Help Center

Create and reuse forms with the Form Library

• 0

Download a custom PDF from a form

• 0

Automatically Anonymize Data or Delete Files After an Instance Is Completed

• 23

Mask sensitive field information based on user roles

• 22

Getting Started with HEFLO API Customizations

• 29

HEFLO Integrations Overview: Web Services vs API Customizations

• 25

Automatically Associate Process Categories with User Roles

• 32

Change Users’ Email Domain

• 41

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

• 49

Cloning Custom Records

• 53

Control of File Count and Allowed File Types in Form Fields

• 59

Adding contextual information to a field using a “tooltip”

• 50

Automatically Assign a Task Responsible with AI

• 62

Using a Recording’s Properties to Automatically Fill a Form

• 66

Customize instance numbering in HEFLO

• 67

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

• 91

Modify and optimize your process documentation directly in the HEFLO editor

• 83

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

• 82

Grammar Checker and Text Rewriting

• 90

Automatically Translate Your Processes and Associated Fields

• 95

Automatically Insert a Report into a “Files Upload” Field

• 88

BPMN Modeling Course

• 90

Accessing HEFLO Academy via the HEFLO App

• 617

Task Ordering in PDF Documentation

• 103

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

• 129

Manage Custom Records from a “Record” Field

• 103

Managing Licenses for Additional Environments

• 109

Export custom queries

• 115

Export custom queries

• 0

Create and use a “Mind Map” diagram in HEFLO

• 129

Create and use Organizational diagrams in HEFLO

• 125

Customize automatic emails

• 115

Custom information for processes and tasks

• 119

Export a process book

• 115

Glossary

• 118

Create a documentation template

• 141

Restrict access to work items

• 109

Academic program

• 157

Send work item information automatically to Slack

• 117

Edit multiple users

• 123

RACI matrix

• 120

Fully use Artificial Intelligence functionality with your OpenAI account

• 144

Artificial intelligence – Create processes

• 138

Artificial intelligence – Generate documentation

• 160

Artificial intelligence – Search for information

• 161

Artificial intelligence- Integrate knowledge bases

• 169

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

• 148

Artificial intelligence – Create commands to execute work items

• 182

Artificial intelligence – Create prompts for configuring process automation

• 63

Default Role SSO

• 142

Tutorial: Process Documentation

• 117

Tutorial: Process Automation

• 123

Tutorial: Process Automation

• 0

Webinar: Most common error messages on a process instance

• 117

User layout predifinition

• 162

Webinar: External data

• 156

Set up SSO

• 168

Configure a multiple choice text field

• 163

View forms with a visibility rule

• 176

DocuSign on HEFLO

• 206

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

• 158

Monitorize pending envelopes

• 155

Customize a document by adding actions to perform on DocuSign

• 161

Send a DocuSign document template to sign

• 159

Send a document to sign on DocuSign

• 166

Send a report generated in HEFLO to sign on DocuSign

• 155

Configure DocuSign integration

• 183

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

• 177

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

• 183

Conditional start event

• 150

Decision cube – Requestors

• 165

Import data to update a record

• 175

BPMN Overview

• 0

Configure the sender name of an automatically sent email

• 174

Analytical reports

• 270

Deadlines – Requesters

• 231

Backlog – Requesters

• 209

Task Delays and Deadlines

• 211

Deadlines

• 187

Tasks received versus finished

• 191

Ranking

• 201

Process Lead Time

• 191

Heatmaps

• 191

Bottlenecks

• 214

Backlog – Chronometry and Volume

• 196

Decision Cube – Teams

• 185

Decision cube – Chronometry and Volume

• 204

Get invoices for a HEFLO subscription

• 160

Automatically send information to users who run a process

• 153

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

• 207

Send a notification to the person responsible for a work item

• 164

Allow to cancel a work item

• 151

Fill in the information concerning the requester of a work item

• 153

BPMN overview

• 178

How to use records in a process form

• 176

Connection logs

• 160

Add multiple forms to a process task

• 184

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

• 191

Link information and data between two work items

• 188

Trigger a third-party process during work item execution

• 190

Create multiple work items instantly

• 176

Deny return to previous task

• 155

Choose the person responsible for the next task

• 158

Automatically update a work item’s subject

• 152

Video 5 – Environment management

• 185

Video 4 – Process Landscape

• 183

Video 3 – Process portal and improvements

• 185

Video 2 – Process editor

• 189

Favorite work items in the task list

• 162

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

• 215

Force reset password

• 170

Block a user’s access to your environment

• 189

Update a record by running a process

• 198

Create business rules in records

• 233

Hierarchical level for “field” type participant definitions

• 174

Maximum number of executions of an event

• 175

Access to recently viewed work items

• 179

Substitution of a user during an absence

• 191

Quick access to last viewed work item

• 170

Send reports by email

• 237

Suspend a work item and current tasks deadline

• 215

Private: Marketplace

• 122

Improved view of work items in the Portal

• 178

List of work items initiated by department in the Portal

• 185

Upgrade the process version for a Work Item

• 202

Change the process of a Work Item

• 182

Control the visibility of comments in the portal

• 192

Automatic performer selection

• 188

Force the execution of a timer and conditional type event

• 185

Clone a Work Item

• 186

Archive feedback

• 197

Extra fields

• 201

Aggregate function in list widget

• 219

Roles on HEFLO

• 319

• 0

Search for active items in processes

• 191

Item archive function

• 207

List of process fields

• 197

Configure permission to suspend a deadline in a role

• 190

Archive a process

• 248

Favorite processes

• 190

Filter by Process on Widget: Work Items

• 230

How to add a browser tab icon

• 187

Security Logs

• 202

Portal Attachments

• 208

Data change logs

• 219

Conversations items

• 221

Dark Mode

• 209

How to delete an account on HEFLO

• 204

Tutorial : Two Factor Authentication

• 278

Private: How to start processes by rules and records

• 13

Creating field masks and regular expressions

• 224

How to configure work item validation

• 394

Creating email templates and attachments

• 429

Configure process authorization

• 416

Process Owner Functions

• 375

GDPR

• 409

BPMN Subprocesses and containers

• 384

BPMN Gateways

• 396

BPMN Tasks

• 398

BPMN Events

• 426

Work items list in responsive mode (Mobile)

• 379

Groups

• 390

How to use timer boundary events

• 451

How to start a process by TypeForm

• 446

Value Chain diagram

• 524

How to create a Slash Command to start processes

• 404

Invite users

• 471

How to send emails manually

• 425

Work item dialog

• 424

Viewing comments and emails

• 430

Attaching files to Work items

• 408

Work Items and Task Lists

• 451

Ad-hoc Subprocesses

• 489

Deadlines of processes and tasks

• 543

How to reuse processes

• 461

How to perform process automation tests

• 495

How to configure a web service call

• 429

Sending Emails

• 482

How to configure process message

• 462

Private: How to get the link of HEFLO Referral Program

• 51

How to start a process by timer

• 519

Licenses on HEFLO

• 558

How to start processes by email

• 595

How to start processes using web services

• 590

Web service connector

• 622

Introduction to Business Rules

• 569

Working with record lists

• 545

Creating forms

• 861

How to automate a business process

• 2616

How to create a record

• 604

Tutorial: Using BPMN timer events to start business processes

• 638

How to change the user language

• 550

How to import a sample process

• 571

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

• 1

Tutorial: Attaching files to BPMN diagrams

• 589

Tutorial: Searching for cloud-based processes

• 510

How to change the label of a element

• 561

Changing your level of knowledge of BPMN

• 583

How to add a lane to a pool

• 619

Tutorial: Download the image of a process

• 565

Tutorial: Exporting BPMN diagrams

• 687

Tutorial: Business process documentation

• 1246

Tutorial: Improvement cycle and version control

• 622

Tutorial: Importing diagrams from the process library

• 581

Tutorial: Organizing business processes with categories

• 608

Enabling business process automation

• 651

How to attach an intermediate event on a task

• 651

Saving BPMN diagrams

• 662

How to change the type of an element

• 633

How to connect a black box pool

• 642

How to delete a project

• 0

How to create an environment

• 531

How to delete a process version

• 648

How to create a new version of a business process

• 595

How to change the logo

• 616

How to send feedback using the Portal

• 599

How to publish a business process on the Portal

• 725

How to delete a business process

• 581

How to add a label to a sequence flow

• 594

How to download an image of a business process diagram

• 918

How to import a BPMN file

• 817

How to create a business process

• 1141

How to change the name of a business process

• 596