Help Center

Cloning Custom Records

• 9

Control of File Count and Allowed File Types in Form Fields

• 12

Adding contextual information to a field using a “tooltip”

• 8

Automatically Assign a Task Responsible with AI

• 21

Using a Recording’s Properties to Automatically Fill a Form

• 17

Customize instance numbering in HEFLO

• 23

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

• 42

Modify and optimize your process documentation directly in the HEFLO editor

• 39

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

• 39

Grammar Checker and Text Rewriting

• 39

Automatically Translate Your Processes and Associated Fields

• 53

Automatically Insert a Report into a “Files Upload” Field

• 45

BPMN Modeling Course

• 48

Accessing HEFLO Academy via the HEFLO App

• 225

Task Ordering in PDF Documentation

• 56

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

• 77

Manage Custom Records from a “Record” Field

• 61

Managing Licenses for Additional Environments

• 64

Export custom queries

• 74

Export custom queries

• 0

Create and use a “Mind Map” diagram in HEFLO

• 83

Create and use Organizational diagrams in HEFLO

• 84

Customize automatic emails

• 71

Custom information for processes and tasks

• 76

Export a process book

• 73

Glossary

• 75

Create a documentation template

• 97

Restrict access to work items

• 73

Academic program

• 96

Send work item information automatically to Slack

• 71

Edit multiple users

• 82

RACI matrix

• 76

Fully use Artificial Intelligence functionality with your OpenAI account

• 101

Artificial intelligence – Create processes

• 91

Artificial intelligence – Generate documentation

• 114

Artificial intelligence – Search for information

• 117

Artificial intelligence- Integrate knowledge bases

• 125

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

• 103

Artificial intelligence – Create commands to execute work items

• 135

Artificial intelligence – Create prompts for configuring process automation

• 63

Default Role SSO

• 93

Tutorial: Process Documentation

• 80

Tutorial: Process Automation

• 84

Tutorial: Process Automation

• 0

Webinar: Most common error messages on a process instance

• 80

User layout predifinition

• 119

Webinar: External data

• 117

Set up SSO

• 121

Configure a multiple choice text field

• 117

View forms with a visibility rule

• 131

DocuSign on HEFLO

• 157

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

• 112

Monitorize pending envelopes

• 110

Customize a document by adding actions to perform on DocuSign

• 115

Send a DocuSign document template to sign

• 119

Send a document to sign on DocuSign

• 125

Send a report generated in HEFLO to sign on DocuSign

• 116

Configure DocuSign integration

• 128

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

• 139

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

• 142

Conditional start event

• 112

Decision cube – Requestors

• 119

Import data to update a record

• 135

BPMN Overview

• 0

Configure the sender name of an automatically sent email

• 125

Analytical reports

• 211

Deadlines – Requesters

• 185

Backlog – Requesters

• 161

Task Delays and Deadlines

• 161

Deadlines

• 143

Tasks received versus finished

• 152

Ranking

• 148

Process Lead Time

• 151

Heatmaps

• 149

Bottlenecks

• 177

Backlog – Chronometry and Volume

• 154

Decision Cube – Teams

• 136

Decision cube – Chronometry and Volume

• 164

Get invoices for a HEFLO subscription

• 121

Automatically send information to users who run a process

• 117

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

• 164

Send a notification to the person responsible for a work item

• 125

Allow to cancel a work item

• 112

Fill in the information concerning the requester of a work item

• 116

BPMN overview

• 132

How to use records in a process form

• 134

Connection logs

• 122

Add multiple forms to a process task

• 139

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

• 144

Link information and data between two work items

• 145

Trigger a third-party process during work item execution

• 145

Create multiple work items instantly

• 139

Deny return to previous task

• 119

Choose the person responsible for the next task

• 118

Automatically update a work item’s subject

• 115

Video 5 – Environment management

• 147

Video 4 – Process Landscape

• 144

Video 3 – Process portal and improvements

• 146

Video 2 – Process editor

• 150

Favorite work items in the task list

• 126

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

• 171

Force reset password

• 128

Block a user’s access to your environment

• 148

Update a record by running a process

• 156

Create business rules in records

• 187

Hierarchical level for “field” type participant definitions

• 138

Maximum number of executions of an event

• 133

Access to recently viewed work items

• 138

Substitution of a user during an absence

• 152

Quick access to last viewed work item

• 133

Send reports by email

• 188

Suspend a work item and current tasks deadline

• 174

Private: Marketplace

• 122

Improved view of work items in the Portal

• 138

List of work items initiated by department in the Portal

• 143

Upgrade the process version for a Work Item

• 162

Change the process of a Work Item

• 142

Control the visibility of comments in the portal

• 147

Automatic performer selection

• 148

Force the execution of a timer and conditional type event

• 142

Clone a Work Item

• 144

Archive feedback

• 155

Extra fields

• 158

Aggregate function in list widget

• 172

Roles on HEFLO

• 271

• 0

Search for active items in processes

• 152

Item archive function

• 166

List of process fields

• 153

Configure permission to suspend a deadline in a role

• 152

Archive a process

• 205

Favorite processes

• 149

Filter by Process on Widget: Work Items

• 188

How to add a browser tab icon

• 144

Security Logs

• 162

Portal Attachments

• 169

Data change logs

• 179

Conversations items

• 176

Dark Mode

• 167

How to delete an account on HEFLO

• 159

Tutorial : Two Factor Authentication

• 236

Private: How to start processes by rules and records

• 13

Creating field masks and regular expressions

• 183

How to configure work item validation

• 350

Creating email templates and attachments

• 386

Configure process authorization

• 366

Process Owner Functions

• 335

GDPR

• 361

BPMN Subprocesses and containers

• 334

BPMN Gateways

• 351

BPMN Tasks

• 356

BPMN Events

• 378

Work items list in responsive mode (Mobile)

• 335

Groups

• 346

How to use timer boundary events

• 410

How to start a process by TypeForm

• 394

Value Chain diagram

• 463

How to create a Slash Command to start processes

• 357

Invite users

• 423

How to send emails manually

• 380

Work item dialog

• 376

Viewing comments and emails

• 374

Attaching files to Work items

• 364

Work Items and Task Lists

• 399

Ad-hoc Subprocesses

• 434

Deadlines of processes and tasks

• 488

How to reuse processes

• 415

How to perform process automation tests

• 450

How to configure a web service call

• 384

Sending Emails

• 438

How to configure process message

• 420

Private: How to get the link of HEFLO Referral Program

• 51

How to start a process by timer

• 478

Licenses on HEFLO

• 507

How to start processes by email

• 550

How to start processes using web services

• 539

Web service connector

• 575

Introduction to Business Rules

• 518

Working with record lists

• 498

Creating forms

• 808

How to automate a business process

• 2563

How to create a record

• 558

Tutorial: Using BPMN timer events to start business processes

• 589

How to change the user language

• 507

How to import a sample process

• 524

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

• 1

Tutorial: Attaching files to BPMN diagrams

• 542

Tutorial: Searching for cloud-based processes

• 472

How to change the label of a element

• 520

Changing your level of knowledge of BPMN

• 544

How to add a lane to a pool

• 571

Tutorial: Download the image of a process

• 525

Tutorial: Exporting BPMN diagrams

• 641

Tutorial: Business process documentation

• 1194

Tutorial: Improvement cycle and version control

• 565

Tutorial: Importing diagrams from the process library

• 534

Tutorial: Organizing business processes with categories

• 564

Enabling business process automation

• 606

How to attach an intermediate event on a task

• 611

Saving BPMN diagrams

• 618

How to change the type of an element

• 586

How to connect a black box pool

• 598

How to delete a project

• 0

How to create an environment

• 482

How to delete a process version

• 599

How to create a new version of a business process

• 551

How to change the logo

• 568

How to send feedback using the Portal

• 556

How to publish a business process on the Portal

• 677

How to delete a business process

• 538

How to add a label to a sequence flow

• 547

How to download an image of a business process diagram

• 871

How to import a BPMN file

• 764

How to create a business process

• 1094

How to change the name of a business process

• 552