Help Center

Change Users’ Email Domain

• 12

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

• 21

Cloning Custom Records

• 28

Control of File Count and Allowed File Types in Form Fields

• 30

Adding contextual information to a field using a “tooltip”

• 24

Automatically Assign a Task Responsible with AI

• 37

Using a Recording’s Properties to Automatically Fill a Form

• 36

Customize instance numbering in HEFLO

• 38

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

• 58

Modify and optimize your process documentation directly in the HEFLO editor

• 54

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

• 55

Grammar Checker and Text Rewriting

• 56

Automatically Translate Your Processes and Associated Fields

• 69

Automatically Insert a Report into a “Files Upload” Field

• 59

BPMN Modeling Course

• 63

Accessing HEFLO Academy via the HEFLO App

• 269

Task Ordering in PDF Documentation

• 77

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

• 100

Manage Custom Records from a “Record” Field

• 75

Managing Licenses for Additional Environments

• 81

Export custom queries

• 89

Export custom queries

• 0

Create and use a “Mind Map” diagram in HEFLO

• 100

Create and use Organizational diagrams in HEFLO

• 98

Customize automatic emails

• 86

Custom information for processes and tasks

• 92

Export a process book

• 88

Glossary

• 90

Create a documentation template

• 114

Restrict access to work items

• 87

Academic program

• 113

Send work item information automatically to Slack

• 86

Edit multiple users

• 96

RACI matrix

• 91

Fully use Artificial Intelligence functionality with your OpenAI account

• 115

Artificial intelligence – Create processes

• 108

Artificial intelligence – Generate documentation

• 130

Artificial intelligence – Search for information

• 132

Artificial intelligence- Integrate knowledge bases

• 140

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

• 121

Artificial intelligence – Create commands to execute work items

• 152

Artificial intelligence – Create prompts for configuring process automation

• 63

Default Role SSO

• 110

Tutorial: Process Documentation

• 93

Tutorial: Process Automation

• 98

Tutorial: Process Automation

• 0

Webinar: Most common error messages on a process instance

• 95

User layout predifinition

• 134

Webinar: External data

• 132

Set up SSO

• 139

Configure a multiple choice text field

• 134

View forms with a visibility rule

• 145

DocuSign on HEFLO

• 173

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

• 131

Monitorize pending envelopes

• 125

Customize a document by adding actions to perform on DocuSign

• 136

Send a DocuSign document template to sign

• 134

Send a document to sign on DocuSign

• 141

Send a report generated in HEFLO to sign on DocuSign

• 130

Configure DocuSign integration

• 155

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

• 153

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

• 158

Conditional start event

• 126

Decision cube – Requestors

• 135

Import data to update a record

• 150

BPMN Overview

• 0

Configure the sender name of an automatically sent email

• 141

Analytical reports

• 231

Deadlines – Requesters

• 201

Backlog – Requesters

• 178

Task Delays and Deadlines

• 183

Deadlines

• 158

Tasks received versus finished

• 167

Ranking

• 165

Process Lead Time

• 166

Heatmaps

• 165

Bottlenecks

• 191

Backlog – Chronometry and Volume

• 169

Decision Cube – Teams

• 155

Decision cube – Chronometry and Volume

• 178

Get invoices for a HEFLO subscription

• 136

Automatically send information to users who run a process

• 131

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

• 179

Send a notification to the person responsible for a work item

• 139

Allow to cancel a work item

• 125

Fill in the information concerning the requester of a work item

• 130

BPMN overview

• 148

How to use records in a process form

• 150

Connection logs

• 136

Add multiple forms to a process task

• 156

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

• 158

Link information and data between two work items

• 159

Trigger a third-party process during work item execution

• 161

Create multiple work items instantly

• 152

Deny return to previous task

• 132

Choose the person responsible for the next task

• 132

Automatically update a work item’s subject

• 129

Video 5 – Environment management

• 161

Video 4 – Process Landscape

• 159

Video 3 – Process portal and improvements

• 160

Video 2 – Process editor

• 166

Favorite work items in the task list

• 140

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

• 186

Force reset password

• 143

Block a user’s access to your environment

• 162

Update a record by running a process

• 173

Create business rules in records

• 205

Hierarchical level for “field” type participant definitions

• 152

Maximum number of executions of an event

• 150

Access to recently viewed work items

• 152

Substitution of a user during an absence

• 166

Quick access to last viewed work item

• 146

Send reports by email

• 203

Suspend a work item and current tasks deadline

• 189

Private: Marketplace

• 122

Improved view of work items in the Portal

• 153

List of work items initiated by department in the Portal

• 159

Upgrade the process version for a Work Item

• 176

Change the process of a Work Item

• 156

Control the visibility of comments in the portal

• 165

Automatic performer selection

• 163

Force the execution of a timer and conditional type event

• 159

Clone a Work Item

• 158

Archive feedback

• 170

Extra fields

• 174

Aggregate function in list widget

• 188

Roles on HEFLO

• 286

• 0

Search for active items in processes

• 167

Item archive function

• 181

List of process fields

• 168

Configure permission to suspend a deadline in a role

• 166

Archive a process

• 221

Favorite processes

• 165

Filter by Process on Widget: Work Items

• 203

How to add a browser tab icon

• 159

Security Logs

• 177

Portal Attachments

• 183

Data change logs

• 194

Conversations items

• 192

Dark Mode

• 183

How to delete an account on HEFLO

• 174

Tutorial : Two Factor Authentication

• 251

Private: How to start processes by rules and records

• 13

Creating field masks and regular expressions

• 198

How to configure work item validation

• 366

Creating email templates and attachments

• 402

Configure process authorization

• 385

Process Owner Functions

• 349

GDPR

• 383

BPMN Subprocesses and containers

• 352

BPMN Gateways

• 365

BPMN Tasks

• 372

BPMN Events

• 393

Work items list in responsive mode (Mobile)

• 352

Groups

• 362

How to use timer boundary events

• 426

How to start a process by TypeForm

• 417

Value Chain diagram

• 490

How to create a Slash Command to start processes

• 374

Invite users

• 441

How to send emails manually

• 400

Work item dialog

• 394

Viewing comments and emails

• 393

Attaching files to Work items

• 381

Work Items and Task Lists

• 417

Ad-hoc Subprocesses

• 454

Deadlines of processes and tasks

• 508

How to reuse processes

• 431

How to perform process automation tests

• 466

How to configure a web service call

• 398

Sending Emails

• 454

How to configure process message

• 434

Private: How to get the link of HEFLO Referral Program

• 51

How to start a process by timer

• 493

Licenses on HEFLO

• 525

How to start processes by email

• 567

How to start processes using web services

• 554

Web service connector

• 592

Introduction to Business Rules

• 536

Working with record lists

• 515

Creating forms

• 830

How to automate a business process

• 2584

How to create a record

• 573

Tutorial: Using BPMN timer events to start business processes

• 605

How to change the user language

• 522

How to import a sample process

• 541

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

• 1

Tutorial: Attaching files to BPMN diagrams

• 561

Tutorial: Searching for cloud-based processes

• 486

How to change the label of a element

• 534

Changing your level of knowledge of BPMN

• 557

How to add a lane to a pool

• 587

Tutorial: Download the image of a process

• 539

Tutorial: Exporting BPMN diagrams

• 656

Tutorial: Business process documentation

• 1217

Tutorial: Improvement cycle and version control

• 588

Tutorial: Importing diagrams from the process library

• 552

Tutorial: Organizing business processes with categories

• 580

Enabling business process automation

• 621

How to attach an intermediate event on a task

• 625

Saving BPMN diagrams

• 634

How to change the type of an element

• 601

How to connect a black box pool

• 615

How to delete a project

• 0

How to create an environment

• 500

How to delete a process version

• 617

How to create a new version of a business process

• 567

How to change the logo

• 584

How to send feedback using the Portal

• 573

How to publish a business process on the Portal

• 694

How to delete a business process

• 553

How to add a label to a sequence flow

• 564

How to download an image of a business process diagram

• 889

How to import a BPMN file

• 785

How to create a business process

• 1111

How to change the name of a business process

• 568