Help Center

Change Users’ Email Domain

• 10

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

• 20

Cloning Custom Records

• 27

Control of File Count and Allowed File Types in Form Fields

• 29

Adding contextual information to a field using a “tooltip”

• 22

Automatically Assign a Task Responsible with AI

• 36

Using a Recording’s Properties to Automatically Fill a Form

• 33

Customize instance numbering in HEFLO

• 37

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

• 57

Modify and optimize your process documentation directly in the HEFLO editor

• 53

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

• 54

Grammar Checker and Text Rewriting

• 55

Automatically Translate Your Processes and Associated Fields

• 68

Automatically Insert a Report into a “Files Upload” Field

• 58

BPMN Modeling Course

• 62

Accessing HEFLO Academy via the HEFLO App

• 266

Task Ordering in PDF Documentation

• 75

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

• 99

Manage Custom Records from a “Record” Field

• 74

Managing Licenses for Additional Environments

• 79

Export custom queries

• 88

Export custom queries

• 0

Create and use a “Mind Map” diagram in HEFLO

• 99

Create and use Organizational diagrams in HEFLO

• 96

Customize automatic emails

• 85

Custom information for processes and tasks

• 90

Export a process book

• 87

Glossary

• 88

Create a documentation template

• 112

Restrict access to work items

• 86

Academic program

• 112

Send work item information automatically to Slack

• 85

Edit multiple users

• 95

RACI matrix

• 90

Fully use Artificial Intelligence functionality with your OpenAI account

• 114

Artificial intelligence – Create processes

• 107

Artificial intelligence – Generate documentation

• 128

Artificial intelligence – Search for information

• 130

Artificial intelligence- Integrate knowledge bases

• 139

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

• 119

Artificial intelligence – Create commands to execute work items

• 151

Artificial intelligence – Create prompts for configuring process automation

• 63

Default Role SSO

• 108

Tutorial: Process Documentation

• 92

Tutorial: Process Automation

• 97

Tutorial: Process Automation

• 0

Webinar: Most common error messages on a process instance

• 93

User layout predifinition

• 133

Webinar: External data

• 130

Set up SSO

• 137

Configure a multiple choice text field

• 133

View forms with a visibility rule

• 144

DocuSign on HEFLO

• 171

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

• 130

Monitorize pending envelopes

• 124

Customize a document by adding actions to perform on DocuSign

• 133

Send a DocuSign document template to sign

• 133

Send a document to sign on DocuSign

• 140

Send a report generated in HEFLO to sign on DocuSign

• 128

Configure DocuSign integration

• 153

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

• 152

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

• 156

Conditional start event

• 125

Decision cube – Requestors

• 134

Import data to update a record

• 149

BPMN Overview

• 0

Configure the sender name of an automatically sent email

• 139

Analytical reports

• 230

Deadlines – Requesters

• 200

Backlog – Requesters

• 176

Task Delays and Deadlines

• 181

Deadlines

• 157

Tasks received versus finished

• 165

Ranking

• 164

Process Lead Time

• 164

Heatmaps

• 164

Bottlenecks

• 190

Backlog – Chronometry and Volume

• 168

Decision Cube – Teams

• 154

Decision cube – Chronometry and Volume

• 177

Get invoices for a HEFLO subscription

• 134

Automatically send information to users who run a process

• 130

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

• 177

Send a notification to the person responsible for a work item

• 138

Allow to cancel a work item

• 124

Fill in the information concerning the requester of a work item

• 128

BPMN overview

• 146

How to use records in a process form

• 149

Connection logs

• 135

Add multiple forms to a process task

• 155

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

• 157

Link information and data between two work items

• 158

Trigger a third-party process during work item execution

• 160

Create multiple work items instantly

• 151

Deny return to previous task

• 130

Choose the person responsible for the next task

• 130

Automatically update a work item’s subject

• 128

Video 5 – Environment management

• 160

Video 4 – Process Landscape

• 158

Video 3 – Process portal and improvements

• 159

Video 2 – Process editor

• 164

Favorite work items in the task list

• 139

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

• 184

Force reset password

• 141

Block a user’s access to your environment

• 160

Update a record by running a process

• 172

Create business rules in records

• 200

Hierarchical level for “field” type participant definitions

• 150

Maximum number of executions of an event

• 149

Access to recently viewed work items

• 151

Substitution of a user during an absence

• 165

Quick access to last viewed work item

• 145

Send reports by email

• 201

Suspend a work item and current tasks deadline

• 187

Private: Marketplace

• 122

Improved view of work items in the Portal

• 152

List of work items initiated by department in the Portal

• 157

Upgrade the process version for a Work Item

• 175

Change the process of a Work Item

• 155

Control the visibility of comments in the portal

• 164

Automatic performer selection

• 162

Force the execution of a timer and conditional type event

• 158

Clone a Work Item

• 157

Archive feedback

• 169

Extra fields

• 172

Aggregate function in list widget

• 187

Roles on HEFLO

• 285

• 0

Search for active items in processes

• 166

Item archive function

• 180

List of process fields

• 167

Configure permission to suspend a deadline in a role

• 165

Archive a process

• 219

Favorite processes

• 163

Filter by Process on Widget: Work Items

• 201

How to add a browser tab icon

• 158

Security Logs

• 176

Portal Attachments

• 182

Data change logs

• 193

Conversations items

• 191

Dark Mode

• 182

How to delete an account on HEFLO

• 172

Tutorial : Two Factor Authentication

• 250

Private: How to start processes by rules and records

• 13

Creating field masks and regular expressions

• 197

How to configure work item validation

• 364

Creating email templates and attachments

• 401

Configure process authorization

• 384

Process Owner Functions

• 348

GDPR

• 381

BPMN Subprocesses and containers

• 351

BPMN Gateways

• 363

BPMN Tasks

• 371

BPMN Events

• 391

Work items list in responsive mode (Mobile)

• 351

Groups

• 361

How to use timer boundary events

• 424

How to start a process by TypeForm

• 415

Value Chain diagram

• 487

How to create a Slash Command to start processes

• 372

Invite users

• 440

How to send emails manually

• 396

Work item dialog

• 393

Viewing comments and emails

• 392

Attaching files to Work items

• 379

Work Items and Task Lists

• 416

Ad-hoc Subprocesses

• 452

Deadlines of processes and tasks

• 506

How to reuse processes

• 430

How to perform process automation tests

• 465

How to configure a web service call

• 397

Sending Emails

• 452

How to configure process message

• 433

Private: How to get the link of HEFLO Referral Program

• 51

How to start a process by timer

• 492

Licenses on HEFLO

• 523

How to start processes by email

• 566

How to start processes using web services

• 553

Web service connector

• 591

Introduction to Business Rules

• 533

Working with record lists

• 514

Creating forms

• 829

How to automate a business process

• 2582

How to create a record

• 571

Tutorial: Using BPMN timer events to start business processes

• 604

How to change the user language

• 520

How to import a sample process

• 540

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

• 1

Tutorial: Attaching files to BPMN diagrams

• 559

Tutorial: Searching for cloud-based processes

• 485

How to change the label of a element

• 533

Changing your level of knowledge of BPMN

• 556

How to add a lane to a pool

• 585

Tutorial: Download the image of a process

• 538

Tutorial: Exporting BPMN diagrams

• 655

Tutorial: Business process documentation

• 1216

Tutorial: Improvement cycle and version control

• 587

Tutorial: Importing diagrams from the process library

• 550

Tutorial: Organizing business processes with categories

• 578

Enabling business process automation

• 620

How to attach an intermediate event on a task

• 624

Saving BPMN diagrams

• 632

How to change the type of an element

• 600

How to connect a black box pool

• 613

How to delete a project

• 0

How to create an environment

• 498

How to delete a process version

• 615

How to create a new version of a business process

• 566

How to change the logo

• 582

How to send feedback using the Portal

• 571

How to publish a business process on the Portal

• 692

How to delete a business process

• 552

How to add a label to a sequence flow

• 562

How to download an image of a business process diagram

• 887

How to import a BPMN file

• 784

How to create a business process

• 1109

How to change the name of a business process

• 567