To start a workflow, an employee must fill in the required fields. For example, they can enter a date, city, or business trip purpose. You can configure a custom set of fields for each workflow.

Create a new workflow in Feed

Sequential Business Process Template

Status Driven Business Process Template

To open workflow field settings:

1. Go to Automation > Workflows > Workflows in Feed.
2. Open the workflow form.
3. Click Settings > Customize fields.

You will see a list of all workflow fields. You can edit, delete, or add new fields.

Add a new field

Click Add field. The available settings depend on the field type.

• Name — The field label shown to employees when they start the workflow.


• Required — Employees must fill in this field before they can start the workflow.


• Multiple — Allows entering multiple values, such as uploading several files.


• Type — Select a field type. You cannot change it after you create the field.


• Default value — A pre-filled value. Employees can change it when starting the workflow.


• Sort — Controls the field order. Lower numbers appear higher in the list.


• Show in new item form — Displays the field when starting a workflow.


• Show in edit item form — Displays the field when editing a workflow item.


• Read-only (new item form) — Shows the field but prevents editing when starting a workflow.


• Read-only (item edit form) — Prevents editing in the item form.


• Show field when creating a list item link — Shows the field when you share a workflow item link in chat or email.

After you configure the settings, click Save.

Field types

Each field type stores a specific type of data.

• Sort — Controls the order of items in the workflow list.


• Active from — Start date and time.


• Active until — End date and time.


• Preview image — Image, such as an invoice or contract.


• Detail picture — Image.


• Detail text — Text content.


• Create date — Automatically shows when the item was created.


• Created by — Automatically shows who created the item.


• Modify date — Automatically shows when the item was updated.


• Modified by— Automatically shows who updated the item.


• String — Text.


• Number — Numeric value.


• List — A set of values. Users can select one or more.


• File — Document or image.


• Bind to sections — Links an item to a folder in another workflow.


• Bind to elements — Links items across workflows.


• Date — Date only.


• Date/Time — Date and time.


• HTML/text — Text with HTML formatting.


• Link to elements (drop-down list) — Select and link items from another workflow.


• Counter — Auto-increment value for each new item.


• File (Drive) — File from your computer or Bitrix24 Drive.


• Bind to CRM items — Links to CRM items such as deals, contacts, or companies.


• Link to employee — Select an employee.


• Money — Amount with currency.

Edit and delete fields

Click the menu icon next to a field and choose an action.

You can update any field settings. For example, you can make a field required or allow multiple values.