Help Center

Automatically Anonymize Data or Delete Files After an Instance Is Completed

• 6

Mask sensitive field information based on user roles

• 6

Getting Started with HEFLO API Customizations

• 12

HEFLO Integrations Overview: Web Services vs API Customizations

• 12

Automatically Associate Process Categories with User Roles

• 16

Change Users’ Email Domain

• 25

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

• 35

Cloning Custom Records

• 42

Control of File Count and Allowed File Types in Form Fields

• 45

Adding contextual information to a field using a “tooltip”

• 39

Automatically Assign a Task Responsible with AI

• 49

Using a Recording’s Properties to Automatically Fill a Form

• 51

Customize instance numbering in HEFLO

• 53

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

• 77

Modify and optimize your process documentation directly in the HEFLO editor

• 68

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

• 72

Grammar Checker and Text Rewriting

• 76

Automatically Translate Your Processes and Associated Fields

• 82

Automatically Insert a Report into a “Files Upload” Field

• 73

BPMN Modeling Course

• 79

Accessing HEFLO Academy via the HEFLO App

• 603

Task Ordering in PDF Documentation

• 91

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

• 117

Manage Custom Records from a “Record” Field

• 89

Managing Licenses for Additional Environments

• 95

Export custom queries

• 102

Export custom queries

• 0

Create and use a “Mind Map” diagram in HEFLO

• 116

Create and use Organizational diagrams in HEFLO

• 111

Customize automatic emails

• 101

Custom information for processes and tasks

• 106

Export a process book

• 101

Glossary

• 103

Create a documentation template

• 128

Restrict access to work items

• 99

Academic program

• 140

Send work item information automatically to Slack

• 103

Edit multiple users

• 109

RACI matrix

• 105

Fully use Artificial Intelligence functionality with your OpenAI account

• 132

Artificial intelligence – Create processes

• 123

Artificial intelligence – Generate documentation

• 145

Artificial intelligence – Search for information

• 146

Artificial intelligence- Integrate knowledge bases

• 156

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

• 134

Artificial intelligence – Create commands to execute work items

• 169

Artificial intelligence – Create prompts for configuring process automation

• 63

Default Role SSO

• 125

Tutorial: Process Documentation

• 107

Tutorial: Process Automation

• 112

Tutorial: Process Automation

• 0

Webinar: Most common error messages on a process instance

• 107

User layout predifinition

• 150

Webinar: External data

• 145

Set up SSO

• 155

Configure a multiple choice text field

• 150

View forms with a visibility rule

• 158

DocuSign on HEFLO

• 194

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

• 146

Monitorize pending envelopes

• 140

Customize a document by adding actions to perform on DocuSign

• 149

Send a DocuSign document template to sign

• 150

Send a document to sign on DocuSign

• 155

Send a report generated in HEFLO to sign on DocuSign

• 142

Configure DocuSign integration

• 170

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

• 166

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

• 172

Conditional start event

• 140

Decision cube – Requestors

• 148

Import data to update a record

• 164

BPMN Overview

• 0

Configure the sender name of an automatically sent email

• 158

Analytical reports

• 249

Deadlines – Requesters

• 215

Backlog – Requesters

• 196

Task Delays and Deadlines

• 198

Deadlines

• 173

Tasks received versus finished

• 179

Ranking

• 183

Process Lead Time

• 179

Heatmaps

• 177

Bottlenecks

• 203

Backlog – Chronometry and Volume

• 182

Decision Cube – Teams

• 170

Decision cube – Chronometry and Volume

• 191

Get invoices for a HEFLO subscription

• 147

Automatically send information to users who run a process

• 143

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

• 191

Send a notification to the person responsible for a work item

• 151

Allow to cancel a work item

• 138

Fill in the information concerning the requester of a work item

• 143

BPMN overview

• 164

How to use records in a process form

• 163

Connection logs

• 149

Add multiple forms to a process task

• 170

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

• 176

Link information and data between two work items

• 176

Trigger a third-party process during work item execution

• 175

Create multiple work items instantly

• 165

Deny return to previous task

• 144

Choose the person responsible for the next task

• 146

Automatically update a work item’s subject

• 141

Video 5 – Environment management

• 174

Video 4 – Process Landscape

• 172

Video 3 – Process portal and improvements

• 175

Video 2 – Process editor

• 178

Favorite work items in the task list

• 152

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

• 203

Force reset password

• 158

Block a user’s access to your environment

• 174

Update a record by running a process

• 186

Create business rules in records

• 218

Hierarchical level for “field” type participant definitions

• 165

Maximum number of executions of an event

• 162

Access to recently viewed work items

• 167

Substitution of a user during an absence

• 178

Quick access to last viewed work item

• 159

Send reports by email

• 221

Suspend a work item and current tasks deadline

• 200

Private: Marketplace

• 122

Improved view of work items in the Portal

• 166

List of work items initiated by department in the Portal

• 172

Upgrade the process version for a Work Item

• 189

Change the process of a Work Item

• 169

Control the visibility of comments in the portal

• 181

Automatic performer selection

• 177

Force the execution of a timer and conditional type event

• 174

Clone a Work Item

• 173

Archive feedback

• 183

Extra fields

• 189

Aggregate function in list widget

• 204

Roles on HEFLO

• 304

• 0

Search for active items in processes

• 179

Item archive function

• 195

List of process fields

• 183

Configure permission to suspend a deadline in a role

• 179

Archive a process

• 235

Favorite processes

• 177

Filter by Process on Widget: Work Items

• 216

How to add a browser tab icon

• 174

Security Logs

• 189

Portal Attachments

• 196

Data change logs

• 206

Conversations items

• 208

Dark Mode

• 197

How to delete an account on HEFLO

• 189

Tutorial : Two Factor Authentication

• 265

Private: How to start processes by rules and records

• 13

Creating field masks and regular expressions

• 212

How to configure work item validation

• 381

Creating email templates and attachments

• 418

Configure process authorization

• 403

Process Owner Functions

• 363

GDPR

• 397

BPMN Subprocesses and containers

• 369

BPMN Gateways

• 380

BPMN Tasks

• 386

BPMN Events

• 410

Work items list in responsive mode (Mobile)

• 367

Groups

• 377

How to use timer boundary events

• 439

How to start a process by TypeForm

• 433

Value Chain diagram

• 507

How to create a Slash Command to start processes

• 390

Invite users

• 458

How to send emails manually

• 415

Work item dialog

• 409

Viewing comments and emails

• 416

Attaching files to Work items

• 394

Work Items and Task Lists

• 436

Ad-hoc Subprocesses

• 472

Deadlines of processes and tasks

• 527

How to reuse processes

• 447

How to perform process automation tests

• 484

How to configure a web service call

• 417

Sending Emails

• 467

How to configure process message

• 448

Private: How to get the link of HEFLO Referral Program

• 51

How to start a process by timer

• 508

Licenses on HEFLO

• 540

How to start processes by email

• 581

How to start processes using web services

• 575

Web service connector

• 609

Introduction to Business Rules

• 554

Working with record lists

• 531

Creating forms

• 849

How to automate a business process

• 2602

How to create a record

• 589

Tutorial: Using BPMN timer events to start business processes

• 620

How to change the user language

• 536

How to import a sample process

• 557

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

• 1

Tutorial: Attaching files to BPMN diagrams

• 574

Tutorial: Searching for cloud-based processes

• 500

How to change the label of a element

• 550

Changing your level of knowledge of BPMN

• 571

How to add a lane to a pool

• 603

Tutorial: Download the image of a process

• 553

Tutorial: Exporting BPMN diagrams

• 672

Tutorial: Business process documentation

• 1231

Tutorial: Improvement cycle and version control

• 605

Tutorial: Importing diagrams from the process library

• 566

Tutorial: Organizing business processes with categories

• 594

Enabling business process automation

• 637

How to attach an intermediate event on a task

• 640

Saving BPMN diagrams

• 647

How to change the type of an element

• 618

How to connect a black box pool

• 628

How to delete a project

• 0

How to create an environment

• 516

How to delete a process version

• 632

How to create a new version of a business process

• 583

How to change the logo

• 601

How to send feedback using the Portal

• 586

How to publish a business process on the Portal

• 710

How to delete a business process

• 566

How to add a label to a sequence flow

• 580

How to download an image of a business process diagram

• 904

How to import a BPMN file

• 800

How to create a business process

• 1126

How to change the name of a business process

• 584