Help Center

Automatically Assign a Task Responsible with AI

• 10

Using a Recording’s Properties to Automatically Fill a Form

• 4

Customize instance numbering in HEFLO

• 11

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

• 28

Modify and optimize your process documentation directly in the HEFLO editor

• 31

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

• 29

Grammar Checker and Text Rewriting

• 28

Automatically Translate Your Processes and Associated Fields

• 41

Automatically Insert a Report into a “Files Upload” Field

• 34

BPMN Modeling Course

• 36

Accessing HEFLO Academy via the HEFLO App

• 209

Task Ordering in PDF Documentation

• 45

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

• 56

Manage Custom Records from a “Record” Field

• 52

Managing Licenses for Additional Environments

• 56

Export custom queries

• 64

Export custom queries

• 0

Create and use a “Mind Map” diagram in HEFLO

• 74

Create and use Organizational diagrams in HEFLO

• 75

Customize automatic emails

• 63

Custom information for processes and tasks

• 68

Export a process book

• 65

Glossary

• 65

Create a documentation template

• 87

Restrict access to work items

• 65

Academic program

• 87

Send work item information automatically to Slack

• 62

Edit multiple users

• 73

RACI matrix

• 67

Fully use Artificial Intelligence functionality with your OpenAI account

• 92

Artificial intelligence – Create processes

• 81

Artificial intelligence – Generate documentation

• 103

Artificial intelligence – Search for information

• 107

Artificial intelligence- Integrate knowledge bases

• 116

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

• 92

Artificial intelligence – Create commands to execute work items

• 124

Artificial intelligence – Create prompts for configuring process automation

• 63

Default Role SSO

• 85

Tutorial: Process Documentation

• 72

Tutorial: Process Automation

• 76

Tutorial: Process Automation

• 0

Webinar: Most common error messages on a process instance

• 72

User layout predifinition

• 110

Webinar: External data

• 109

Set up SSO

• 112

Configure a multiple choice text field

• 109

View forms with a visibility rule

• 120

DocuSign on HEFLO

• 148

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

• 104

Monitorize pending envelopes

• 100

Customize a document by adding actions to perform on DocuSign

• 105

Send a DocuSign document template to sign

• 109

Send a document to sign on DocuSign

• 115

Send a report generated in HEFLO to sign on DocuSign

• 107

Configure DocuSign integration

• 117

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

• 130

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

• 133

Conditional start event

• 104

Decision cube – Requestors

• 109

Import data to update a record

• 125

BPMN Overview

• 0

Configure the sender name of an automatically sent email

• 117

Analytical reports

• 203

Deadlines – Requesters

• 176

Backlog – Requesters

• 152

Task Delays and Deadlines

• 152

Deadlines

• 133

Tasks received versus finished

• 143

Ranking

• 140

Process Lead Time

• 141

Heatmaps

• 139

Bottlenecks

• 165

Backlog – Chronometry and Volume

• 144

Decision Cube – Teams

• 126

Decision cube – Chronometry and Volume

• 154

Get invoices for a HEFLO subscription

• 113

Automatically send information to users who run a process

• 108

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

• 152

Send a notification to the person responsible for a work item

• 116

Allow to cancel a work item

• 104

Fill in the information concerning the requester of a work item

• 108

BPMN overview

• 123

How to use records in a process form

• 125

Connection logs

• 113

Add multiple forms to a process task

• 131

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

• 135

Link information and data between two work items

• 137

Trigger a third-party process during work item execution

• 136

Create multiple work items instantly

• 130

Deny return to previous task

• 110

Choose the person responsible for the next task

• 110

Automatically update a work item’s subject

• 107

Video 5 – Environment management

• 138

Video 4 – Process Landscape

• 136

Video 3 – Process portal and improvements

• 136

Video 2 – Process editor

• 142

Favorite work items in the task list

• 118

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

• 162

Force reset password

• 120

Block a user’s access to your environment

• 139

Update a record by running a process

• 148

Create business rules in records

• 177

Hierarchical level for “field” type participant definitions

• 130

Maximum number of executions of an event

• 123

Access to recently viewed work items

• 129

Substitution of a user during an absence

• 143

Quick access to last viewed work item

• 124

Send reports by email

• 179

Suspend a work item and current tasks deadline

• 166

Private: Marketplace

• 122

Improved view of work items in the Portal

• 129

List of work items initiated by department in the Portal

• 135

Upgrade the process version for a Work Item

• 152

Change the process of a Work Item

• 134

Control the visibility of comments in the portal

• 138

Automatic performer selection

• 140

Force the execution of a timer and conditional type event

• 134

Clone a Work Item

• 136

Archive feedback

• 146

Extra fields

• 149

Aggregate function in list widget

• 163

Roles on HEFLO

• 262

• 0

Search for active items in processes

• 144

Item archive function

• 158

List of process fields

• 146

Configure permission to suspend a deadline in a role

• 144

Archive a process

• 194

Favorite processes

• 141

Filter by Process on Widget: Work Items

• 179

How to add a browser tab icon

• 136

Security Logs

• 154

Portal Attachments

• 159

Data change logs

• 171

Conversations items

• 166

Dark Mode

• 158

How to delete an account on HEFLO

• 151

Tutorial : Two Factor Authentication

• 227

Private: How to start processes by rules and records

• 13

Creating field masks and regular expressions

• 173

How to configure work item validation

• 341

Creating email templates and attachments

• 376

Configure process authorization

• 357

Process Owner Functions

• 324

GDPR

• 352

BPMN Subprocesses and containers

• 323

BPMN Gateways

• 340

BPMN Tasks

• 342

BPMN Events

• 366

Work items list in responsive mode (Mobile)

• 326

Groups

• 337

How to use timer boundary events

• 399

How to start a process by TypeForm

• 379

Value Chain diagram

• 451

How to create a Slash Command to start processes

• 348

Invite users

• 413

How to send emails manually

• 371

Work item dialog

• 368

Viewing comments and emails

• 365

Attaching files to Work items

• 354

Work Items and Task Lists

• 390

Ad-hoc Subprocesses

• 421

Deadlines of processes and tasks

• 476

How to reuse processes

• 406

How to perform process automation tests

• 439

How to configure a web service call

• 375

Sending Emails

• 427

How to configure process message

• 411

Private: How to get the link of HEFLO Referral Program

• 51

How to start a process by timer

• 467

Licenses on HEFLO

• 497

How to start processes by email

• 542

How to start processes using web services

• 530

Web service connector

• 567

Introduction to Business Rules

• 506

Working with record lists

• 487

Creating forms

• 798

How to automate a business process

• 2551

How to create a record

• 545

Tutorial: Using BPMN timer events to start business processes

• 575

How to change the user language

• 494

How to import a sample process

• 515

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

• 1

Tutorial: Attaching files to BPMN diagrams

• 532

Tutorial: Searching for cloud-based processes

• 462

How to change the label of a element

• 508

Changing your level of knowledge of BPMN

• 534

How to add a lane to a pool

• 560

Tutorial: Download the image of a process

• 514

Tutorial: Exporting BPMN diagrams

• 630

Tutorial: Business process documentation

• 1184

Tutorial: Improvement cycle and version control

• 554

Tutorial: Importing diagrams from the process library

• 525

Tutorial: Organizing business processes with categories

• 555

Enabling business process automation

• 595

How to attach an intermediate event on a task

• 599

Saving BPMN diagrams

• 608

How to change the type of an element

• 575

How to connect a black box pool

• 588

How to delete a project

• 0

How to create an environment

• 473

How to delete a process version

• 589

How to create a new version of a business process

• 542

How to change the logo

• 558

How to send feedback using the Portal

• 545

How to publish a business process on the Portal

• 667

How to delete a business process

• 529

How to add a label to a sequence flow

• 536

How to download an image of a business process diagram

• 861

How to import a BPMN file

• 750

How to create a business process

• 1083

How to change the name of a business process

• 542