Let's create a "Equipment purchase request" business process. Employees will be able to leave a request to the manager to purchase new equipment.

A business process consists of five actions:

1. supervisor selection
2. approval of equipment purchase
3. purchase paperwork
4. notification of rejection
5. notification of approval

Configure the template parameters. Specify the name and the description, enable the Autorun: When added option.

Switch to the Variables tab and add employees who coordinate the purchase of equipment. Each variable has the type - User.

• Supervisor — the user considers the request and makes a decision.
• Additional users — they make decisions if the supervisor is absent.
• Accountant — the user executes documents for the purchase of equipment.

Configure actions. Let's add business process actions and customize them.

1. Select a supervisor. Select an employee who will approve the request. Click the triangle icon, select Other - Select Employee in the action menu.

Configure the action parameters.

• Title — action name. In our example, it is Select supervisor.
• Type — the user who approves the workflow. The equipment purchase request will be approved by a supervisor from the company structure.
• For user — who needs to buy equipment. Click on the dots - Document fields - Who requests. The field will automatically be filled in by the employee who starts the business process.
• Supervisor level — the user who approves the workflow. The higher the number, the higher the supervisor is in the company structure. Let's select the immediate supervisor. The user will be automatically substituted in the field.
• Backup users — the user who approves the request if the supervisor is absent. Click on dots - Variables - Backup Users. The user will be automatically substituted in the field.
• Escalate to higher level if absent — enable the option to not select the supervisor or backup users if they are on vacation.

2. Approval of equipment purchase. At this stage, the manager makes a decision: approve or reject a purchase.

Click on the triangle icon, select Tasks - Approve element.

Fill in the parameters of the fields that the user will see when making a decision.

• Title — the name of the action. In our example - Equipment purchase approval.
• Approving voters — users who make the decision to purchase. Click on dots - Additional results - Select supervisor - Selected employee.
• Approval type — the way the decision should be made: voting, approval by any employee/all employees.
• Assignment name — what a supervisor or a backup user needs to do.
• Assignment description — let's specify the user and what equipment should be purchased. Click on dots - Element fields. Let's select two values: Name and Who requests. The data will be inserted automatically.
• Set Status Message — whether the workflow status should be displayed or not. Select Yes.
• Set status text — specify at what stage the workflow is - Waiting for approval.
• Accept button text — the supervisor will click this button to approve the purchase.
• Reject button text — the supervisor will click this button to reject the purchase.
• Time limit — If the time expires, the request will automatically be rejected. If you do not fill this field or specify 0, the action can be performed at any time.
• Show assignment description only to responsible persons — if this option is enabled, the assignment description will be visible only to the executor. This option is useful when you need to share confidential information with the executor.
• Delegate to — Let's select None - only the manager or backup users can approve the purchase of equipment.

3. Drawing up documents for the purchase. Drawing up documents for the purchase. If the supervisor has approved the purchase of the equipment, the accountant needs to execute documents. Click the triangle icon in the Approve element - Yes action. Select Interactive Settings - Create task.

Fill in the fields of the task.

• Title — name of the action. Draw up documents for the purchase of equipment
• Pause process while task is running — if this option is enabled, the process will be stopped until the executor completes the task. In our example, the option is disabled.
• Task name — the assignee of the task will see it.
• Create task as — who approved the purchase of equipment. Click on dots - Additional results - Select employee - Selected employee. The user will be automatically substituted in the field.
• Assignee — who will perform the task. Click on dots - Variables - Accountant.
• Task description— the information that the accountant needs to execute the documents..

Other fields should be filled if needed.

4. Refusal Notification. Configure a notification for the employee if the supervisor has not approved the equipment purchase. Click the triangle icon in the Approve equipment purchase - No action. Select Interactive Settings > User notification.

• Title — the name of the action.
• Sender — who made the purchase decision. Here we will add the supervisor we specified in the first action. Click on dots - Additional results - Select employee - Selected employee. The user will be automatically substituted in the field.
• Recipient — who needs to buy the equipment. Click on dots - Element fields - Who requests. The user will be automatically substituted in the field.
• Notification text — the employee will see this notification text in Bitrix24.
• Notification text for email/jabber— the text the user will see in the email notification.
• Notification type — system or personalized. Let's choose Personalized - the notification will come from the supervisor.

5. Notification of approval. Configure a notification for an employee if the supervisor has agreed to purchase equipment. Click the triangle icon and select Interactive Settings - User notification.

Fill in the fields the same way we did for the refusal notification.

Save the settings of the workflow template. It will appear in the list and employees will be able to use it.