Help Center

Cloning Custom Records

• 13

Control of File Count and Allowed File Types in Form Fields

• 16

Adding contextual information to a field using a “tooltip”

• 13

Automatically Assign a Task Responsible with AI

• 25

Using a Recording’s Properties to Automatically Fill a Form

• 23

Customize instance numbering in HEFLO

• 27

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

• 48

Modify and optimize your process documentation directly in the HEFLO editor

• 43

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

• 44

Grammar Checker and Text Rewriting

• 45

Automatically Translate Your Processes and Associated Fields

• 58

Automatically Insert a Report into a “Files Upload” Field

• 49

BPMN Modeling Course

• 53

Accessing HEFLO Academy via the HEFLO App

• 230

Task Ordering in PDF Documentation

• 60

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

• 81

Manage Custom Records from a “Record” Field

• 65

Managing Licenses for Additional Environments

• 69

Export custom queries

• 78

Export custom queries

• 0

Create and use a “Mind Map” diagram in HEFLO

• 87

Create and use Organizational diagrams in HEFLO

• 87

Customize automatic emails

• 75

Custom information for processes and tasks

• 81

Export a process book

• 77

Glossary

• 79

Create a documentation template

• 102

Restrict access to work items

• 77

Academic program

• 100

Send work item information automatically to Slack

• 74

Edit multiple users

• 86

RACI matrix

• 80

Fully use Artificial Intelligence functionality with your OpenAI account

• 104

Artificial intelligence – Create processes

• 95

Artificial intelligence – Generate documentation

• 117

Artificial intelligence – Search for information

• 121

Artificial intelligence- Integrate knowledge bases

• 129

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

• 107

Artificial intelligence – Create commands to execute work items

• 139

Artificial intelligence – Create prompts for configuring process automation

• 63

Default Role SSO

• 98

Tutorial: Process Documentation

• 83

Tutorial: Process Automation

• 87

Tutorial: Process Automation

• 0

Webinar: Most common error messages on a process instance

• 85

User layout predifinition

• 124

Webinar: External data

• 120

Set up SSO

• 125

Configure a multiple choice text field

• 121

View forms with a visibility rule

• 134

DocuSign on HEFLO

• 162

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

• 117

Monitorize pending envelopes

• 114

Customize a document by adding actions to perform on DocuSign

• 119

Send a DocuSign document template to sign

• 123

Send a document to sign on DocuSign

• 129

Send a report generated in HEFLO to sign on DocuSign

• 119

Configure DocuSign integration

• 133

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

• 142

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

• 146

Conditional start event

• 116

Decision cube – Requestors

• 123

Import data to update a record

• 139

BPMN Overview

• 0

Configure the sender name of an automatically sent email

• 129

Analytical reports

• 216

Deadlines – Requesters

• 189

Backlog – Requesters

• 165

Task Delays and Deadlines

• 168

Deadlines

• 148

Tasks received versus finished

• 156

Ranking

• 153

Process Lead Time

• 155

Heatmaps

• 154

Bottlenecks

• 180

Backlog – Chronometry and Volume

• 158

Decision Cube – Teams

• 143

Decision cube – Chronometry and Volume

• 168

Get invoices for a HEFLO subscription

• 125

Automatically send information to users who run a process

• 120

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

• 168

Send a notification to the person responsible for a work item

• 128

Allow to cancel a work item

• 116

Fill in the information concerning the requester of a work item

• 119

BPMN overview

• 136

How to use records in a process form

• 139

Connection logs

• 125

Add multiple forms to a process task

• 143

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

• 148

Link information and data between two work items

• 149

Trigger a third-party process during work item execution

• 149

Create multiple work items instantly

• 142

Deny return to previous task

• 122

Choose the person responsible for the next task

• 121

Automatically update a work item’s subject

• 119

Video 5 – Environment management

• 151

Video 4 – Process Landscape

• 148

Video 3 – Process portal and improvements

• 149

Video 2 – Process editor

• 154

Favorite work items in the task list

• 130

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

• 174

Force reset password

• 132

Block a user’s access to your environment

• 151

Update a record by running a process

• 162

Create business rules in records

• 190

Hierarchical level for “field” type participant definitions

• 142

Maximum number of executions of an event

• 136

Access to recently viewed work items

• 142

Substitution of a user during an absence

• 155

Quick access to last viewed work item

• 136

Send reports by email

• 192

Suspend a work item and current tasks deadline

• 178

Private: Marketplace

• 122

Improved view of work items in the Portal

• 142

List of work items initiated by department in the Portal

• 147

Upgrade the process version for a Work Item

• 166

Change the process of a Work Item

• 146

Control the visibility of comments in the portal

• 151

Automatic performer selection

• 153

Force the execution of a timer and conditional type event

• 148

Clone a Work Item

• 148

Archive feedback

• 159

Extra fields

• 162

Aggregate function in list widget

• 177

Roles on HEFLO

• 274

• 0

Search for active items in processes

• 156

Item archive function

• 170

List of process fields

• 157

Configure permission to suspend a deadline in a role

• 155

Archive a process

• 210

Favorite processes

• 154

Filter by Process on Widget: Work Items

• 191

How to add a browser tab icon

• 149

Security Logs

• 166

Portal Attachments

• 173

Data change logs

• 183

Conversations items

• 180

Dark Mode

• 171

How to delete an account on HEFLO

• 162

Tutorial : Two Factor Authentication

• 240

Private: How to start processes by rules and records

• 13

Creating field masks and regular expressions

• 187

How to configure work item validation

• 355

Creating email templates and attachments

• 390

Configure process authorization

• 370

Process Owner Functions

• 338

GDPR

• 366

BPMN Subprocesses and containers

• 339

BPMN Gateways

• 354

BPMN Tasks

• 360

BPMN Events

• 382

Work items list in responsive mode (Mobile)

• 341

Groups

• 350

How to use timer boundary events

• 414

How to start a process by TypeForm

• 402

Value Chain diagram

• 472

How to create a Slash Command to start processes

• 362

Invite users

• 428

How to send emails manually

• 386

Work item dialog

• 381

Viewing comments and emails

• 380

Attaching files to Work items

• 370

Work Items and Task Lists

• 404

Ad-hoc Subprocesses

• 439

Deadlines of processes and tasks

• 493

How to reuse processes

• 420

How to perform process automation tests

• 454

How to configure a web service call

• 388

Sending Emails

• 442

How to configure process message

• 423

Private: How to get the link of HEFLO Referral Program

• 51

How to start a process by timer

• 482

Licenses on HEFLO

• 512

How to start processes by email

• 555

How to start processes using web services

• 543

Web service connector

• 581

Introduction to Business Rules

• 523

Working with record lists

• 502

Creating forms

• 815

How to automate a business process

• 2569

How to create a record

• 562

Tutorial: Using BPMN timer events to start business processes

• 594

How to change the user language

• 511

How to import a sample process

• 529

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

• 1

Tutorial: Attaching files to BPMN diagrams

• 548

Tutorial: Searching for cloud-based processes

• 476

How to change the label of a element

• 523

Changing your level of knowledge of BPMN

• 547

How to add a lane to a pool

• 576

Tutorial: Download the image of a process

• 529

Tutorial: Exporting BPMN diagrams

• 645

Tutorial: Business process documentation

• 1201

Tutorial: Improvement cycle and version control

• 572

Tutorial: Importing diagrams from the process library

• 540

Tutorial: Organizing business processes with categories

• 568

Enabling business process automation

• 610

How to attach an intermediate event on a task

• 614

Saving BPMN diagrams

• 622

How to change the type of an element

• 590

How to connect a black box pool

• 602

How to delete a project

• 0

How to create an environment

• 486

How to delete a process version

• 605

How to create a new version of a business process

• 555

How to change the logo

• 573

How to send feedback using the Portal

• 561

How to publish a business process on the Portal

• 681

How to delete a business process

• 542

How to add a label to a sequence flow

• 551

How to download an image of a business process diagram

• 876

How to import a BPMN file

• 770

How to create a business process

• 1098

How to change the name of a business process

• 556