There are two types of workflows in Bitrix24: sequential and with statuses. A sequential workflow is a set of actions that are performed in order: each step starts only after the previous one. This type is suitable for simple workflows, for example, a contract agreement or a vacation request.

Go to the Automation section – Workflows – Workflows in Feed.

Open the workflow form, click the settings icon and select Configure workflows.

Select Sequential business process.

Fill in the template parameters and configure the workflow actions.

Configure template parameters

A workflow template is a pre-configured sequence of actions that allows you to quickly launch processes.

You need to fill in the following tabs:

• • General — the name and the description of the template. Add them and specify how to start the process: automatically or manually. Enable the Don’t show in manual start menu option if needed.
  • Parameters — data that the user will specify when starting the business process. Specify parameters, for example, a contract number or an equipment name. Parameter values cannot be changed after the process has been started.
  • Variables — temporary values that can be changed. For example, the responsible person.
  • Constants — values that cannot be changed. For example, a company name or an office address.
  • Access — access permissions for employees who work with this business process template.

Business processes templates parameters

When you have filled in all the data, save the template parameter settings.

Configure workflow actions

Actions are the steps of a business process: approve a document, send a notification, set a task. They can be automatic or performed by employees.

To add an action, click the triangle icon between the business process steps and select the desired action. You can also select an action from the right menu and move it to the desired location.

You need to fill in the parameters that depend on its type. To do this, click the Settings.

Parameters can be filled in manually or you can insert values from other fields, variables or constants. For example, in the Message recipient parameter you can automatically substitute the name of the employee who started the business process. Click three dots and select the field. You can insert the values of several fields into one parameter.

Insert Value Form

When you have configured all the actions, click Save. The template will appear in the list of business processes.

Example of creating a sequential business process template