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Bitrix24Care

Actions: Document Processing



Create list item

The action creates a new item of the specified list.

Action parameters

Entity type - select a list a new item will be added to. After selection a list, you'll need to complete necessary fields.



Delete Element

The action deletes the element that has started the workflow.


Edit list item

The action edits the selected item of the selected list.


Lock Element

This action permits you to lock a document against the actions of other workflows.

The document is locked for actions of other workflows and not users. Another user with the permission to edit, will be able to edit the document.

Do not forget to unlock the document after completing all the necessary operations using the corresponding action.

A possibility of locking depends on the document type.



Unlock Element

This action unlocks the document for other workflows.


Modify Element

The action changes the element fields

Action parameters

Select an element field that you want to modify and enter the new value. To modify several fields, click Add Condition.

Click Add Field to add a new field to the document.



New Element

The action creates a new element.

Action parameters may vary depending on the document type.



Publish Element (Bitrix24 On-Premise)

This action publishes the document and changes its status to "published".


Revoke Element (Bitrix24 On-Premise)

The action is the opposite to Publish Element.


Read list item

The action gets the element fields from the list item.


Run workflow

This action allows running another workflow template.

Action parameters

Element ID - indicates the element that the workflow will be applied to.

Please take into account if the workflow is applied to CRM elements, the syntaxis will be different:
  • workflow for CRM Companies: COMPANY_{=Document: ID} - will run workflow for the company, LEAD_{=Document: LEAD_ID} - will run workflow for the connected lead. 
  • workflow for CRM Contacts: CONTACT_{=Document: ID} - will run workflow for the contact, LEAD_{=Document: LEAD_ID} - will run workflow for the connected lead. 
  • workflow for CRM Deals: DEAL_{=Document: ID} -  will run workflow for the contact, LEAD_{=Document: LEAD_ID} - will run workflow for the connected lead, CONTACT_{=Document: CONTACT_ID} - will run workflow for the connected contact, COMPANY_{=Document: COMPANY_ID} - will run workflow for the connected company.
  • workflow for CRM Leads:  LEAD_{=Document: ID} - will run workflow for the connected lead.

Entity - select the entity that will launch the workflow.

Element type

Template - workflow template.

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