Help Center

Automatically Associate Process Categories with User Roles

• 3

Change Users’ Email Domain

• 16

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

• 26

Cloning Custom Records

• 33

Control of File Count and Allowed File Types in Form Fields

• 35

Adding contextual information to a field using a “tooltip”

• 28

Automatically Assign a Task Responsible with AI

• 42

Using a Recording’s Properties to Automatically Fill a Form

• 42

Customize instance numbering in HEFLO

• 44

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

• 67

Modify and optimize your process documentation directly in the HEFLO editor

• 59

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

• 61

Grammar Checker and Text Rewriting

• 62

Automatically Translate Your Processes and Associated Fields

• 74

Automatically Insert a Report into a “Files Upload” Field

• 64

BPMN Modeling Course

• 68

Accessing HEFLO Academy via the HEFLO App

• 280

Task Ordering in PDF Documentation

• 81

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

• 105

Manage Custom Records from a “Record” Field

• 80

Managing Licenses for Additional Environments

• 85

Export custom queries

• 94

Export custom queries

• 0

Create and use a “Mind Map” diagram in HEFLO

• 105

Create and use Organizational diagrams in HEFLO

• 102

Customize automatic emails

• 91

Custom information for processes and tasks

• 96

Export a process book

• 92

Glossary

• 94

Create a documentation template

• 118

Restrict access to work items

• 91

Academic program

• 121

Send work item information automatically to Slack

• 94

Edit multiple users

• 101

RACI matrix

• 96

Fully use Artificial Intelligence functionality with your OpenAI account

• 122

Artificial intelligence – Create processes

• 113

Artificial intelligence – Generate documentation

• 134

Artificial intelligence – Search for information

• 136

Artificial intelligence- Integrate knowledge bases

• 145

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

• 126

Artificial intelligence – Create commands to execute work items

• 157

Artificial intelligence – Create prompts for configuring process automation

• 63

Default Role SSO

• 114

Tutorial: Process Documentation

• 98

Tutorial: Process Automation

• 103

Tutorial: Process Automation

• 0

Webinar: Most common error messages on a process instance

• 100

User layout predifinition

• 139

Webinar: External data

• 137

Set up SSO

• 143

Configure a multiple choice text field

• 140

View forms with a visibility rule

• 150

DocuSign on HEFLO

• 182

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

• 136

Monitorize pending envelopes

• 130

Customize a document by adding actions to perform on DocuSign

• 141

Send a DocuSign document template to sign

• 139

Send a document to sign on DocuSign

• 146

Send a report generated in HEFLO to sign on DocuSign

• 134

Configure DocuSign integration

• 159

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

• 158

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

• 163

Conditional start event

• 131

Decision cube – Requestors

• 140

Import data to update a record

• 155

BPMN Overview

• 0

Configure the sender name of an automatically sent email

• 145

Analytical reports

• 240

Deadlines – Requesters

• 206

Backlog – Requesters

• 187

Task Delays and Deadlines

• 187

Deadlines

• 163

Tasks received versus finished

• 171

Ranking

• 170

Process Lead Time

• 170

Heatmaps

• 170

Bottlenecks

• 196

Backlog – Chronometry and Volume

• 173

Decision Cube – Teams

• 160

Decision cube – Chronometry and Volume

• 183

Get invoices for a HEFLO subscription

• 139

Automatically send information to users who run a process

• 135

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

• 183

Send a notification to the person responsible for a work item

• 143

Allow to cancel a work item

• 130

Fill in the information concerning the requester of a work item

• 134

BPMN overview

• 153

How to use records in a process form

• 155

Connection logs

• 140

Add multiple forms to a process task

• 161

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

• 166

Link information and data between two work items

• 164

Trigger a third-party process during work item execution

• 165

Create multiple work items instantly

• 156

Deny return to previous task

• 136

Choose the person responsible for the next task

• 136

Automatically update a work item’s subject

• 134

Video 5 – Environment management

• 166

Video 4 – Process Landscape

• 164

Video 3 – Process portal and improvements

• 165

Video 2 – Process editor

• 170

Favorite work items in the task list

• 144

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

• 190

Force reset password

• 149

Block a user’s access to your environment

• 166

Update a record by running a process

• 178

Create business rules in records

• 210

Hierarchical level for “field” type participant definitions

• 156

Maximum number of executions of an event

• 154

Access to recently viewed work items

• 157

Substitution of a user during an absence

• 170

Quick access to last viewed work item

• 151

Send reports by email

• 207

Suspend a work item and current tasks deadline

• 193

Private: Marketplace

• 122

Improved view of work items in the Portal

• 158

List of work items initiated by department in the Portal

• 163

Upgrade the process version for a Work Item

• 181

Change the process of a Work Item

• 161

Control the visibility of comments in the portal

• 171

Automatic performer selection

• 168

Force the execution of a timer and conditional type event

• 164

Clone a Work Item

• 163

Archive feedback

• 174

Extra fields

• 178

Aggregate function in list widget

• 193

Roles on HEFLO

• 292

• 0

Search for active items in processes

• 171

Item archive function

• 185

List of process fields

• 173

Configure permission to suspend a deadline in a role

• 171

Archive a process

• 226

Favorite processes

• 169

Filter by Process on Widget: Work Items

• 207

How to add a browser tab icon

• 164

Security Logs

• 182

Portal Attachments

• 188

Data change logs

• 199

Conversations items

• 197

Dark Mode

• 187

How to delete an account on HEFLO

• 180

Tutorial : Two Factor Authentication

• 256

Private: How to start processes by rules and records

• 13

Creating field masks and regular expressions

• 204

How to configure work item validation

• 370

Creating email templates and attachments

• 407

Configure process authorization

• 394

Process Owner Functions

• 354

GDPR

• 388

BPMN Subprocesses and containers

• 358

BPMN Gateways

• 370

BPMN Tasks

• 377

BPMN Events

• 398

Work items list in responsive mode (Mobile)

• 357

Groups

• 368

How to use timer boundary events

• 430

How to start a process by TypeForm

• 421

Value Chain diagram

• 496

How to create a Slash Command to start processes

• 378

Invite users

• 448

How to send emails manually

• 405

Work item dialog

• 399

Viewing comments and emails

• 403

Attaching files to Work items

• 386

Work Items and Task Lists

• 426

Ad-hoc Subprocesses

• 460

Deadlines of processes and tasks

• 514

How to reuse processes

• 437

How to perform process automation tests

• 471

How to configure a web service call

• 407

Sending Emails

• 458

How to configure process message

• 439

Private: How to get the link of HEFLO Referral Program

• 51

How to start a process by timer

• 498

Licenses on HEFLO

• 529

How to start processes by email

• 571

How to start processes using web services

• 563

Web service connector

• 599

Introduction to Business Rules

• 540

Working with record lists

• 521

Creating forms

• 840

How to automate a business process

• 2590

How to create a record

• 577

Tutorial: Using BPMN timer events to start business processes

• 610

How to change the user language

• 526

How to import a sample process

• 547

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

• 1

Tutorial: Attaching files to BPMN diagrams

• 565

Tutorial: Searching for cloud-based processes

• 491

How to change the label of a element

• 539

Changing your level of knowledge of BPMN

• 562

How to add a lane to a pool

• 592

Tutorial: Download the image of a process

• 544

Tutorial: Exporting BPMN diagrams

• 661

Tutorial: Business process documentation

• 1222

Tutorial: Improvement cycle and version control

• 593

Tutorial: Importing diagrams from the process library

• 558

Tutorial: Organizing business processes with categories

• 585

Enabling business process automation

• 626

How to attach an intermediate event on a task

• 630

Saving BPMN diagrams

• 639

How to change the type of an element

• 607

How to connect a black box pool

• 619

How to delete a project

• 0

How to create an environment

• 505

How to delete a process version

• 623

How to create a new version of a business process

• 572

How to change the logo

• 589

How to send feedback using the Portal

• 577

How to publish a business process on the Portal

• 698

How to delete a business process

• 558

How to add a label to a sequence flow

• 569

How to download an image of a business process diagram

• 894

How to import a BPMN file

• 791

How to create a business process

• 1116

How to change the name of a business process

• 574