In 3DEXPERIENCE, approvals can be difficult to manage with ENOVIA’s default tools alone. xLM Solutions delivers an integrated configurable solution  using Dassault’s Business Process Management (BPM) capabilities — formerly Interop — to automate documents, Physical Products (Parts, Engineering items), Drawings and other object routing, enforce state transitions, and simplify engineering change review.

Watch the Demo | Read the Blog

Solution:

This solution is based on a real-world workflow built by xLM, demonstrated in a recent video. The process automates what would otherwise be manual, error-prone steps:

• Automatic triggering: The workflow begins when a document is promoted to Frozen
• Role-based tasks: Tasks route to individuals and groups (e.g. CCB) based on workflow logic
• Rejection and revision: Users can redline documents, reject changes, and return them to earlier steps
• Enforced state transitions: Documents cannot be promoted manually outside the workflow
• Audit tracking: The workflow logs each step and provides process history for traceability.

xLM configures this process to fit your organization’s approval structure, document types, and data model in 3DEXPERIENCE.

Features:

• Triggered on document promotion to Frozen
• Analyze, Review (CCB), and Execute workflow stages (all such stages or tasks can be configurable to handle specific companies process and approval flows)
• Rejection loops with revision control
• Redlining and screenshot annotation support
• Enforced governance (locked states)
• Email notifications and task visibility
• Full audit trail

Benefits:

• Reduce manual errors and workarounds
• Improve consistency and compliance
• Provide clear ownership of approvals
• Streamline engineering document release and / or engineer change
• Ensure only reviewed content is promoted to Released

Watch the demo or contact us to discuss your workflow.