You can automate file processing Bitrix24 Drive with the help of workflows. They speed up coordination within the company.

There are workflows on the company and group drive.

Enable workflows on Drive

By default, only an administrator can enable workflows on the company drive. The administrator and the group owner can enable workflows on the group drive.

Company Drive overview

1. Go to Drive > Company Drive > Settings > Configure workflows.
2. Enable the Activate workflows option and click Save.
3. Workflows will be available in the Company Drive settings.

Create workflows on Drive

You can use templates of standard workflows or create your own: status-driven or sequential.

Standard workflows. Ready-made templates that will help automate daily processes related to the company document flow. Templates can be used when you need to quickly inform about changes in a document or vote in favor of a project.

Standard workflows for document approval

Sequential workflows. This is a set of actions that are performed in order until the process is completed. It is suitable for simple processes, for example, to send an invoice for approval.

Status-driven workflows. Separate statuses, each of which consists of a sequential process. All statuses are connected. Documents can be returned to the previous stage for revision and back again. This type is suitable for large tasks, for example, to agree a contract.

Configure list of workflows

To customize a business process, use the menu next to it:

• Execute during creation
• Execute during modification
• Edit
• Delete

View workflow log

Logs are text files that automatically record all the actions of a workflows.

You may need the log:

• for diagnostics by Bitrix24 technical support specialist.
• for self-checking, for example, in case of an error.

To view the workflow log:

1. Click the menu icon next to the document in the list.
2. Select Details > More > Workflows.

You can view logs of any workflows in the Log section.