Help Center

Automatically Anonymize Data or Delete Files After an Instance Is Completed

• 12

Mask sensitive field information based on user roles

• 13

Getting Started with HEFLO API Customizations

• 20

HEFLO Integrations Overview: Web Services vs API Customizations

• 17

Automatically Associate Process Categories with User Roles

• 22

Change Users’ Email Domain

• 32

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

• 41

Cloning Custom Records

• 46

Control of File Count and Allowed File Types in Form Fields

• 51

Adding contextual information to a field using a “tooltip”

• 43

Automatically Assign a Task Responsible with AI

• 54

Using a Recording’s Properties to Automatically Fill a Form

• 57

Customize instance numbering in HEFLO

• 59

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

• 83

Modify and optimize your process documentation directly in the HEFLO editor

• 74

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

• 75

Grammar Checker and Text Rewriting

• 81

Automatically Translate Your Processes and Associated Fields

• 87

Automatically Insert a Report into a “Files Upload” Field

• 78

BPMN Modeling Course

• 83

Accessing HEFLO Academy via the HEFLO App

• 609

Task Ordering in PDF Documentation

• 95

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

• 120

Manage Custom Records from a “Record” Field

• 94

Managing Licenses for Additional Environments

• 101

Export custom queries

• 107

Export custom queries

• 0

Create and use a “Mind Map” diagram in HEFLO

• 121

Create and use Organizational diagrams in HEFLO

• 116

Customize automatic emails

• 106

Custom information for processes and tasks

• 111

Export a process book

• 105

Glossary

• 108

Create a documentation template

• 133

Restrict access to work items

• 103

Academic program

• 147

Send work item information automatically to Slack

• 108

Edit multiple users

• 115

RACI matrix

• 111

Fully use Artificial Intelligence functionality with your OpenAI account

• 136

Artificial intelligence – Create processes

• 130

Artificial intelligence – Generate documentation

• 152

Artificial intelligence – Search for information

• 152

Artificial intelligence- Integrate knowledge bases

• 161

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

• 140

Artificial intelligence – Create commands to execute work items

• 174

Artificial intelligence – Create prompts for configuring process automation

• 63

Default Role SSO

• 131

Tutorial: Process Documentation

• 110

Tutorial: Process Automation

• 115

Tutorial: Process Automation

• 0

Webinar: Most common error messages on a process instance

• 111

User layout predifinition

• 154

Webinar: External data

• 149

Set up SSO

• 160

Configure a multiple choice text field

• 155

View forms with a visibility rule

• 165

DocuSign on HEFLO

• 197

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

• 149

Monitorize pending envelopes

• 145

Customize a document by adding actions to perform on DocuSign

• 153

Send a DocuSign document template to sign

• 153

Send a document to sign on DocuSign

• 159

Send a report generated in HEFLO to sign on DocuSign

• 147

Configure DocuSign integration

• 175

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

• 171

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

• 177

Conditional start event

• 143

Decision cube – Requestors

• 154

Import data to update a record

• 168

BPMN Overview

• 0

Configure the sender name of an automatically sent email

• 164

Analytical reports

• 257

Deadlines – Requesters

• 220

Backlog – Requesters

• 200

Task Delays and Deadlines

• 203

Deadlines

• 177

Tasks received versus finished

• 184

Ranking

• 188

Process Lead Time

• 184

Heatmaps

• 182

Bottlenecks

• 208

Backlog – Chronometry and Volume

• 187

Decision Cube – Teams

• 175

Decision cube – Chronometry and Volume

• 195

Get invoices for a HEFLO subscription

• 153

Automatically send information to users who run a process

• 147

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

• 198

Send a notification to the person responsible for a work item

• 156

Allow to cancel a work item

• 143

Fill in the information concerning the requester of a work item

• 146

BPMN overview

• 168

How to use records in a process form

• 168

Connection logs

• 153

Add multiple forms to a process task

• 176

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

• 183

Link information and data between two work items

• 181

Trigger a third-party process during work item execution

• 181

Create multiple work items instantly

• 169

Deny return to previous task

• 148

Choose the person responsible for the next task

• 150

Automatically update a work item’s subject

• 146

Video 5 – Environment management

• 179

Video 4 – Process Landscape

• 176

Video 3 – Process portal and improvements

• 178

Video 2 – Process editor

• 183

Favorite work items in the task list

• 156

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

• 207

Force reset password

• 162

Block a user’s access to your environment

• 180

Update a record by running a process

• 191

Create business rules in records

• 224

Hierarchical level for “field” type participant definitions

• 168

Maximum number of executions of an event

• 167

Access to recently viewed work items

• 172

Substitution of a user during an absence

• 184

Quick access to last viewed work item

• 163

Send reports by email

• 228

Suspend a work item and current tasks deadline

• 207

Private: Marketplace

• 122

Improved view of work items in the Portal

• 171

List of work items initiated by department in the Portal

• 177

Upgrade the process version for a Work Item

• 194

Change the process of a Work Item

• 174

Control the visibility of comments in the portal

• 184

Automatic performer selection

• 181

Force the execution of a timer and conditional type event

• 178

Clone a Work Item

• 178

Archive feedback

• 188

Extra fields

• 192

Aggregate function in list widget

• 209

Roles on HEFLO

• 310

• 0

Search for active items in processes

• 184

Item archive function

• 199

List of process fields

• 190

Configure permission to suspend a deadline in a role

• 183

Archive a process

• 240

Favorite processes

• 183

Filter by Process on Widget: Work Items

• 221

How to add a browser tab icon

• 178

Security Logs

• 194

Portal Attachments

• 200

Data change logs

• 211

Conversations items

• 212

Dark Mode

• 202

How to delete an account on HEFLO

• 195

Tutorial : Two Factor Authentication

• 270

Private: How to start processes by rules and records

• 13

Creating field masks and regular expressions

• 217

How to configure work item validation

• 386

Creating email templates and attachments

• 421

Configure process authorization

• 408

Process Owner Functions

• 369

GDPR

• 401

BPMN Subprocesses and containers

• 374

BPMN Gateways

• 387

BPMN Tasks

• 390

BPMN Events

• 415

Work items list in responsive mode (Mobile)

• 371

Groups

• 382

How to use timer boundary events

• 443

How to start a process by TypeForm

• 437

Value Chain diagram

• 511

How to create a Slash Command to start processes

• 395

Invite users

• 464

How to send emails manually

• 419

Work item dialog

• 414

Viewing comments and emails

• 421

Attaching files to Work items

• 399

Work Items and Task Lists

• 441

Ad-hoc Subprocesses

• 477

Deadlines of processes and tasks

• 533

How to reuse processes

• 453

How to perform process automation tests

• 487

How to configure a web service call

• 421

Sending Emails

• 472

How to configure process message

• 453

Private: How to get the link of HEFLO Referral Program

• 51

How to start a process by timer

• 512

Licenses on HEFLO

• 545

How to start processes by email

• 588

How to start processes using web services

• 579

Web service connector

• 613

Introduction to Business Rules

• 560

Working with record lists

• 536

Creating forms

• 852

How to automate a business process

• 2606

How to create a record

• 595

Tutorial: Using BPMN timer events to start business processes

• 625

How to change the user language

• 541

How to import a sample process

• 562

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

• 1

Tutorial: Attaching files to BPMN diagrams

• 579

Tutorial: Searching for cloud-based processes

• 503

How to change the label of a element

• 554

Changing your level of knowledge of BPMN

• 576

How to add a lane to a pool

• 609

Tutorial: Download the image of a process

• 558

Tutorial: Exporting BPMN diagrams

• 677

Tutorial: Business process documentation

• 1237

Tutorial: Improvement cycle and version control

• 609

Tutorial: Importing diagrams from the process library

• 571

Tutorial: Organizing business processes with categories

• 600

Enabling business process automation

• 642

How to attach an intermediate event on a task

• 643

Saving BPMN diagrams

• 651

How to change the type of an element

• 625

How to connect a black box pool

• 631

How to delete a project

• 0

How to create an environment

• 520

How to delete a process version

• 638

How to create a new version of a business process

• 587

How to change the logo

• 606

How to send feedback using the Portal

• 591

How to publish a business process on the Portal

• 717

How to delete a business process

• 572

How to add a label to a sequence flow

• 585

How to download an image of a business process diagram

• 909

How to import a BPMN file

• 804

How to create a business process

• 1130

How to change the name of a business process

• 589