How to Activate a Business Process Template in Bitrix24

To activate a created business process template in Bitrix24, you need to check the template settings and ensure that the auto-start option is disabled, as well as properly configure the display parameters in the manual start menu. Check the automation section in CRM settings and make sure the “Activate business processes” checkbox is enabled, and the template is configured to show in the manual start menu.

Contents

• Basic template activation steps
• Template parameters setup
• Finding the template in the system
• Different ways to start a business process
• Troubleshooting template visibility issues

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Basic template activation steps

To activate a created business process template in Bitrix24, follow these steps:

1. Check auto-start settings - for manual start, you need to disable the “Auto-start” option. As stated in the official Bitrix24 documentation, “To start manually, disable the Auto-start option” source.

2. Enable business processes in the required section - go to the appropriate CRM section (for example, “Deals”) and enable the “Activate business processes” option. According to the documentation, “Enable the Activate business processes option. Then you will see the Business Processes section where you can create business processes or edit them” source.

3. Save changes - after making all settings, be sure to save the template for the changes to take effect.

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Template parameters setup

Proper template parameter setup is a key point for its activation:

Launch Parameters

• Auto-start on addition - the process starts automatically when a new item is created
• Auto-start on change - the process starts automatically when an item is changed
• Manual start - the process is started manually by the user

Important: If you want to start the process manually, you need to disable the “Auto-start” option in the template parameters source.

Display Parameters

• Do not show in manual start menu - if this option is disabled, the template appears in the list under the “Start business process” button inside the working item source.

Access to Settings

To configure template parameters:

1. Go to CRM → Settings → Automation → Business Processes
2. Find the required template and click “Edit”
3. In the opened editor, click “Template Parameters” source

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Finding the template in the system

If you cannot find the created template in automation, check the following locations:

Main Location

Business process templates are usually located in:

• CRM → Settings → Automation → Business Processes
• or in the “Automation → Workflows → Workflows in feed” section source

Filtering and Search

• Use the built-in search by template name
• Check categories and template types (sequential, status)
• Make sure the template is not in the archive

Activity Check

As explained by INTERVOLGARU specialists, “the list of current and completed business processes you are involved in is also available here” source.

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Different ways to start a business process

Manual Start

For manual start:

1. Disable the “Auto-start” option in template parameters
2. Make sure the “Show in manual menu” option is enabled
3. Find the item for which you need to start the process
4. Click the “Start business process” button and select the required template

Automatic Start

For automatic start:

1. Enable the “Auto-start on addition” or “Auto-start on change” option
2. Set up the required launch conditions
3. The process will start automatically when the conditions are met source

Start via Feed

1. Go to the “Automation → Workflows → Workflows in feed” section
2. Find the required process
3. Click “Start” source

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Troubleshooting template visibility issues

If the template does not appear in automation, check the following points:

Feed Display Settings

As noted by INTERVOLGARU experts, “If you want to stop seeing workflows that you don’t use in the feed, simply uncheck ‘show in feed’ for these workflows” source.

Access Rights

• Make sure you have rights to view and start business processes
• Check access rights settings in template parameters source

Activation on Disk

For business processes on the company disk:

1. Go to the company disk page
2. Click “Settings → Configure business processes”
3. Check the “Activate business processes” box and save the changes source

Template Type

Check that you created the correct template type:

• Sequential business processes - processes with step-by-step execution of actions
• Status business processes - processes started when item statuses change source

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Sources

1. Workflow template settings - Bitrix24 Helpdesk
2. Business processes for document approval - Bitrix24 Helpdesk
3. Creating a sequential workflow template - Bitrix24 Helpdesk
4. Business process option “auto-start on addition” - Bitrix24 Helpdesk
5. Workflow editor - Bitrix24 Helpdesk
6. Business processes on Bitrix24 disk - Bitrix24 Helpdesk
7. How to properly create and use Bitrix24 CRM business processes - INTERVOLGARU
8. Setting up workflows in feed - Bitrix24 Helpdesk
9. Setting up workflow template parameters in CRM - Bitrix24 Helpdesk

Conclusion

• To activate a created business process template in Bitrix24, you need to disable the auto-start option and properly configure the display parameters in the manual start menu.
• Check the CRM → Settings → Automation → Business Processes section, where all created templates should be displayed.
• If the template is not visible, make sure the “Show in manual menu” option is enabled, and also check access rights and activation settings in the appropriate section.
• To start the process manually, find the required item and click the “Start business process” button, then select the appropriate template from the list.
• If you encounter problems with template visibility, check the feed display settings and the type of template created (sequential or status).