Help Center

Manage Custom Records from a “Record” Field

• 11

Managing Licenses for Additional Environments

• 20

Export custom queries

• 26

Export custom queries

• 0

Create and use a “Mind Map” diagram in HEFLO

• 36

Create and use Organizational diagrams in HEFLO

• 37

Customize automatic emails

• 27

Custom information for processes and tasks

• 32

Export a process book

• 30

Glossary

• 34

Create a documentation template

• 43

Restrict access to work items

• 31

Academic program

• 42

Send work item information automatically to Slack

• 29

Edit multiple users

• 40

RACI matrix

• 36

Fully use Artificial Intelligence functionality with your OpenAI account

• 51

Artificial intelligence – Create processes

• 46

Artificial intelligence – Generate documentation

• 70

Artificial intelligence – Search for information

• 74

Artificial intelligence- Integrate knowledge bases

• 53

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

• 51

Artificial intelligence – Create commands to execute work items

• 91

Artificial intelligence – Create prompts for configuring process automation

• 56

Default Role SSO

• 50

Tutorial: Process Documentation

• 38

Tutorial: Process Automation

• 42

Tutorial: Process Automation

• 0

Webinar: Most common error messages on a process instance

• 40

User layout predifinition

• 77

Webinar: External data

• 76

Set up SSO

• 78

Configure a multiple choice text field

• 76

View forms with a visibility rule

• 62

DocuSign on HEFLO

• 108

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

• 70

Monitorize pending envelopes

• 64

Customize a document by adding actions to perform on DocuSign

• 68

Send a DocuSign document template to sign

• 72

Send a document to sign on DocuSign

• 79

Send a report generated in HEFLO to sign on DocuSign

• 72

Configure DocuSign integration

• 79

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

• 96

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

• 96

Conditional start event

• 69

Decision cube – Requestors

• 73

Import data to update a record

• 91

BPMN Overview

• 0

Configure the sender name of an automatically sent email

• 83

Analytical reports

• 166

Deadlines – Requesters

• 140

Backlog – Requesters

• 117

Task Delays and Deadlines

• 118

Deadlines

• 102

Tasks received versus finished

• 107

Ranking

• 106

Process Lead Time

• 107

Heatmaps

• 106

Bottlenecks

• 134

Backlog – Chronometry and Volume

• 107

Decision Cube – Teams

• 91

Decision cube – Chronometry and Volume

• 121

Get invoices for a HEFLO subscription

• 79

Automatically send information to users who run a process

• 76

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

• 101

Send a notification to the person responsible for a work item

• 83

Allow to cancel a work item

• 72

Fill in the information concerning the requester of a work item

• 75

BPMN overview

• 87

How to use records in a process form

• 92

Connection logs

• 81

Add multiple forms to a process task

• 97

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

• 100

Link information and data between two work items

• 101

Trigger a third-party process during work item execution

• 102

Create multiple work items instantly

• 99

Deny return to previous task

• 78

Choose the person responsible for the next task

• 81

Automatically update a work item’s subject

• 76

Video 5 – Environment management

• 104

Video 4 – Process Landscape

• 100

Video 3 – Process portal and improvements

• 98

Video 2 – Process editor

• 103

Favorite work items in the task list

• 84

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

• 127

Force reset password

• 91

Block a user’s access to your environment

• 106

Update a record by running a process

• 107

Create business rules in records

• 141

Hierarchical level for “field” type participant definitions

• 96

Maximum number of executions of an event

• 91

Access to recently viewed work items

• 95

Substitution of a user during an absence

• 111

Quick access to last viewed work item

• 91

Send reports by email

• 142

Suspend a work item and current tasks deadline

• 131

Marketplace

• 119

Improved view of work items in the Portal

• 98

List of work items initiated by department in the Portal

• 103

Upgrade the process version for a Work Item

• 119

Change the process of a Work Item

• 102

Control the visibility of comments in the portal

• 106

Automatic performer selection

• 108

Force the execution of a timer and conditional type event

• 102

Clone a Work Item

• 103

Archive feedback

• 110

Extra fields

• 114

Aggregate function in list widget

• 128

Roles on HEFLO

• 226

• 0

Search for active items in processes

• 111

Item archive function

• 125

List of process fields

• 113

Configure permission to suspend a deadline in a role

• 112

Archive a process

• 153

Favorite processes

• 108

Filter by Process on Widget: Work Items

• 147

How to add a browser tab icon

• 103

Security Logs

• 120

Portal Attachments

• 128

Data change logs

• 139

Conversations items

• 129

Dark Mode

• 125

How to delete an account on HEFLO

• 119

Tutorial : Two Factor Authentication

• 193

Private: How to start processes by rules and records

• 13

Creating field masks and regular expressions

• 138

How to configure work item validation

• 305

Creating email templates and attachments

• 341

Configure process authorization

• 323

Process Owner Functions

• 287

GDPR

• 320

BPMN Subprocesses and containers

• 287

BPMN Gateways

• 305

BPMN Tasks

• 301

BPMN Events

• 326

Work items list in responsive mode (Mobile)

• 293

Groups

• 301

How to use timer boundary events

• 364

How to start a process by TypeForm

• 333

Value Chain diagram

• 411

How to create a Slash Command to start processes

• 314

Invite users

• 379

How to send emails manually

• 303

Work item dialog

• 333

Viewing comments and emails

• 329

Attaching files to Work items

• 319

Work Items and Task Lists

• 356

Ad-hoc Subprocesses

• 383

Deadlines of processes and tasks

• 441

How to reuse processes

• 369

How to perform process automation tests

• 403

How to configure a web service call

• 340

Sending Emails

• 392

How to configure process message

• 373

Private: How to get the link of HEFLO Referral Program

• 51

How to start a process by timer

• 424

Licenses on HEFLO

• 465

How to start processes by email

• 506

How to start processes using web services

• 495

Web service connector

• 529

Introduction to Business Rules

• 471

Working with record lists

• 451

Creating forms

• 764

How to automate a business process

• 2505

How to create a record

• 503

Tutorial: Using BPMN timer events to start business processes

• 538

How to change the user language

• 463

How to import a sample process

• 479

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

• 1

Tutorial: Attaching files to BPMN diagrams

• 495

Tutorial: Searching for cloud-based processes

• 431

How to change the label of a element

• 477

Changing your level of knowledge of BPMN

• 501

How to add a lane to a pool

• 526

Tutorial: Download the image of a process

• 482

Tutorial: Exporting BPMN diagrams

• 596

Tutorial: Business process documentation

• 1150

Tutorial: Improvement cycle and version control

• 519

Tutorial: Importing diagrams from the process library

• 491

Tutorial: Organizing business processes with categories

• 518

Enabling business process automation

• 560

How to attach an intermediate event on a task

• 564

Saving BPMN diagrams

• 572

How to change the type of an element

• 535

How to connect a black box pool

• 553

How to delete a project

• 0

How to create an environment

• 439

How to delete a process version

• 554

How to create a new version of a business process

• 506

How to change the logo

• 522

How to send feedback using the Portal

• 509

How to publish a business process on the Portal

• 599

How to delete a business process

• 498

How to add a label to a sequence flow

• 498

How to download an image of a business process diagram

• 828

How to import a BPMN file

• 710

How to create a business process

• 1046

How to change the name of a business process

• 506