Help Center

Keep track of process changes with version notes

• 0

Configure once, reuse everywhere: the Form Library

• 0

How to track task execution with checklists

• 0

Organize your processes and work items with tags

• 0

Download a custom PDF from a form

• 0

Automatically Anonymize Data or Delete Files After an Instance Is Completed

• 29

Mask sensitive field information based on user roles

• 31

Getting Started with HEFLO API Customizations

• 38

HEFLO Integrations Overview: Web Services vs API Customizations

• 32

Automatically Associate Process Categories with User Roles

• 41

Change Users’ Email Domain

• 51

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

• 57

Cloning Custom Records

• 60

Control of File Count and Allowed File Types in Form Fields

• 66

Adding contextual information to a field using a “tooltip”

• 56

Automatically Assign a Task Responsible with AI

• 68

Using a Recording’s Properties to Automatically Fill a Form

• 71

Customize instance numbering in HEFLO

• 75

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

• 99

Modify and optimize your process documentation directly in the HEFLO editor

• 90

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

• 88

Grammar Checker and Text Rewriting

• 97

Automatically Translate Your Processes and Associated Fields

• 103

Automatically Insert a Report into a “Files Upload” Field

• 96

BPMN Modeling Course

• 97

Accessing HEFLO Academy via the HEFLO App

• 657

Task Ordering in PDF Documentation

• 112

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

• 136

Manage Custom Records from a “Record” Field

• 108

Managing Licenses for Additional Environments

• 116

Export custom queries

• 124

Export custom queries

• 0

Create and use a “Mind Map” diagram in HEFLO

• 136

Create and use Organizational diagrams in HEFLO

• 131

Customize automatic emails

• 122

Custom information for processes and tasks

• 128

Export a process book

• 121

Glossary

• 126

Create a documentation template

• 148

Restrict access to work items

• 114

Academic program

• 163

Send work item information automatically to Slack

• 124

Edit multiple users

• 130

RACI matrix

• 128

Fully use Artificial Intelligence functionality with your OpenAI account

• 151

Artificial intelligence – Create processes

• 148

Artificial intelligence – Generate documentation

• 167

Artificial intelligence – Search for information

• 167

Artificial intelligence- Integrate knowledge bases

• 175

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

• 155

Artificial intelligence – Create commands to execute work items

• 189

Artificial intelligence – Create prompts for configuring process automation

• 63

Default Role SSO

• 148

Tutorial: Process Documentation

• 122

Tutorial: Process Automation

• 129

Tutorial: Process Automation

• 0

Webinar: Most common error messages on a process instance

• 122

User layout predifinition

• 169

Webinar: External data

• 163

Set up SSO

• 175

Configure a multiple choice text field

• 170

View forms with a visibility rule

• 183

DocuSign on HEFLO

• 213

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

• 164

Monitorize pending envelopes

• 163

Customize a document by adding actions to perform on DocuSign

• 167

Send a DocuSign document template to sign

• 165

Send a document to sign on DocuSign

• 171

Send a report generated in HEFLO to sign on DocuSign

• 162

Configure DocuSign integration

• 190

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

• 182

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

• 189

Conditional start event

• 156

Decision cube – Requestors

• 173

Import data to update a record

• 182

BPMN Overview

• 0

Configure the sender name of an automatically sent email

• 181

Analytical reports

• 279

Deadlines – Requesters

• 239

Backlog – Requesters

• 218

Task Delays and Deadlines

• 217

Deadlines

• 195

Tasks received versus finished

• 198

Ranking

• 210

Process Lead Time

• 198

Heatmaps

• 199

Bottlenecks

• 221

Backlog – Chronometry and Volume

• 202

Decision Cube – Teams

• 191

Decision cube – Chronometry and Volume

• 211

Get invoices for a HEFLO subscription

• 167

Automatically send information to users who run a process

• 159

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

• 214

Send a notification to the person responsible for a work item

• 171

Allow to cancel a work item

• 158

Fill in the information concerning the requester of a work item

• 159

BPMN overview

• 187

How to use records in a process form

• 181

Connection logs

• 166

Add multiple forms to a process task

• 190

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

• 198

Link information and data between two work items

• 195

Trigger a third-party process during work item execution

• 197

Create multiple work items instantly

• 181

Deny return to previous task

• 160

Choose the person responsible for the next task

• 164

Automatically update a work item’s subject

• 158

Video 5 – Environment management

• 191

Video 4 – Process Landscape

• 189

Video 3 – Process portal and improvements

• 193

Video 2 – Process editor

• 195

Favorite work items in the task list

• 168

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

• 221

Force reset password

• 175

Block a user’s access to your environment

• 196

Update a record by running a process

• 204

Create business rules in records

• 242

Hierarchical level for “field” type participant definitions

• 180

Maximum number of executions of an event

• 183

Access to recently viewed work items

• 185

Substitution of a user during an absence

• 197

Quick access to last viewed work item

• 176

Send reports by email

• 246

Suspend a work item and current tasks deadline

• 223

Private: Marketplace

• 122

Improved view of work items in the Portal

• 184

List of work items initiated by department in the Portal

• 192

Upgrade the process version for a Work Item

• 208

Change the process of a Work Item

• 188

Control the visibility of comments in the portal

• 198

Automatic performer selection

• 194

Force the execution of a timer and conditional type event

• 191

Clone a Work Item

• 192

Archive feedback

• 204

Extra fields

• 207

Aggregate function in list widget

• 227

Roles on HEFLO

• 326

• 0

Search for active items in processes

• 198

Item archive function

• 214

List of process fields

• 204

Configure permission to suspend a deadline in a role

• 196

Archive a process

• 255

Favorite processes

• 197

Filter by Process on Widget: Work Items

• 239

How to add a browser tab icon

• 192

Security Logs

• 208

Portal Attachments

• 213

Data change logs

• 226

Conversations items

• 228

Dark Mode

• 216

How to delete an account on HEFLO

• 210

Tutorial : Two Factor Authentication

• 283

Private: How to start processes by rules and records

• 13

Creating field masks and regular expressions

• 232

How to configure work item validation

• 403

Creating email templates and attachments

• 437

Configure process authorization

• 425

Process Owner Functions

• 382

GDPR

• 417

BPMN Subprocesses and containers

• 394

BPMN Gateways

• 403

BPMN Tasks

• 405

BPMN Events

• 433

Work items list in responsive mode (Mobile)

• 386

Groups

• 398

How to use timer boundary events

• 456

How to start a process by TypeForm

• 453

Value Chain diagram

• 531

How to create a Slash Command to start processes

• 411

Invite users

• 481

How to send emails manually

• 433

Work item dialog

• 431

Viewing comments and emails

• 437

Attaching files to Work items

• 415

Work Items and Task Lists

• 459

Ad-hoc Subprocesses

• 498

Deadlines of processes and tasks

• 552

How to reuse processes

• 467

How to perform process automation tests

• 504

How to configure a web service call

• 438

Sending Emails

• 489

How to configure process message

• 469

Private: How to get the link of HEFLO Referral Program

• 51

How to start a process by timer

• 527

Licenses on HEFLO

• 567

How to start processes by email

• 602

How to start processes using web services

• 599

Web service connector

• 630

Introduction to Business Rules

• 578

Working with record lists

• 552

Creating forms

• 868

How to automate a business process

• 2624

How to create a record

• 610

Tutorial: Using BPMN timer events to start business processes

• 643

How to change the user language

• 557

How to import a sample process

• 581

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

• 1

Tutorial: Attaching files to BPMN diagrams

• 598

Tutorial: Searching for cloud-based processes

• 516

How to change the label of a element

• 567

Changing your level of knowledge of BPMN

• 591

How to add a lane to a pool

• 627

Tutorial: Download the image of a process

• 571

Tutorial: Exporting BPMN diagrams

• 694

Tutorial: Business process documentation

• 1253

Tutorial: Improvement cycle and version control

• 632

Tutorial: Importing diagrams from the process library

• 589

Tutorial: Organizing business processes with categories

• 617

Enabling business process automation

• 660

How to attach an intermediate event on a task

• 660

Saving BPMN diagrams

• 669

How to change the type of an element

• 642

How to connect a black box pool

• 650

How to delete a project

• 0

How to create an environment

• 539

How to delete a process version

• 655

How to create a new version of a business process

• 602

How to change the logo

• 623

How to send feedback using the Portal

• 608

How to publish a business process on the Portal

• 734

How to delete a business process

• 587

How to add a label to a sequence flow

• 602

How to download an image of a business process diagram

• 925

How to import a BPMN file

• 825

How to create a business process

• 1148

How to change the name of a business process

• 605