Help Center

Automatically Associate Process Categories with User Roles

• 3

Change Users’ Email Domain

• 17

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

• 27

Cloning Custom Records

• 34

Control of File Count and Allowed File Types in Form Fields

• 36

Adding contextual information to a field using a “tooltip”

• 29

Automatically Assign a Task Responsible with AI

• 42

Using a Recording’s Properties to Automatically Fill a Form

• 43

Customize instance numbering in HEFLO

• 44

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

• 68

Modify and optimize your process documentation directly in the HEFLO editor

• 60

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

• 62

Grammar Checker and Text Rewriting

• 63

Automatically Translate Your Processes and Associated Fields

• 74

Automatically Insert a Report into a “Files Upload” Field

• 65

BPMN Modeling Course

• 69

Accessing HEFLO Academy via the HEFLO App

• 280

Task Ordering in PDF Documentation

• 82

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

• 107

Manage Custom Records from a “Record” Field

• 80

Managing Licenses for Additional Environments

• 86

Export custom queries

• 95

Export custom queries

• 0

Create and use a “Mind Map” diagram in HEFLO

• 106

Create and use Organizational diagrams in HEFLO

• 103

Customize automatic emails

• 92

Custom information for processes and tasks

• 97

Export a process book

• 93

Glossary

• 95

Create a documentation template

• 119

Restrict access to work items

• 92

Academic program

• 121

Send work item information automatically to Slack

• 95

Edit multiple users

• 102

RACI matrix

• 97

Fully use Artificial Intelligence functionality with your OpenAI account

• 122

Artificial intelligence – Create processes

• 114

Artificial intelligence – Generate documentation

• 135

Artificial intelligence – Search for information

• 137

Artificial intelligence- Integrate knowledge bases

• 146

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

• 127

Artificial intelligence – Create commands to execute work items

• 158

Artificial intelligence – Create prompts for configuring process automation

• 63

Default Role SSO

• 115

Tutorial: Process Documentation

• 99

Tutorial: Process Automation

• 104

Tutorial: Process Automation

• 0

Webinar: Most common error messages on a process instance

• 100

User layout predifinition

• 140

Webinar: External data

• 138

Set up SSO

• 144

Configure a multiple choice text field

• 140

View forms with a visibility rule

• 150

DocuSign on HEFLO

• 183

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

• 137

Monitorize pending envelopes

• 131

Customize a document by adding actions to perform on DocuSign

• 142

Send a DocuSign document template to sign

• 139

Send a document to sign on DocuSign

• 147

Send a report generated in HEFLO to sign on DocuSign

• 135

Configure DocuSign integration

• 160

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

• 159

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

• 164

Conditional start event

• 132

Decision cube – Requestors

• 141

Import data to update a record

• 156

BPMN Overview

• 0

Configure the sender name of an automatically sent email

• 145

Analytical reports

• 241

Deadlines – Requesters

• 207

Backlog – Requesters

• 188

Task Delays and Deadlines

• 188

Deadlines

• 163

Tasks received versus finished

• 172

Ranking

• 171

Process Lead Time

• 171

Heatmaps

• 171

Bottlenecks

• 197

Backlog – Chronometry and Volume

• 174

Decision Cube – Teams

• 161

Decision cube – Chronometry and Volume

• 184

Get invoices for a HEFLO subscription

• 139

Automatically send information to users who run a process

• 136

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

• 183

Send a notification to the person responsible for a work item

• 144

Allow to cancel a work item

• 131

Fill in the information concerning the requester of a work item

• 135

BPMN overview

• 154

How to use records in a process form

• 156

Connection logs

• 141

Add multiple forms to a process task

• 162

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

• 167

Link information and data between two work items

• 165

Trigger a third-party process during work item execution

• 166

Create multiple work items instantly

• 157

Deny return to previous task

• 137

Choose the person responsible for the next task

• 137

Automatically update a work item’s subject

• 134

Video 5 – Environment management

• 167

Video 4 – Process Landscape

• 165

Video 3 – Process portal and improvements

• 166

Video 2 – Process editor

• 171

Favorite work items in the task list

• 145

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

• 191

Force reset password

• 149

Block a user’s access to your environment

• 167

Update a record by running a process

• 179

Create business rules in records

• 211

Hierarchical level for “field” type participant definitions

• 156

Maximum number of executions of an event

• 155

Access to recently viewed work items

• 158

Substitution of a user during an absence

• 170

Quick access to last viewed work item

• 151

Send reports by email

• 208

Suspend a work item and current tasks deadline

• 194

Private: Marketplace

• 122

Improved view of work items in the Portal

• 158

List of work items initiated by department in the Portal

• 164

Upgrade the process version for a Work Item

• 182

Change the process of a Work Item

• 162

Control the visibility of comments in the portal

• 172

Automatic performer selection

• 169

Force the execution of a timer and conditional type event

• 165

Clone a Work Item

• 164

Archive feedback

• 175

Extra fields

• 179

Aggregate function in list widget

• 193

Roles on HEFLO

• 293

• 0

Search for active items in processes

• 172

Item archive function

• 186

List of process fields

• 174

Configure permission to suspend a deadline in a role

• 172

Archive a process

• 226

Favorite processes

• 170

Filter by Process on Widget: Work Items

• 208

How to add a browser tab icon

• 165

Security Logs

• 183

Portal Attachments

• 189

Data change logs

• 200

Conversations items

• 198

Dark Mode

• 188

How to delete an account on HEFLO

• 181

Tutorial : Two Factor Authentication

• 257

Private: How to start processes by rules and records

• 13

Creating field masks and regular expressions

• 204

How to configure work item validation

• 371

Creating email templates and attachments

• 408

Configure process authorization

• 395

Process Owner Functions

• 355

GDPR

• 388

BPMN Subprocesses and containers

• 358

BPMN Gateways

• 370

BPMN Tasks

• 378

BPMN Events

• 398

Work items list in responsive mode (Mobile)

• 358

Groups

• 368

How to use timer boundary events

• 431

How to start a process by TypeForm

• 422

Value Chain diagram

• 496

How to create a Slash Command to start processes

• 379

Invite users

• 449

How to send emails manually

• 405

Work item dialog

• 400

Viewing comments and emails

• 404

Attaching files to Work items

• 386

Work Items and Task Lists

• 427

Ad-hoc Subprocesses

• 460

Deadlines of processes and tasks

• 515

How to reuse processes

• 438

How to perform process automation tests

• 472

How to configure a web service call

• 408

Sending Emails

• 459

How to configure process message

• 440

Private: How to get the link of HEFLO Referral Program

• 51

How to start a process by timer

• 499

Licenses on HEFLO

• 530

How to start processes by email

• 572

How to start processes using web services

• 564

Web service connector

• 600

Introduction to Business Rules

• 541

Working with record lists

• 521

Creating forms

• 840

How to automate a business process

• 2591

How to create a record

• 578

Tutorial: Using BPMN timer events to start business processes

• 611

How to change the user language

• 527

How to import a sample process

• 547

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

• 1

Tutorial: Attaching files to BPMN diagrams

• 565

Tutorial: Searching for cloud-based processes

• 492

How to change the label of a element

• 540

Changing your level of knowledge of BPMN

• 563

How to add a lane to a pool

• 593

Tutorial: Download the image of a process

• 545

Tutorial: Exporting BPMN diagrams

• 662

Tutorial: Business process documentation

• 1223

Tutorial: Improvement cycle and version control

• 594

Tutorial: Importing diagrams from the process library

• 559

Tutorial: Organizing business processes with categories

• 586

Enabling business process automation

• 627

How to attach an intermediate event on a task

• 631

Saving BPMN diagrams

• 639

How to change the type of an element

• 607

How to connect a black box pool

• 620

How to delete a project

• 0

How to create an environment

• 505

How to delete a process version

• 623

How to create a new version of a business process

• 573

How to change the logo

• 589

How to send feedback using the Portal

• 578

How to publish a business process on the Portal

• 699

How to delete a business process

• 559

How to add a label to a sequence flow

• 569

How to download an image of a business process diagram

• 894

How to import a BPMN file

• 791

How to create a business process

• 1116

How to change the name of a business process

• 574