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Bitrix24 On-Premise

Bitrix24Care

Working with workflows

To start working with workflows in Bitrix24, go to Automation > Workflows. Here, you can customize workflows, track completed and running ones, and view your requests.

The Workflows tab consists of five subtabs:


Workflows

In this section, you can view a list of all the workflows you started and those that are waiting for your actions. Red counters are showing the number of workflows assigned to you.

Use the default filters above the list to distinguish your requests from assignments.

Select Started by me to view all the workflows initialized by you.

Select I'm assignee to view all the workflows that need (or needed) your actions.

To run a new workflow, click Start next to Workflows.


Workflows in Feed

This is where you can view and edit workflows in Feed that you can access. Administrators can also select which workflows to show in Feed. To add your own workflow in Feed, click the Create New button on the right.


Running Workflows

In this section, you can view the workflows that are currently in progress. Administrators can also view workflows initialized by all users. Regular users can only view workflows they started. Apply filters to this list using the search bar above.


Workflows in CRM

Open this tab to access CRM workflows. Under each CRM entity, there are options to view the linked workflow templates or add a new one.

Refer to these topics to find examples of CRM workflows:


Workflows on Company drive

Open this tab to access Company drive. Click the gear button and select Business processes to view or edit workflows there.
Standard Business Processes for Document Approval


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