Help Center

Automatically Assign a Task Responsible with AI

• 12

Using a Recording’s Properties to Automatically Fill a Form

• 8

Customize instance numbering in HEFLO

• 13

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

• 30

Modify and optimize your process documentation directly in the HEFLO editor

• 33

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

• 31

Grammar Checker and Text Rewriting

• 30

Automatically Translate Your Processes and Associated Fields

• 43

Automatically Insert a Report into a “Files Upload” Field

• 36

BPMN Modeling Course

• 38

Accessing HEFLO Academy via the HEFLO App

• 211

Task Ordering in PDF Documentation

• 49

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

• 59

Manage Custom Records from a “Record” Field

• 54

Managing Licenses for Additional Environments

• 58

Export custom queries

• 66

Export custom queries

• 0

Create and use a “Mind Map” diagram in HEFLO

• 76

Create and use Organizational diagrams in HEFLO

• 77

Customize automatic emails

• 64

Custom information for processes and tasks

• 70

Export a process book

• 67

Glossary

• 67

Create a documentation template

• 89

Restrict access to work items

• 67

Academic program

• 89

Send work item information automatically to Slack

• 64

Edit multiple users

• 75

RACI matrix

• 69

Fully use Artificial Intelligence functionality with your OpenAI account

• 94

Artificial intelligence – Create processes

• 83

Artificial intelligence – Generate documentation

• 105

Artificial intelligence – Search for information

• 109

Artificial intelligence- Integrate knowledge bases

• 117

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

• 94

Artificial intelligence – Create commands to execute work items

• 126

Artificial intelligence – Create prompts for configuring process automation

• 63

Default Role SSO

• 86

Tutorial: Process Documentation

• 73

Tutorial: Process Automation

• 77

Tutorial: Process Automation

• 0

Webinar: Most common error messages on a process instance

• 74

User layout predifinition

• 112

Webinar: External data

• 110

Set up SSO

• 114

Configure a multiple choice text field

• 111

View forms with a visibility rule

• 122

DocuSign on HEFLO

• 149

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

• 106

Monitorize pending envelopes

• 101

Customize a document by adding actions to perform on DocuSign

• 107

Send a DocuSign document template to sign

• 111

Send a document to sign on DocuSign

• 117

Send a report generated in HEFLO to sign on DocuSign

• 109

Configure DocuSign integration

• 119

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

• 132

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

• 135

Conditional start event

• 106

Decision cube – Requestors

• 111

Import data to update a record

• 127

BPMN Overview

• 0

Configure the sender name of an automatically sent email

• 118

Analytical reports

• 205

Deadlines – Requesters

• 178

Backlog – Requesters

• 154

Task Delays and Deadlines

• 153

Deadlines

• 135

Tasks received versus finished

• 145

Ranking

• 142

Process Lead Time

• 143

Heatmaps

• 141

Bottlenecks

• 167

Backlog – Chronometry and Volume

• 145

Decision Cube – Teams

• 127

Decision cube – Chronometry and Volume

• 156

Get invoices for a HEFLO subscription

• 114

Automatically send information to users who run a process

• 110

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

• 154

Send a notification to the person responsible for a work item

• 117

Allow to cancel a work item

• 105

Fill in the information concerning the requester of a work item

• 109

BPMN overview

• 125

How to use records in a process form

• 127

Connection logs

• 115

Add multiple forms to a process task

• 133

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

• 137

Link information and data between two work items

• 139

Trigger a third-party process during work item execution

• 138

Create multiple work items instantly

• 132

Deny return to previous task

• 112

Choose the person responsible for the next task

• 112

Automatically update a work item’s subject

• 109

Video 5 – Environment management

• 140

Video 4 – Process Landscape

• 138

Video 3 – Process portal and improvements

• 138

Video 2 – Process editor

• 144

Favorite work items in the task list

• 120

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

• 164

Force reset password

• 122

Block a user’s access to your environment

• 141

Update a record by running a process

• 150

Create business rules in records

• 179

Hierarchical level for “field” type participant definitions

• 132

Maximum number of executions of an event

• 125

Access to recently viewed work items

• 131

Substitution of a user during an absence

• 144

Quick access to last viewed work item

• 126

Send reports by email

• 181

Suspend a work item and current tasks deadline

• 168

Private: Marketplace

• 122

Improved view of work items in the Portal

• 131

List of work items initiated by department in the Portal

• 136

Upgrade the process version for a Work Item

• 154

Change the process of a Work Item

• 136

Control the visibility of comments in the portal

• 140

Automatic performer selection

• 141

Force the execution of a timer and conditional type event

• 136

Clone a Work Item

• 137

Archive feedback

• 148

Extra fields

• 151

Aggregate function in list widget

• 165

Roles on HEFLO

• 264

• 0

Search for active items in processes

• 145

Item archive function

• 160

List of process fields

• 148

Configure permission to suspend a deadline in a role

• 146

Archive a process

• 196

Favorite processes

• 142

Filter by Process on Widget: Work Items

• 181

How to add a browser tab icon

• 137

Security Logs

• 156

Portal Attachments

• 161

Data change logs

• 173

Conversations items

• 168

Dark Mode

• 160

How to delete an account on HEFLO

• 152

Tutorial : Two Factor Authentication

• 229

Private: How to start processes by rules and records

• 13

Creating field masks and regular expressions

• 175

How to configure work item validation

• 343

Creating email templates and attachments

• 378

Configure process authorization

• 358

Process Owner Functions

• 326

GDPR

• 354

BPMN Subprocesses and containers

• 325

BPMN Gateways

• 342

BPMN Tasks

• 345

BPMN Events

• 368

Work items list in responsive mode (Mobile)

• 327

Groups

• 339

How to use timer boundary events

• 401

How to start a process by TypeForm

• 385

Value Chain diagram

• 454

How to create a Slash Command to start processes

• 350

Invite users

• 415

How to send emails manually

• 373

Work item dialog

• 369

Viewing comments and emails

• 367

Attaching files to Work items

• 356

Work Items and Task Lists

• 392

Ad-hoc Subprocesses

• 423

Deadlines of processes and tasks

• 478

How to reuse processes

• 408

How to perform process automation tests

• 441

How to configure a web service call

• 376

Sending Emails

• 429

How to configure process message

• 413

Private: How to get the link of HEFLO Referral Program

• 51

How to start a process by timer

• 471

Licenses on HEFLO

• 499

How to start processes by email

• 544

How to start processes using web services

• 532

Web service connector

• 569

Introduction to Business Rules

• 508

Working with record lists

• 489

Creating forms

• 800

How to automate a business process

• 2553

How to create a record

• 547

Tutorial: Using BPMN timer events to start business processes

• 580

How to change the user language

• 496

How to import a sample process

• 517

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

• 1

Tutorial: Attaching files to BPMN diagrams

• 534

Tutorial: Searching for cloud-based processes

• 463

How to change the label of a element

• 510

Changing your level of knowledge of BPMN

• 536

How to add a lane to a pool

• 562

Tutorial: Download the image of a process

• 516

Tutorial: Exporting BPMN diagrams

• 632

Tutorial: Business process documentation

• 1185

Tutorial: Improvement cycle and version control

• 556

Tutorial: Importing diagrams from the process library

• 527

Tutorial: Organizing business processes with categories

• 557

Enabling business process automation

• 598

How to attach an intermediate event on a task

• 601

Saving BPMN diagrams

• 610

How to change the type of an element

• 577

How to connect a black box pool

• 590

How to delete a project

• 0

How to create an environment

• 474

How to delete a process version

• 591

How to create a new version of a business process

• 544

How to change the logo

• 560

How to send feedback using the Portal

• 547

How to publish a business process on the Portal

• 669

How to delete a business process

• 531

How to add a label to a sequence flow

• 538

How to download an image of a business process diagram

• 863

How to import a BPMN file

• 753

How to create a business process

• 1085

How to change the name of a business process

• 544