First launch and configuration

When the workflow template is being launched the first time, the system will ask the administrator to configure the workflow parameters:

Bitrix24 administrators can customize the workflow and configure access permissions to it by changing the workflow preferences.

After the workflow parameters are set, your Bitrix24 employees can start using the workflow template.

How to send a Purchase Request

The only field required to be filled is Title. If you'd like, you can also add currency, amount and file.

The employee involved in process approval will receive your purchase request immediately.

You will also be updated with your request status in your Feed.

Note that all requests initiated by you can be found in Automation > My workflows section.

After all employees involved in the process approved the request, it is sent to the final responsible user to fulfill the purchase request.

When the request is completed, you will see the request status update in Feed & will also receive a notification.

Bitrix24 administrator can edit the workflow parameters later by clicking the gear button > Set workflow parameters.

Click Change to select another employee as approver or accountant.