Automation Engine: No-code Revolution for your PLM Administration

Running your Agile PLM infrastructure smoothly requires a great deal of administrative work to coordinate, connect and validate the users’ work. 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.

Xavor has designed an automation Engine to empower administrators with no-code automation 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 PLM automation for workflow optimization:

Agile users can automate a number of events and set “triggers” that initiate a single action or a series of actions once an event occurs. These events, also known as triggers, are routine tasks that users perform; 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 also acts as a trigger. Further, each time a user creates a new object or uses the “Save As” feature to save an object, they can associate the required automated actions for each of these events. Activating a process extension and updating the information in a Title Block also act as triggers.

Users can automate the following actions when any or all of the above events take place:

  • Send notifications to an agile users or email addresses (non-Agile users).
  • Incorporate and un-incorporate items
  • Add or remove reviewers at workflow status.
  • Copy values in the fields of one object to another linked object.
  • Set default values for any object.
  • Create new objects and link to the existing objects.
  • Validate items 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.

Users generally complete much faster.

Users can quickly configurable the automation through easy steps and perform functions automatically to save valuable time.

Manual tasks are quite slow and prone to errors. Automated tasks, on the other hand, are free of human error; therefore, automation unlocks higher accuracy. Automation can also help avoid delays and scheduling errors.

Administrators get the unique benefit of being flexible with their automation. 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.

Organizations have a significant cost-saving benefit when it comes to Xavor’s Automation Engine. Due to the innovative no-code nature of automation, businesses eliminate the cost of contracting developers for basic automation actions. Also, a lower number of errors and more accuracy contributes towards less overall costs.


The Automation Engine brings an easy-to-deploy solution for multiple tasks that users perform with Agile PLM. Users also don’t require any outside help to implement these solutions. This innovative tool empowers administrators 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!

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