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Running your Agile PLM infrastructure smoothly requires a great deal of administrative work to coordinate, connect and validate the work being done on and through Agile PLM. While these administrative tasks are integral for seamless operations, they can also be quite repetitive and mundane. Xavor’s Automation Engine enables a number of necessary PLM operations to be automated and removes mundanity from administrative roles, while allowing them to be more productive with other tasks.

The Automation Engine works is designed to empower administrators with no-code automations through an interactive UI.

Users can pair any event occurring in Agile PLM with multiple actions, so that every time a particular task is performed, the necessary follow-ups are enacted automatically.

Leveraging automation for PLM workflow optimization:

A number of events can be automated and set as “triggers” that initiate a single action or a series of actions once an event occurs. These events, otherwise called triggers, are routine tasks that are performed by users, while the actions are follow up activities that are necessary for proper workflow.

Common triggers in Agile PLM are approval or rejection for workflow, where users assign actions once an object is approved or rejected. Changing the status for a workflow event can also be used as a trigger. Further, each time a new object is created, or when the “Save As” feature is used to save an object, automated actions that are required can be associated to each of these events. Activating a process extension and updating the information in a Title Block also act as triggers.

The resultant actions that can be automated when any or all of the above events take place are:

  • Send Notification
    • Notifications can be sent to agile user or email addresses (non-Agile users).
  • Incorporation
    • Incorporation and Un-incorporation of items is performed
  • Add/Remove Reviewers
    • Reviewers are added or removed at workflow status.
  • Copy values
    • Values in the fields of one object are copied to another linked object.
  • Set Defaults
    • Default values are set on the object.
  • Create
    • New objects are created and linked to the existing objects.
  • Validation
    • Validation is performed based on some predefined conditions.

Automating your Agile PLM for maximum value:

By automating crucial actions, administrators and users benefit in a number of ways.

Tasks performed on Agile PLM are generally completed much faster.

The automations themselves are quickly configurable through easy steps and the functions are performed automatically saving valuable time.

Automated tasks are also free of human error; therefore, higher accuracy is unlocked by automating actions. Delays and scheduling errors can also be avoided through automation.

Administrators get the unique benefit of being flexible with their automations. Through an interactive and easy to operate interface, it is possible to assign multiple actions to a single event to perform the desired functions.

Users are empowered to accomplish more through Agile PLM when administrators automate arduous tasks and free-up time and energy.

There is a significant cost-saving benefit when it comes to Xavor’s Automation Engine. Due to the innovative no-code nature of automations, businesses eliminate the cost of contracting developers for basic automation actions.


The Automation Engine brings an easy to deploy solution for multiple tasks being performed with Agile PLM and requires no outside help to implement these solutions. Administrators are empowered to automate their workflows to suit their business needs without having to write even a single line of code. If you are considering automating your PLM, try Xavor’s Automation Engine for yourself!


Moin ud din

Moin ud din

Muhammad Moin Ud Din is a Content Strategist at Xavor Corporation where he plans, creates and manages content. His favorite writing and conversation topics are macroeconomics, physical and mental health, and comic book movies. In his free time, Moin does voice acting and promotes professional wrestling in Pakistan.