Create a Workflow Process Instance :: SAS(R) Model Manager 3.1: Tutorials

Overview

An instance is a working version of a workflow process definition. Only a SAS Model Manager administrator can create a new workflow instance. Each workflow instance consists of activities. Activities can contain user-defined properties and comments so that you can share information with other users, or make notes. The status that you select when completing an activity determines the next activity in the workflow process.

Prerequisites

The exercises in this tutorial require that you have made the workflow process definition available to SAS Model Manager. For more information, see Prepare for Using SAS Workflow.

Create a New Workflow Instance

Log on to SAS Model Manager as a member of the Model Manager Administrator Users group.
From the SAS Model Manager main window, right-click a project or version and select New Workflow Instance. Workflow Console is launched in a Web browser and displays the New Workflow Instance window.

Note: If you are already logged on to Workflow Console, from the Process Definitions category view, select a process definition and click .
Select the process definition associated with the tutorial for which that you are creating the instance, if you accessed the New Workflow Instance window from the SAS Model Manager main window.
Enter a name for the instance.
The UUID of the selected project or version is already populated.

Note: If the UUID is not already populated, you can copy the UUID system property value for a project or version from the Properties view in the SAS Model Manager main window. The field label and other characters that precede the UUID value must be removed.
(Optional) Enter a description for the instance.
Click OK. A message appears, indicating that the instance has been successfully created.
Click Close. The new workflow instance is now available in the Instances category view.
To view the new instance, click . The Instances category view appears. Select the instance to view information that is associated with the new instance.

The workflow process definitions that have been provided for the tutorials already has participants assigned. For information about how to assign additional participants to an instance of a workflow process definition, see Working with Workflow Participants in SAS Model Manager: User's Guide. You can also see Tutorial 10: Using Workflow Console to learn how to manage workflow instances and work with activities.