Understanding Creation and Management of Activity Guide Instances

Activity guide instances can be created dynamically or manually in the following manners:

• Dynamically by accessing a tile or menu link that has been configured to use the fluid start page component.

  See Deploying Optimized and Non-Optimized Fluid Activity Guides for more information.

• Dynamically by accessing a WorkCenter displaying an activity guide pagelet.

  See Deploying Classic-Only Activity Guides for more information.

• Manually by clicking the Create Instance button on the Template Properties: Properties page for an activity guide template.

  Typically, activity guide instances are created manually for testing purposes or when only one instance of the activity guide is required—for example, for a guided administrative process. See Creating New Activity Guide Instances Manually for more information.

The fields and properties of activity guide instances match those of activity guide templates. Therefore, this data can be viewed or maintained in much the same way as activity guide templates. In fact, the underlying pages to maintain this data are exactly the same in most cases. However, because activity guide instances can and often will be created dynamically, there is not the same need to maintain activity guide instance data manually.

For users to be able to generate and access their own activity guide instances, they must have the following permissions:

• The PTAI_ACCESS role.

• At a minimum, viewer privileges on the activity guide template used to generate the instance.

• At a minimum, contributor privileges on the activity guide instance itself.

Important:

Once an activity guide instance has been created and saved, which template is associated with the instance cannot be changed. Moreover, changes to the template are not propagated to any active instances.