In Bitrix24, you can run workflows directly in Feed, such as requesting leave or submitting an expense report. You can also edit existing workflows or create new ones.

Go to Automation > Workflows > Workflows in Feed. By default, you'll find five workflows:

• Leave Approval
• Business Trip
• General Requests
• Purchase Request
• Expense Report

How to create a workflow

1. Create a workflow form. Click Create new and add the workflow data.

• Settings: Add basic information and specify the sorting order. Enable auto-locking to restrict access if multiple employees try to edit simultaneously.

• Titles: Rename elements and sections. For example, change Add element to Add leave request for the Leave Approval workflow.

• Access: Set permissions for employees who will work with the workflow elements and sections.

2. Add workflow fields. Each workflow has fields that employees complete before starting it. Open a workflow form and go to Settings (⚙️) > Customize workflow fields. Click Add field and complete the settings.

• Select the field type and specify its settings. For example, the Money type requires an amount and currency.

• Enable  Show in new item form and  Show in item edit form so that employees complete the field to start the workflow.

• Check the  Read-only options (new item and item edit forms) to prevent employees from editing the field.

• Enable  Show field when creating a list item link if needed.

3. Configure workflow operation. Open the workflow form and click Settings (⚙️) > Configure workflows. Add a status-driven or sequential business process.

• Status-driven: A continuous business process with access permission distribution to handle elements in different statuses, such as document approval.
  Status Driven Business Process Template

• Sequential: A simple business process that performs a series of consecutive activities with an element, such as leave approval.
  Sequential Business Process Template

How to edit a workflow

Open the workflow form and click Settings (⚙️). Select an action:

• Configure workflow preferences: Edit workflow parameters.

• Configure fields: Update the fields employees complete before starting the workflow.

• Configure workflows: Change the business process template.

Check the  Show in Feed box so that employees can start the workflow in Feed.
How to start a workflow

To delete a workflow,

1. Open the workflow form.
2. Click Settings (⚙️) > Configure workflow.
3. Click Settings (⚙️) > Delete workflow.