Help Center

Automatically Anonymize Data or Delete Files After an Instance Is Completed

• 7

Mask sensitive field information based on user roles

• 6

Getting Started with HEFLO API Customizations

• 13

HEFLO Integrations Overview: Web Services vs API Customizations

• 12

Automatically Associate Process Categories with User Roles

• 17

Change Users’ Email Domain

• 26

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

• 36

Cloning Custom Records

• 43

Control of File Count and Allowed File Types in Form Fields

• 46

Adding contextual information to a field using a “tooltip”

• 40

Automatically Assign a Task Responsible with AI

• 50

Using a Recording’s Properties to Automatically Fill a Form

• 51

Customize instance numbering in HEFLO

• 54

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

• 78

Modify and optimize your process documentation directly in the HEFLO editor

• 69

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

• 72

Grammar Checker and Text Rewriting

• 76

Automatically Translate Your Processes and Associated Fields

• 83

Automatically Insert a Report into a “Files Upload” Field

• 74

BPMN Modeling Course

• 79

Accessing HEFLO Academy via the HEFLO App

• 603

Task Ordering in PDF Documentation

• 92

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

• 117

Manage Custom Records from a “Record” Field

• 91

Managing Licenses for Additional Environments

• 96

Export custom queries

• 103

Export custom queries

• 0

Create and use a “Mind Map” diagram in HEFLO

• 117

Create and use Organizational diagrams in HEFLO

• 112

Customize automatic emails

• 102

Custom information for processes and tasks

• 107

Export a process book

• 102

Glossary

• 104

Create a documentation template

• 128

Restrict access to work items

• 100

Academic program

• 141

Send work item information automatically to Slack

• 104

Edit multiple users

• 111

RACI matrix

• 106

Fully use Artificial Intelligence functionality with your OpenAI account

• 132

Artificial intelligence – Create processes

• 124

Artificial intelligence – Generate documentation

• 146

Artificial intelligence – Search for information

• 147

Artificial intelligence- Integrate knowledge bases

• 157

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

• 135

Artificial intelligence – Create commands to execute work items

• 169

Artificial intelligence – Create prompts for configuring process automation

• 63

Default Role SSO

• 126

Tutorial: Process Documentation

• 107

Tutorial: Process Automation

• 112

Tutorial: Process Automation

• 0

Webinar: Most common error messages on a process instance

• 107

User layout predifinition

• 150

Webinar: External data

• 146

Set up SSO

• 156

Configure a multiple choice text field

• 150

View forms with a visibility rule

• 159

DocuSign on HEFLO

• 194

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

• 146

Monitorize pending envelopes

• 141

Customize a document by adding actions to perform on DocuSign

• 149

Send a DocuSign document template to sign

• 150

Send a document to sign on DocuSign

• 156

Send a report generated in HEFLO to sign on DocuSign

• 143

Configure DocuSign integration

• 171

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

• 167

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

• 172

Conditional start event

• 140

Decision cube – Requestors

• 149

Import data to update a record

• 164

BPMN Overview

• 0

Configure the sender name of an automatically sent email

• 158

Analytical reports

• 250

Deadlines – Requesters

• 216

Backlog – Requesters

• 196

Task Delays and Deadlines

• 199

Deadlines

• 173

Tasks received versus finished

• 180

Ranking

• 184

Process Lead Time

• 180

Heatmaps

• 178

Bottlenecks

• 204

Backlog – Chronometry and Volume

• 183

Decision Cube – Teams

• 171

Decision cube – Chronometry and Volume

• 191

Get invoices for a HEFLO subscription

• 148

Automatically send information to users who run a process

• 144

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

• 192

Send a notification to the person responsible for a work item

• 153

Allow to cancel a work item

• 139

Fill in the information concerning the requester of a work item

• 143

BPMN overview

• 164

How to use records in a process form

• 164

Connection logs

• 150

Add multiple forms to a process task

• 171

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

• 177

Link information and data between two work items

• 177

Trigger a third-party process during work item execution

• 176

Create multiple work items instantly

• 165

Deny return to previous task

• 144

Choose the person responsible for the next task

• 146

Automatically update a work item’s subject

• 142

Video 5 – Environment management

• 175

Video 4 – Process Landscape

• 173

Video 3 – Process portal and improvements

• 175

Video 2 – Process editor

• 179

Favorite work items in the task list

• 152

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

• 203

Force reset password

• 159

Block a user’s access to your environment

• 175

Update a record by running a process

• 188

Create business rules in records

• 220

Hierarchical level for “field” type participant definitions

• 165

Maximum number of executions of an event

• 163

Access to recently viewed work items

• 168

Substitution of a user during an absence

• 179

Quick access to last viewed work item

• 160

Send reports by email

• 221

Suspend a work item and current tasks deadline

• 201

Private: Marketplace

• 122

Improved view of work items in the Portal

• 167

List of work items initiated by department in the Portal

• 172

Upgrade the process version for a Work Item

• 190

Change the process of a Work Item

• 170

Control the visibility of comments in the portal

• 181

Automatic performer selection

• 178

Force the execution of a timer and conditional type event

• 174

Clone a Work Item

• 174

Archive feedback

• 184

Extra fields

• 189

Aggregate function in list widget

• 204

Roles on HEFLO

• 305

• 0

Search for active items in processes

• 180

Item archive function

• 195

List of process fields

• 185

Configure permission to suspend a deadline in a role

• 180

Archive a process

• 236

Favorite processes

• 178

Filter by Process on Widget: Work Items

• 217

How to add a browser tab icon

• 174

Security Logs

• 190

Portal Attachments

• 196

Data change logs

• 207

Conversations items

• 208

Dark Mode

• 198

How to delete an account on HEFLO

• 191

Tutorial : Two Factor Authentication

• 266

Private: How to start processes by rules and records

• 13

Creating field masks and regular expressions

• 213

How to configure work item validation

• 382

Creating email templates and attachments

• 418

Configure process authorization

• 404

Process Owner Functions

• 365

GDPR

• 397

BPMN Subprocesses and containers

• 370

BPMN Gateways

• 382

BPMN Tasks

• 386

BPMN Events

• 411

Work items list in responsive mode (Mobile)

• 368

Groups

• 378

How to use timer boundary events

• 440

How to start a process by TypeForm

• 434

Value Chain diagram

• 507

How to create a Slash Command to start processes

• 392

Invite users

• 458

How to send emails manually

• 415

Work item dialog

• 410

Viewing comments and emails

• 417

Attaching files to Work items

• 394

Work Items and Task Lists

• 436

Ad-hoc Subprocesses

• 472

Deadlines of processes and tasks

• 528

How to reuse processes

• 449

How to perform process automation tests

• 484

How to configure a web service call

• 418

Sending Emails

• 468

How to configure process message

• 449

Private: How to get the link of HEFLO Referral Program

• 51

How to start a process by timer

• 508

Licenses on HEFLO

• 540

How to start processes by email

• 582

How to start processes using web services

• 575

Web service connector

• 609

Introduction to Business Rules

• 555

Working with record lists

• 531

Creating forms

• 849

How to automate a business process

• 2602

How to create a record

• 590

Tutorial: Using BPMN timer events to start business processes

• 621

How to change the user language

• 537

How to import a sample process

• 558

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

• 1

Tutorial: Attaching files to BPMN diagrams

• 576

Tutorial: Searching for cloud-based processes

• 500

How to change the label of a element

• 551

Changing your level of knowledge of BPMN

• 572

How to add a lane to a pool

• 604

Tutorial: Download the image of a process

• 555

Tutorial: Exporting BPMN diagrams

• 672

Tutorial: Business process documentation

• 1232

Tutorial: Improvement cycle and version control

• 605

Tutorial: Importing diagrams from the process library

• 567

Tutorial: Organizing business processes with categories

• 594

Enabling business process automation

• 638

How to attach an intermediate event on a task

• 640

Saving BPMN diagrams

• 647

How to change the type of an element

• 618

How to connect a black box pool

• 628

How to delete a project

• 0

How to create an environment

• 516

How to delete a process version

• 633

How to create a new version of a business process

• 583

How to change the logo

• 601

How to send feedback using the Portal

• 586

How to publish a business process on the Portal

• 711

How to delete a business process

• 568

How to add a label to a sequence flow

• 581

How to download an image of a business process diagram

• 904

How to import a BPMN file

• 800

How to create a business process

• 1126

How to change the name of a business process

• 584