Help Center

Automatically Anonymize Data or Delete Files After an Instance Is Completed

• 8

Mask sensitive field information based on user roles

• 8

Getting Started with HEFLO API Customizations

• 14

HEFLO Integrations Overview: Web Services vs API Customizations

• 14

Automatically Associate Process Categories with User Roles

• 18

Change Users’ Email Domain

• 27

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

• 38

Cloning Custom Records

• 44

Control of File Count and Allowed File Types in Form Fields

• 46

Adding contextual information to a field using a “tooltip”

• 41

Automatically Assign a Task Responsible with AI

• 52

Using a Recording’s Properties to Automatically Fill a Form

• 52

Customize instance numbering in HEFLO

• 55

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

• 80

Modify and optimize your process documentation directly in the HEFLO editor

• 70

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

• 73

Grammar Checker and Text Rewriting

• 78

Automatically Translate Your Processes and Associated Fields

• 84

Automatically Insert a Report into a “Files Upload” Field

• 75

BPMN Modeling Course

• 81

Accessing HEFLO Academy via the HEFLO App

• 605

Task Ordering in PDF Documentation

• 92

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

• 118

Manage Custom Records from a “Record” Field

• 91

Managing Licenses for Additional Environments

• 98

Export custom queries

• 103

Export custom queries

• 0

Create and use a “Mind Map” diagram in HEFLO

• 118

Create and use Organizational diagrams in HEFLO

• 113

Customize automatic emails

• 103

Custom information for processes and tasks

• 107

Export a process book

• 102

Glossary

• 105

Create a documentation template

• 130

Restrict access to work items

• 100

Academic program

• 142

Send work item information automatically to Slack

• 104

Edit multiple users

• 112

RACI matrix

• 108

Fully use Artificial Intelligence functionality with your OpenAI account

• 133

Artificial intelligence – Create processes

• 127

Artificial intelligence – Generate documentation

• 149

Artificial intelligence – Search for information

• 148

Artificial intelligence- Integrate knowledge bases

• 158

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

• 137

Artificial intelligence – Create commands to execute work items

• 171

Artificial intelligence – Create prompts for configuring process automation

• 63

Default Role SSO

• 127

Tutorial: Process Documentation

• 108

Tutorial: Process Automation

• 113

Tutorial: Process Automation

• 0

Webinar: Most common error messages on a process instance

• 108

User layout predifinition

• 151

Webinar: External data

• 147

Set up SSO

• 157

Configure a multiple choice text field

• 151

View forms with a visibility rule

• 160

DocuSign on HEFLO

• 195

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

• 147

Monitorize pending envelopes

• 143

Customize a document by adding actions to perform on DocuSign

• 150

Send a DocuSign document template to sign

• 151

Send a document to sign on DocuSign

• 157

Send a report generated in HEFLO to sign on DocuSign

• 145

Configure DocuSign integration

• 173

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

• 168

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

• 173

Conditional start event

• 141

Decision cube – Requestors

• 151

Import data to update a record

• 165

BPMN Overview

• 0

Configure the sender name of an automatically sent email

• 160

Analytical reports

• 252

Deadlines – Requesters

• 218

Backlog – Requesters

• 197

Task Delays and Deadlines

• 200

Deadlines

• 174

Tasks received versus finished

• 181

Ranking

• 185

Process Lead Time

• 182

Heatmaps

• 179

Bottlenecks

• 205

Backlog – Chronometry and Volume

• 184

Decision Cube – Teams

• 172

Decision cube – Chronometry and Volume

• 192

Get invoices for a HEFLO subscription

• 149

Automatically send information to users who run a process

• 144

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

• 195

Send a notification to the person responsible for a work item

• 153

Allow to cancel a work item

• 139

Fill in the information concerning the requester of a work item

• 144

BPMN overview

• 165

How to use records in a process form

• 164

Connection logs

• 151

Add multiple forms to a process task

• 171

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

• 179

Link information and data between two work items

• 177

Trigger a third-party process during work item execution

• 178

Create multiple work items instantly

• 166

Deny return to previous task

• 145

Choose the person responsible for the next task

• 147

Automatically update a work item’s subject

• 143

Video 5 – Environment management

• 176

Video 4 – Process Landscape

• 174

Video 3 – Process portal and improvements

• 176

Video 2 – Process editor

• 180

Favorite work items in the task list

• 153

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

• 204

Force reset password

• 160

Block a user’s access to your environment

• 176

Update a record by running a process

• 189

Create business rules in records

• 221

Hierarchical level for “field” type participant definitions

• 165

Maximum number of executions of an event

• 163

Access to recently viewed work items

• 169

Substitution of a user during an absence

• 179

Quick access to last viewed work item

• 161

Send reports by email

• 224

Suspend a work item and current tasks deadline

• 202

Private: Marketplace

• 122

Improved view of work items in the Portal

• 168

List of work items initiated by department in the Portal

• 173

Upgrade the process version for a Work Item

• 192

Change the process of a Work Item

• 170

Control the visibility of comments in the portal

• 182

Automatic performer selection

• 179

Force the execution of a timer and conditional type event

• 174

Clone a Work Item

• 175

Archive feedback

• 185

Extra fields

• 190

Aggregate function in list widget

• 205

Roles on HEFLO

• 306

• 0

Search for active items in processes

• 182

Item archive function

• 196

List of process fields

• 186

Configure permission to suspend a deadline in a role

• 180

Archive a process

• 237

Favorite processes

• 179

Filter by Process on Widget: Work Items

• 218

How to add a browser tab icon

• 175

Security Logs

• 192

Portal Attachments

• 196

Data change logs

• 207

Conversations items

• 209

Dark Mode

• 198

How to delete an account on HEFLO

• 192

Tutorial : Two Factor Authentication

• 267

Private: How to start processes by rules and records

• 13

Creating field masks and regular expressions

• 214

How to configure work item validation

• 383

Creating email templates and attachments

• 419

Configure process authorization

• 406

Process Owner Functions

• 366

GDPR

• 397

BPMN Subprocesses and containers

• 371

BPMN Gateways

• 383

BPMN Tasks

• 387

BPMN Events

• 413

Work items list in responsive mode (Mobile)

• 369

Groups

• 379

How to use timer boundary events

• 441

How to start a process by TypeForm

• 435

Value Chain diagram

• 509

How to create a Slash Command to start processes

• 393

Invite users

• 460

How to send emails manually

• 416

Work item dialog

• 411

Viewing comments and emails

• 418

Attaching files to Work items

• 396

Work Items and Task Lists

• 437

Ad-hoc Subprocesses

• 473

Deadlines of processes and tasks

• 529

How to reuse processes

• 450

How to perform process automation tests

• 485

How to configure a web service call

• 419

Sending Emails

• 469

How to configure process message

• 451

Private: How to get the link of HEFLO Referral Program

• 51

How to start a process by timer

• 509

Licenses on HEFLO

• 541

How to start processes by email

• 583

How to start processes using web services

• 576

Web service connector

• 610

Introduction to Business Rules

• 556

Working with record lists

• 533

Creating forms

• 850

How to automate a business process

• 2603

How to create a record

• 591

Tutorial: Using BPMN timer events to start business processes

• 622

How to change the user language

• 538

How to import a sample process

• 560

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

• 1

Tutorial: Attaching files to BPMN diagrams

• 577

Tutorial: Searching for cloud-based processes

• 501

How to change the label of a element

• 552

Changing your level of knowledge of BPMN

• 573

How to add a lane to a pool

• 605

Tutorial: Download the image of a process

• 556

Tutorial: Exporting BPMN diagrams

• 674

Tutorial: Business process documentation

• 1234

Tutorial: Improvement cycle and version control

• 607

Tutorial: Importing diagrams from the process library

• 568

Tutorial: Organizing business processes with categories

• 595

Enabling business process automation

• 639

How to attach an intermediate event on a task

• 641

Saving BPMN diagrams

• 648

How to change the type of an element

• 620

How to connect a black box pool

• 629

How to delete a project

• 0

How to create an environment

• 517

How to delete a process version

• 634

How to create a new version of a business process

• 585

How to change the logo

• 602

How to send feedback using the Portal

• 588

How to publish a business process on the Portal

• 713

How to delete a business process

• 569

How to add a label to a sequence flow

• 583

How to download an image of a business process diagram

• 905

How to import a BPMN file

• 801

How to create a business process

• 1127

How to change the name of a business process

• 586