Help Center

Automatically Associate Process Categories with User Roles

• 0

Change Users’ Email Domain

• 15

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

• 24

Cloning Custom Records

• 32

Control of File Count and Allowed File Types in Form Fields

• 34

Adding contextual information to a field using a “tooltip”

• 27

Automatically Assign a Task Responsible with AI

• 40

Using a Recording’s Properties to Automatically Fill a Form

• 40

Customize instance numbering in HEFLO

• 42

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

• 66

Modify and optimize your process documentation directly in the HEFLO editor

• 58

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

• 60

Grammar Checker and Text Rewriting

• 61

Automatically Translate Your Processes and Associated Fields

• 72

Automatically Insert a Report into a “Files Upload” Field

• 63

BPMN Modeling Course

• 67

Accessing HEFLO Academy via the HEFLO App

• 276

Task Ordering in PDF Documentation

• 80

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

• 104

Manage Custom Records from a “Record” Field

• 78

Managing Licenses for Additional Environments

• 84

Export custom queries

• 93

Export custom queries

• 0

Create and use a “Mind Map” diagram in HEFLO

• 104

Create and use Organizational diagrams in HEFLO

• 101

Customize automatic emails

• 89

Custom information for processes and tasks

• 95

Export a process book

• 91

Glossary

• 92

Create a documentation template

• 117

Restrict access to work items

• 89

Academic program

• 118

Send work item information automatically to Slack

• 93

Edit multiple users

• 100

RACI matrix

• 94

Fully use Artificial Intelligence functionality with your OpenAI account

• 120

Artificial intelligence – Create processes

• 112

Artificial intelligence – Generate documentation

• 133

Artificial intelligence – Search for information

• 135

Artificial intelligence- Integrate knowledge bases

• 144

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

• 125

Artificial intelligence – Create commands to execute work items

• 156

Artificial intelligence – Create prompts for configuring process automation

• 63

Default Role SSO

• 112

Tutorial: Process Documentation

• 97

Tutorial: Process Automation

• 101

Tutorial: Process Automation

• 0

Webinar: Most common error messages on a process instance

• 98

User layout predifinition

• 138

Webinar: External data

• 135

Set up SSO

• 142

Configure a multiple choice text field

• 138

View forms with a visibility rule

• 148

DocuSign on HEFLO

• 181

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

• 135

Monitorize pending envelopes

• 129

Customize a document by adding actions to perform on DocuSign

• 140

Send a DocuSign document template to sign

• 138

Send a document to sign on DocuSign

• 145

Send a report generated in HEFLO to sign on DocuSign

• 133

Configure DocuSign integration

• 158

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

• 157

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

• 162

Conditional start event

• 130

Decision cube – Requestors

• 139

Import data to update a record

• 154

BPMN Overview

• 0

Configure the sender name of an automatically sent email

• 143

Analytical reports

• 239

Deadlines – Requesters

• 205

Backlog – Requesters

• 186

Task Delays and Deadlines

• 186

Deadlines

• 162

Tasks received versus finished

• 170

Ranking

• 169

Process Lead Time

• 169

Heatmaps

• 169

Bottlenecks

• 195

Backlog – Chronometry and Volume

• 172

Decision Cube – Teams

• 159

Decision cube – Chronometry and Volume

• 181

Get invoices for a HEFLO subscription

• 138

Automatically send information to users who run a process

• 134

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

• 181

Send a notification to the person responsible for a work item

• 142

Allow to cancel a work item

• 129

Fill in the information concerning the requester of a work item

• 133

BPMN overview

• 152

How to use records in a process form

• 153

Connection logs

• 139

Add multiple forms to a process task

• 160

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

• 165

Link information and data between two work items

• 163

Trigger a third-party process during work item execution

• 164

Create multiple work items instantly

• 155

Deny return to previous task

• 135

Choose the person responsible for the next task

• 135

Automatically update a work item’s subject

• 133

Video 5 – Environment management

• 164

Video 4 – Process Landscape

• 163

Video 3 – Process portal and improvements

• 164

Video 2 – Process editor

• 168

Favorite work items in the task list

• 143

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

• 189

Force reset password

• 147

Block a user’s access to your environment

• 165

Update a record by running a process

• 177

Create business rules in records

• 209

Hierarchical level for “field” type participant definitions

• 154

Maximum number of executions of an event

• 152

Access to recently viewed work items

• 155

Substitution of a user during an absence

• 169

Quick access to last viewed work item

• 150

Send reports by email

• 206

Suspend a work item and current tasks deadline

• 192

Private: Marketplace

• 122

Improved view of work items in the Portal

• 156

List of work items initiated by department in the Portal

• 162

Upgrade the process version for a Work Item

• 180

Change the process of a Work Item

• 160

Control the visibility of comments in the portal

• 169

Automatic performer selection

• 167

Force the execution of a timer and conditional type event

• 163

Clone a Work Item

• 161

Archive feedback

• 173

Extra fields

• 177

Aggregate function in list widget

• 191

Roles on HEFLO

• 291

• 0

Search for active items in processes

• 170

Item archive function

• 184

List of process fields

• 172

Configure permission to suspend a deadline in a role

• 170

Archive a process

• 224

Favorite processes

• 168

Filter by Process on Widget: Work Items

• 206

How to add a browser tab icon

• 163

Security Logs

• 180

Portal Attachments

• 187

Data change logs

• 198

Conversations items

• 196

Dark Mode

• 186

How to delete an account on HEFLO

• 179

Tutorial : Two Factor Authentication

• 255

Private: How to start processes by rules and records

• 13

Creating field masks and regular expressions

• 202

How to configure work item validation

• 369

Creating email templates and attachments

• 406

Configure process authorization

• 393

Process Owner Functions

• 353

GDPR

• 386

BPMN Subprocesses and containers

• 356

BPMN Gateways

• 368

BPMN Tasks

• 376

BPMN Events

• 396

Work items list in responsive mode (Mobile)

• 356

Groups

• 366

How to use timer boundary events

• 429

How to start a process by TypeForm

• 420

Value Chain diagram

• 494

How to create a Slash Command to start processes

• 377

Invite users

• 446

How to send emails manually

• 403

Work item dialog

• 398

Viewing comments and emails

• 400

Attaching files to Work items

• 384

Work Items and Task Lists

• 425

Ad-hoc Subprocesses

• 458

Deadlines of processes and tasks

• 513

How to reuse processes

• 436

How to perform process automation tests

• 470

How to configure a web service call

• 406

Sending Emails

• 457

How to configure process message

• 438

Private: How to get the link of HEFLO Referral Program

• 51

How to start a process by timer

• 497

Licenses on HEFLO

• 528

How to start processes by email

• 570

How to start processes using web services

• 562

Web service connector

• 597

Introduction to Business Rules

• 539

Working with record lists

• 519

Creating forms

• 838

How to automate a business process

• 2588

How to create a record

• 576

Tutorial: Using BPMN timer events to start business processes

• 609

How to change the user language

• 525

How to import a sample process

• 545

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

• 1

Tutorial: Attaching files to BPMN diagrams

• 564

Tutorial: Searching for cloud-based processes

• 490

How to change the label of a element

• 538

Changing your level of knowledge of BPMN

• 561

How to add a lane to a pool

• 590

Tutorial: Download the image of a process

• 543

Tutorial: Exporting BPMN diagrams

• 660

Tutorial: Business process documentation

• 1221

Tutorial: Improvement cycle and version control

• 592

Tutorial: Importing diagrams from the process library

• 556

Tutorial: Organizing business processes with categories

• 584

Enabling business process automation

• 625

How to attach an intermediate event on a task

• 629

Saving BPMN diagrams

• 637

How to change the type of an element

• 605

How to connect a black box pool

• 618

How to delete a project

• 0

How to create an environment

• 503

How to delete a process version

• 621

How to create a new version of a business process

• 571

How to change the logo

• 587

How to send feedback using the Portal

• 576

How to publish a business process on the Portal

• 697

How to delete a business process

• 556

How to add a label to a sequence flow

• 567

How to download an image of a business process diagram

• 892

How to import a BPMN file

• 789

How to create a business process

• 1114

How to change the name of a business process

• 572