Working with Workflow Participants

From the Workflow 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 workflow definition was created.

To assign an additional participant to an activity, follow these steps:

From the Workflows category view, double-click a workflow. The Workflow details view appears.
Select an activity, and then click in the Participants pane. The Assign a Participant window appears.
Select one of the identity types: user, group, or role.
Enter part of the user, group, or role name, and click .

Note: If you do not enter part of the name, all of the names for the selected identity type are displayed.

Select a name and click OK.
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. The new participant is added to the Participants list.
Click Close.

Removing Participants from Activities

To remove a participant from an activity:

From the Workflows category view, double-click a workflow name.
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.
Click . A message is displayed asking if you are sure that you want to remove the participant from the activity.
Click Yes. The participant is no longer displayed in the Participants list.

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:

From the Workflows category view, double-click a workflow name. The Workflow details view is displayed.
Select an activity name, and click . The Claimed By value for the selected activity is cleared. If you click on the Activities category view, you should now see the released activity in your activities list.