Please note that business processes are available for Bitrix24 Standard & Professional plans only.
First launch and configurationWhen the workflow template is being launched the first time - the system will ask the administrator to configure the workflow parameters:
Access configuration: Bitrix24 administrators can configure which workflows will be shown in the Activity Stream and set access permissions for Bitrix24 employees inside workflows “Settings”:
After the workflow parameters are set, your Bitrix24 employees can start using the workflow template.
How to send a Purchase RequestThe only filed 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 Activity Stream:
All requests initiated by you can be found in My Workspace>My requests:
After all employees involved in the process approved the request – it is sent to the final responsible user to fulfil the purchase request:
When the request is completed you will see the request status update in the Activity Stream & will also receive an IM notification: