First launch and configuration
Please note that business processes are available for Bitrix24 Standard & Professional plans only.
When the workflow template is being launched the first time - the system will ask the administrator to configure the workflow parameters:
Important: the request will automatically find the various managers involved in the decision via the company structure, and after final approval, notifications are sent out. You need to enter the person(s) who can provide final approval for business trips.
Access configuration: Bitrix24 administrators can configure which workflows will be shown in the Activity Stream and set access permissions for Bitrix24 employees inside workflows “Settings”:
After the workflow parameters are set, your Bitrix24 employees can start using the workflow template.
How the business trip workflow works
You will need to fill the following required fields - title, start date and planned end date, if you'd like you can also add information about planned expenses and attach files:
The employee involved in the business trip approval will receive your request immediately:
You will also be updated with your request status in your Activity Stream:
All requests initiated by you can be found in My Workspace>My requests:
After all employees involved in the business trip approval confirmed on your request – it is sent to the final responsible user to review:
When the business trip is approved - the process returns to you with the "provide documents for your business trip" request:
You will also get an IM notification that your business trip has been approved & now you will need to provide the business trip documents (scans, tickets, forms, etc.):
In the "Provide documents for your business trip" form you will be able to attach your business trip tickets, hotel vouchers, forms, scans, etc.:
After the business trips files are attached to the workflow, it is sent to the responsible user with a "confirmation of documents submitted" task:
In the confirmation of documents submitted form the responsible employee can complete the workflow or reject it - the reason for not approving can be given in the special field:
The completed workflow status will be displayed in your Activity Stream and sent to you via an IM notification: