Task sheet and create an HR Task associated with the HR Service. Fill in the required fields such as Associated Service, Task Template, Name, Order, and any other mandatory fields to create a valid HR Task. 

Step 7: Finally, navigate to the Config sheet. Set Maintain Update Set to Yes and enter the desired Update Set Name. 

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

Step 8: 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 this time select Start Configuration 

In the pop-up window: 

• Enter your ServiceNow password 
• Add any notes 
• Select the checkbox “Select All” 
• Click Confirm and Start to execute 

Step 7: Monitor Progress 

You can click the Information logs (🛈) icon on your iteration to monitor the processing status in real time. 

Once the execution Complete, proceed to review your results. 

You will notice highlights across multiple tabs: 

• Red Highlights → Indicate configuration differences between the values currently maintained in the sheet and those available in the ServiceNow instance. These highlights help identify areas where changes have been made or where the configurations are not aligned. 
• Green Highlights → Indicate matching configuration values between the sheet and the ServiceNow instance, confirming that no configuration changes have been identified. 

Validation (Validate Configuration Changes from the sheet): 

Step 1 – Open the Generated workbook 

Click on the sheet icon to open the generated workbook 

Step 2 – Change the status to Pending  

Navigate to the desired sheet for which you want to validate the data and change the Processing Status to “Pending” 

Step 3 – Start Execution (Validation) 

Once the Processing Status is set to “Pending, close the workbook and navigate back to workspace 

Click on the hamburger menu icon and select “Request Reprocess” 

Click on the hamburger menu icon again and this time select “Start Validation” 

In the pop-up window: 

• Enter your ServiceNow instance password.
• Add any execution notes 
• Select the checkbox for the desired sheet (as for this example - selecting HR Service)

Click "Confirm and Start" to start execution

Step 4: Review Results

Once the execution status changes to Complete, open the generated workbook. 

You will notice highlights across multiple tabs: 

• Red Highlights → Indicate configuration differences between the values currently maintained in the sheet and those available in the ServiceNow instance. These highlights help identify areas where changes have been made or where the configurations are not aligned.  
• Green Highlights → Indicate matching configuration values between the sheet and the ServiceNow instance, confirming that no configuration changes have been identified. 

Compare (Compare Between Two Executions): 

Step 1 – Should have two Generated Workbooks   

Ensure that you have two workbooks generated.  

Step 2 – To Start Compare Execution: 

Click on the hamburger menu icon and select “Request Reprocess” 

Click on the hamburger menu icon again and this time select “Compare iteration” 

In the pop-up window:

• Select the iteration you want to compare against. 
• Click Confirm and Start to start the execution process. 

Once the status shows complete, open the workbook and navigate to each sheet to see the changes 

You can notice highlights across multiple tabs: 

• Red Highlights – Indicate differences between the two iterations. 
• Green Highlights – Indicate matching values across both workbooks. 

These color-coded results allow you to instantly identify what has changed or remained consistent between the two ServiceNow instances. 

Or we can also Navigate to the “Compare Summary” Sheet, to find the differences 

This Sheet provides a quick and reliable way to verify data consistency between executions. Instead of manually inspecting records, you can visualize differences and matches in a structured tabular form. 

Thank You! 

Updated on: 09/07/2026