Help Center

Automatically Anonymize Data or Delete Files After an Instance Is Completed

• 3

Mask sensitive field information based on user roles

• 3

Getting Started with HEFLO API Customizations

• 11

HEFLO Integrations Overview: Web Services vs API Customizations

• 10

Automatically Associate Process Categories with User Roles

• 14

Change Users’ Email Domain

• 25

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

• 34

Cloning Custom Records

• 40

Control of File Count and Allowed File Types in Form Fields

• 43

Adding contextual information to a field using a “tooltip”

• 36

Automatically Assign a Task Responsible with AI

• 48

Using a Recording’s Properties to Automatically Fill a Form

• 49

Customize instance numbering in HEFLO

• 53

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

• 76

Modify and optimize your process documentation directly in the HEFLO editor

• 66

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

• 68

Grammar Checker and Text Rewriting

• 74

Automatically Translate Your Processes and Associated Fields

• 81

Automatically Insert a Report into a “Files Upload” Field

• 71

BPMN Modeling Course

• 76

Accessing HEFLO Academy via the HEFLO App

• 593

Task Ordering in PDF Documentation

• 90

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

• 115

Manage Custom Records from a “Record” Field

• 87

Managing Licenses for Additional Environments

• 94

Export custom queries

• 102

Export custom queries

• 0

Create and use a “Mind Map” diagram in HEFLO

• 115

Create and use Organizational diagrams in HEFLO

• 110

Customize automatic emails

• 99

Custom information for processes and tasks

• 105

Export a process book

• 100

Glossary

• 102

Create a documentation template

• 126

Restrict access to work items

• 98

Academic program

• 137

Send work item information automatically to Slack

• 102

Edit multiple users

• 108

RACI matrix

• 105

Fully use Artificial Intelligence functionality with your OpenAI account

• 130

Artificial intelligence – Create processes

• 122

Artificial intelligence – Generate documentation

• 144

Artificial intelligence – Search for information

• 144

Artificial intelligence- Integrate knowledge bases

• 154

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

• 133

Artificial intelligence – Create commands to execute work items

• 168

Artificial intelligence – Create prompts for configuring process automation

• 63

Default Role SSO

• 125

Tutorial: Process Documentation

• 106

Tutorial: Process Automation

• 110

Tutorial: Process Automation

• 0

Webinar: Most common error messages on a process instance

• 105

User layout predifinition

• 148

Webinar: External data

• 144

Set up SSO

• 153

Configure a multiple choice text field

• 148

View forms with a visibility rule

• 157

DocuSign on HEFLO

• 191

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

• 143

Monitorize pending envelopes

• 139

Customize a document by adding actions to perform on DocuSign

• 147

Send a DocuSign document template to sign

• 147

Send a document to sign on DocuSign

• 154

Send a report generated in HEFLO to sign on DocuSign

• 141

Configure DocuSign integration

• 168

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

• 165

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

• 171

Conditional start event

• 138

Decision cube – Requestors

• 147

Import data to update a record

• 162

BPMN Overview

• 0

Configure the sender name of an automatically sent email

• 155

Analytical reports

• 249

Deadlines – Requesters

• 214

Backlog – Requesters

• 194

Task Delays and Deadlines

• 196

Deadlines

• 171

Tasks received versus finished

• 178

Ranking

• 180

Process Lead Time

• 177

Heatmaps

• 176

Bottlenecks

• 202

Backlog – Chronometry and Volume

• 181

Decision Cube – Teams

• 168

Decision cube – Chronometry and Volume

• 190

Get invoices for a HEFLO subscription

• 146

Automatically send information to users who run a process

• 141

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

• 190

Send a notification to the person responsible for a work item

• 151

Allow to cancel a work item

• 137

Fill in the information concerning the requester of a work item

• 141

BPMN overview

• 162

How to use records in a process form

• 162

Connection logs

• 148

Add multiple forms to a process task

• 169

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

• 175

Link information and data between two work items

• 175

Trigger a third-party process during work item execution

• 174

Create multiple work items instantly

• 163

Deny return to previous task

• 144

Choose the person responsible for the next task

• 144

Automatically update a work item’s subject

• 140

Video 5 – Environment management

• 174

Video 4 – Process Landscape

• 172

Video 3 – Process portal and improvements

• 173

Video 2 – Process editor

• 176

Favorite work items in the task list

• 151

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

• 200

Force reset password

• 156

Block a user’s access to your environment

• 173

Update a record by running a process

• 185

Create business rules in records

• 217

Hierarchical level for “field” type participant definitions

• 163

Maximum number of executions of an event

• 161

Access to recently viewed work items

• 164

Substitution of a user during an absence

• 177

Quick access to last viewed work item

• 157

Send reports by email

• 219

Suspend a work item and current tasks deadline

• 199

Private: Marketplace

• 122

Improved view of work items in the Portal

• 165

List of work items initiated by department in the Portal

• 171

Upgrade the process version for a Work Item

• 189

Change the process of a Work Item

• 168

Control the visibility of comments in the portal

• 179

Automatic performer selection

• 177

Force the execution of a timer and conditional type event

• 172

Clone a Work Item

• 171

Archive feedback

• 182

Extra fields

• 186

Aggregate function in list widget

• 201

Roles on HEFLO

• 303

• 0

Search for active items in processes

• 178

Item archive function

• 193

List of process fields

• 181

Configure permission to suspend a deadline in a role

• 178

Archive a process

• 234

Favorite processes

• 177

Filter by Process on Widget: Work Items

• 215

How to add a browser tab icon

• 172

Security Logs

• 189

Portal Attachments

• 195

Data change logs

• 206

Conversations items

• 205

Dark Mode

• 196

How to delete an account on HEFLO

• 187

Tutorial : Two Factor Authentication

• 265

Private: How to start processes by rules and records

• 13

Creating field masks and regular expressions

• 211

How to configure work item validation

• 380

Creating email templates and attachments

• 414

Configure process authorization

• 403

Process Owner Functions

• 362

GDPR

• 394

BPMN Subprocesses and containers

• 368

BPMN Gateways

• 379

BPMN Tasks

• 384

BPMN Events

• 408

Work items list in responsive mode (Mobile)

• 365

Groups

• 376

How to use timer boundary events

• 438

How to start a process by TypeForm

• 430

Value Chain diagram

• 504

How to create a Slash Command to start processes

• 388

Invite users

• 456

How to send emails manually

• 412

Work item dialog

• 407

Viewing comments and emails

• 413

Attaching files to Work items

• 392

Work Items and Task Lists

• 434

Ad-hoc Subprocesses

• 469

Deadlines of processes and tasks

• 525

How to reuse processes

• 447

How to perform process automation tests

• 481

How to configure a web service call

• 415

Sending Emails

• 466

How to configure process message

• 447

Private: How to get the link of HEFLO Referral Program

• 51

How to start a process by timer

• 506

Licenses on HEFLO

• 538

How to start processes by email

• 580

How to start processes using web services

• 573

Web service connector

• 607

Introduction to Business Rules

• 551

Working with record lists

• 529

Creating forms

• 846

How to automate a business process

• 2599

How to create a record

• 588

Tutorial: Using BPMN timer events to start business processes

• 618

How to change the user language

• 534

How to import a sample process

• 556

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

• 1

Tutorial: Attaching files to BPMN diagrams

• 574

Tutorial: Searching for cloud-based processes

• 498

How to change the label of a element

• 549

Changing your level of knowledge of BPMN

• 570

How to add a lane to a pool

• 602

Tutorial: Download the image of a process

• 552

Tutorial: Exporting BPMN diagrams

• 670

Tutorial: Business process documentation

• 1231

Tutorial: Improvement cycle and version control

• 602

Tutorial: Importing diagrams from the process library

• 565

Tutorial: Organizing business processes with categories

• 592

Enabling business process automation

• 635

How to attach an intermediate event on a task

• 638

Saving BPMN diagrams

• 645

How to change the type of an element

• 616

How to connect a black box pool

• 626

How to delete a project

• 0

How to create an environment

• 513

How to delete a process version

• 630

How to create a new version of a business process

• 581

How to change the logo

• 599

How to send feedback using the Portal

• 585

How to publish a business process on the Portal

• 708

How to delete a business process

• 565

How to add a label to a sequence flow

• 577

How to download an image of a business process diagram

• 902

How to import a BPMN file

• 798

How to create a business process

• 1123

How to change the name of a business process

• 582