Help Center

Automatically Anonymize Data or Delete Files After an Instance Is Completed

• 20

Mask sensitive field information based on user roles

• 21

Getting Started with HEFLO API Customizations

• 28

HEFLO Integrations Overview: Web Services vs API Customizations

• 24

Automatically Associate Process Categories with User Roles

• 29

Change Users’ Email Domain

• 39

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

• 48

Cloning Custom Records

• 51

Control of File Count and Allowed File Types in Form Fields

• 58

Adding contextual information to a field using a “tooltip”

• 49

Automatically Assign a Task Responsible with AI

• 60

Using a Recording’s Properties to Automatically Fill a Form

• 64

Customize instance numbering in HEFLO

• 66

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

• 89

Modify and optimize your process documentation directly in the HEFLO editor

• 81

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

• 81

Grammar Checker and Text Rewriting

• 89

Automatically Translate Your Processes and Associated Fields

• 94

Automatically Insert a Report into a “Files Upload” Field

• 86

BPMN Modeling Course

• 89

Accessing HEFLO Academy via the HEFLO App

• 615

Task Ordering in PDF Documentation

• 102

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

• 126

Manage Custom Records from a “Record” Field

• 100

Managing Licenses for Additional Environments

• 107

Export custom queries

• 114

Export custom queries

• 0

Create and use a “Mind Map” diagram in HEFLO

• 128

Create and use Organizational diagrams in HEFLO

• 123

Customize automatic emails

• 114

Custom information for processes and tasks

• 117

Export a process book

• 113

Glossary

• 115

Create a documentation template

• 139

Restrict access to work items

• 108

Academic program

• 155

Send work item information automatically to Slack

• 114

Edit multiple users

• 122

RACI matrix

• 117

Fully use Artificial Intelligence functionality with your OpenAI account

• 142

Artificial intelligence – Create processes

• 137

Artificial intelligence – Generate documentation

• 158

Artificial intelligence – Search for information

• 159

Artificial intelligence- Integrate knowledge bases

• 166

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

• 146

Artificial intelligence – Create commands to execute work items

• 181

Artificial intelligence – Create prompts for configuring process automation

• 63

Default Role SSO

• 139

Tutorial: Process Documentation

• 115

Tutorial: Process Automation

• 122

Tutorial: Process Automation

• 0

Webinar: Most common error messages on a process instance

• 115

User layout predifinition

• 161

Webinar: External data

• 154

Set up SSO

• 167

Configure a multiple choice text field

• 161

View forms with a visibility rule

• 172

DocuSign on HEFLO

• 204

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

• 155

Monitorize pending envelopes

• 153

Customize a document by adding actions to perform on DocuSign

• 160

Send a DocuSign document template to sign

• 158

Send a document to sign on DocuSign

• 164

Send a report generated in HEFLO to sign on DocuSign

• 152

Configure DocuSign integration

• 181

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

• 175

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

• 181

Conditional start event

• 148

Decision cube – Requestors

• 160

Import data to update a record

• 173

BPMN Overview

• 0

Configure the sender name of an automatically sent email

• 172

Analytical reports

• 267

Deadlines – Requesters

• 229

Backlog – Requesters

• 207

Task Delays and Deadlines

• 209

Deadlines

• 184

Tasks received versus finished

• 190

Ranking

• 198

Process Lead Time

• 190

Heatmaps

• 189

Bottlenecks

• 212

Backlog – Chronometry and Volume

• 193

Decision Cube – Teams

• 181

Decision cube – Chronometry and Volume

• 202

Get invoices for a HEFLO subscription

• 158

Automatically send information to users who run a process

• 151

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

• 205

Send a notification to the person responsible for a work item

• 162

Allow to cancel a work item

• 149

Fill in the information concerning the requester of a work item

• 152

BPMN overview

• 177

How to use records in a process form

• 174

Connection logs

• 158

Add multiple forms to a process task

• 182

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

• 189

Link information and data between two work items

• 186

Trigger a third-party process during work item execution

• 187

Create multiple work items instantly

• 174

Deny return to previous task

• 153

Choose the person responsible for the next task

• 155

Automatically update a work item’s subject

• 151

Video 5 – Environment management

• 184

Video 4 – Process Landscape

• 181

Video 3 – Process portal and improvements

• 184

Video 2 – Process editor

• 188

Favorite work items in the task list

• 161

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

• 213

Force reset password

• 168

Block a user’s access to your environment

• 187

Update a record by running a process

• 196

Create business rules in records

• 231

Hierarchical level for “field” type participant definitions

• 173

Maximum number of executions of an event

• 174

Access to recently viewed work items

• 178

Substitution of a user during an absence

• 189

Quick access to last viewed work item

• 168

Send reports by email

• 235

Suspend a work item and current tasks deadline

• 213

Private: Marketplace

• 122

Improved view of work items in the Portal

• 177

List of work items initiated by department in the Portal

• 184

Upgrade the process version for a Work Item

• 200

Change the process of a Work Item

• 180

Control the visibility of comments in the portal

• 189

Automatic performer selection

• 186

Force the execution of a timer and conditional type event

• 183

Clone a Work Item

• 184

Archive feedback

• 195

Extra fields

• 198

Aggregate function in list widget

• 217

Roles on HEFLO

• 317

• 0

Search for active items in processes

• 189

Item archive function

• 205

List of process fields

• 195

Configure permission to suspend a deadline in a role

• 188

Archive a process

• 246

Favorite processes

• 187

Filter by Process on Widget: Work Items

• 227

How to add a browser tab icon

• 185

Security Logs

• 201

Portal Attachments

• 206

Data change logs

• 217

Conversations items

• 219

Dark Mode

• 206

How to delete an account on HEFLO

• 202

Tutorial : Two Factor Authentication

• 276

Private: How to start processes by rules and records

• 13

Creating field masks and regular expressions

• 222

How to configure work item validation

• 392

Creating email templates and attachments

• 428

Configure process authorization

• 414

Process Owner Functions

• 373

GDPR

• 407

BPMN Subprocesses and containers

• 382

BPMN Gateways

• 394

BPMN Tasks

• 396

BPMN Events

• 422

Work items list in responsive mode (Mobile)

• 376

Groups

• 389

How to use timer boundary events

• 449

How to start a process by TypeForm

• 443

Value Chain diagram

• 520

How to create a Slash Command to start processes

• 402

Invite users

• 470

How to send emails manually

• 423

Work item dialog

• 422

Viewing comments and emails

• 428

Attaching files to Work items

• 406

Work Items and Task Lists

• 450

Ad-hoc Subprocesses

• 486

Deadlines of processes and tasks

• 541

How to reuse processes

• 459

How to perform process automation tests

• 494

How to configure a web service call

• 426

Sending Emails

• 479

How to configure process message

• 461

Private: How to get the link of HEFLO Referral Program

• 51

How to start a process by timer

• 517

Licenses on HEFLO

• 554

How to start processes by email

• 593

How to start processes using web services

• 587

Web service connector

• 620

Introduction to Business Rules

• 568

Working with record lists

• 543

Creating forms

• 860

How to automate a business process

• 2613

How to create a record

• 602

Tutorial: Using BPMN timer events to start business processes

• 636

How to change the user language

• 547

How to import a sample process

• 569

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

• 1

Tutorial: Attaching files to BPMN diagrams

• 587

Tutorial: Searching for cloud-based processes

• 508

How to change the label of a element

• 560

Changing your level of knowledge of BPMN

• 582

How to add a lane to a pool

• 616

Tutorial: Download the image of a process

• 563

Tutorial: Exporting BPMN diagrams

• 684

Tutorial: Business process documentation

• 1244

Tutorial: Improvement cycle and version control

• 618

Tutorial: Importing diagrams from the process library

• 579

Tutorial: Organizing business processes with categories

• 606

Enabling business process automation

• 650

How to attach an intermediate event on a task

• 649

Saving BPMN diagrams

• 659

How to change the type of an element

• 632

How to connect a black box pool

• 639

How to delete a project

• 0

How to create an environment

• 529

How to delete a process version

• 645

How to create a new version of a business process

• 593

How to change the logo

• 614

How to send feedback using the Portal

• 598

How to publish a business process on the Portal

• 723

How to delete a business process

• 579

How to add a label to a sequence flow

• 592

How to download an image of a business process diagram

• 917

How to import a BPMN file

• 812

How to create a business process

• 1138

How to change the name of a business process

• 595