Workflows that run themselves. Automate the repetitive PLM work tied to process tasks — linking, revising, status changes, and log entries configured once per task template and executed automatically at the right moment.
A guided walkthrough of Process Task Automation — what it does, how your people use it, and the results it delivers.
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DefinitionProcess Task Automation (PTA) is a no-code automation layer for Pro.File PLM processes. It performs the repetitive work around each process task — linking documents, creating revisions, changing statuses, and writing log entries — automatically, at the exact moment a task is created, started, or finished.
Change and release processes are where engineering time quietly disappears. Every task brings the same housekeeping: find the drawing and link it, create the revision, set the status, write the modification-log entry. Under deadline pressure, steps get skipped — and the audit trail suffers.
PTA lets your administrators configure those steps once per task template, in a web hub, with no code. From then on they run automatically — server-side steps interleaved with standard PRO.FILE dialogs, in exactly the order you designed, always under the user's own permissions. Your users simply work their tasks as they always have.
Faster change cycles, consistent execution, and zero retraining for your users.
Tasks stop waiting on manual housekeeping — linking, revising, and status changes happen the moment the task moves.
The same steps run in the same order on every task. No forgotten links, no skipped status changes, no missing log entries.
Modification-log entries are written automatically and consistently — ready for every audit and review.
Automation is invisible to end users. They keep working in the desktop client exactly as before.
Every step runs under the user's own permissions, fails loudly with a clear message, and never blocks the task itself.
Automations are built and changed in a web hub — no developers, no code, no client installs.
Real situations where Process Task Automation pays for itself.
When the implementation task starts, create new revisions of affected items and link them; when it finishes, set statuses and log the change.
Result: Changes implemented the same way, every time
As the approval task closes, link the released drawing to its part and move it to the released status automatically.
Result: No released document left unlinked
Prompt the engineer with a search-and-link or create-and-link dialog at task start, so required documents are always attached.
Result: Complete data before the task can move on
Background steps run as soon as a review task is created, moving the report into the queue without anyone chasing it.
Result: Faster response to quality issues
Every automated action is recorded in the modification log with consistent wording.
Result: Audit-ready evidence by default
Activate one trigger on one template, prove it, then roll automation out across your processes at your own pace.
Result: Low-risk, incremental adoption
PTA turns the repetitive steps around every process task into reliable, audited automation — without changing how your people work.
Built for Pro.File in general and molded to your environment through designed configuration parameters — no bespoke code, and nothing your team has to babysit.
The capabilities that make it work.
Automations fire on task creation (NEW, in the background), task start (START), or task finish (END) — each configured and activated independently per task template.
Server-side automatic steps interleave with standard PRO.FILE dialogs — search & link, create & link, choices — in exactly the order the author arranged them.
Every step runs under the user's own PLM permissions. An automation can never do anything the user couldn't do by hand.
If a step fails, the sequence stops with a clear error — never a half-done run, and a PTA failure never blocks the task itself.
Admin-group members build and monitor automations from a dedicated web hub — no code, no client installs for authoring.
Users just work their tasks in the desktop client as always; the automation happens around their actions.
A full documentation set ships with the product — contact us for evaluation copies.
Version 3.0.19 · PRO.FILE 10.4 / PRO.FX
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