Workflows configuration
Unlike other preset workflow templates in Bitrix24, this is a simple request form you can send to any employee.
Configuration: Bitrix24 administrators can use Settings option for workflow configuration:
- set which workflows will be shown in the Activity Stream:
- set access permissions for Bitrix24 employees - for that click on the workflow name>settings:
The "edit workflow" page will be opened - click access section:
New fields can also be added to the workflow: click "workflow fields":
Here you can edit existing fields or add new ones:
In the new field form you should:
- give a name to the new field;- choose field's type (string, file, date, number, list, etc.);
- you also can set the field to be required (form won't be sent until it is filled), multiple (field may have more than one value):
After the new field is added - it will appear in the workflow (request) form:
The workflow template conditions & rules can also be customized:
- use "business process" icon in the workflow page:
- click on the workflow name in the business templates page:
- business process template edit page will be opened - here you can edit the process with the help of right-sided menu:
Please read our Training Course for more information on business processes creation.
How the General Requests workflow works
You will need to fill the following required fields - title and sent request to, if you'd like you can also add description and priority level:
The employee whom you have addressed your request will receive it immediately with "refuse" or "accept" tabs:
After the user responsible for the requests accepts it, the workflow is immediately updated in the Activity Stream with "completed" status:
