Help Center

Getting Started with HEFLO API Customizations

• 2

HEFLO Integrations Overview: Web Services vs API Customizations

• 4

Automatically Anonymize Data or Delete Files After an Instance Is Completed

• 0

Mask sensitive field information based on user roles

• 0

Automatically Associate Process Categories with User Roles

• 8

Change Users’ Email Domain

• 19

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

• 30

Cloning Custom Records

• 37

Control of File Count and Allowed File Types in Form Fields

• 40

Adding contextual information to a field using a “tooltip”

• 33

Automatically Assign a Task Responsible with AI

• 45

Using a Recording’s Properties to Automatically Fill a Form

• 46

Customize instance numbering in HEFLO

• 47

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

• 72

Modify and optimize your process documentation directly in the HEFLO editor

• 63

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

• 65

Grammar Checker and Text Rewriting

• 67

Automatically Translate Your Processes and Associated Fields

• 77

Automatically Insert a Report into a “Files Upload” Field

• 68

BPMN Modeling Course

• 73

Accessing HEFLO Academy via the HEFLO App

• 284

Task Ordering in PDF Documentation

• 85

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

• 109

Manage Custom Records from a “Record” Field

• 83

Managing Licenses for Additional Environments

• 89

Export custom queries

• 97

Export custom queries

• 0

Create and use a “Mind Map” diagram in HEFLO

• 111

Create and use Organizational diagrams in HEFLO

• 106

Customize automatic emails

• 95

Custom information for processes and tasks

• 100

Export a process book

• 96

Glossary

• 98

Create a documentation template

• 122

Restrict access to work items

• 95

Academic program

• 128

Send work item information automatically to Slack

• 98

Edit multiple users

• 105

RACI matrix

• 101

Fully use Artificial Intelligence functionality with your OpenAI account

• 125

Artificial intelligence – Create processes

• 118

Artificial intelligence – Generate documentation

• 138

Artificial intelligence – Search for information

• 140

Artificial intelligence- Integrate knowledge bases

• 149

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

• 130

Artificial intelligence – Create commands to execute work items

• 161

Artificial intelligence – Create prompts for configuring process automation

• 63

Default Role SSO

• 120

Tutorial: Process Documentation

• 102

Tutorial: Process Automation

• 106

Tutorial: Process Automation

• 0

Webinar: Most common error messages on a process instance

• 102

User layout predifinition

• 142

Webinar: External data

• 140

Set up SSO

• 149

Configure a multiple choice text field

• 144

View forms with a visibility rule

• 153

DocuSign on HEFLO

• 186

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

• 140

Monitorize pending envelopes

• 135

Customize a document by adding actions to perform on DocuSign

• 144

Send a DocuSign document template to sign

• 142

Send a document to sign on DocuSign

• 149

Send a report generated in HEFLO to sign on DocuSign

• 138

Configure DocuSign integration

• 164

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

• 162

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

• 167

Conditional start event

• 134

Decision cube – Requestors

• 143

Import data to update a record

• 158

BPMN Overview

• 0

Configure the sender name of an automatically sent email

• 148

Analytical reports

• 244

Deadlines – Requesters

• 209

Backlog – Requesters

• 190

Task Delays and Deadlines

• 191

Deadlines

• 166

Tasks received versus finished

• 175

Ranking

• 175

Process Lead Time

• 173

Heatmaps

• 174

Bottlenecks

• 199

Backlog – Chronometry and Volume

• 176

Decision Cube – Teams

• 163

Decision cube – Chronometry and Volume

• 186

Get invoices for a HEFLO subscription

• 142

Automatically send information to users who run a process

• 138

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

• 186

Send a notification to the person responsible for a work item

• 146

Allow to cancel a work item

• 134

Fill in the information concerning the requester of a work item

• 137

BPMN overview

• 157

How to use records in a process form

• 158

Connection logs

• 144

Add multiple forms to a process task

• 164

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

• 171

Link information and data between two work items

• 168

Trigger a third-party process during work item execution

• 169

Create multiple work items instantly

• 159

Deny return to previous task

• 139

Choose the person responsible for the next task

• 139

Automatically update a work item’s subject

• 137

Video 5 – Environment management

• 169

Video 4 – Process Landscape

• 167

Video 3 – Process portal and improvements

• 168

Video 2 – Process editor

• 173

Favorite work items in the task list

• 147

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

• 195

Force reset password

• 152

Block a user’s access to your environment

• 169

Update a record by running a process

• 181

Create business rules in records

• 214

Hierarchical level for “field” type participant definitions

• 159

Maximum number of executions of an event

• 157

Access to recently viewed work items

• 161

Substitution of a user during an absence

• 173

Quick access to last viewed work item

• 154

Send reports by email

• 210

Suspend a work item and current tasks deadline

• 196

Private: Marketplace

• 122

Improved view of work items in the Portal

• 161

List of work items initiated by department in the Portal

• 166

Upgrade the process version for a Work Item

• 184

Change the process of a Work Item

• 164

Control the visibility of comments in the portal

• 175

Automatic performer selection

• 171

Force the execution of a timer and conditional type event

• 168

Clone a Work Item

• 167

Archive feedback

• 178

Extra fields

• 183

Aggregate function in list widget

• 197

Roles on HEFLO

• 298

• 0

Search for active items in processes

• 174

Item archive function

• 189

List of process fields

• 177

Configure permission to suspend a deadline in a role

• 174

Archive a process

• 229

Favorite processes

• 173

Filter by Process on Widget: Work Items

• 211

How to add a browser tab icon

• 168

Security Logs

• 186

Portal Attachments

• 192

Data change logs

• 203

Conversations items

• 201

Dark Mode

• 191

How to delete an account on HEFLO

• 184

Tutorial : Two Factor Authentication

• 260

Private: How to start processes by rules and records

• 13

Creating field masks and regular expressions

• 207

How to configure work item validation

• 373

Creating email templates and attachments

• 411

Configure process authorization

• 397

Process Owner Functions

• 359

GDPR

• 391

BPMN Subprocesses and containers

• 362

BPMN Gateways

• 374

BPMN Tasks

• 381

BPMN Events

• 404

Work items list in responsive mode (Mobile)

• 361

Groups

• 371

How to use timer boundary events

• 434

How to start a process by TypeForm

• 426

Value Chain diagram

• 499

How to create a Slash Command to start processes

• 383

Invite users

• 451

How to send emails manually

• 408

Work item dialog

• 404

Viewing comments and emails

• 409

Attaching files to Work items

• 389

Work Items and Task Lists

• 430

Ad-hoc Subprocesses

• 464

Deadlines of processes and tasks

• 519

How to reuse processes

• 442

How to perform process automation tests

• 475

How to configure a web service call

• 411

Sending Emails

• 462

How to configure process message

• 443

Private: How to get the link of HEFLO Referral Program

• 51

How to start a process by timer

• 501

Licenses on HEFLO

• 533

How to start processes by email

• 575

How to start processes using web services

• 567

Web service connector

• 603

Introduction to Business Rules

• 546

Working with record lists

• 524

Creating forms

• 843

How to automate a business process

• 2594

How to create a record

• 581

Tutorial: Using BPMN timer events to start business processes

• 615

How to change the user language

• 530

How to import a sample process

• 550

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

• 1

Tutorial: Attaching files to BPMN diagrams

• 568

Tutorial: Searching for cloud-based processes

• 495

How to change the label of a element

• 544

Changing your level of knowledge of BPMN

• 565

How to add a lane to a pool

• 597

Tutorial: Download the image of a process

• 548

Tutorial: Exporting BPMN diagrams

• 665

Tutorial: Business process documentation

• 1227

Tutorial: Improvement cycle and version control

• 598

Tutorial: Importing diagrams from the process library

• 561

Tutorial: Organizing business processes with categories

• 589

Enabling business process automation

• 630

How to attach an intermediate event on a task

• 633

Saving BPMN diagrams

• 642

How to change the type of an element

• 611

How to connect a black box pool

• 623

How to delete a project

• 0

How to create an environment

• 508

How to delete a process version

• 626

How to create a new version of a business process

• 577

How to change the logo

• 594

How to send feedback using the Portal

• 581

How to publish a business process on the Portal

• 703

How to delete a business process

• 561

How to add a label to a sequence flow

• 573

How to download an image of a business process diagram

• 898

How to import a BPMN file

• 794

How to create a business process

• 1119

How to change the name of a business process

• 577