Help Center

Auto Draft

• 0

Cloning Custom Records

• 11

Control of File Count and Allowed File Types in Form Fields

• 13

Adding contextual information to a field using a “tooltip”

• 10

Automatically Assign a Task Responsible with AI

• 23

Using a Recording’s Properties to Automatically Fill a Form

• 20

Customize instance numbering in HEFLO

• 25

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

• 44

Modify and optimize your process documentation directly in the HEFLO editor

• 41

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

• 41

Grammar Checker and Text Rewriting

• 41

Automatically Translate Your Processes and Associated Fields

• 55

Automatically Insert a Report into a “Files Upload” Field

• 47

BPMN Modeling Course

• 50

Accessing HEFLO Academy via the HEFLO App

• 228

Task Ordering in PDF Documentation

• 58

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

• 78

Manage Custom Records from a “Record” Field

• 63

Managing Licenses for Additional Environments

• 67

Export custom queries

• 76

Export custom queries

• 0

Create and use a “Mind Map” diagram in HEFLO

• 85

Create and use Organizational diagrams in HEFLO

• 85

Customize automatic emails

• 72

Custom information for processes and tasks

• 79

Export a process book

• 75

Glossary

• 76

Create a documentation template

• 100

Restrict access to work items

• 75

Academic program

• 98

Send work item information automatically to Slack

• 72

Edit multiple users

• 83

RACI matrix

• 78

Fully use Artificial Intelligence functionality with your OpenAI account

• 102

Artificial intelligence – Create processes

• 93

Artificial intelligence – Generate documentation

• 115

Artificial intelligence – Search for information

• 119

Artificial intelligence- Integrate knowledge bases

• 127

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

• 104

Artificial intelligence – Create commands to execute work items

• 137

Artificial intelligence – Create prompts for configuring process automation

• 63

Default Role SSO

• 95

Tutorial: Process Documentation

• 81

Tutorial: Process Automation

• 85

Tutorial: Process Automation

• 0

Webinar: Most common error messages on a process instance

• 82

User layout predifinition

• 121

Webinar: External data

• 118

Set up SSO

• 123

Configure a multiple choice text field

• 119

View forms with a visibility rule

• 132

DocuSign on HEFLO

• 159

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

• 115

Monitorize pending envelopes

• 112

Customize a document by adding actions to perform on DocuSign

• 117

Send a DocuSign document template to sign

• 121

Send a document to sign on DocuSign

• 127

Send a report generated in HEFLO to sign on DocuSign

• 117

Configure DocuSign integration

• 129

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

• 140

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

• 143

Conditional start event

• 114

Decision cube – Requestors

• 121

Import data to update a record

• 136

BPMN Overview

• 0

Configure the sender name of an automatically sent email

• 127

Analytical reports

• 214

Deadlines – Requesters

• 187

Backlog – Requesters

• 163

Task Delays and Deadlines

• 164

Deadlines

• 146

Tasks received versus finished

• 154

Ranking

• 151

Process Lead Time

• 153

Heatmaps

• 152

Bottlenecks

• 178

Backlog – Chronometry and Volume

• 156

Decision Cube – Teams

• 139

Decision cube – Chronometry and Volume

• 166

Get invoices for a HEFLO subscription

• 123

Automatically send information to users who run a process

• 118

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

• 167

Send a notification to the person responsible for a work item

• 126

Allow to cancel a work item

• 114

Fill in the information concerning the requester of a work item

• 117

BPMN overview

• 134

How to use records in a process form

• 137

Connection logs

• 123

Add multiple forms to a process task

• 141

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

• 146

Link information and data between two work items

• 147

Trigger a third-party process during work item execution

• 147

Create multiple work items instantly

• 140

Deny return to previous task

• 120

Choose the person responsible for the next task

• 120

Automatically update a work item’s subject

• 117

Video 5 – Environment management

• 149

Video 4 – Process Landscape

• 146

Video 3 – Process portal and improvements

• 148

Video 2 – Process editor

• 152

Favorite work items in the task list

• 128

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

• 172

Force reset password

• 130

Block a user’s access to your environment

• 149

Update a record by running a process

• 159

Create business rules in records

• 188

Hierarchical level for “field” type participant definitions

• 140

Maximum number of executions of an event

• 134

Access to recently viewed work items

• 139

Substitution of a user during an absence

• 154

Quick access to last viewed work item

• 134

Send reports by email

• 189

Suspend a work item and current tasks deadline

• 176

Private: Marketplace

• 122

Improved view of work items in the Portal

• 140

List of work items initiated by department in the Portal

• 145

Upgrade the process version for a Work Item

• 164

Change the process of a Work Item

• 144

Control the visibility of comments in the portal

• 148

Automatic performer selection

• 151

Force the execution of a timer and conditional type event

• 144

Clone a Work Item

• 146

Archive feedback

• 157

Extra fields

• 160

Aggregate function in list widget

• 175

Roles on HEFLO

• 272

• 0

Search for active items in processes

• 154

Item archive function

• 168

List of process fields

• 155

Configure permission to suspend a deadline in a role

• 154

Archive a process

• 207

Favorite processes

• 151

Filter by Process on Widget: Work Items

• 190

How to add a browser tab icon

• 147

Security Logs

• 164

Portal Attachments

• 171

Data change logs

• 181

Conversations items

• 178

Dark Mode

• 168

How to delete an account on HEFLO

• 160

Tutorial : Two Factor Authentication

• 237

Private: How to start processes by rules and records

• 13

Creating field masks and regular expressions

• 185

How to configure work item validation

• 353

Creating email templates and attachments

• 388

Configure process authorization

• 368

Process Owner Functions

• 336

GDPR

• 364

BPMN Subprocesses and containers

• 336

BPMN Gateways

• 352

BPMN Tasks

• 357

BPMN Events

• 380

Work items list in responsive mode (Mobile)

• 337

Groups

• 348

How to use timer boundary events

• 412

How to start a process by TypeForm

• 400

Value Chain diagram

• 466

How to create a Slash Command to start processes

• 360

Invite users

• 426

How to send emails manually

• 382

Work item dialog

• 377

Viewing comments and emails

• 376

Attaching files to Work items

• 366

Work Items and Task Lists

• 401

Ad-hoc Subprocesses

• 436

Deadlines of processes and tasks

• 490

How to reuse processes

• 418

How to perform process automation tests

• 451

How to configure a web service call

• 386

Sending Emails

• 439

How to configure process message

• 421

Private: How to get the link of HEFLO Referral Program

• 51

How to start a process by timer

• 479

Licenses on HEFLO

• 510

How to start processes by email

• 552

How to start processes using web services

• 540

Web service connector

• 577

Introduction to Business Rules

• 520

Working with record lists

• 499

Creating forms

• 811

How to automate a business process

• 2565

How to create a record

• 560

Tutorial: Using BPMN timer events to start business processes

• 591

How to change the user language

• 509

How to import a sample process

• 527

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

• 1

Tutorial: Attaching files to BPMN diagrams

• 543

Tutorial: Searching for cloud-based processes

• 474

How to change the label of a element

• 521

Changing your level of knowledge of BPMN

• 545

How to add a lane to a pool

• 573

Tutorial: Download the image of a process

• 527

Tutorial: Exporting BPMN diagrams

• 643

Tutorial: Business process documentation

• 1199

Tutorial: Improvement cycle and version control

• 567

Tutorial: Importing diagrams from the process library

• 537

Tutorial: Organizing business processes with categories

• 566

Enabling business process automation

• 608

How to attach an intermediate event on a task

• 612

Saving BPMN diagrams

• 620

How to change the type of an element

• 588

How to connect a black box pool

• 600

How to delete a project

• 0

How to create an environment

• 484

How to delete a process version

• 601

How to create a new version of a business process

• 553

How to change the logo

• 571

How to send feedback using the Portal

• 558

How to publish a business process on the Portal

• 679

How to delete a business process

• 540

How to add a label to a sequence flow

• 549

How to download an image of a business process diagram

• 874

How to import a BPMN file

• 767

How to create a business process

• 1096

How to change the name of a business process

• 554