Help Center

Getting Started with HEFLO API Customizations

• 7

HEFLO Integrations Overview: Web Services vs API Customizations

• 7

Automatically Anonymize Data or Delete Files After an Instance Is Completed

• 0

Mask sensitive field information based on user roles

• 0

Automatically Associate Process Categories with User Roles

• 11

Change Users’ Email Domain

• 21

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

• 32

Cloning Custom Records

• 38

Control of File Count and Allowed File Types in Form Fields

• 41

Adding contextual information to a field using a “tooltip”

• 34

Automatically Assign a Task Responsible with AI

• 46

Using a Recording’s Properties to Automatically Fill a Form

• 47

Customize instance numbering in HEFLO

• 49

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

• 74

Modify and optimize your process documentation directly in the HEFLO editor

• 64

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

• 66

Grammar Checker and Text Rewriting

• 71

Automatically Translate Your Processes and Associated Fields

• 79

Automatically Insert a Report into a “Files Upload” Field

• 69

BPMN Modeling Course

• 74

Accessing HEFLO Academy via the HEFLO App

• 294

Task Ordering in PDF Documentation

• 86

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

• 111

Manage Custom Records from a “Record” Field

• 84

Managing Licenses for Additional Environments

• 91

Export custom queries

• 99

Export custom queries

• 0

Create and use a “Mind Map” diagram in HEFLO

• 113

Create and use Organizational diagrams in HEFLO

• 107

Customize automatic emails

• 96

Custom information for processes and tasks

• 102

Export a process book

• 97

Glossary

• 99

Create a documentation template

• 123

Restrict access to work items

• 96

Academic program

• 133

Send work item information automatically to Slack

• 99

Edit multiple users

• 106

RACI matrix

• 102

Fully use Artificial Intelligence functionality with your OpenAI account

• 126

Artificial intelligence – Create processes

• 119

Artificial intelligence – Generate documentation

• 141

Artificial intelligence – Search for information

• 141

Artificial intelligence- Integrate knowledge bases

• 150

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

• 131

Artificial intelligence – Create commands to execute work items

• 162

Artificial intelligence – Create prompts for configuring process automation

• 63

Default Role SSO

• 122

Tutorial: Process Documentation

• 103

Tutorial: Process Automation

• 108

Tutorial: Process Automation

• 0

Webinar: Most common error messages on a process instance

• 103

User layout predifinition

• 145

Webinar: External data

• 142

Set up SSO

• 151

Configure a multiple choice text field

• 145

View forms with a visibility rule

• 154

DocuSign on HEFLO

• 187

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

• 141

Monitorize pending envelopes

• 137

Customize a document by adding actions to perform on DocuSign

• 145

Send a DocuSign document template to sign

• 144

Send a document to sign on DocuSign

• 151

Send a report generated in HEFLO to sign on DocuSign

• 139

Configure DocuSign integration

• 166

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

• 163

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

• 168

Conditional start event

• 135

Decision cube – Requestors

• 145

Import data to update a record

• 160

BPMN Overview

• 0

Configure the sender name of an automatically sent email

• 152

Analytical reports

• 247

Deadlines – Requesters

• 211

Backlog – Requesters

• 192

Task Delays and Deadlines

• 192

Deadlines

• 168

Tasks received versus finished

• 176

Ranking

• 176

Process Lead Time

• 175

Heatmaps

• 174

Bottlenecks

• 200

Backlog – Chronometry and Volume

• 179

Decision Cube – Teams

• 165

Decision cube – Chronometry and Volume

• 188

Get invoices for a HEFLO subscription

• 143

Automatically send information to users who run a process

• 139

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

• 188

Send a notification to the person responsible for a work item

• 149

Allow to cancel a work item

• 135

Fill in the information concerning the requester of a work item

• 139

BPMN overview

• 159

How to use records in a process form

• 160

Connection logs

• 145

Add multiple forms to a process task

• 165

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

• 173

Link information and data between two work items

• 170

Trigger a third-party process during work item execution

• 170

Create multiple work items instantly

• 161

Deny return to previous task

• 141

Choose the person responsible for the next task

• 142

Automatically update a work item’s subject

• 138

Video 5 – Environment management

• 170

Video 4 – Process Landscape

• 169

Video 3 – Process portal and improvements

• 169

Video 2 – Process editor

• 174

Favorite work items in the task list

• 149

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

• 197

Force reset password

• 153

Block a user’s access to your environment

• 171

Update a record by running a process

• 183

Create business rules in records

• 215

Hierarchical level for “field” type participant definitions

• 160

Maximum number of executions of an event

• 159

Access to recently viewed work items

• 163

Substitution of a user during an absence

• 174

Quick access to last viewed work item

• 155

Send reports by email

• 213

Suspend a work item and current tasks deadline

• 198

Private: Marketplace

• 122

Improved view of work items in the Portal

• 162

List of work items initiated by department in the Portal

• 167

Upgrade the process version for a Work Item

• 186

Change the process of a Work Item

• 166

Control the visibility of comments in the portal

• 176

Automatic performer selection

• 174

Force the execution of a timer and conditional type event

• 169

Clone a Work Item

• 168

Archive feedback

• 179

Extra fields

• 184

Aggregate function in list widget

• 198

Roles on HEFLO

• 299

• 0

Search for active items in processes

• 176

Item archive function

• 190

List of process fields

• 178

Configure permission to suspend a deadline in a role

• 176

Archive a process

• 231

Favorite processes

• 174

Filter by Process on Widget: Work Items

• 212

How to add a browser tab icon

• 169

Security Logs

• 187

Portal Attachments

• 193

Data change logs

• 204

Conversations items

• 202

Dark Mode

• 192

How to delete an account on HEFLO

• 185

Tutorial : Two Factor Authentication

• 261

Private: How to start processes by rules and records

• 13

Creating field masks and regular expressions

• 208

How to configure work item validation

• 376

Creating email templates and attachments

• 412

Configure process authorization

• 400

Process Owner Functions

• 360

GDPR

• 392

BPMN Subprocesses and containers

• 364

BPMN Gateways

• 376

BPMN Tasks

• 382

BPMN Events

• 406

Work items list in responsive mode (Mobile)

• 362

Groups

• 372

How to use timer boundary events

• 435

How to start a process by TypeForm

• 427

Value Chain diagram

• 501

How to create a Slash Command to start processes

• 385

Invite users

• 454

How to send emails manually

• 409

Work item dialog

• 405

Viewing comments and emails

• 411

Attaching files to Work items

• 390

Work Items and Task Lists

• 431

Ad-hoc Subprocesses

• 465

Deadlines of processes and tasks

• 520

How to reuse processes

• 443

How to perform process automation tests

• 477

How to configure a web service call

• 412

Sending Emails

• 463

How to configure process message

• 444

Private: How to get the link of HEFLO Referral Program

• 51

How to start a process by timer

• 503

Licenses on HEFLO

• 534

How to start processes by email

• 576

How to start processes using web services

• 570

Web service connector

• 604

Introduction to Business Rules

• 548

Working with record lists

• 526

Creating forms

• 844

How to automate a business process

• 2595

How to create a record

• 583

Tutorial: Using BPMN timer events to start business processes

• 616

How to change the user language

• 532

How to import a sample process

• 552

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

• 1

Tutorial: Attaching files to BPMN diagrams

• 570

Tutorial: Searching for cloud-based processes

• 496

How to change the label of a element

• 546

Changing your level of knowledge of BPMN

• 567

How to add a lane to a pool

• 598

Tutorial: Download the image of a process

• 549

Tutorial: Exporting BPMN diagrams

• 667

Tutorial: Business process documentation

• 1228

Tutorial: Improvement cycle and version control

• 599

Tutorial: Importing diagrams from the process library

• 563

Tutorial: Organizing business processes with categories

• 590

Enabling business process automation

• 631

How to attach an intermediate event on a task

• 636

Saving BPMN diagrams

• 643

How to change the type of an element

• 612

How to connect a black box pool

• 624

How to delete a project

• 0

How to create an environment

• 509

How to delete a process version

• 627

How to create a new version of a business process

• 578

How to change the logo

• 595

How to send feedback using the Portal

• 582

How to publish a business process on the Portal

• 704

How to delete a business process

• 563

How to add a label to a sequence flow

• 575

How to download an image of a business process diagram

• 899

How to import a BPMN file

• 795

How to create a business process

• 1120

How to change the name of a business process

• 579