Use OAuth connection

You can use the established OAuth connections to enable users or roles to use the connections without having to enter the authentication details every time they want to use the corresponding authentication action.

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Prerequisites

Ensure that you have configured the following options:
  1. Configure enterprise applications on your enterprise application portal.
  2. Create OAuth connection in the Manage > OAuth connection section.
  3. If you are planning to use the User-specific token type in your bots, ensure that you have authenticated the connection before using it. See Authenticate user-specific OAuth connections.

For example, if you are an administrator, you can create an enterprise application connection and make it available for users or roles. The users can then use this connection to authenticate the enterprise application having to request the authentication details from the administrator.

Procedure

  1. Open the bot that is using the enterprise application authentication action.
  2. In the action properties panel, select the Control room OAuth connection option from the Authentication type drop-down.
    Image displaying the OAuth Control Room connection option
  3. Click the Pick option to select a connection type.
  4. In the Pick a connection window, select a Provider type, Connection name, and Token type.
    • In scenarios where the user authentication and consent are not required or a token is shared across multiple bots (such as unattended bot runs) ensure that you select the Shared token type option to run unattended automations.
    • In scenarios where the user authentication and consent are required, ensure that you use the User-specific token type option and the connection is active. See Authenticate user-specific OAuth connections.

    See OAuth tokens.

  5. Click Confirm.
    Image displaying the option to pick an OAuth connection

The following video shows how to use OAuth connection in an enterprise application: