Help Center

Create and reuse forms with the Form Library

• 0

Download a custom PDF from a form

• 0

Automatically Anonymize Data or Delete Files After an Instance Is Completed

• 24

Mask sensitive field information based on user roles

• 24

Getting Started with HEFLO API Customizations

• 31

HEFLO Integrations Overview: Web Services vs API Customizations

• 27

Automatically Associate Process Categories with User Roles

• 34

Change Users’ Email Domain

• 43

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

• 51

Cloning Custom Records

• 55

Control of File Count and Allowed File Types in Form Fields

• 61

Adding contextual information to a field using a “tooltip”

• 52

Automatically Assign a Task Responsible with AI

• 64

Using a Recording’s Properties to Automatically Fill a Form

• 67

Customize instance numbering in HEFLO

• 69

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

• 93

Modify and optimize your process documentation directly in the HEFLO editor

• 85

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

• 84

Grammar Checker and Text Rewriting

• 92

Automatically Translate Your Processes and Associated Fields

• 97

Automatically Insert a Report into a “Files Upload” Field

• 91

BPMN Modeling Course

• 92

Accessing HEFLO Academy via the HEFLO App

• 619

Task Ordering in PDF Documentation

• 106

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

• 131

Manage Custom Records from a “Record” Field

• 103

Managing Licenses for Additional Environments

• 110

Export custom queries

• 118

Export custom queries

• 0

Create and use a “Mind Map” diagram in HEFLO

• 131

Create and use Organizational diagrams in HEFLO

• 127

Customize automatic emails

• 117

Custom information for processes and tasks

• 121

Export a process book

• 116

Glossary

• 120

Create a documentation template

• 143

Restrict access to work items

• 111

Academic program

• 158

Send work item information automatically to Slack

• 118

Edit multiple users

• 125

RACI matrix

• 122

Fully use Artificial Intelligence functionality with your OpenAI account

• 146

Artificial intelligence – Create processes

• 141

Artificial intelligence – Generate documentation

• 162

Artificial intelligence – Search for information

• 162

Artificial intelligence- Integrate knowledge bases

• 171

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

• 150

Artificial intelligence – Create commands to execute work items

• 184

Artificial intelligence – Create prompts for configuring process automation

• 63

Default Role SSO

• 144

Tutorial: Process Documentation

• 119

Tutorial: Process Automation

• 125

Tutorial: Process Automation

• 0

Webinar: Most common error messages on a process instance

• 119

User layout predifinition

• 164

Webinar: External data

• 158

Set up SSO

• 170

Configure a multiple choice text field

• 165

View forms with a visibility rule

• 178

DocuSign on HEFLO

• 207

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

• 159

Monitorize pending envelopes

• 157

Customize a document by adding actions to perform on DocuSign

• 163

Send a DocuSign document template to sign

• 161

Send a document to sign on DocuSign

• 167

Send a report generated in HEFLO to sign on DocuSign

• 157

Configure DocuSign integration

• 185

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

• 179

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

• 185

Conditional start event

• 152

Decision cube – Requestors

• 167

Import data to update a record

• 177

BPMN Overview

• 0

Configure the sender name of an automatically sent email

• 175

Analytical reports

• 272

Deadlines – Requesters

• 232

Backlog – Requesters

• 211

Task Delays and Deadlines

• 212

Deadlines

• 189

Tasks received versus finished

• 193

Ranking

• 203

Process Lead Time

• 193

Heatmaps

• 193

Bottlenecks

• 216

Backlog – Chronometry and Volume

• 198

Decision Cube – Teams

• 186

Decision cube – Chronometry and Volume

• 206

Get invoices for a HEFLO subscription

• 162

Automatically send information to users who run a process

• 155

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

• 210

Send a notification to the person responsible for a work item

• 165

Allow to cancel a work item

• 153

Fill in the information concerning the requester of a work item

• 155

BPMN overview

• 180

How to use records in a process form

• 178

Connection logs

• 161

Add multiple forms to a process task

• 186

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

• 193

Link information and data between two work items

• 190

Trigger a third-party process during work item execution

• 191

Create multiple work items instantly

• 178

Deny return to previous task

• 157

Choose the person responsible for the next task

• 159

Automatically update a work item’s subject

• 154

Video 5 – Environment management

• 187

Video 4 – Process Landscape

• 185

Video 3 – Process portal and improvements

• 187

Video 2 – Process editor

• 191

Favorite work items in the task list

• 164

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

• 217

Force reset password

• 172

Block a user’s access to your environment

• 191

Update a record by running a process

• 200

Create business rules in records

• 236

Hierarchical level for “field” type participant definitions

• 176

Maximum number of executions of an event

• 178

Access to recently viewed work items

• 181

Substitution of a user during an absence

• 193

Quick access to last viewed work item

• 172

Send reports by email

• 239

Suspend a work item and current tasks deadline

• 217

Private: Marketplace

• 122

Improved view of work items in the Portal

• 180

List of work items initiated by department in the Portal

• 187

Upgrade the process version for a Work Item

• 204

Change the process of a Work Item

• 183

Control the visibility of comments in the portal

• 193

Automatic performer selection

• 190

Force the execution of a timer and conditional type event

• 187

Clone a Work Item

• 188

Archive feedback

• 199

Extra fields

• 203

Aggregate function in list widget

• 221

Roles on HEFLO

• 320

• 0

Search for active items in processes

• 193

Item archive function

• 208

List of process fields

• 199

Configure permission to suspend a deadline in a role

• 192

Archive a process

• 250

Favorite processes

• 192

Filter by Process on Widget: Work Items

• 231

How to add a browser tab icon

• 188

Security Logs

• 204

Portal Attachments

• 210

Data change logs

• 221

Conversations items

• 223

Dark Mode

• 211

How to delete an account on HEFLO

• 206

Tutorial : Two Factor Authentication

• 280

Private: How to start processes by rules and records

• 13

Creating field masks and regular expressions

• 225

How to configure work item validation

• 396

Creating email templates and attachments

• 432

Configure process authorization

• 418

Process Owner Functions

• 377

GDPR

• 411

BPMN Subprocesses and containers

• 388

BPMN Gateways

• 398

BPMN Tasks

• 400

BPMN Events

• 428

Work items list in responsive mode (Mobile)

• 381

Groups

• 392

How to use timer boundary events

• 453

How to start a process by TypeForm

• 447

Value Chain diagram

• 525

How to create a Slash Command to start processes

• 406

Invite users

• 474

How to send emails manually

• 427

Work item dialog

• 426

Viewing comments and emails

• 432

Attaching files to Work items

• 411

Work Items and Task Lists

• 453

Ad-hoc Subprocesses

• 491

Deadlines of processes and tasks

• 546

How to reuse processes

• 463

How to perform process automation tests

• 498

How to configure a web service call

• 432

Sending Emails

• 483

How to configure process message

• 464

Private: How to get the link of HEFLO Referral Program

• 51

How to start a process by timer

• 521

Licenses on HEFLO

• 559

How to start processes by email

• 598

How to start processes using web services

• 592

Web service connector

• 624

Introduction to Business Rules

• 571

Working with record lists

• 546

Creating forms

• 863

How to automate a business process

• 2619

How to create a record

• 606

Tutorial: Using BPMN timer events to start business processes

• 639

How to change the user language

• 551

How to import a sample process

• 574

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

• 1

Tutorial: Attaching files to BPMN diagrams

• 591

Tutorial: Searching for cloud-based processes

• 512

How to change the label of a element

• 563

Changing your level of knowledge of BPMN

• 585

How to add a lane to a pool

• 621

Tutorial: Download the image of a process

• 568

Tutorial: Exporting BPMN diagrams

• 689

Tutorial: Business process documentation

• 1248

Tutorial: Improvement cycle and version control

• 624

Tutorial: Importing diagrams from the process library

• 583

Tutorial: Organizing business processes with categories

• 610

Enabling business process automation

• 654

How to attach an intermediate event on a task

• 654

Saving BPMN diagrams

• 664

How to change the type of an element

• 636

How to connect a black box pool

• 644

How to delete a project

• 0

How to create an environment

• 533

How to delete a process version

• 648

How to create a new version of a business process

• 597

How to change the logo

• 617

How to send feedback using the Portal

• 601

How to publish a business process on the Portal

• 727

How to delete a business process

• 583

How to add a label to a sequence flow

• 596

How to download an image of a business process diagram

• 920

How to import a BPMN file

• 819

How to create a business process

• 1143

How to change the name of a business process

• 598