Help Center

Change Users’ Email Domain

• 14

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

• 23

Cloning Custom Records

• 30

Control of File Count and Allowed File Types in Form Fields

• 32

Adding contextual information to a field using a “tooltip”

• 25

Automatically Assign a Task Responsible with AI

• 39

Using a Recording’s Properties to Automatically Fill a Form

• 38

Customize instance numbering in HEFLO

• 41

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

• 60

Modify and optimize your process documentation directly in the HEFLO editor

• 56

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

• 57

Grammar Checker and Text Rewriting

• 58

Automatically Translate Your Processes and Associated Fields

• 71

Automatically Insert a Report into a “Files Upload” Field

• 61

BPMN Modeling Course

• 65

Accessing HEFLO Academy via the HEFLO App

• 274

Task Ordering in PDF Documentation

• 78

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

• 102

Manage Custom Records from a “Record” Field

• 77

Managing Licenses for Additional Environments

• 82

Export custom queries

• 91

Export custom queries

• 0

Create and use a “Mind Map” diagram in HEFLO

• 102

Create and use Organizational diagrams in HEFLO

• 100

Customize automatic emails

• 88

Custom information for processes and tasks

• 93

Export a process book

• 90

Glossary

• 92

Create a documentation template

• 115

Restrict access to work items

• 89

Academic program

• 115

Send work item information automatically to Slack

• 87

Edit multiple users

• 98

RACI matrix

• 93

Fully use Artificial Intelligence functionality with your OpenAI account

• 118

Artificial intelligence – Create processes

• 110

Artificial intelligence – Generate documentation

• 131

Artificial intelligence – Search for information

• 133

Artificial intelligence- Integrate knowledge bases

• 142

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

• 123

Artificial intelligence – Create commands to execute work items

• 154

Artificial intelligence – Create prompts for configuring process automation

• 63

Default Role SSO

• 111

Tutorial: Process Documentation

• 95

Tutorial: Process Automation

• 100

Tutorial: Process Automation

• 0

Webinar: Most common error messages on a process instance

• 96

User layout predifinition

• 136

Webinar: External data

• 134

Set up SSO

• 141

Configure a multiple choice text field

• 136

View forms with a visibility rule

• 147

DocuSign on HEFLO

• 175

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

• 133

Monitorize pending envelopes

• 127

Customize a document by adding actions to perform on DocuSign

• 138

Send a DocuSign document template to sign

• 136

Send a document to sign on DocuSign

• 143

Send a report generated in HEFLO to sign on DocuSign

• 131

Configure DocuSign integration

• 157

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

• 155

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

• 160

Conditional start event

• 128

Decision cube – Requestors

• 137

Import data to update a record

• 152

BPMN Overview

• 0

Configure the sender name of an automatically sent email

• 142

Analytical reports

• 235

Deadlines – Requesters

• 203

Backlog – Requesters

• 182

Task Delays and Deadlines

• 185

Deadlines

• 160

Tasks received versus finished

• 168

Ranking

• 167

Process Lead Time

• 167

Heatmaps

• 167

Bottlenecks

• 193

Backlog – Chronometry and Volume

• 170

Decision Cube – Teams

• 157

Decision cube – Chronometry and Volume

• 180

Get invoices for a HEFLO subscription

• 137

Automatically send information to users who run a process

• 133

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

• 181

Send a notification to the person responsible for a work item

• 140

Allow to cancel a work item

• 127

Fill in the information concerning the requester of a work item

• 131

BPMN overview

• 150

How to use records in a process form

• 152

Connection logs

• 138

Add multiple forms to a process task

• 158

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

• 163

Link information and data between two work items

• 161

Trigger a third-party process during work item execution

• 163

Create multiple work items instantly

• 154

Deny return to previous task

• 134

Choose the person responsible for the next task

• 133

Automatically update a work item’s subject

• 131

Video 5 – Environment management

• 163

Video 4 – Process Landscape

• 161

Video 3 – Process portal and improvements

• 162

Video 2 – Process editor

• 167

Favorite work items in the task list

• 141

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

• 187

Force reset password

• 145

Block a user’s access to your environment

• 163

Update a record by running a process

• 175

Create business rules in records

• 207

Hierarchical level for “field” type participant definitions

• 154

Maximum number of executions of an event

• 152

Access to recently viewed work items

• 154

Substitution of a user during an absence

• 168

Quick access to last viewed work item

• 148

Send reports by email

• 205

Suspend a work item and current tasks deadline

• 190

Private: Marketplace

• 122

Improved view of work items in the Portal

• 155

List of work items initiated by department in the Portal

• 160

Upgrade the process version for a Work Item

• 178

Change the process of a Work Item

• 158

Control the visibility of comments in the portal

• 167

Automatic performer selection

• 165

Force the execution of a timer and conditional type event

• 161

Clone a Work Item

• 160

Archive feedback

• 171

Extra fields

• 175

Aggregate function in list widget

• 190

Roles on HEFLO

• 288

• 0

Search for active items in processes

• 169

Item archive function

• 183

List of process fields

• 170

Configure permission to suspend a deadline in a role

• 168

Archive a process

• 223

Favorite processes

• 166

Filter by Process on Widget: Work Items

• 204

How to add a browser tab icon

• 161

Security Logs

• 179

Portal Attachments

• 185

Data change logs

• 196

Conversations items

• 194

Dark Mode

• 184

How to delete an account on HEFLO

• 176

Tutorial : Two Factor Authentication

• 253

Private: How to start processes by rules and records

• 13

Creating field masks and regular expressions

• 200

How to configure work item validation

• 368

Creating email templates and attachments

• 404

Configure process authorization

• 387

Process Owner Functions

• 351

GDPR

• 384

BPMN Subprocesses and containers

• 354

BPMN Gateways

• 367

BPMN Tasks

• 374

BPMN Events

• 395

Work items list in responsive mode (Mobile)

• 354

Groups

• 364

How to use timer boundary events

• 428

How to start a process by TypeForm

• 418

Value Chain diagram

• 492

How to create a Slash Command to start processes

• 375

Invite users

• 443

How to send emails manually

• 402

Work item dialog

• 396

Viewing comments and emails

• 397

Attaching files to Work items

• 383

Work Items and Task Lists

• 419

Ad-hoc Subprocesses

• 456

Deadlines of processes and tasks

• 511

How to reuse processes

• 433

How to perform process automation tests

• 468

How to configure a web service call

• 400

Sending Emails

• 455

How to configure process message

• 436

Private: How to get the link of HEFLO Referral Program

• 51

How to start a process by timer

• 495

Licenses on HEFLO

• 526

How to start processes by email

• 569

How to start processes using web services

• 556

Web service connector

• 595

Introduction to Business Rules

• 538

Working with record lists

• 517

Creating forms

• 832

How to automate a business process

• 2586

How to create a record

• 574

Tutorial: Using BPMN timer events to start business processes

• 607

How to change the user language

• 523

How to import a sample process

• 543

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

• 1

Tutorial: Attaching files to BPMN diagrams

• 562

Tutorial: Searching for cloud-based processes

• 488

How to change the label of a element

• 536

Changing your level of knowledge of BPMN

• 559

How to add a lane to a pool

• 588

Tutorial: Download the image of a process

• 541

Tutorial: Exporting BPMN diagrams

• 658

Tutorial: Business process documentation

• 1219

Tutorial: Improvement cycle and version control

• 590

Tutorial: Importing diagrams from the process library

• 554

Tutorial: Organizing business processes with categories

• 582

Enabling business process automation

• 623

How to attach an intermediate event on a task

• 627

Saving BPMN diagrams

• 635

How to change the type of an element

• 603

How to connect a black box pool

• 617

How to delete a project

• 0

How to create an environment

• 501

How to delete a process version

• 620

How to create a new version of a business process

• 569

How to change the logo

• 585

How to send feedback using the Portal

• 574

How to publish a business process on the Portal

• 696

How to delete a business process

• 555

How to add a label to a sequence flow

• 566

How to download an image of a business process diagram

• 891

How to import a BPMN file

• 787

How to create a business process

• 1112

How to change the name of a business process

• 570