Help Center

Automatically Anonymize Data or Delete Files After an Instance Is Completed

• 15

Mask sensitive field information based on user roles

• 16

Getting Started with HEFLO API Customizations

• 22

HEFLO Integrations Overview: Web Services vs API Customizations

• 20

Automatically Associate Process Categories with User Roles

• 26

Change Users’ Email Domain

• 35

How to View Sub-Instances from a Main Process Instance in HEFLO

• 44

Cloning Custom Records

• 48

Control of File Count and Allowed File Types in Form Fields

• 54

Adding contextual information to a field using a “tooltip”

• 46

Automatically Assign a Task Responsible with AI

• 57

Using a Recording’s Properties to Automatically Fill a Form

• 59

Customize instance numbering in HEFLO

• 62

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

• 85

Modify and optimize your process documentation directly in the HEFLO editor

• 76

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

• 77

Grammar Checker and Text Rewriting

• 85

Automatically Translate Your Processes and Associated Fields

• 90

Automatically Insert a Report into a “Files Upload” Field

• 81

BPMN Modeling Course

• 85

Accessing HEFLO Academy via the HEFLO App

• 611

Task Ordering in PDF Documentation

• 98

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

• 122

Manage Custom Records from a “Record” Field

• 97

Managing Licenses for Additional Environments

• 104

Export custom queries

• 110

Export custom queries

• 0

Create and use a “Mind Map” diagram in HEFLO

• 124

Create and use Organizational diagrams in HEFLO

• 118

Customize automatic emails

• 109

Custom information for processes and tasks

• 113

Export a process book

• 108

Glossary

• 111

Create a documentation template

• 135

Restrict access to work items

• 105

Academic program

• 150

Send work item information automatically to Slack

• 110

Edit multiple users

• 118

RACI matrix

• 114

Fully use Artificial Intelligence functionality with your OpenAI account

• 138

Artificial intelligence – Create processes

• 133

Artificial intelligence – Generate documentation

• 155

Artificial intelligence – Search for information

• 154

Artificial intelligence- Integrate knowledge bases

• 163

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

• 142

Artificial intelligence – Create commands to execute work items

• 176

Artificial intelligence – Create prompts for configuring process automation

• 63

Default Role SSO

• 133

Tutorial: Process Documentation

• 112

Tutorial: Process Automation

• 119

Tutorial: Process Automation

• 0

Webinar: Most common error messages on a process instance

• 113

User layout predifinition

• 156

Webinar: External data

• 152

Set up SSO

• 163

Configure a multiple choice text field

• 157

View forms with a visibility rule

• 167

DocuSign on HEFLO

• 200

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

• 153

Monitorize pending envelopes

• 149

Customize a document by adding actions to perform on DocuSign

• 155

Send a DocuSign document template to sign

• 155

Send a document to sign on DocuSign

• 161

Send a report generated in HEFLO to sign on DocuSign

• 149

Configure DocuSign integration

• 179

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

• 173

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

• 179

Conditional start event

• 145

Decision cube – Requestors

• 156

Import data to update a record

• 170

BPMN Overview

• 0

Configure the sender name of an automatically sent email

• 167

Analytical reports

• 260

Deadlines – Requesters

• 223

Backlog – Requesters

• 202

Task Delays and Deadlines

• 206

Deadlines

• 180

Tasks received versus finished

• 186

Ranking

• 192

Process Lead Time

• 186

Heatmaps

• 185

Bottlenecks

• 210

Backlog – Chronometry and Volume

• 189

Decision Cube – Teams

• 178

Decision cube – Chronometry and Volume

• 199

Get invoices for a HEFLO subscription

• 155

Automatically send information to users who run a process

• 149

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

• 201

Send a notification to the person responsible for a work item

• 158

Allow to cancel a work item

• 146

Fill in the information concerning the requester of a work item

• 149

BPMN overview

• 171

How to use records in a process form

• 170

Connection logs

• 156

Add multiple forms to a process task

• 179

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

• 185

Link information and data between two work items

• 183

Trigger a third-party process during work item execution

• 183

Create multiple work items instantly

• 172

Deny return to previous task

• 150

Choose the person responsible for the next task

• 153

Automatically update a work item’s subject

• 148

Video 5 – Environment management

• 181

Video 4 – Process Landscape

• 178

Video 3 – Process portal and improvements

• 181

Video 2 – Process editor

• 185

Favorite work items in the task list

• 159

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

• 210

Force reset password

• 165

Block a user’s access to your environment

• 183

Update a record by running a process

• 193

Create business rules in records

• 226

Hierarchical level for “field” type participant definitions

• 171

Maximum number of executions of an event

• 170

Access to recently viewed work items

• 175

Substitution of a user during an absence

• 186

Quick access to last viewed work item

• 165

Send reports by email

• 231

Suspend a work item and current tasks deadline

• 209

Private: Marketplace

• 122

Improved view of work items in the Portal

• 173

List of work items initiated by department in the Portal

• 179

Upgrade the process version for a Work Item

• 196

Change the process of a Work Item

• 176

Control the visibility of comments in the portal

• 187

Automatic performer selection

• 183

Force the execution of a timer and conditional type event

• 180

Clone a Work Item

• 180

Archive feedback

• 191

Extra fields

• 195

Aggregate function in list widget

• 212

Roles on HEFLO

• 313

• 0

Search for active items in processes

• 186

Item archive function

• 201

List of process fields

• 192

Configure permission to suspend a deadline in a role

• 185

Archive a process

• 242

Favorite processes

• 185

Filter by Process on Widget: Work Items

• 224

How to add a browser tab icon

• 180

Security Logs

• 197

Portal Attachments

• 202

Data change logs

• 213

Conversations items

• 214

Dark Mode

• 204

How to delete an account on HEFLO

• 198

Tutorial : Two Factor Authentication

• 273

Private: How to start processes by rules and records

• 13

Creating field masks and regular expressions

• 219

How to configure work item validation

• 388

Creating email templates and attachments

• 424

Configure process authorization

• 410

Process Owner Functions

• 371

GDPR

• 403

BPMN Subprocesses and containers

• 378

BPMN Gateways

• 390

BPMN Tasks

• 392

BPMN Events

• 418

Work items list in responsive mode (Mobile)

• 373

Groups

• 384

How to use timer boundary events

• 446

How to start a process by TypeForm

• 440

Value Chain diagram

• 515

How to create a Slash Command to start processes

• 397

Invite users

• 467

How to send emails manually

• 421

Work item dialog

• 417

Viewing comments and emails

• 424

Attaching files to Work items

• 402

Work Items and Task Lists

• 445

Ad-hoc Subprocesses

• 481

Deadlines of processes and tasks

• 538

How to reuse processes

• 456

How to perform process automation tests

• 489

How to configure a web service call

• 424

Sending Emails

• 475

How to configure process message

• 456

Private: How to get the link of HEFLO Referral Program

• 51

How to start a process by timer

• 514

Licenses on HEFLO

• 549

How to start processes by email

• 590

How to start processes using web services

• 582

Web service connector

• 615

Introduction to Business Rules

• 563

Working with record lists

• 538

Creating forms

• 855

How to automate a business process

• 2608

How to create a record

• 599

Tutorial: Using BPMN timer events to start business processes

• 632

How to change the user language

• 543

How to import a sample process

• 565

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

• 1

Tutorial: Attaching files to BPMN diagrams

• 582

Tutorial: Searching for cloud-based processes

• 505

How to change the label of a element

• 557

Changing your level of knowledge of BPMN

• 578

How to add a lane to a pool

• 611

Tutorial: Download the image of a process

• 560

Tutorial: Exporting BPMN diagrams

• 681

Tutorial: Business process documentation

• 1240

Tutorial: Improvement cycle and version control

• 614

Tutorial: Importing diagrams from the process library

• 574

Tutorial: Organizing business processes with categories

• 603

Enabling business process automation

• 646

How to attach an intermediate event on a task

• 646

Saving BPMN diagrams

• 654

How to change the type of an element

• 628

How to connect a black box pool

• 634

How to delete a project

• 0

How to create an environment

• 522

How to delete a process version

• 641

How to create a new version of a business process

• 589

How to change the logo

• 609

How to send feedback using the Portal

• 593

How to publish a business process on the Portal

• 719

How to delete a business process

• 575

How to add a label to a sequence flow

• 588

How to download an image of a business process diagram

• 911

How to import a BPMN file

• 808

How to create a business process

• 1133

How to change the name of a business process

• 591