Help Center

How to track task execution with checklists

• 0

Organize your processes and work items with tags

• 0

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

• 25

Mask sensitive field information based on user roles

• 26

Getting Started with HEFLO API Customizations

• 32

HEFLO Integrations Overview: Web Services vs API Customizations

• 28

Automatically Associate Process Categories with User Roles

• 36

Change Users’ Email Domain

• 44

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

• 52

Cloning Custom Records

• 56

Control of File Count and Allowed File Types in Form Fields

• 62

Adding contextual information to a field using a “tooltip”

• 53

Automatically Assign a Task Responsible with AI

• 65

Using a Recording’s Properties to Automatically Fill a Form

• 68

Customize instance numbering in HEFLO

• 70

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

• 95

Modify and optimize your process documentation directly in the HEFLO editor

• 86

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

• 85

Grammar Checker and Text Rewriting

• 93

Automatically Translate Your Processes and Associated Fields

• 98

Automatically Insert a Report into a “Files Upload” Field

• 92

BPMN Modeling Course

• 93

Accessing HEFLO Academy via the HEFLO App

• 624

Task Ordering in PDF Documentation

• 108

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

• 132

Manage Custom Records from a “Record” Field

• 104

Managing Licenses for Additional Environments

• 112

Export custom queries

• 119

Export custom queries

• 0

Create and use a “Mind Map” diagram in HEFLO

• 132

Create and use Organizational diagrams in HEFLO

• 128

Customize automatic emails

• 118

Custom information for processes and tasks

• 122

Export a process book

• 117

Glossary

• 122

Create a documentation template

• 144

Restrict access to work items

• 112

Academic program

• 159

Send work item information automatically to Slack

• 119

Edit multiple users

• 126

RACI matrix

• 123

Fully use Artificial Intelligence functionality with your OpenAI account

• 147

Artificial intelligence – Create processes

• 144

Artificial intelligence – Generate documentation

• 163

Artificial intelligence – Search for information

• 164

Artificial intelligence- Integrate knowledge bases

• 172

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

• 151

Artificial intelligence – Create commands to execute work items

• 185

Artificial intelligence – Create prompts for configuring process automation

• 63

Default Role SSO

• 145

Tutorial: Process Documentation

• 120

Tutorial: Process Automation

• 126

Tutorial: Process Automation

• 0

Webinar: Most common error messages on a process instance

• 120

User layout predifinition

• 165

Webinar: External data

• 159

Set up SSO

• 171

Configure a multiple choice text field

• 166

View forms with a visibility rule

• 179

DocuSign on HEFLO

• 208

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

• 160

Monitorize pending envelopes

• 158

Customize a document by adding actions to perform on DocuSign

• 164

Send a DocuSign document template to sign

• 162

Send a document to sign on DocuSign

• 168

Send a report generated in HEFLO to sign on DocuSign

• 158

Configure DocuSign integration

• 187

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

• 179

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

• 186

Conditional start event

• 153

Decision cube – Requestors

• 167

Import data to update a record

• 178

BPMN Overview

• 0

Configure the sender name of an automatically sent email

• 178

Analytical reports

• 274

Deadlines – Requesters

• 233

Backlog – Requesters

• 212

Task Delays and Deadlines

• 213

Deadlines

• 190

Tasks received versus finished

• 194

Ranking

• 204

Process Lead Time

• 194

Heatmaps

• 194

Bottlenecks

• 217

Backlog – Chronometry and Volume

• 198

Decision Cube – Teams

• 187

Decision cube – Chronometry and Volume

• 207

Get invoices for a HEFLO subscription

• 163

Automatically send information to users who run a process

• 156

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

• 210

Send a notification to the person responsible for a work item

• 166

Allow to cancel a work item

• 154

Fill in the information concerning the requester of a work item

• 156

BPMN overview

• 181

How to use records in a process form

• 178

Connection logs

• 162

Add multiple forms to a process task

• 186

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

• 195

Link information and data between two work items

• 191

Trigger a third-party process during work item execution

• 193

Create multiple work items instantly

• 178

Deny return to previous task

• 157

Choose the person responsible for the next task

• 161

Automatically update a work item’s subject

• 155

Video 5 – Environment management

• 188

Video 4 – Process Landscape

• 185

Video 3 – Process portal and improvements

• 188

Video 2 – Process editor

• 192

Favorite work items in the task list

• 165

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

• 218

Force reset password

• 173

Block a user’s access to your environment

• 191

Update a record by running a process

• 200

Create business rules in records

• 237

Hierarchical level for “field” type participant definitions

• 177

Maximum number of executions of an event

• 179

Access to recently viewed work items

• 182

Substitution of a user during an absence

• 193

Quick access to last viewed work item

• 173

Send reports by email

• 241

Suspend a work item and current tasks deadline

• 218

Private: Marketplace

• 122

Improved view of work items in the Portal

• 181

List of work items initiated by department in the Portal

• 188

Upgrade the process version for a Work Item

• 205

Change the process of a Work Item

• 184

Control the visibility of comments in the portal

• 193

Automatic performer selection

• 190

Force the execution of a timer and conditional type event

• 188

Clone a Work Item

• 189

Archive feedback

• 200

Extra fields

• 204

Aggregate function in list widget

• 223

Roles on HEFLO

• 322

• 0

Search for active items in processes

• 194

Item archive function

• 210

List of process fields

• 200

Configure permission to suspend a deadline in a role

• 193

Archive a process

• 251

Favorite processes

• 193

Filter by Process on Widget: Work Items

• 232

How to add a browser tab icon

• 189

Security Logs

• 205

Portal Attachments

• 210

Data change logs

• 222

Conversations items

• 225

Dark Mode

• 211

How to delete an account on HEFLO

• 207

Tutorial : Two Factor Authentication

• 280

Private: How to start processes by rules and records

• 13

Creating field masks and regular expressions

• 227

How to configure work item validation

• 398

Creating email templates and attachments

• 433

Configure process authorization

• 419

Process Owner Functions

• 378

GDPR

• 412

BPMN Subprocesses and containers

• 390

BPMN Gateways

• 399

BPMN Tasks

• 401

BPMN Events

• 429

Work items list in responsive mode (Mobile)

• 383

Groups

• 394

How to use timer boundary events

• 453

How to start a process by TypeForm

• 448

Value Chain diagram

• 527

How to create a Slash Command to start processes

• 407

Invite users

• 477

How to send emails manually

• 428

Work item dialog

• 426

Viewing comments and emails

• 433

Attaching files to Work items

• 411

Work Items and Task Lists

• 454

Ad-hoc Subprocesses

• 492

Deadlines of processes and tasks

• 547

How to reuse processes

• 464

How to perform process automation tests

• 499

How to configure a web service call

• 433

Sending Emails

• 485

How to configure process message

• 466

Private: How to get the link of HEFLO Referral Program

• 51

How to start a process by timer

• 522

Licenses on HEFLO

• 560

How to start processes by email

• 599

How to start processes using web services

• 593

Web service connector

• 625

Introduction to Business Rules

• 573

Working with record lists

• 548

Creating forms

• 864

How to automate a business process

• 2619

How to create a record

• 606

Tutorial: Using BPMN timer events to start business processes

• 640

How to change the user language

• 552

How to import a sample process

• 577

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

• 1

Tutorial: Attaching files to BPMN diagrams

• 592

Tutorial: Searching for cloud-based processes

• 513

How to change the label of a element

• 564

Changing your level of knowledge of BPMN

• 586

How to add a lane to a pool

• 622

Tutorial: Download the image of a process

• 568

Tutorial: Exporting BPMN diagrams

• 690

Tutorial: Business process documentation

• 1249

Tutorial: Improvement cycle and version control

• 625

Tutorial: Importing diagrams from the process library

• 584

Tutorial: Organizing business processes with categories

• 611

Enabling business process automation

• 655

How to attach an intermediate event on a task

• 656

Saving BPMN diagrams

• 664

How to change the type of an element

• 638

How to connect a black box pool

• 646

How to delete a project

• 0

How to create an environment

• 534

How to delete a process version

• 649

How to create a new version of a business process

• 598

How to change the logo

• 619

How to send feedback using the Portal

• 602

How to publish a business process on the Portal

• 728

How to delete a business process

• 584

How to add a label to a sequence flow

• 599

How to download an image of a business process diagram

• 921

How to import a BPMN file

• 819

How to create a business process

• 1143

How to change the name of a business process

• 599