Help Center

Cloning Custom Records

• 16

Control of File Count and Allowed File Types in Form Fields

• 21

Adding contextual information to a field using a “tooltip”

• 15

Automatically Assign a Task Responsible with AI

• 27

Using a Recording’s Properties to Automatically Fill a Form

• 26

Customize instance numbering in HEFLO

• 30

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

• 50

Modify and optimize your process documentation directly in the HEFLO editor

• 46

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

• 47

Grammar Checker and Text Rewriting

• 47

Automatically Translate Your Processes and Associated Fields

• 61

Automatically Insert a Report into a “Files Upload” Field

• 51

BPMN Modeling Course

• 55

Accessing HEFLO Academy via the HEFLO App

• 232

Task Ordering in PDF Documentation

• 64

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

• 88

Manage Custom Records from a “Record” Field

• 67

Managing Licenses for Additional Environments

• 72

Export custom queries

• 80

Export custom queries

• 0

Create and use a “Mind Map” diagram in HEFLO

• 91

Create and use Organizational diagrams in HEFLO

• 90

Customize automatic emails

• 78

Custom information for processes and tasks

• 83

Export a process book

• 80

Glossary

• 82

Create a documentation template

• 105

Restrict access to work items

• 79

Academic program

• 102

Send work item information automatically to Slack

• 77

Edit multiple users

• 88

RACI matrix

• 83

Fully use Artificial Intelligence functionality with your OpenAI account

• 107

Artificial intelligence – Create processes

• 99

Artificial intelligence – Generate documentation

• 120

Artificial intelligence – Search for information

• 123

Artificial intelligence- Integrate knowledge bases

• 132

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

• 111

Artificial intelligence – Create commands to execute work items

• 142

Artificial intelligence – Create prompts for configuring process automation

• 63

Default Role SSO

• 101

Tutorial: Process Documentation

• 86

Tutorial: Process Automation

• 89

Tutorial: Process Automation

• 0

Webinar: Most common error messages on a process instance

• 87

User layout predifinition

• 126

Webinar: External data

• 122

Set up SSO

• 130

Configure a multiple choice text field

• 125

View forms with a visibility rule

• 137

DocuSign on HEFLO

• 164

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

• 120

Monitorize pending envelopes

• 117

Customize a document by adding actions to perform on DocuSign

• 122

Send a DocuSign document template to sign

• 126

Send a document to sign on DocuSign

• 132

Send a report generated in HEFLO to sign on DocuSign

• 121

Configure DocuSign integration

• 136

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

• 145

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

• 149

Conditional start event

• 118

Decision cube – Requestors

• 125

Import data to update a record

• 142

BPMN Overview

• 0

Configure the sender name of an automatically sent email

• 131

Analytical reports

• 219

Deadlines – Requesters

• 191

Backlog – Requesters

• 167

Task Delays and Deadlines

• 172

Deadlines

• 150

Tasks received versus finished

• 158

Ranking

• 155

Process Lead Time

• 158

Heatmaps

• 157

Bottlenecks

• 183

Backlog – Chronometry and Volume

• 161

Decision Cube – Teams

• 145

Decision cube – Chronometry and Volume

• 170

Get invoices for a HEFLO subscription

• 127

Automatically send information to users who run a process

• 123

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

• 171

Send a notification to the person responsible for a work item

• 132

Allow to cancel a work item

• 118

Fill in the information concerning the requester of a work item

• 121

BPMN overview

• 140

How to use records in a process form

• 141

Connection logs

• 128

Add multiple forms to a process task

• 146

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

• 150

Link information and data between two work items

• 151

Trigger a third-party process during work item execution

• 152

Create multiple work items instantly

• 144

Deny return to previous task

• 124

Choose the person responsible for the next task

• 123

Automatically update a work item’s subject

• 122

Video 5 – Environment management

• 153

Video 4 – Process Landscape

• 151

Video 3 – Process portal and improvements

• 152

Video 2 – Process editor

• 157

Favorite work items in the task list

• 132

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

• 177

Force reset password

• 134

Block a user’s access to your environment

• 154

Update a record by running a process

• 165

Create business rules in records

• 192

Hierarchical level for “field” type participant definitions

• 144

Maximum number of executions of an event

• 142

Access to recently viewed work items

• 144

Substitution of a user during an absence

• 158

Quick access to last viewed work item

• 138

Send reports by email

• 195

Suspend a work item and current tasks deadline

• 180

Private: Marketplace

• 122

Improved view of work items in the Portal

• 145

List of work items initiated by department in the Portal

• 150

Upgrade the process version for a Work Item

• 168

Change the process of a Work Item

• 148

Control the visibility of comments in the portal

• 154

Automatic performer selection

• 155

Force the execution of a timer and conditional type event

• 151

Clone a Work Item

• 150

Archive feedback

• 162

Extra fields

• 166

Aggregate function in list widget

• 179

Roles on HEFLO

• 277

• 0

Search for active items in processes

• 158

Item archive function

• 172

List of process fields

• 159

Configure permission to suspend a deadline in a role

• 157

Archive a process

• 212

Favorite processes

• 156

Filter by Process on Widget: Work Items

• 194

How to add a browser tab icon

• 151

Security Logs

• 168

Portal Attachments

• 175

Data change logs

• 186

Conversations items

• 184

Dark Mode

• 174

How to delete an account on HEFLO

• 164

Tutorial : Two Factor Authentication

• 243

Private: How to start processes by rules and records

• 13

Creating field masks and regular expressions

• 190

How to configure work item validation

• 358

Creating email templates and attachments

• 394

Configure process authorization

• 374

Process Owner Functions

• 341

GDPR

• 371

BPMN Subprocesses and containers

• 344

BPMN Gateways

• 356

BPMN Tasks

• 364

BPMN Events

• 384

Work items list in responsive mode (Mobile)

• 344

Groups

• 353

How to use timer boundary events

• 417

How to start a process by TypeForm

• 404

Value Chain diagram

• 476

How to create a Slash Command to start processes

• 364

Invite users

• 433

How to send emails manually

• 389

Work item dialog

• 384

Viewing comments and emails

• 384

Attaching files to Work items

• 372

Work Items and Task Lists

• 406

Ad-hoc Subprocesses

• 444

Deadlines of processes and tasks

• 497

How to reuse processes

• 423

How to perform process automation tests

• 458

How to configure a web service call

• 390

Sending Emails

• 445

How to configure process message

• 426

Private: How to get the link of HEFLO Referral Program

• 51

How to start a process by timer

• 485

Licenses on HEFLO

• 516

How to start processes by email

• 558

How to start processes using web services

• 546

Web service connector

• 584

Introduction to Business Rules

• 525

Working with record lists

• 506

Creating forms

• 819

How to automate a business process

• 2573

How to create a record

• 564

Tutorial: Using BPMN timer events to start business processes

• 596

How to change the user language

• 513

How to import a sample process

• 532

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

• 1

Tutorial: Attaching files to BPMN diagrams

• 551

Tutorial: Searching for cloud-based processes

• 478

How to change the label of a element

• 526

Changing your level of knowledge of BPMN

• 549

How to add a lane to a pool

• 578

Tutorial: Download the image of a process

• 531

Tutorial: Exporting BPMN diagrams

• 648

Tutorial: Business process documentation

• 1207

Tutorial: Improvement cycle and version control

• 578

Tutorial: Importing diagrams from the process library

• 544

Tutorial: Organizing business processes with categories

• 571

Enabling business process automation

• 613

How to attach an intermediate event on a task

• 617

Saving BPMN diagrams

• 625

How to change the type of an element

• 593

How to connect a black box pool

• 605

How to delete a project

• 0

How to create an environment

• 491

How to delete a process version

• 608

How to create a new version of a business process

• 559

How to change the logo

• 575

How to send feedback using the Portal

• 564

How to publish a business process on the Portal

• 685

How to delete a business process

• 545

How to add a label to a sequence flow

• 554

How to download an image of a business process diagram

• 879

How to import a BPMN file

• 775

How to create a business process

• 1102

How to change the name of a business process

• 560