Help Center

Automatically Associate Process Categories with User Roles

• 5

Change Users’ Email Domain

• 18

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

• 27

Cloning Custom Records

• 35

Control of File Count and Allowed File Types in Form Fields

• 38

Adding contextual information to a field using a “tooltip”

• 30

Automatically Assign a Task Responsible with AI

• 43

Using a Recording’s Properties to Automatically Fill a Form

• 44

Customize instance numbering in HEFLO

• 45

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

• 69

Modify and optimize your process documentation directly in the HEFLO editor

• 61

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

• 63

Grammar Checker and Text Rewriting

• 64

Automatically Translate Your Processes and Associated Fields

• 75

Automatically Insert a Report into a “Files Upload” Field

• 66

BPMN Modeling Course

• 70

Accessing HEFLO Academy via the HEFLO App

• 281

Task Ordering in PDF Documentation

• 83

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

• 108

Manage Custom Records from a “Record” Field

• 81

Managing Licenses for Additional Environments

• 87

Export custom queries

• 96

Export custom queries

• 0

Create and use a “Mind Map” diagram in HEFLO

• 107

Create and use Organizational diagrams in HEFLO

• 104

Customize automatic emails

• 93

Custom information for processes and tasks

• 98

Export a process book

• 94

Glossary

• 95

Create a documentation template

• 120

Restrict access to work items

• 92

Academic program

• 123

Send work item information automatically to Slack

• 96

Edit multiple users

• 103

RACI matrix

• 98

Fully use Artificial Intelligence functionality with your OpenAI account

• 123

Artificial intelligence – Create processes

• 115

Artificial intelligence – Generate documentation

• 136

Artificial intelligence – Search for information

• 138

Artificial intelligence- Integrate knowledge bases

• 147

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

• 128

Artificial intelligence – Create commands to execute work items

• 159

Artificial intelligence – Create prompts for configuring process automation

• 63

Default Role SSO

• 115

Tutorial: Process Documentation

• 99

Tutorial: Process Automation

• 105

Tutorial: Process Automation

• 0

Webinar: Most common error messages on a process instance

• 101

User layout predifinition

• 140

Webinar: External data

• 138

Set up SSO

• 145

Configure a multiple choice text field

• 141

View forms with a visibility rule

• 151

DocuSign on HEFLO

• 184

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

• 138

Monitorize pending envelopes

• 132

Customize a document by adding actions to perform on DocuSign

• 142

Send a DocuSign document template to sign

• 140

Send a document to sign on DocuSign

• 148

Send a report generated in HEFLO to sign on DocuSign

• 136

Configure DocuSign integration

• 161

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

• 160

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

• 165

Conditional start event

• 132

Decision cube – Requestors

• 141

Import data to update a record

• 156

BPMN Overview

• 0

Configure the sender name of an automatically sent email

• 146

Analytical reports

• 241

Deadlines – Requesters

• 207

Backlog – Requesters

• 188

Task Delays and Deadlines

• 189

Deadlines

• 164

Tasks received versus finished

• 173

Ranking

• 172

Process Lead Time

• 172

Heatmaps

• 171

Bottlenecks

• 198

Backlog – Chronometry and Volume

• 175

Decision Cube – Teams

• 161

Decision cube – Chronometry and Volume

• 184

Get invoices for a HEFLO subscription

• 140

Automatically send information to users who run a process

• 136

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

• 184

Send a notification to the person responsible for a work item

• 144

Allow to cancel a work item

• 131

Fill in the information concerning the requester of a work item

• 136

BPMN overview

• 155

How to use records in a process form

• 156

Connection logs

• 142

Add multiple forms to a process task

• 162

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

• 168

Link information and data between two work items

• 166

Trigger a third-party process during work item execution

• 167

Create multiple work items instantly

• 157

Deny return to previous task

• 137

Choose the person responsible for the next task

• 137

Automatically update a work item’s subject

• 135

Video 5 – Environment management

• 167

Video 4 – Process Landscape

• 165

Video 3 – Process portal and improvements

• 166

Video 2 – Process editor

• 171

Favorite work items in the task list

• 145

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

• 192

Force reset password

• 149

Block a user’s access to your environment

• 168

Update a record by running a process

• 179

Create business rules in records

• 212

Hierarchical level for “field” type participant definitions

• 157

Maximum number of executions of an event

• 156

Access to recently viewed work items

• 159

Substitution of a user during an absence

• 171

Quick access to last viewed work item

• 152

Send reports by email

• 208

Suspend a work item and current tasks deadline

• 194

Private: Marketplace

• 122

Improved view of work items in the Portal

• 159

List of work items initiated by department in the Portal

• 164

Upgrade the process version for a Work Item

• 182

Change the process of a Work Item

• 162

Control the visibility of comments in the portal

• 173

Automatic performer selection

• 169

Force the execution of a timer and conditional type event

• 166

Clone a Work Item

• 164

Archive feedback

• 177

Extra fields

• 180

Aggregate function in list widget

• 194

Roles on HEFLO

• 295

• 0

Search for active items in processes

• 173

Item archive function

• 186

List of process fields

• 175

Configure permission to suspend a deadline in a role

• 173

Archive a process

• 227

Favorite processes

• 171

Filter by Process on Widget: Work Items

• 209

How to add a browser tab icon

• 166

Security Logs

• 183

Portal Attachments

• 190

Data change logs

• 201

Conversations items

• 199

Dark Mode

• 189

How to delete an account on HEFLO

• 182

Tutorial : Two Factor Authentication

• 257

Private: How to start processes by rules and records

• 13

Creating field masks and regular expressions

• 205

How to configure work item validation

• 371

Creating email templates and attachments

• 409

Configure process authorization

• 396

Process Owner Functions

• 355

GDPR

• 389

BPMN Subprocesses and containers

• 359

BPMN Gateways

• 371

BPMN Tasks

• 379

BPMN Events

• 400

Work items list in responsive mode (Mobile)

• 359

Groups

• 369

How to use timer boundary events

• 432

How to start a process by TypeForm

• 422

Value Chain diagram

• 497

How to create a Slash Command to start processes

• 380

Invite users

• 449

How to send emails manually

• 406

Work item dialog

• 401

Viewing comments and emails

• 405

Attaching files to Work items

• 387

Work Items and Task Lists

• 428

Ad-hoc Subprocesses

• 461

Deadlines of processes and tasks

• 516

How to reuse processes

• 439

How to perform process automation tests

• 473

How to configure a web service call

• 409

Sending Emails

• 460

How to configure process message

• 441

Private: How to get the link of HEFLO Referral Program

• 51

How to start a process by timer

• 500

Licenses on HEFLO

• 531

How to start processes by email

• 573

How to start processes using web services

• 565

Web service connector

• 601

Introduction to Business Rules

• 542

Working with record lists

• 522

Creating forms

• 841

How to automate a business process

• 2592

How to create a record

• 578

Tutorial: Using BPMN timer events to start business processes

• 612

How to change the user language

• 528

How to import a sample process

• 548

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

• 1

Tutorial: Attaching files to BPMN diagrams

• 566

Tutorial: Searching for cloud-based processes

• 492

How to change the label of a element

• 541

Changing your level of knowledge of BPMN

• 564

How to add a lane to a pool

• 595

Tutorial: Download the image of a process

• 545

Tutorial: Exporting BPMN diagrams

• 663

Tutorial: Business process documentation

• 1223

Tutorial: Improvement cycle and version control

• 595

Tutorial: Importing diagrams from the process library

• 559

Tutorial: Organizing business processes with categories

• 587

Enabling business process automation

• 628

How to attach an intermediate event on a task

• 632

Saving BPMN diagrams

• 640

How to change the type of an element

• 608

How to connect a black box pool

• 621

How to delete a project

• 0

How to create an environment

• 506

How to delete a process version

• 624

How to create a new version of a business process

• 574

How to change the logo

• 590

How to send feedback using the Portal

• 579

How to publish a business process on the Portal

• 700

How to delete a business process

• 559

How to add a label to a sequence flow

• 570

How to download an image of a business process diagram

• 895

How to import a BPMN file

• 792

How to create a business process

• 1117

How to change the name of a business process

• 575