Help Center

Automatically Assign a Task Responsible with AI

• 13

Using a Recording’s Properties to Automatically Fill a Form

• 10

Customize instance numbering in HEFLO

• 15

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

• 31

Modify and optimize your process documentation directly in the HEFLO editor

• 34

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

• 32

Grammar Checker and Text Rewriting

• 32

Automatically Translate Your Processes and Associated Fields

• 44

Automatically Insert a Report into a “Files Upload” Field

• 38

BPMN Modeling Course

• 41

Accessing HEFLO Academy via the HEFLO App

• 214

Task Ordering in PDF Documentation

• 51

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

• 62

Manage Custom Records from a “Record” Field

• 56

Managing Licenses for Additional Environments

• 59

Export custom queries

• 68

Export custom queries

• 0

Create and use a “Mind Map” diagram in HEFLO

• 77

Create and use Organizational diagrams in HEFLO

• 78

Customize automatic emails

• 65

Custom information for processes and tasks

• 71

Export a process book

• 68

Glossary

• 69

Create a documentation template

• 91

Restrict access to work items

• 68

Academic program

• 90

Send work item information automatically to Slack

• 65

Edit multiple users

• 77

RACI matrix

• 70

Fully use Artificial Intelligence functionality with your OpenAI account

• 95

Artificial intelligence – Create processes

• 84

Artificial intelligence – Generate documentation

• 106

Artificial intelligence – Search for information

• 110

Artificial intelligence- Integrate knowledge bases

• 119

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

• 96

Artificial intelligence – Create commands to execute work items

• 127

Artificial intelligence – Create prompts for configuring process automation

• 63

Default Role SSO

• 88

Tutorial: Process Documentation

• 75

Tutorial: Process Automation

• 79

Tutorial: Process Automation

• 0

Webinar: Most common error messages on a process instance

• 75

User layout predifinition

• 114

Webinar: External data

• 112

Set up SSO

• 116

Configure a multiple choice text field

• 112

View forms with a visibility rule

• 123

DocuSign on HEFLO

• 151

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

• 107

Monitorize pending envelopes

• 103

Customize a document by adding actions to perform on DocuSign

• 108

Send a DocuSign document template to sign

• 113

Send a document to sign on DocuSign

• 119

Send a report generated in HEFLO to sign on DocuSign

• 110

Configure DocuSign integration

• 120

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

• 134

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

• 136

Conditional start event

• 107

Decision cube – Requestors

• 112

Import data to update a record

• 129

BPMN Overview

• 0

Configure the sender name of an automatically sent email

• 120

Analytical reports

• 206

Deadlines – Requesters

• 179

Backlog – Requesters

• 155

Task Delays and Deadlines

• 155

Deadlines

• 137

Tasks received versus finished

• 146

Ranking

• 143

Process Lead Time

• 145

Heatmaps

• 142

Bottlenecks

• 169

Backlog – Chronometry and Volume

• 147

Decision Cube – Teams

• 129

Decision cube – Chronometry and Volume

• 157

Get invoices for a HEFLO subscription

• 116

Automatically send information to users who run a process

• 111

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

• 158

Send a notification to the person responsible for a work item

• 119

Allow to cancel a work item

• 107

Fill in the information concerning the requester of a work item

• 111

BPMN overview

• 126

How to use records in a process form

• 129

Connection logs

• 116

Add multiple forms to a process task

• 134

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

• 138

Link information and data between two work items

• 140

Trigger a third-party process during work item execution

• 139

Create multiple work items instantly

• 133

Deny return to previous task

• 114

Choose the person responsible for the next task

• 113

Automatically update a work item’s subject

• 110

Video 5 – Environment management

• 141

Video 4 – Process Landscape

• 139

Video 3 – Process portal and improvements

• 139

Video 2 – Process editor

• 145

Favorite work items in the task list

• 121

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

• 165

Force reset password

• 123

Block a user’s access to your environment

• 142

Update a record by running a process

• 151

Create business rules in records

• 180

Hierarchical level for “field” type participant definitions

• 133

Maximum number of executions of an event

• 126

Access to recently viewed work items

• 132

Substitution of a user during an absence

• 146

Quick access to last viewed work item

• 127

Send reports by email

• 182

Suspend a work item and current tasks deadline

• 169

Private: Marketplace

• 122

Improved view of work items in the Portal

• 132

List of work items initiated by department in the Portal

• 138

Upgrade the process version for a Work Item

• 155

Change the process of a Work Item

• 137

Control the visibility of comments in the portal

• 141

Automatic performer selection

• 143

Force the execution of a timer and conditional type event

• 137

Clone a Work Item

• 139

Archive feedback

• 149

Extra fields

• 153

Aggregate function in list widget

• 166

Roles on HEFLO

• 265

• 0

Search for active items in processes

• 147

Item archive function

• 161

List of process fields

• 149

Configure permission to suspend a deadline in a role

• 147

Archive a process

• 197

Favorite processes

• 144

Filter by Process on Widget: Work Items

• 182

How to add a browser tab icon

• 139

Security Logs

• 157

Portal Attachments

• 163

Data change logs

• 174

Conversations items

• 169

Dark Mode

• 161

How to delete an account on HEFLO

• 154

Tutorial : Two Factor Authentication

• 230

Private: How to start processes by rules and records

• 13

Creating field masks and regular expressions

• 176

How to configure work item validation

• 344

Creating email templates and attachments

• 379

Configure process authorization

• 360

Process Owner Functions

• 327

GDPR

• 355

BPMN Subprocesses and containers

• 327

BPMN Gateways

• 343

BPMN Tasks

• 348

BPMN Events

• 369

Work items list in responsive mode (Mobile)

• 329

Groups

• 340

How to use timer boundary events

• 403

How to start a process by TypeForm

• 386

Value Chain diagram

• 455

How to create a Slash Command to start processes

• 351

Invite users

• 417

How to send emails manually

• 374

Work item dialog

• 371

Viewing comments and emails

• 368

Attaching files to Work items

• 358

Work Items and Task Lists

• 394

Ad-hoc Subprocesses

• 424

Deadlines of processes and tasks

• 479

How to reuse processes

• 409

How to perform process automation tests

• 442

How to configure a web service call

• 378

Sending Emails

• 430

How to configure process message

• 414

Private: How to get the link of HEFLO Referral Program

• 51

How to start a process by timer

• 471

Licenses on HEFLO

• 501

How to start processes by email

• 545

How to start processes using web services

• 533

Web service connector

• 570

Introduction to Business Rules

• 511

Working with record lists

• 490

Creating forms

• 802

How to automate a business process

• 2555

How to create a record

• 549

Tutorial: Using BPMN timer events to start business processes

• 581

How to change the user language

• 498

How to import a sample process

• 518

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

• 1

Tutorial: Attaching files to BPMN diagrams

• 535

Tutorial: Searching for cloud-based processes

• 465

How to change the label of a element

• 511

Changing your level of knowledge of BPMN

• 537

How to add a lane to a pool

• 564

Tutorial: Download the image of a process

• 518

Tutorial: Exporting BPMN diagrams

• 633

Tutorial: Business process documentation

• 1187

Tutorial: Improvement cycle and version control

• 557

Tutorial: Importing diagrams from the process library

• 529

Tutorial: Organizing business processes with categories

• 559

Enabling business process automation

• 599

How to attach an intermediate event on a task

• 602

Saving BPMN diagrams

• 611

How to change the type of an element

• 578

How to connect a black box pool

• 591

How to delete a project

• 0

How to create an environment

• 475

How to delete a process version

• 592

How to create a new version of a business process

• 545

How to change the logo

• 561

How to send feedback using the Portal

• 548

How to publish a business process on the Portal

• 670

How to delete a business process

• 532

How to add a label to a sequence flow

• 539

How to download an image of a business process diagram

• 864

How to import a BPMN file

• 755

How to create a business process

• 1086

How to change the name of a business process

• 546