Bitrix24 Self-hosted administration

  Actions to create templates

• Lists (site public section)
  • go to the needed list at the corresponding Lists page (Services > Lists);
  • go to the list of workflows via the Business process button, located at the list view page;
  • use a corresponding link for creating workflow templates.


• General drive
  • go to the Company drive page (Drive > Company drive);
  • go to the list of business processes via the Business Process item in the settings menu;
    Note: When menu doesn't have a Business process item, enable Note: Business processes cannot be enabled for personal documents in My drive. workflows for library, by selecting Configure business processes, and enable the Activate business processes button.
  • use corresponding link for creating workflow templates.


• Iblocks (site admin section)
  • go to the iblock edit page (Content > Iblocks > Iblock types > [require_iblock]);
  • enable workflows support by checking the Used in Workflow or Business Process the option workflows ;
  • standard templates in the tab Business Process Templates is shown .
  Note: List of templates can be directly accessed from the an individual iblock via the Business Process Templates button (when this iblock participates in business processes).


• CRM (site public section, Bitrix24 Self-hosted)
  • go to the workflow section in CRM (CRM > Settings > Automation > Business processes);
  • go to the page with workflow template list for necessary entity via corresponding link ;
  • use corresponding link for creating workflow templates.


• Company workflows (site public section, Bitrix24 On-premise)

  Standard templates are installed automatically jointly with Workflow module.

  Deleting standard workflow templates

To delete a workflow template, use the Delete action menu item.