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

• 26

Mask sensitive field information based on user roles

• 28

Getting Started with HEFLO API Customizations

• 34

HEFLO Integrations Overview: Web Services vs API Customizations

• 29

Automatically Associate Process Categories with User Roles

• 38

Change Users’ Email Domain

• 45

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

• 52

Cloning Custom Records

• 57

Control of File Count and Allowed File Types in Form Fields

• 63

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

• 69

Customize instance numbering in HEFLO

• 72

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

• 96

Modify and optimize your process documentation directly in the HEFLO editor

• 87

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

• 86

Grammar Checker and Text Rewriting

• 94

Automatically Translate Your Processes and Associated Fields

• 100

Automatically Insert a Report into a “Files Upload” Field

• 94

BPMN Modeling Course

• 94

Accessing HEFLO Academy via the HEFLO App

• 655

Task Ordering in PDF Documentation

• 110

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

• 134

Manage Custom Records from a “Record” Field

• 105

Managing Licenses for Additional Environments

• 113

Export custom queries

• 121

Export custom queries

• 0

Create and use a “Mind Map” diagram in HEFLO

• 133

Create and use Organizational diagrams in HEFLO

• 129

Customize automatic emails

• 120

Custom information for processes and tasks

• 123

Export a process book

• 118

Glossary

• 123

Create a documentation template

• 145

Restrict access to work items

• 112

Academic program

• 160

Send work item information automatically to Slack

• 121

Edit multiple users

• 128

RACI matrix

• 124

Fully use Artificial Intelligence functionality with your OpenAI account

• 148

Artificial intelligence – Create processes

• 146

Artificial intelligence – Generate documentation

• 163

Artificial intelligence – Search for information

• 165

Artificial intelligence- Integrate knowledge bases

• 173

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

• 152

Artificial intelligence – Create commands to execute work items

• 186

Artificial intelligence – Create prompts for configuring process automation

• 63

Default Role SSO

• 146

Tutorial: Process Documentation

• 120

Tutorial: Process Automation

• 127

Tutorial: Process Automation

• 0

Webinar: Most common error messages on a process instance

• 120

User layout predifinition

• 166

Webinar: External data

• 159

Set up SSO

• 172

Configure a multiple choice text field

• 167

View forms with a visibility rule

• 179

DocuSign on HEFLO

• 209

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

• 160

Monitorize pending envelopes

• 158

Customize a document by adding actions to perform on DocuSign

• 165

Send a DocuSign document template to sign

• 163

Send a document to sign on DocuSign

• 169

Send a report generated in HEFLO to sign on DocuSign

• 159

Configure DocuSign integration

• 187

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

• 180

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

• 187

Conditional start event

• 153

Decision cube – Requestors

• 169

Import data to update a record

• 178

BPMN Overview

• 0

Configure the sender name of an automatically sent email

• 179

Analytical reports

• 276

Deadlines – Requesters

• 235

Backlog – Requesters

• 215

Task Delays and Deadlines

• 214

Deadlines

• 191

Tasks received versus finished

• 196

Ranking

• 207

Process Lead Time

• 196

Heatmaps

• 196

Bottlenecks

• 218

Backlog – Chronometry and Volume

• 199

Decision Cube – Teams

• 187

Decision cube – Chronometry and Volume

• 207

Get invoices for a HEFLO subscription

• 164

Automatically send information to users who run a process

• 157

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

• 211

Send a notification to the person responsible for a work item

• 167

Allow to cancel a work item

• 156

Fill in the information concerning the requester of a work item

• 157

BPMN overview

• 182

How to use records in a process form

• 179

Connection logs

• 163

Add multiple forms to a process task

• 187

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

• 195

Link information and data between two work items

• 193

Trigger a third-party process during work item execution

• 193

Create multiple work items instantly

• 179

Deny return to previous task

• 158

Choose the person responsible for the next task

• 161

Automatically update a work item’s subject

• 156

Video 5 – Environment management

• 189

Video 4 – Process Landscape

• 186

Video 3 – Process portal and improvements

• 189

Video 2 – Process editor

• 193

Favorite work items in the task list

• 166

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

• 219

Force reset password

• 173

Block a user’s access to your environment

• 193

Update a record by running a process

• 202

Create business rules in records

• 238

Hierarchical level for “field” type participant definitions

• 178

Maximum number of executions of an event

• 180

Access to recently viewed work items

• 183

Substitution of a user during an absence

• 195

Quick access to last viewed work item

• 173

Send reports by email

• 243

Suspend a work item and current tasks deadline

• 219

Private: Marketplace

• 122

Improved view of work items in the Portal

• 181

List of work items initiated by department in the Portal

• 189

Upgrade the process version for a Work Item

• 205

Change the process of a Work Item

• 185

Control the visibility of comments in the portal

• 194

Automatic performer selection

• 192

Force the execution of a timer and conditional type event

• 188

Clone a Work Item

• 190

Archive feedback

• 202

Extra fields

• 204

Aggregate function in list widget

• 225

Roles on HEFLO

• 323

• 0

Search for active items in processes

• 196

Item archive function

• 211

List of process fields

• 201

Configure permission to suspend a deadline in a role

• 193

Archive a process

• 253

Favorite processes

• 194

Filter by Process on Widget: Work Items

• 235

How to add a browser tab icon

• 190

Security Logs

• 205

Portal Attachments

• 211

Data change logs

• 223

Conversations items

• 226

Dark Mode

• 212

How to delete an account on HEFLO

• 208

Tutorial : Two Factor Authentication

• 281

Private: How to start processes by rules and records

• 13

Creating field masks and regular expressions

• 227

How to configure work item validation

• 399

Creating email templates and attachments

• 434

Configure process authorization

• 420

Process Owner Functions

• 379

GDPR

• 413

BPMN Subprocesses and containers

• 391

BPMN Gateways

• 400

BPMN Tasks

• 402

BPMN Events

• 430

Work items list in responsive mode (Mobile)

• 383

Groups

• 396

How to use timer boundary events

• 454

How to start a process by TypeForm

• 449

Value Chain diagram

• 528

How to create a Slash Command to start processes

• 408

Invite users

• 478

How to send emails manually

• 429

Work item dialog

• 428

Viewing comments and emails

• 434

Attaching files to Work items

• 412

Work Items and Task Lists

• 456

Ad-hoc Subprocesses

• 494

Deadlines of processes and tasks

• 548

How to reuse processes

• 465

How to perform process automation tests

• 501

How to configure a web service call

• 433

Sending Emails

• 486

How to configure process message

• 467

Private: How to get the link of HEFLO Referral Program

• 51

How to start a process by timer

• 524

Licenses on HEFLO

• 562

How to start processes by email

• 600

How to start processes using web services

• 595

Web service connector

• 627

Introduction to Business Rules

• 575

Working with record lists

• 549

Creating forms

• 866

How to automate a business process

• 2622

How to create a record

• 607

Tutorial: Using BPMN timer events to start business processes

• 641

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

• 594

Tutorial: Searching for cloud-based processes

• 514

How to change the label of a element

• 564

Changing your level of knowledge of BPMN

• 586

How to add a lane to a pool

• 623

Tutorial: Download the image of a process

• 569

Tutorial: Exporting BPMN diagrams

• 692

Tutorial: Business process documentation

• 1251

Tutorial: Improvement cycle and version control

• 627

Tutorial: Importing diagrams from the process library

• 586

Tutorial: Organizing business processes with categories

• 613

Enabling business process automation

• 657

How to attach an intermediate event on a task

• 657

Saving BPMN diagrams

• 665

How to change the type of an element

• 640

How to connect a black box pool

• 648

How to delete a project

• 0

How to create an environment

• 535

How to delete a process version

• 650

How to create a new version of a business process

• 599

How to change the logo

• 621

How to send feedback using the Portal

• 604

How to publish a business process on the Portal

• 729

How to delete a business process

• 585

How to add a label to a sequence flow

• 600

How to download an image of a business process diagram

• 922

How to import a BPMN file

• 820

How to create a business process

• 1145

How to change the name of a business process

• 601