How to Activate a Business Process Template in Bitrix24

Activating a Business Process Template in Bitrix24 and Making It Visible in the Automation Tab

To activate a created business process template in Bitrix24 and make it visible in the automation tab, you need to properly configure the launch parameters and ensure compliance with system requirements. The main issue you’re encountering is usually related to incorrect display and launch settings configuration.

Table of Contents

• Main Reasons for Template Invisibility
• Step-by-Step Template Activation
• Setting Up Launch Parameters
• Manual Launch of Created Template
• Checking and Troubleshooting Problems

Main Reasons for Template Invisibility

A business process template may not appear in the automation tab for several reasons:

1. Manual launch menu display option disabled - if the “Hide from manual launch menu” setting is enabled, the template won’t be visible in the list of processes available for manual launch.

2. Incorrect automatic launch configuration - if the template is configured only for automatic launch without manual launch capability, it may not appear in the general template list.

3. Tariff plan restrictions - some automation features are only available on specific Bitrix24 tariff plans.

4. Incorrect template creation path - templates are created in different sections depending on the process type (CRM, documents, tasks, etc.).

Step-by-Step Template Activation

To properly activate a business process template, follow these steps:

1. Navigate to the automation section:

   • For CRM objects: CRM → Settings → Automation → Business Processes
   • For documents: Documents → Settings → Business Processes
   • For tasks: Tasks → Settings → Business Processes

2. Select the desired template from the list of existing templates.

3. Open the template parameters and check the following settings:

   • The template name should be filled in
   • The description should be informative
   • The launch settings should match your requirements

4. Save the changes after configuring all parameters.

Setting Up Launch Parameters

When configuring a business process template, pay attention to the key launch parameters:

Automatic Launch

• “On Add” - the process will start automatically when creating a new item (e.g., a new deal or document)
• “On Change” - the process will start when modifying an existing item

To configure automatic launch:

1. In the template parameters, select the desired automatic launch option
2. Make sure the “Auto-launch” option is enabled
3. Save the changes

Manual Launch

To make the template available for manual launch:

1. Disable the “Hide from manual launch menu” option - this is a key parameter for displaying the template in the available launchable processes

2. Configure access rights - ensure that users have rights to launch business processes

3. Check template availability - after configuration, the template should appear in the list of available processes when clicking the “Launch Business Process” button in the appropriate section

Manual Launch of Created Template

After properly configuring the template, you can launch it manually in several ways:

Launch Through CRM Element

1. Open the desired element (deal, lead, contact, etc.)
2. Find the “Launch Business Process” button
3. In the opened list, select your template
4. Fill in the required launch parameters
5. Click “Launch”

Launch Through General Template List

1. Navigate to the automation section: Settings → Automation → Business Processes
2. Find your template in the list
3. Click the “Launch” button next to the template name
4. Select the element for which you need to launch the process
5. Fill in the parameters and launch the process

Launch Through Documents or Tasks

Similarly, you can launch a template for documents or tasks:

1. Open the desired document or task
2. Find the business process launch button
3. Select your template from the list
4. Fill in the parameters and launch the process

Checking and Troubleshooting Problems

If the template still doesn’t appear or launch, check the following aspects:

1. Check Hide Option

Make sure the “Hide from manual launch menu” option is disabled. If it’s enabled, the template won’t appear in the manual launch menu.

2. Check Access Rights

Verify that the user trying to launch the process has the necessary rights:

• Right to view business processes
• Right to launch business processes
• Right to modify the relevant CRM objects

3. Check Type Matching

Ensure that the template is created for the correct object type. For example, a template for deals won’t appear when opening leads.

4. Check Tariff Plan

Some automation features are only available on specific tariff plans. Check that your tariff includes the necessary automation features.

5. Clear Cache

Sometimes after making changes, you need to refresh the page or wait a few minutes for the changes to take effect.

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Conclusion

For successful activation of a created business process template in Bitrix24, you need to:

1. Properly configure the template parameters, disabling the option to hide from the manual launch menu
2. Ensure users have the necessary access rights
3. Verify that the template matches the object type and tariff plan requirements
4. Configure launch parameters (automatic or manual) according to business needs
5. Test the template on test data before implementing it in the production environment

If the template continues not to appear after all configurations, it’s recommended to contact Bitrix24 technical support or consult with a certified system partner for diagnosis of the specific problem.

Sources

1. How to configure template parameters in the feed
2. How to create a sequential business process template
3. Configure workflow template parameters - Bitrix24 Helpdesk
4. Create a sequential workflow template - Bitrix24 Helpdesk
5. Business processes for document approval