Help Center

Cloning Custom Records

• 12

Control of File Count and Allowed File Types in Form Fields

• 14

Adding contextual information to a field using a “tooltip”

• 10

Automatically Assign a Task Responsible with AI

• 23

Using a Recording’s Properties to Automatically Fill a Form

• 21

Customize instance numbering in HEFLO

• 25

How to hide actions in a process execution with custom roles?

• 44

Modify and optimize your process documentation directly in the HEFLO editor

• 42

Using the “Scheduled” Status to Manage Your Process Instances in HEFLO

• 42

Grammar Checker and Text Rewriting

• 42

Automatically Translate Your Processes and Associated Fields

• 56

Automatically Insert a Report into a “Files Upload” Field

• 47

BPMN Modeling Course

• 50

Accessing HEFLO Academy via the HEFLO App

• 228

Task Ordering in PDF Documentation

• 58

Create a Button to Return to a Previous Task in a Form

• 80

Manage Custom Records from a “Record” Field

• 63

Managing Licenses for Additional Environments

• 68

Export custom queries

• 76

Export custom queries

• 0

Create and use a “Mind Map” diagram in HEFLO

• 86

Create and use Organizational diagrams in HEFLO

• 86

Customize automatic emails

• 74

Custom information for processes and tasks

• 79

Export a process book

• 76

Glossary

• 78

Create a documentation template

• 101

Restrict access to work items

• 75

Academic program

• 98

Send work item information automatically to Slack

• 73

Edit multiple users

• 84

RACI matrix

• 79

Fully use Artificial Intelligence functionality with your OpenAI account

• 103

Artificial intelligence – Create processes

• 94

Artificial intelligence – Generate documentation

• 116

Artificial intelligence – Search for information

• 119

Artificial intelligence- Integrate knowledge bases

• 128

Artificial intelligence – Use the chat tool to make basic requests for process executions

• 105

Artificial intelligence – Create commands to execute work items

• 138

Artificial intelligence – Create prompts for configuring process automation

• 63

Default Role SSO

• 96

Tutorial: Process Documentation

• 82

Tutorial: Process Automation

• 86

Tutorial: Process Automation

• 0

Webinar: Most common error messages on a process instance

• 82

User layout predifinition

• 122

Webinar: External data

• 119

Set up SSO

• 124

Configure a multiple choice text field

• 120

View forms with a visibility rule

• 133

DocuSign on HEFLO

• 160

Add a verification step before sending a document for signing on DocuSign

• 115

Monitorize pending envelopes

• 112

Customize a document by adding actions to perform on DocuSign

• 118

Send a DocuSign document template to sign

• 122

Send a document to sign on DocuSign

• 128

Send a report generated in HEFLO to sign on DocuSign

• 118

Configure DocuSign integration

• 130

Create a report with information of a record and send it by email

• 141

Create a report with information about a work item and send it by email

• 144

Conditional start event

• 115

Decision cube – Requestors

• 121

Import data to update a record

• 137

BPMN Overview

• 0

Configure the sender name of an automatically sent email

• 128

Analytical reports

• 215

Deadlines – Requesters

• 187

Backlog – Requesters

• 163

Task Delays and Deadlines

• 165

Deadlines

• 146

Tasks received versus finished

• 154

Ranking

• 151

Process Lead Time

• 154

Heatmaps

• 152

Bottlenecks

• 179

Backlog – Chronometry and Volume

• 157

Decision Cube – Teams

• 139

Decision cube – Chronometry and Volume

• 166

Get invoices for a HEFLO subscription

• 123

Automatically send information to users who run a process

• 119

Notify the requester of a work item of the progress of his request

• 167

Send a notification to the person responsible for a work item

• 127

Allow to cancel a work item

• 114

Fill in the information concerning the requester of a work item

• 118

BPMN overview

• 135

How to use records in a process form

• 138

Connection logs

• 124

Add multiple forms to a process task

• 142

Block the execution of a work item until an email is received

• 147

Link information and data between two work items

• 148

Trigger a third-party process during work item execution

• 148

Create multiple work items instantly

• 141

Deny return to previous task

• 120

Choose the person responsible for the next task

• 120

Automatically update a work item’s subject

• 118

Video 5 – Environment management

• 149

Video 4 – Process Landscape

• 147

Video 3 – Process portal and improvements

• 148

Video 2 – Process editor

• 153

Favorite work items in the task list

• 128

Use a BPMN 2.0 process to create and update your users and licenses in your environment

• 173

Force reset password

• 131

Block a user’s access to your environment

• 150

Update a record by running a process

• 161

Create business rules in records

• 189

Hierarchical level for “field” type participant definitions

• 140

Maximum number of executions of an event

• 135

Access to recently viewed work items

• 140

Substitution of a user during an absence

• 154

Quick access to last viewed work item

• 135

Send reports by email

• 190

Suspend a work item and current tasks deadline

• 176

Private: Marketplace

• 122

Improved view of work items in the Portal

• 140

List of work items initiated by department in the Portal

• 146

Upgrade the process version for a Work Item

• 165

Change the process of a Work Item

• 144

Control the visibility of comments in the portal

• 149

Automatic performer selection

• 151

Force the execution of a timer and conditional type event

• 146

Clone a Work Item

• 146

Archive feedback

• 158

Extra fields

• 161

Aggregate function in list widget

• 175

Roles on HEFLO

• 273

• 0

Search for active items in processes

• 155

Item archive function

• 169

List of process fields

• 155

Configure permission to suspend a deadline in a role

• 154

Archive a process

• 207

Favorite processes

• 152

Filter by Process on Widget: Work Items

• 190

How to add a browser tab icon

• 148

Security Logs

• 165

Portal Attachments

• 171

Data change logs

• 182

Conversations items

• 179

Dark Mode

• 169

How to delete an account on HEFLO

• 160

Tutorial : Two Factor Authentication

• 238

Private: How to start processes by rules and records

• 13

Creating field masks and regular expressions

• 186

How to configure work item validation

• 354

Creating email templates and attachments

• 389

Configure process authorization

• 368

Process Owner Functions

• 337

GDPR

• 364

BPMN Subprocesses and containers

• 337

BPMN Gateways

• 353

BPMN Tasks

• 358

BPMN Events

• 380

Work items list in responsive mode (Mobile)

• 337

Groups

• 349

How to use timer boundary events

• 413

How to start a process by TypeForm

• 400

Value Chain diagram

• 469

How to create a Slash Command to start processes

• 360

Invite users

• 426

How to send emails manually

• 382

Work item dialog

• 378

Viewing comments and emails

• 377

Attaching files to Work items

• 368

Work Items and Task Lists

• 401

Ad-hoc Subprocesses

• 437

Deadlines of processes and tasks

• 491

How to reuse processes

• 419

How to perform process automation tests

• 452

How to configure a web service call

• 386

Sending Emails

• 440

How to configure process message

• 422

Private: How to get the link of HEFLO Referral Program

• 51

How to start a process by timer

• 480

Licenses on HEFLO

• 511

How to start processes by email

• 554

How to start processes using web services

• 542

Web service connector

• 579

Introduction to Business Rules

• 520

Working with record lists

• 500

Creating forms

• 814

How to automate a business process

• 2566

How to create a record

• 561

Tutorial: Using BPMN timer events to start business processes

• 592

How to change the user language

• 510

How to import a sample process

• 528

Private: How to send an e-mail on a business process.

• 1

Tutorial: Attaching files to BPMN diagrams

• 547

Tutorial: Searching for cloud-based processes

• 474

How to change the label of a element

• 522

Changing your level of knowledge of BPMN

• 546

How to add a lane to a pool

• 574

Tutorial: Download the image of a process

• 527

Tutorial: Exporting BPMN diagrams

• 643

Tutorial: Business process documentation

• 1200

Tutorial: Improvement cycle and version control

• 568

Tutorial: Importing diagrams from the process library

• 537

Tutorial: Organizing business processes with categories

• 566

Enabling business process automation

• 609

How to attach an intermediate event on a task

• 613

Saving BPMN diagrams

• 621

How to change the type of an element

• 589

How to connect a black box pool

• 600

How to delete a project

• 0

How to create an environment

• 484

How to delete a process version

• 602

How to create a new version of a business process

• 554

How to change the logo

• 571

How to send feedback using the Portal

• 558

How to publish a business process on the Portal

• 680

How to delete a business process

• 541

How to add a label to a sequence flow

• 550

How to download an image of a business process diagram

• 874

How to import a BPMN file

• 768

How to create a business process

• 1096

How to change the name of a business process

• 554