Help Center

Automatically Assign a Task Responsible with AI

• 15

Using a Recording’s Properties to Automatically Fill a Form

• 12

Customize instance numbering in HEFLO

• 17

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

• 33

Modify and optimize your process documentation directly in the HEFLO editor

• 36

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

• 34

Grammar Checker and Text Rewriting

• 33

Automatically Translate Your Processes and Associated Fields

• 46

Automatically Insert a Report into a “Files Upload” Field

• 40

BPMN Modeling Course

• 42

Accessing HEFLO Academy via the HEFLO App

• 217

Task Ordering in PDF Documentation

• 53

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

• 70

Manage Custom Records from a “Record” Field

• 57

Managing Licenses for Additional Environments

• 61

Export custom queries

• 69

Export custom queries

• 0

Create and use a “Mind Map” diagram in HEFLO

• 79

Create and use Organizational diagrams in HEFLO

• 80

Customize automatic emails

• 67

Custom information for processes and tasks

• 73

Export a process book

• 70

Glossary

• 71

Create a documentation template

• 92

Restrict access to work items

• 70

Academic program

• 92

Send work item information automatically to Slack

• 67

Edit multiple users

• 79

RACI matrix

• 72

Fully use Artificial Intelligence functionality with your OpenAI account

• 97

Artificial intelligence – Create processes

• 86

Artificial intelligence – Generate documentation

• 108

Artificial intelligence – Search for information

• 112

Artificial intelligence- Integrate knowledge bases

• 120

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

• 98

Artificial intelligence – Create commands to execute work items

• 129

Artificial intelligence – Create prompts for configuring process automation

• 63

Default Role SSO

• 90

Tutorial: Process Documentation

• 77

Tutorial: Process Automation

• 80

Tutorial: Process Automation

• 0

Webinar: Most common error messages on a process instance

• 77

User layout predifinition

• 116

Webinar: External data

• 114

Set up SSO

• 118

Configure a multiple choice text field

• 114

View forms with a visibility rule

• 125

DocuSign on HEFLO

• 153

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

• 109

Monitorize pending envelopes

• 105

Customize a document by adding actions to perform on DocuSign

• 110

Send a DocuSign document template to sign

• 115

Send a document to sign on DocuSign

• 122

Send a report generated in HEFLO to sign on DocuSign

• 112

Configure DocuSign integration

• 123

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

• 135

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

• 138

Conditional start event

• 109

Decision cube – Requestors

• 114

Import data to update a record

• 131

BPMN Overview

• 0

Configure the sender name of an automatically sent email

• 122

Analytical reports

• 208

Deadlines – Requesters

• 181

Backlog – Requesters

• 157

Task Delays and Deadlines

• 157

Deadlines

• 138

Tasks received versus finished

• 148

Ranking

• 145

Process Lead Time

• 147

Heatmaps

• 144

Bottlenecks

• 170

Backlog – Chronometry and Volume

• 149

Decision Cube – Teams

• 131

Decision cube – Chronometry and Volume

• 159

Get invoices for a HEFLO subscription

• 118

Automatically send information to users who run a process

• 113

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

• 160

Send a notification to the person responsible for a work item

• 120

Allow to cancel a work item

• 109

Fill in the information concerning the requester of a work item

• 112

BPMN overview

• 128

How to use records in a process form

• 131

Connection logs

• 118

Add multiple forms to a process task

• 136

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

• 140

Link information and data between two work items

• 142

Trigger a third-party process during work item execution

• 141

Create multiple work items instantly

• 135

Deny return to previous task

• 115

Choose the person responsible for the next task

• 115

Automatically update a work item’s subject

• 112

Video 5 – Environment management

• 143

Video 4 – Process Landscape

• 141

Video 3 – Process portal and improvements

• 141

Video 2 – Process editor

• 147

Favorite work items in the task list

• 123

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

• 167

Force reset password

• 125

Block a user’s access to your environment

• 144

Update a record by running a process

• 153

Create business rules in records

• 182

Hierarchical level for “field” type participant definitions

• 135

Maximum number of executions of an event

• 128

Access to recently viewed work items

• 134

Substitution of a user during an absence

• 147

Quick access to last viewed work item

• 129

Send reports by email

• 184

Suspend a work item and current tasks deadline

• 171

Private: Marketplace

• 122

Improved view of work items in the Portal

• 134

List of work items initiated by department in the Portal

• 140

Upgrade the process version for a Work Item

• 157

Change the process of a Work Item

• 139

Control the visibility of comments in the portal

• 143

Automatic performer selection

• 145

Force the execution of a timer and conditional type event

• 139

Clone a Work Item

• 141

Archive feedback

• 151

Extra fields

• 155

Aggregate function in list widget

• 169

Roles on HEFLO

• 267

• 0

Search for active items in processes

• 148

Item archive function

• 163

List of process fields

• 150

Configure permission to suspend a deadline in a role

• 149

Archive a process

• 199

Favorite processes

• 146

Filter by Process on Widget: Work Items

• 184

How to add a browser tab icon

• 141

Security Logs

• 159

Portal Attachments

• 164

Data change logs

• 176

Conversations items

• 171

Dark Mode

• 163

How to delete an account on HEFLO

• 156

Tutorial : Two Factor Authentication

• 232

Private: How to start processes by rules and records

• 13

Creating field masks and regular expressions

• 179

How to configure work item validation

• 346

Creating email templates and attachments

• 383

Configure process authorization

• 362

Process Owner Functions

• 331

GDPR

• 357

BPMN Subprocesses and containers

• 331

BPMN Gateways

• 346

BPMN Tasks

• 352

BPMN Events

• 373

Work items list in responsive mode (Mobile)

• 332

Groups

• 342

How to use timer boundary events

• 406

How to start a process by TypeForm

• 388

Value Chain diagram

• 457

How to create a Slash Command to start processes

• 353

Invite users

• 418

How to send emails manually

• 376

Work item dialog

• 372

Viewing comments and emails

• 370

Attaching files to Work items

• 360

Work Items and Task Lists

• 395

Ad-hoc Subprocesses

• 426

Deadlines of processes and tasks

• 481

How to reuse processes

• 412

How to perform process automation tests

• 444

How to configure a web service call

• 380

Sending Emails

• 432

How to configure process message

• 416

Private: How to get the link of HEFLO Referral Program

• 51

How to start a process by timer

• 473

Licenses on HEFLO

• 502

How to start processes by email

• 547

How to start processes using web services

• 535

Web service connector

• 572

Introduction to Business Rules

• 512

Working with record lists

• 492

Creating forms

• 804

How to automate a business process

• 2558

How to create a record

• 551

Tutorial: Using BPMN timer events to start business processes

• 583

How to change the user language

• 501

How to import a sample process

• 520

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

• 1

Tutorial: Attaching files to BPMN diagrams

• 538

Tutorial: Searching for cloud-based processes

• 467

How to change the label of a element

• 513

Changing your level of knowledge of BPMN

• 539

How to add a lane to a pool

• 566

Tutorial: Download the image of a process

• 520

Tutorial: Exporting BPMN diagrams

• 635

Tutorial: Business process documentation

• 1189

Tutorial: Improvement cycle and version control

• 559

Tutorial: Importing diagrams from the process library

• 531

Tutorial: Organizing business processes with categories

• 560

Enabling business process automation

• 601

How to attach an intermediate event on a task

• 604

Saving BPMN diagrams

• 613

How to change the type of an element

• 580

How to connect a black box pool

• 593

How to delete a project

• 0

How to create an environment

• 477

How to delete a process version

• 594

How to create a new version of a business process

• 547

How to change the logo

• 563

How to send feedback using the Portal

• 550

How to publish a business process on the Portal

• 672

How to delete a business process

• 534

How to add a label to a sequence flow

• 541

How to download an image of a business process diagram

• 866

How to import a BPMN file

• 757

How to create a business process

• 1088

How to change the name of a business process

• 548