Working with Workflow Participants

From the Instance details view you can view the properties and participants that are associated with an activity by selecting an activity. If you are a SAS Model Manager administrator and you are associated with the workflow role of business administrator, you can assign or remove participants, and release activities that have been claimed by another user.

Assigning Participants to Activities

Default participants might have been assigned already to activities when a process definition was created.
To assign an additional participant to an activity, follow these steps:
  1. From the Instances category view, double-click an instance. The Instance details view appears.
    Instance Details View
  2. Select an activity, and then click Assign a participant in the Participants pane. The Assign a Participant window appears.
    Assign a Participant
  3. Select one of the identity types: user, group, or role.
  4. Enter part of the user, group, or role name, and click Search
    Note: If you do not enter part of the name, all of the names for the selected identity type are displayed. In addition, if you manually enter a name value and do not click the search button, the name is not verified against the SAS identity participant list.
    Select an Identity
    Select a name and click OK.
  5. Select a workflow role for the participant.
    Here are the workflow roles that you can assign to participants for a workflow activity:
    • Business administrator: a participant who can influence the progress of an activity by actions such as adding comments, assigning an activity, or releasing the activity claimed by another user.
    • Potential owner: a participant who can claim an activity in a workflow process and who becomes the actual owner of an activity
    Click OK. A message appears, indicating whether the participant was successfully assigned to the activity.
    Assign Participant Success Message
  6. Click Close.

Removing Participants from Activities

To remove a participant from an activity, follow these steps:
  1. From the Instances category view, double-click an instance name.
  2. Select an activity, and then select a participant from the Participants pane.
    Note: You cannot remove a participant who is associated with the workflow roles of business administrator or actual owner.
    Instance Details View
  3. Click Remove the selected participant. A message is displayed asking if you are sure that you want to remove the participant from the activity.
  4. Click Yes. A message is displayed indicating that the participant was successfully removed from the activity.
  5. Click Close.

Releasing an Activity

A SAS Model Manager administrator can release an activity that has been claimed by a workflow participant. The name of the actual owner is displayed in the Participants pane.
To release an activity, follow these steps:
  1. From the Instances category view, double-click an instance name. The Instance details view is displayed.
    Instance Details View
  2. Select an activity name, and click Release activity. A message is displayed indicating that the activity was successfully released.
    Release Activity Success Message
  3. Click Close.
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