Bitrix24 Helpdesk

Create a workflow in RPA

Use RPA to automate routine tasks in your company, like leave and document approvals. Any employee can easily create a workflow here.

Here's how:

  1. Go to the Automation section.
  2. Open the RPA tab.
  3. Select RPA list.
  4. Click the New workflow button.
The number of workflows you can create depends on the plan.
Bitrix24 pricing page

To set up a new workflow, fill out the form:

Workflow.

  • Name: Enter the workflow name for the RPA list.
  • When created, move items to the next stage after created: Choose if items should start at the first stage or move automatically to the next.

Workflow start. Select employees who can run the workflow.

Fields to fill in upon start. Add custom fields for the workflow item form.
RPA: Custom fields

Access permissions. Choose who can edit the workflow.
RPA: Access permissions

Workflow image. Select a suitable icon.

Once done, save the changes.


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