Help Center

Change Users’ Email Domain

• 8

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

• 18

Cloning Custom Records

• 26

Control of File Count and Allowed File Types in Form Fields

• 28

Adding contextual information to a field using a “tooltip”

• 21

Automatically Assign a Task Responsible with AI

• 34

Using a Recording’s Properties to Automatically Fill a Form

• 32

Customize instance numbering in HEFLO

• 36

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

• 56

Modify and optimize your process documentation directly in the HEFLO editor

• 52

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

• 53

Grammar Checker and Text Rewriting

• 54

Automatically Translate Your Processes and Associated Fields

• 67

Automatically Insert a Report into a “Files Upload” Field

• 57

BPMN Modeling Course

• 61

Accessing HEFLO Academy via the HEFLO App

• 265

Task Ordering in PDF Documentation

• 74

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

• 98

Manage Custom Records from a “Record” Field

• 73

Managing Licenses for Additional Environments

• 78

Export custom queries

• 87

Export custom queries

• 0

Create and use a “Mind Map” diagram in HEFLO

• 98

Create and use Organizational diagrams in HEFLO

• 95

Customize automatic emails

• 84

Custom information for processes and tasks

• 89

Export a process book

• 86

Glossary

• 87

Create a documentation template

• 111

Restrict access to work items

• 85

Academic program

• 109

Send work item information automatically to Slack

• 82

Edit multiple users

• 94

RACI matrix

• 89

Fully use Artificial Intelligence functionality with your OpenAI account

• 113

Artificial intelligence – Create processes

• 106

Artificial intelligence – Generate documentation

• 127

Artificial intelligence – Search for information

• 129

Artificial intelligence- Integrate knowledge bases

• 138

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

• 118

Artificial intelligence – Create commands to execute work items

• 150

Artificial intelligence – Create prompts for configuring process automation

• 63

Default Role SSO

• 107

Tutorial: Process Documentation

• 91

Tutorial: Process Automation

• 96

Tutorial: Process Automation

• 0

Webinar: Most common error messages on a process instance

• 93

User layout predifinition

• 132

Webinar: External data

• 129

Set up SSO

• 136

Configure a multiple choice text field

• 132

View forms with a visibility rule

• 143

DocuSign on HEFLO

• 170

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

• 128

Monitorize pending envelopes

• 123

Customize a document by adding actions to perform on DocuSign

• 132

Send a DocuSign document template to sign

• 132

Send a document to sign on DocuSign

• 138

Send a report generated in HEFLO to sign on DocuSign

• 127

Configure DocuSign integration

• 145

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

• 151

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

• 155

Conditional start event

• 124

Decision cube – Requestors

• 133

Import data to update a record

• 148

BPMN Overview

• 0

Configure the sender name of an automatically sent email

• 138

Analytical reports

• 229

Deadlines – Requesters

• 199

Backlog – Requesters

• 175

Task Delays and Deadlines

• 180

Deadlines

• 156

Tasks received versus finished

• 164

Ranking

• 163

Process Lead Time

• 163

Heatmaps

• 163

Bottlenecks

• 189

Backlog – Chronometry and Volume

• 166

Decision Cube – Teams

• 153

Decision cube – Chronometry and Volume

• 176

Get invoices for a HEFLO subscription

• 133

Automatically send information to users who run a process

• 129

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

• 177

Send a notification to the person responsible for a work item

• 137

Allow to cancel a work item

• 123

Fill in the information concerning the requester of a work item

• 127

BPMN overview

• 145

How to use records in a process form

• 148

Connection logs

• 134

Add multiple forms to a process task

• 154

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

• 156

Link information and data between two work items

• 157

Trigger a third-party process during work item execution

• 159

Create multiple work items instantly

• 150

Deny return to previous task

• 129

Choose the person responsible for the next task

• 129

Automatically update a work item’s subject

• 127

Video 5 – Environment management

• 159

Video 4 – Process Landscape

• 157

Video 3 – Process portal and improvements

• 158

Video 2 – Process editor

• 163

Favorite work items in the task list

• 137

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

• 183

Force reset password

• 140

Block a user’s access to your environment

• 159

Update a record by running a process

• 171

Create business rules in records

• 199

Hierarchical level for “field” type participant definitions

• 149

Maximum number of executions of an event

• 148

Access to recently viewed work items

• 150

Substitution of a user during an absence

• 163

Quick access to last viewed work item

• 144

Send reports by email

• 200

Suspend a work item and current tasks deadline

• 186

Private: Marketplace

• 122

Improved view of work items in the Portal

• 151

List of work items initiated by department in the Portal

• 156

Upgrade the process version for a Work Item

• 174

Change the process of a Work Item

• 154

Control the visibility of comments in the portal

• 163

Automatic performer selection

• 161

Force the execution of a timer and conditional type event

• 157

Clone a Work Item

• 156

Archive feedback

• 168

Extra fields

• 171

Aggregate function in list widget

• 185

Roles on HEFLO

• 283

• 0

Search for active items in processes

• 164

Item archive function

• 179

List of process fields

• 166

Configure permission to suspend a deadline in a role

• 164

Archive a process

• 218

Favorite processes

• 162

Filter by Process on Widget: Work Items

• 200

How to add a browser tab icon

• 157

Security Logs

• 175

Portal Attachments

• 181

Data change logs

• 192

Conversations items

• 190

Dark Mode

• 180

How to delete an account on HEFLO

• 170

Tutorial : Two Factor Authentication

• 249

Private: How to start processes by rules and records

• 13

Creating field masks and regular expressions

• 196

How to configure work item validation

• 363

Creating email templates and attachments

• 399

Configure process authorization

• 382

Process Owner Functions

• 347

GDPR

• 380

BPMN Subprocesses and containers

• 350

BPMN Gateways

• 362

BPMN Tasks

• 370

BPMN Events

• 390

Work items list in responsive mode (Mobile)

• 350

Groups

• 360

How to use timer boundary events

• 423

How to start a process by TypeForm

• 414

Value Chain diagram

• 486

How to create a Slash Command to start processes

• 370

Invite users

• 439

How to send emails manually

• 395

Work item dialog

• 392

Viewing comments and emails

• 390

Attaching files to Work items

• 378

Work Items and Task Lists

• 414

Ad-hoc Subprocesses

• 450

Deadlines of processes and tasks

• 505

How to reuse processes

• 429

How to perform process automation tests

• 464

How to configure a web service call

• 396

Sending Emails

• 451

How to configure process message

• 431

Private: How to get the link of HEFLO Referral Program

• 51

How to start a process by timer

• 491

Licenses on HEFLO

• 522

How to start processes by email

• 565

How to start processes using web services

• 552

Web service connector

• 590

Introduction to Business Rules

• 532

Working with record lists

• 513

Creating forms

• 828

How to automate a business process

• 2581

How to create a record

• 570

Tutorial: Using BPMN timer events to start business processes

• 602

How to change the user language

• 519

How to import a sample process

• 539

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

• 1

Tutorial: Attaching files to BPMN diagrams

• 558

Tutorial: Searching for cloud-based processes

• 484

How to change the label of a element

• 532

Changing your level of knowledge of BPMN

• 555

How to add a lane to a pool

• 584

Tutorial: Download the image of a process

• 537

Tutorial: Exporting BPMN diagrams

• 654

Tutorial: Business process documentation

• 1214

Tutorial: Improvement cycle and version control

• 586

Tutorial: Importing diagrams from the process library

• 549

Tutorial: Organizing business processes with categories

• 577

Enabling business process automation

• 619

How to attach an intermediate event on a task

• 623

Saving BPMN diagrams

• 631

How to change the type of an element

• 599

How to connect a black box pool

• 612

How to delete a project

• 0

How to create an environment

• 497

How to delete a process version

• 614

How to create a new version of a business process

• 565

How to change the logo

• 581

How to send feedback using the Portal

• 570

How to publish a business process on the Portal

• 691

How to delete a business process

• 551

How to add a label to a sequence flow

• 561

How to download an image of a business process diagram

• 886

How to import a BPMN file

• 783

How to create a business process

• 1108

How to change the name of a business process

• 566