Autodesk Vault Workflow Automation for Release and Change
Automate engineering release, review and change processes in Vault. Validation before approval, automatic publishing and notifications, change order routing and clear reporting, so nothing is released by mistake and nothing waits in someone's inbox.
A release process that runs itself
Engineering workflows involve many small steps: check that the drawing is up to date, confirm properties are filled, make sure child parts are released, get approvals, create PDFs, notify purchasing and production, and record the change. When people do these steps by hand, some are forgotten, and problems appear on the shop floor.
ENGIMANDI designs Vault Professional lifecycles and change order workflows, then automates them with Job Processor jobs, event handlers and Vault Data Standard. We add validation rules that block invalid state changes, automatic PDF and neutral-file publishing, copies to shared folders or ERP, email and Teams notifications, and dashboards showing items waiting for review or approval.
Related reading: the end-to-end digital engineering workflow.
What you get
- Lifecycle & state design
- Change order workflows
- Pre-release validation
- Automatic publishing
- Email & Teams notifications
- Copy to shared & ERP folders
- Approval dashboards
- Audit-ready reporting
Vault workflows we automate
From work in progress to released and beyond.
Lifecycles
States, transitions, security and revision bumps designed for your process.
Change Orders
Routing, markups, approvals and closure tied to affected items and files.
Validation
Checks for properties, child states, drawing status and file health before transitions.
Publishing
PDF, DXF, STEP and other outputs created and stored automatically on release.
Notifications
People notified by email or Microsoft Teams when their action is needed.
Reporting
Reports on release times, open changes and items waiting for approval.
Workflow stack
Vault automation tools.
Typical projects
- Release blocked when a drawing is out of date
- PDF and STEP published to a supplier folder on release
- Teams message to purchasing for new released items
- Change order routing by product line
- Dashboard of items waiting for approval
- Audit report for ISO 9001 reviews
How we automate Vault workflows
Map
Current release and change process.
Design
States, rules and automation steps.
Build
Configuration, jobs and handlers.
Test
Walk-throughs with your team.
Go live
Training, monitoring and support.
Vault workflow questions
Can Vault block a release if something is wrong?
Yes. Lifecycle rules and custom event handlers can stop a transition and explain the reason to the user.
Can notifications go to Microsoft Teams?
Yes. We send notifications by email, Teams or other tools your company uses.
Do we need Vault Professional?
Lifecycles and change orders with this level of automation require Vault Professional.
Can workflows differ by product or department?
Yes, through categories, lifecycle definitions and rule configuration.
Will this help with ISO audits?
Yes. Consistent processes and change records make it easier to show control of engineering data.