The Purchase Request workflow lets you create a purchase request and send it for approval.

To run the workflow, go to Feed > More > select workflow > Purchase Request.

First-time setup

The first time you start the workflow, Bitrix24 asks you to configure its parameters.

In the setup window, specify:

• The employee responsible for final approval
• The employee who will process the invoice

Administrators can customize the request and control who can view or use the workflow in the workflow settings.

After setup is complete, employees can start submitting requests.

Bitrix24 administrators can customize the request and decide who in Bitrix24 can see or use it by adjusting the workflow preferences.
Workflow preferences

Once it's all set up, your employees can start using it.

Start the Purchase Request workflow

The only required field is Title. You can also add:

• Currency
• Amount
• File attachment

After the workflow starts, the request is sent to your direct manager for approval. It then moves up the approval chain until it reaches the final approver. Each approver sees a form where they can approve or reject the request.

You can track the request status in Feed.

View your requests:

1. Go to Automation in the left menu.
2. Open the Workflows tab.
3. Select Started by me in the filter.

After all approvals are complete, the request is sent to the responsible employee for processing.

When the workflow finishes, the final status appears in Feed, and you receive a notification.

Change workflow parameters

Administrators can update workflow parameters at any time:

1. Click the gear icon (⚙️).
2. Select Set workflow parameters.
3. Click Change to assign a different approver or accountant.