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General Requests

You can have no more than 2 simultaneously running workflows for the same element at the same time (e.g. no more than 2 Feed workflows at the same time).

Check if this tool is available on your plan. You can find all the information about Bitrix24 plans on the pricing page.


Workflow configuration

Unlike other preset workflow templates in Bitrix24, this is a simple request form you can send to any employee.

Bitrix24 administrators can use the Settings option for workflow configuration:

Decide if you want the General Requests workflow to be shown in Feed.

Set access permissions for Bitrix24 employees. For that click on the workflow name > Actions > Change workflow preferences.

The Edit Workflow page will be opened. Go to the Access tab and edit access permissions.

Read more about editing workflow preferences in the article - Workflow preferences.

New fields can also be added to the workflow. Click Actions > Configure workflow fields.

Here you can edit existing fields or add new ones.

For example, you can add a new File type field to the General Requests workflow to attach files when sending a request.

After the new field is added, it will appear in the workflow (request) form.

Read more in the article - Add a new workflow field.

The workflow template conditions & rules can also be customized in the Workflow Designer. Click Actions > Configure workflows.

Select a template and double-click it to edit.

Read more about editing workflow templates in the article - Workflow Designer.

How the General Requests workflow works

You will need to fill in the following required fields - Title and Sent request to. If you'd like, you can also add a description and specify the priority level.

The employee to 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 Feed with Completed status.

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