Access Token for UiPath

Configure an access token to connect to UiPath.

UiPath Access Token Configuration screen


UiPath Access Token Configuration screen

Background and Setup

Prerequisites

Good to Know

  • In most cases, you can use a global access token or an application level access token:
    • Global access tokens are shared across all users and applications. If you want all process designers and form users in your AgilePoint NX tenant to be able to connect to an external data source, use a global access token. An example is a SharePoint site on an intranet that all employees in a company can access.
    • Application level access tokens are shared with all processes in a process-based app, or restricted to use within a form-based app. Use application level access tokens if only process designers or form users for a particular application should access an external system — for example, a Google Drive account that is only used to share files within a small team.
  • Documentation for Integrations with Third-Party, External, or Open Source Technologies

    The highest priority for AgilePoint NX Product Documentation is accuracy. Whenever feasible, AgilePoint provides input details, business rules, or example values for third-party integrations. These can include any technology that is not native to AgilePoint NX, such as Salesforce, Active Directory, or REST. However this information is subject to change without notice to AgilePoint. Because we can not guarantee the accuracy of this information, the details provided for third-party product input values, as well as examples for third-party product integrations, are limited in the AgilePoint documentation. It is the responsibility of third-party vendors to provide documentation related to these aspects of their software and services.

    For examples of use case implementations or configuration field input values for third-party products, AgilePoint recommends these resources:

    • AgilePoint Community Forums - An AgilePoint-moderated, crowd-sourcing user forum where you can ask questions about specific techniques, the solutions to use cases, workarounds, or other topics that may not be covered in the Product Documentation.
    • Professional Services - If you can not find the information you need for your specific business problem, mentoring is available through AgilePoint Professional Services.
    • Personalized Training - AgilePoint can provide personalized training for your organization. To request personalized training, contact AgilePoint Sales.
    • Third-Party Vendor Documentation - Whenever feasible, AgilePoint provides links to third-party vendor documentation.

      This does not include technology standards or protocols, such as JavaScript, REST, or FTP. Resources for these technical standards are publicly available on the Internet.

Fields

Field Name Definition

Token Name

Function:
Specifies the unique name for your connection to UiPath.
Accepted Values:
A text string that can include letters, numbers, and spaces
Default Value:
None

Description

Function:
A description for your access token.
Accepted Values:
More than one line of text.
Default Value:
None
Example:
Refer to:

Orchestrator API URL

Function:
Specifies the URL of your UiPath environment.
Accepted Values:
The URL of a UiPath Orchestrator environment.
Default Value:
https://platform.uipath.com

Tenant Name

Function:
Specifies the tenant name for your UiPath environment.
Accepted Values:
One line of text with no spaces.
Default Value:
None

User Name or E-mail

Function:
Specifies the user name or e-mail address for UiPath authentication.
Accepted Values:
A user name or e-mail address registered in UiPath.
Default Value:
None

Password

Function:
Specifies a password for the UiPath authentication account.
Accepted Values:
An alphanumeric string that represents a password.
Default Value:
None

OAuth2 Access Token

Function:
Specifies an access token, or code, from UiPath.
Accepted Values:
A valid access token

This value comes from UiPath.

Default Value:
None

Get OAuth2 Access Token

Function:
Sends a request to the UiPath service to get the access token.

To complete this process, you must sign in to UiPath, and specify your consent when prompted.

Renewal Rate

Function:
Specifies how frequently to renew your application's access token.
Accepted Values:
  • Disabled
  • Every 10 minutes
  • Every 15 minutes
  • Every half an hour
Default Value:
Every 15 minutes

Encrypt

Function:
Stores the access token in the AgilePoint database as encrypted data.
Note: AgilePoint recommends you to store this access token in the database in encrypted format.
Accepted Values:
  • Deselected - The access token is in plain text in the database.
  • Selected - The access token is encrypted in the database.
Default Value:
Selected