Bitrix24 includes several standard business processes in Bitrix24 Drive. Use them to automate document review and approval.
Standard business processes are available in the Company Drive and Workgroup Drive.
To open the list of workflows:
- Go to Bitrix24.Drive > Company Drive.
- Click the gear icon.
- Select Business processes.
This section contains all standard business processes available in Bitrix24. You can edit them in the Workflow Designer.
Approve Element with Status
This process moves a document through several approval stages before publication.
Expert Opinion
Use this process when the responsible person needs expert feedback before making a decision.
Create a group of experts who can review the document and leave their opinions. The responsible person receives the feedback and then approves or declines the document.
First Approval
Use this process when only one approval from a selected group is required.
The process ends as soon as one employee approves or declines the document.
Read Document
Use this process when specific employees need to read a document.
Employees can also leave comments on the document.
Simple Approval/Vote
Use this process when a document decision depends on a majority vote.
Select employees who will vote on the document. They can also add comments to explain their decisions. After voting ends, all participants receive the results.
Two-stage Approval
Use this process when a document requires expert review before final approval.
At the first stage, an expert reviews and approves the document. At the second stage, a group of employees reviews it.
If the document is declined at any stage, it returns to the author for revision. The process repeats until the document is approved.
