Turnkey PLM Solutions

Process Task Automation

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.

Any Pro.File PLM environment Zero-config in Turnkey · configurable everywhere
Product Tour

See it in action.

PTA automates the repetitive PLM work tied to tasks in your processes. Instead of manually linking drawings, creating revisions, changing statuses, and writing modification-log entries every time a task moves, you configure those steps once per task template — and PTA runs them automatically when a task is created, started, or finished.

Capabilities

What it does for you.

Three triggers per template

Automations fire on task creation (NEW, in the background), task start (START), or task finish (END) — each configured and activated independently per task template.

Interactive and automatic steps

Server-side automatic steps interleave with standard PRO.FILE dialogs — search & link, create & link, choices — in exactly the order the author arranged them.

Permission-safe by design

Every step runs under the user's own PLM permissions. An automation can never do anything the user couldn't do by hand.

Fails loudly, never silently

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.

Authored in a web hub

Admin-group members build and monitor automations from a dedicated web hub — no code, no client installs for authoring.

Invisible to end users

Users just work their tasks in the desktop client as always; the automation happens around their actions.

Publications

Dig into the details.

A full documentation set ships with the product — contact us for evaluation copies.

Version 3.0.19 · PRO.FILE 10.4 / PRO.FX

Ready for a closer look at PTA?

We'll demo it live against realistic data and map it to your environment.

Request a Demo