Help Center

Automatically Anonymize Data or Delete Files After an Instance Is Completed

• 19

Mask sensitive field information based on user roles

• 20

Getting Started with HEFLO API Customizations

• 25

HEFLO Integrations Overview: Web Services vs API Customizations

• 23

Automatically Associate Process Categories with User Roles

• 28

Change Users’ Email Domain

• 38

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

• 47

Cloning Custom Records

• 50

Control of File Count and Allowed File Types in Form Fields

• 57

Adding contextual information to a field using a “tooltip”

• 48

Automatically Assign a Task Responsible with AI

• 59

Using a Recording’s Properties to Automatically Fill a Form

• 63

Customize instance numbering in HEFLO

• 65

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

• 87

Modify and optimize your process documentation directly in the HEFLO editor

• 80

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

• 80

Grammar Checker and Text Rewriting

• 88

Automatically Translate Your Processes and Associated Fields

• 93

Automatically Insert a Report into a “Files Upload” Field

• 84

BPMN Modeling Course

• 88

Accessing HEFLO Academy via the HEFLO App

• 614

Task Ordering in PDF Documentation

• 101

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

• 125

Manage Custom Records from a “Record” Field

• 98

Managing Licenses for Additional Environments

• 106

Export custom queries

• 113

Export custom queries

• 0

Create and use a “Mind Map” diagram in HEFLO

• 127

Create and use Organizational diagrams in HEFLO

• 122

Customize automatic emails

• 112

Custom information for processes and tasks

• 115

Export a process book

• 111

Glossary

• 114

Create a documentation template

• 138

Restrict access to work items

• 107

Academic program

• 154

Send work item information automatically to Slack

• 112

Edit multiple users

• 121

RACI matrix

• 116

Fully use Artificial Intelligence functionality with your OpenAI account

• 140

Artificial intelligence – Create processes

• 136

Artificial intelligence – Generate documentation

• 157

Artificial intelligence – Search for information

• 157

Artificial intelligence- Integrate knowledge bases

• 165

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

• 145

Artificial intelligence – Create commands to execute work items

• 180

Artificial intelligence – Create prompts for configuring process automation

• 63

Default Role SSO

• 137

Tutorial: Process Documentation

• 115

Tutorial: Process Automation

• 121

Tutorial: Process Automation

• 0

Webinar: Most common error messages on a process instance

• 115

User layout predifinition

• 159

Webinar: External data

• 154

Set up SSO

• 165

Configure a multiple choice text field

• 160

View forms with a visibility rule

• 171

DocuSign on HEFLO

• 202

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

• 155

Monitorize pending envelopes

• 152

Customize a document by adding actions to perform on DocuSign

• 159

Send a DocuSign document template to sign

• 157

Send a document to sign on DocuSign

• 163

Send a report generated in HEFLO to sign on DocuSign

• 150

Configure DocuSign integration

• 181

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

• 174

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

• 181

Conditional start event

• 147

Decision cube – Requestors

• 158

Import data to update a record

• 171

BPMN Overview

• 0

Configure the sender name of an automatically sent email

• 170

Analytical reports

• 265

Deadlines – Requesters

• 228

Backlog – Requesters

• 205

Task Delays and Deadlines

• 208

Deadlines

• 184

Tasks received versus finished

• 189

Ranking

• 196

Process Lead Time

• 188

Heatmaps

• 188

Bottlenecks

• 212

Backlog – Chronometry and Volume

• 190

Decision Cube – Teams

• 180

Decision cube – Chronometry and Volume

• 201

Get invoices for a HEFLO subscription

• 157

Automatically send information to users who run a process

• 151

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

• 204

Send a notification to the person responsible for a work item

• 160

Allow to cancel a work item

• 149

Fill in the information concerning the requester of a work item

• 151

BPMN overview

• 176

How to use records in a process form

• 172

Connection logs

• 158

Add multiple forms to a process task

• 180

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

• 189

Link information and data between two work items

• 185

Trigger a third-party process during work item execution

• 186

Create multiple work items instantly

• 174

Deny return to previous task

• 152

Choose the person responsible for the next task

• 155

Automatically update a work item’s subject

• 150

Video 5 – Environment management

• 183

Video 4 – Process Landscape

• 181

Video 3 – Process portal and improvements

• 183

Video 2 – Process editor

• 187

Favorite work items in the task list

• 160

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

• 212

Force reset password

• 167

Block a user’s access to your environment

• 186

Update a record by running a process

• 195

Create business rules in records

• 229

Hierarchical level for “field” type participant definitions

• 172

Maximum number of executions of an event

• 172

Access to recently viewed work items

• 177

Substitution of a user during an absence

• 187

Quick access to last viewed work item

• 167

Send reports by email

• 234

Suspend a work item and current tasks deadline

• 213

Private: Marketplace

• 122

Improved view of work items in the Portal

• 175

List of work items initiated by department in the Portal

• 182

Upgrade the process version for a Work Item

• 199

Change the process of a Work Item

• 178

Control the visibility of comments in the portal

• 188

Automatic performer selection

• 184

Force the execution of a timer and conditional type event

• 183

Clone a Work Item

• 182

Archive feedback

• 193

Extra fields

• 198

Aggregate function in list widget

• 216

Roles on HEFLO

• 315

• 0

Search for active items in processes

• 188

Item archive function

• 203

List of process fields

• 194

Configure permission to suspend a deadline in a role

• 188

Archive a process

• 244

Favorite processes

• 186

Filter by Process on Widget: Work Items

• 227

How to add a browser tab icon

• 183

Security Logs

• 200

Portal Attachments

• 204

Data change logs

• 215

Conversations items

• 217

Dark Mode

• 205

How to delete an account on HEFLO

• 200

Tutorial : Two Factor Authentication

• 275

Private: How to start processes by rules and records

• 13

Creating field masks and regular expressions

• 222

How to configure work item validation

• 390

Creating email templates and attachments

• 427

Configure process authorization

• 413

Process Owner Functions

• 372

GDPR

• 404

BPMN Subprocesses and containers

• 380

BPMN Gateways

• 393

BPMN Tasks

• 395

BPMN Events

• 420

Work items list in responsive mode (Mobile)

• 375

Groups

• 387

How to use timer boundary events

• 448

How to start a process by TypeForm

• 442

Value Chain diagram

• 519

How to create a Slash Command to start processes

• 400

Invite users

• 469

How to send emails manually

• 423

Work item dialog

• 421

Viewing comments and emails

• 427

Attaching files to Work items

• 405

Work Items and Task Lists

• 447

Ad-hoc Subprocesses

• 484

Deadlines of processes and tasks

• 540

How to reuse processes

• 458

How to perform process automation tests

• 493

How to configure a web service call

• 426

Sending Emails

• 479

How to configure process message

• 459

Private: How to get the link of HEFLO Referral Program

• 51

How to start a process by timer

• 516

Licenses on HEFLO

• 552

How to start processes by email

• 593

How to start processes using web services

• 586

Web service connector

• 618

Introduction to Business Rules

• 566

Working with record lists

• 541

Creating forms

• 858

How to automate a business process

• 2611

How to create a record

• 600

Tutorial: Using BPMN timer events to start business processes

• 635

How to change the user language

• 546

How to import a sample process

• 568

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

• 1

Tutorial: Attaching files to BPMN diagrams

• 585

Tutorial: Searching for cloud-based processes

• 507

How to change the label of a element

• 559

Changing your level of knowledge of BPMN

• 580

How to add a lane to a pool

• 614

Tutorial: Download the image of a process

• 562

Tutorial: Exporting BPMN diagrams

• 683

Tutorial: Business process documentation

• 1242

Tutorial: Improvement cycle and version control

• 617

Tutorial: Importing diagrams from the process library

• 577

Tutorial: Organizing business processes with categories

• 605

Enabling business process automation

• 649

How to attach an intermediate event on a task

• 649

Saving BPMN diagrams

• 658

How to change the type of an element

• 631

How to connect a black box pool

• 638

How to delete a project

• 0

How to create an environment

• 526

How to delete a process version

• 644

How to create a new version of a business process

• 592

How to change the logo

• 612

How to send feedback using the Portal

• 596

How to publish a business process on the Portal

• 722

How to delete a business process

• 578

How to add a label to a sequence flow

• 591

How to download an image of a business process diagram

• 914

How to import a BPMN file

• 810

How to create a business process

• 1137

How to change the name of a business process

• 593