Automating a process using Potion Lab always leads to greater productivity, and having this functionality in 3DEXPERIENCE apps is an additional benefit.
Using Potion Lab, we can create an automatic interaction in Potion Lab from apps and services in your 3D Dashboard.
A potion is composed of one Trigger Ingredient that sets conditions and one or more resulting ingredients that define actions.
When the conditions of the Trigger Ingredient are met, Potion Lab executes the actions.
Let’s take a look on the below example of how this works:
Consider a scenario where a production operator creates an issue in Issue Management and sets the designer (who developed the model) as assignee.
At that time, he needs to inform about this issue to the manufacturing head.
We’re now going to automate a group notification using Potion Lab, so that the notification is automatically shared with the manufacturing head using the definition in Potion Lab.
When this happens – Then do thatTo access, click Compass > 3DSwymer > Potion Lab
Click “New Potion” to create a new potion in 3DEXPERIENCE and automate an action.



Initially, we have to select the Trigger Ingredient (specify an incident) on the available apps from “When this happens”.
Here, we create a new Trigger Ingredient for Issue creation on the Issue Management app.
Note: Based on the licenses assigned to the user, applications are available for creating Trigger Ingredients in Potion Lab.

In the Event tab, we need to specify the following:
“When” the event has to be triggered.
Username of member “Who” creates the issue.
Name of the “Collaborative Space” for the file access.
“Title”, “Description” & “Priority” of the event which has to be shown to the Decision Maker based on the rule set in the Action “Then do that”.
Click Ok to complete the event.
After completing the event creation under “When this happens”, now we have to create an Action under “Then do that”.

In the Event tab, we need to specify the following:
“Then” do the action which we mentioned.
Member for “Target User” who gets to be notified.
“User Groups” for a group of members who get notified.
“Content” should be the notification title that appears for the target user.
“Link” generated to share with any users if needed.
Click Ok to complete the action.

Now, the production operator creates an issue in Issue Management as per the rule set in Potion Lab.


Finally, the manufacturing head gets notified with the title of the Issue Management item as defined in the Action Ingredient.
Likewise, we can create ingredients and automate the process in Potion Lab for all our regular work.
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