Help Center

How to track task execution with checklists

• 0

Organize your processes and work items with tags

• 0

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

• 28

Mask sensitive field information based on user roles

• 30

Getting Started with HEFLO API Customizations

• 37

HEFLO Integrations Overview: Web Services vs API Customizations

• 30

Automatically Associate Process Categories with User Roles

• 39

Change Users’ Email Domain

• 48

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

• 55

Cloning Custom Records

• 58

Control of File Count and Allowed File Types in Form Fields

• 65

Adding contextual information to a field using a “tooltip”

• 54

Automatically Assign a Task Responsible with AI

• 66

Using a Recording’s Properties to Automatically Fill a Form

• 70

Customize instance numbering in HEFLO

• 74

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

• 97

Modify and optimize your process documentation directly in the HEFLO editor

• 89

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

• 87

Grammar Checker and Text Rewriting

• 95

Automatically Translate Your Processes and Associated Fields

• 102

Automatically Insert a Report into a “Files Upload” Field

• 94

BPMN Modeling Course

• 95

Accessing HEFLO Academy via the HEFLO App

• 655

Task Ordering in PDF Documentation

• 111

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

• 134

Manage Custom Records from a “Record” Field

• 106

Managing Licenses for Additional Environments

• 114

Export custom queries

• 122

Export custom queries

• 0

Create and use a “Mind Map” diagram in HEFLO

• 134

Create and use Organizational diagrams in HEFLO

• 130

Customize automatic emails

• 121

Custom information for processes and tasks

• 125

Export a process book

• 119

Glossary

• 123

Create a documentation template

• 146

Restrict access to work items

• 113

Academic program

• 162

Send work item information automatically to Slack

• 123

Edit multiple users

• 129

RACI matrix

• 126

Fully use Artificial Intelligence functionality with your OpenAI account

• 149

Artificial intelligence – Create processes

• 147

Artificial intelligence – Generate documentation

• 164

Artificial intelligence – Search for information

• 166

Artificial intelligence- Integrate knowledge bases

• 174

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

• 153

Artificial intelligence – Create commands to execute work items

• 187

Artificial intelligence – Create prompts for configuring process automation

• 63

Default Role SSO

• 147

Tutorial: Process Documentation

• 121

Tutorial: Process Automation

• 128

Tutorial: Process Automation

• 0

Webinar: Most common error messages on a process instance

• 121

User layout predifinition

• 167

Webinar: External data

• 161

Set up SSO

• 174

Configure a multiple choice text field

• 168

View forms with a visibility rule

• 180

DocuSign on HEFLO

• 210

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

• 161

Monitorize pending envelopes

• 160

Customize a document by adding actions to perform on DocuSign

• 166

Send a DocuSign document template to sign

• 164

Send a document to sign on DocuSign

• 170

Send a report generated in HEFLO to sign on DocuSign

• 160

Configure DocuSign integration

• 188

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

• 181

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

• 187

Conditional start event

• 154

Decision cube – Requestors

• 171

Import data to update a record

• 180

BPMN Overview

• 0

Configure the sender name of an automatically sent email

• 180

Analytical reports

• 278

Deadlines – Requesters

• 236

Backlog – Requesters

• 215

Task Delays and Deadlines

• 215

Deadlines

• 192

Tasks received versus finished

• 197

Ranking

• 207

Process Lead Time

• 196

Heatmaps

• 197

Bottlenecks

• 219

Backlog – Chronometry and Volume

• 201

Decision Cube – Teams

• 188

Decision cube – Chronometry and Volume

• 209

Get invoices for a HEFLO subscription

• 166

Automatically send information to users who run a process

• 157

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

• 212

Send a notification to the person responsible for a work item

• 168

Allow to cancel a work item

• 156

Fill in the information concerning the requester of a work item

• 158

BPMN overview

• 184

How to use records in a process form

• 180

Connection logs

• 165

Add multiple forms to a process task

• 189

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

• 197

Link information and data between two work items

• 194

Trigger a third-party process during work item execution

• 195

Create multiple work items instantly

• 180

Deny return to previous task

• 159

Choose the person responsible for the next task

• 162

Automatically update a work item’s subject

• 157

Video 5 – Environment management

• 190

Video 4 – Process Landscape

• 187

Video 3 – Process portal and improvements

• 191

Video 2 – Process editor

• 194

Favorite work items in the task list

• 167

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

• 220

Force reset password

• 174

Block a user’s access to your environment

• 194

Update a record by running a process

• 203

Create business rules in records

• 239

Hierarchical level for “field” type participant definitions

• 179

Maximum number of executions of an event

• 182

Access to recently viewed work items

• 183

Substitution of a user during an absence

• 196

Quick access to last viewed work item

• 174

Send reports by email

• 243

Suspend a work item and current tasks deadline

• 221

Private: Marketplace

• 122

Improved view of work items in the Portal

• 183

List of work items initiated by department in the Portal

• 191

Upgrade the process version for a Work Item

• 206

Change the process of a Work Item

• 186

Control the visibility of comments in the portal

• 196

Automatic performer selection

• 193

Force the execution of a timer and conditional type event

• 190

Clone a Work Item

• 191

Archive feedback

• 203

Extra fields

• 205

Aggregate function in list widget

• 226

Roles on HEFLO

• 324

• 0

Search for active items in processes

• 196

Item archive function

• 213

List of process fields

• 201

Configure permission to suspend a deadline in a role

• 194

Archive a process

• 253

Favorite processes

• 195

Filter by Process on Widget: Work Items

• 235

How to add a browser tab icon

• 191

Security Logs

• 206

Portal Attachments

• 212

Data change logs

• 224

Conversations items

• 227

Dark Mode

• 213

How to delete an account on HEFLO

• 208

Tutorial : Two Factor Authentication

• 282

Private: How to start processes by rules and records

• 13

Creating field masks and regular expressions

• 229

How to configure work item validation

• 400

Creating email templates and attachments

• 435

Configure process authorization

• 423

Process Owner Functions

• 379

GDPR

• 413

BPMN Subprocesses and containers

• 392

BPMN Gateways

• 401

BPMN Tasks

• 403

BPMN Events

• 431

Work items list in responsive mode (Mobile)

• 384

Groups

• 396

How to use timer boundary events

• 455

How to start a process by TypeForm

• 449

Value Chain diagram

• 530

How to create a Slash Command to start processes

• 408

Invite users

• 478

How to send emails manually

• 429

Work item dialog

• 429

Viewing comments and emails

• 435

Attaching files to Work items

• 413

Work Items and Task Lists

• 457

Ad-hoc Subprocesses

• 495

Deadlines of processes and tasks

• 549

How to reuse processes

• 466

How to perform process automation tests

• 502

How to configure a web service call

• 435

Sending Emails

• 486

How to configure process message

• 468

Private: How to get the link of HEFLO Referral Program

• 51

How to start a process by timer

• 525

Licenses on HEFLO

• 565

How to start processes by email

• 600

How to start processes using web services

• 596

Web service connector

• 629

Introduction to Business Rules

• 575

Working with record lists

• 551

Creating forms

• 867

How to automate a business process

• 2623

How to create a record

• 609

Tutorial: Using BPMN timer events to start business processes

• 642

How to change the user language

• 555

How to import a sample process

• 578

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

• 1

Tutorial: Attaching files to BPMN diagrams

• 596

Tutorial: Searching for cloud-based processes

• 515

How to change the label of a element

• 566

Changing your level of knowledge of BPMN

• 589

How to add a lane to a pool

• 626

Tutorial: Download the image of a process

• 570

Tutorial: Exporting BPMN diagrams

• 693

Tutorial: Business process documentation

• 1251

Tutorial: Improvement cycle and version control

• 627

Tutorial: Importing diagrams from the process library

• 587

Tutorial: Organizing business processes with categories

• 615

Enabling business process automation

• 658

How to attach an intermediate event on a task

• 657

Saving BPMN diagrams

• 666

How to change the type of an element

• 640

How to connect a black box pool

• 649

How to delete a project

• 0

How to create an environment

• 536

How to delete a process version

• 653

How to create a new version of a business process

• 600

How to change the logo

• 622

How to send feedback using the Portal

• 605

How to publish a business process on the Portal

• 732

How to delete a business process

• 586

How to add a label to a sequence flow

• 601

How to download an image of a business process diagram

• 923

How to import a BPMN file

• 823

How to create a business process

• 1146

How to change the name of a business process

• 603