Creating a Workflow

A workflow is a series of tasks, together with the participants and the logic required to execute the tasks. A workflow can include policies, status values, and data objects. To create a workflow, follow these steps:
  1. Start SAS Workflow Studio.
    By default, SAS Workflow Studio opens a new workflow template named Untitled. This new workflow template contains a Start node, an End node, two data objects (Process Invoker and Process Title), and several status values (Scheduled, Cancel, Okay, Overdue, and Done).
    Note: If SAS Workflow Studio is already started, then you can start a new workflow template by selecting Filethen selectNew, by clicking the New File icon (New File icon), or by pressing CTRL+N.
  2. In the workflow tree, right-click on the root workflow node (Untitled1) and select Edit.
    The Template Properties dialog box appears.
  3. In the Template Name field, replace Untitled1 with the name for the new workflow.
  4. (Optional) Add a description for the workflow in the Description field.
  5. Add and configure the required tasks, data objects, statuses, policies, and participants.
  6. Add sequence flows to connect the workflow elements.
Note: Changes to workflow templates do not take effect on the server until the revised template is uploaded and activated. Instances of a workflow that are already running continue to run with the version of the template definition with which they were started. When new workflow instances are started, they use the newly activated version of the template.
The following sections provide details about each type of workflow element.
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Last updated: March 5, 2020