Work with Use Cases¶

Use Cases organize, provide a permission control mechanism, and are a collaborative space where teams can comment and review each other’s work. Use Cases make sure that your ML projects deliver actual business value. Working with Use Cases includes both creating new Use Cases and working with projects migrated from DataRobot Classic.

Create¶

To create a new Use Case:

1. From the Workbench directory, click Create Use Case in the upper right.

   

2. Provide a name for the Use Case and click the check mark to accept. You can change this name at any time by opening the Use Case and clicking on the existing name.

   

3. Click Add new:

   

   From here you can begin adding assets or create a new Use Case.

   • Add data
   • Add an experiment
   • Add or upload a notebook

Manage¶

To work with an existing Use Case:

1. From the Workbench directory, click on any tile or table entry. Both methods resolve to the same location—inside the selected Use Case.

2. Review the assets associated with the Use Case:

   

   	Element	Description
   1	Use Case naming	Click on the existing title and enter the new name. The change is immediately reflected on the page and in the Use case directory. It also changed for all members.
   2	Asset summary	Provides a total count for each asset type associated with the Use Case. Click the asset-type tab to filter the contents of the table below. The table content is dependent on asset type. Note that its possible to have a mismatch on the count and actual number of Use Case assets due to a permissions issue that affected assets created before April 2024.
   3	Display controls	Sets the "last modified" criteria for the list-format asset display.
   4	Asset metadata	Reports the asset type, last modification date, Use Case member who made the modification, and more (depending on the column settings).
   5	Metadata column settings	Provides metadata column management options. Select, hide, arrange, or pin columns in the table, or reset to the default table layout.
   6	Team member control	View the teammates with access, and their roles. Click Manage members to share a Use Case with other team members.
   7	Asset control	Provides options for working with the asset. Options are dependent on the asset type: Data: Edit name, explore (preview data), create vector database (if applicable) wrangle (if applicable), feature discovery, start modeling (create a new experiment), remove from Use Case (remains in Data Registry). Vector database: Export, create playground, create version, delete. Experiment: Edit name, change Use Case, delete from Use Case. Playground: Edit name, edit description, delete. Notebook: Edit name, duplicate, convert to Codespace, download, change Use Case, delete. No-code application: Remove from the Use Case, edit the application information. Custom application/Deployment/More: Open assets in new tab , remove from Use Case.
   8	Use Case menu	Provides options for working with the Use Case: Edit name & description: Opens a modal that allows you to modify the name and description of the Use Case. Manage members: Opens the share modal that allows you to add and remove users, as well as modify member roles. Leave Use Case: Removes yourself as a member of the Use Case. The Use Case no longer appears in your directory, however, access to Use Case assets is not affected. Delete Use Case: Deletes the Use Case for all members. Assets associated with the Use Case are not affected

   Asset visibility

   Assets from the Applications tab, Deployments tab, or More tab don't appear in the list on the All tab. To view these assets, navigate to the relevant tab.

3. Click Add new to begin adding assets or create a new Use Case.

   • Add data
   • Add an experiment
   • Add or upload a notebook

Share¶

With Workbench, when you share a Use Case, the recipient gets access to all the associated assets.

To share a Use Case:

1. From the Use Case info pane on the right, click Manage members.

   

2. A sharing modal opens. Enter one or more team member email address(es), click the name on the associated dropdown, and set the desired permissions level (role).

   

3. Click Share.

Manage members¶

As a Use Case Owner, you can edit a team member's role (permissions level) or remove them from the Use Case:

1. From the Use Case info pane on the right, click Manage members.

   

2. In the Share dialog box, in the Role column, you can:

   • Update a user's permissions level:

     

   • Revoke a user's permissions entirely by removing them from the Use Case:

     

3. Click Close to return to the Use Case.

Next steps¶

From here, you can:

• Add data
• Add an experiment
• Add or upload a notebook
• Create another Use Case