Help Center

Adding contextual information to a field using a “tooltip”

• 3

Automatically Assign a Task Responsible with AI

• 16

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?

• 34

Modify and optimize your process documentation directly in the HEFLO editor

• 36

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

• 35

Grammar Checker and Text Rewriting

• 34

Automatically Translate Your Processes and Associated Fields

• 49

Automatically Insert a Report into a “Files Upload” Field

• 40

BPMN Modeling Course

• 43

Accessing HEFLO Academy via the HEFLO App

• 218

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

• 58

Managing Licenses for Additional Environments

• 61

Export custom queries

• 70

Export custom queries

• 0

Create and use a “Mind Map” diagram in HEFLO

• 80

Create and use Organizational diagrams in HEFLO

• 80

Customize automatic emails

• 68

Custom information for processes and tasks

• 73

Export a process book

• 70

Glossary

• 71

Create a documentation template

• 93

Restrict access to work items

• 70

Academic program

• 93

Send work item information automatically to Slack

• 68

Edit multiple users

• 79

RACI matrix

• 73

Fully use Artificial Intelligence functionality with your OpenAI account

• 98

Artificial intelligence – Create processes

• 86

Artificial intelligence – Generate documentation

• 109

Artificial intelligence – Search for information

• 113

Artificial intelligence- Integrate knowledge bases

• 121

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

• 98

Artificial intelligence – Create commands to execute work items

• 130

Artificial intelligence – Create prompts for configuring process automation

• 63

Default Role SSO

• 90

Tutorial: Process Documentation

• 77

Tutorial: Process Automation

• 81

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

• 126

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

• 111

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

• 113

Configure DocuSign integration

• 124

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

• 136

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

• 138

Conditional start event

• 109

Decision cube – Requestors

• 115

Import data to update a record

• 132

BPMN Overview

• 0

Configure the sender name of an automatically sent email

• 122

Analytical reports

• 209

Deadlines – Requesters

• 182

Backlog – Requesters

• 158

Task Delays and Deadlines

• 157

Deadlines

• 139

Tasks received versus finished

• 148

Ranking

• 145

Process Lead Time

• 147

Heatmaps

• 145

Bottlenecks

• 171

Backlog – Chronometry and Volume

• 149

Decision Cube – Teams

• 131

Decision cube – Chronometry and Volume

• 160

Get invoices for a HEFLO subscription

• 118

Automatically send information to users who run a process

• 114

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

• 161

Send a notification to the person responsible for a work item

• 121

Allow to cancel a work item

• 109

Fill in the information concerning the requester of a work item

• 113

BPMN overview

• 128

How to use records in a process form

• 131

Connection logs

• 119

Add multiple forms to a process task

• 137

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

• 140

Link information and data between two work items

• 143

Trigger a third-party process during work item execution

• 142

Create multiple work items instantly

• 136

Deny return to previous task

• 116

Choose the person responsible for the next task

• 115

Automatically update a work item’s subject

• 112

Video 5 – Environment management

• 144

Video 4 – Process Landscape

• 142

Video 3 – Process portal and improvements

• 142

Video 2 – Process editor

• 148

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

• 145

Update a record by running a process

• 153

Create business rules in records

• 183

Hierarchical level for “field” type participant definitions

• 135

Maximum number of executions of an event

• 128

Access to recently viewed work items

• 135

Substitution of a user during an absence

• 148

Quick access to last viewed work item

• 130

Send reports by email

• 185

Suspend a work item and current tasks deadline

• 171

Private: Marketplace

• 122

Improved view of work items in the Portal

• 135

List of work items initiated by department in the Portal

• 140

Upgrade the process version for a Work Item

• 158

Change the process of a Work Item

• 139

Control the visibility of comments in the portal

• 144

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

• 268

• 0

Search for active items in processes

• 149

Item archive function

• 163

List of process fields

• 151

Configure permission to suspend a deadline in a role

• 149

Archive a process

• 199

Favorite processes

• 146

Filter by Process on Widget: Work Items

• 185

How to add a browser tab icon

• 141

Security Logs

• 159

Portal Attachments

• 165

Data change logs

• 176

Conversations items

• 172

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

• 347

Creating email templates and attachments

• 384

Configure process authorization

• 362

Process Owner Functions

• 332

GDPR

• 358

BPMN Subprocesses and containers

• 331

BPMN Gateways

• 347

BPMN Tasks

• 353

BPMN Events

• 374

Work items list in responsive mode (Mobile)

• 332

Groups

• 343

How to use timer boundary events

• 406

How to start a process by TypeForm

• 389

Value Chain diagram

• 458

How to create a Slash Command to start processes

• 354

Invite users

• 419

How to send emails manually

• 377

Work item dialog

• 373

Viewing comments and emails

• 371

Attaching files to Work items

• 360

Work Items and Task Lists

• 396

Ad-hoc Subprocesses

• 427

Deadlines of processes and tasks

• 482

How to reuse processes

• 413

How to perform process automation tests

• 445

How to configure a web service call

• 380

Sending Emails

• 433

How to configure process message

• 417

Private: How to get the link of HEFLO Referral Program

• 51

How to start a process by timer

• 474

Licenses on HEFLO

• 503

How to start processes by email

• 547

How to start processes using web services

• 536

Web service connector

• 572

Introduction to Business Rules

• 513

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

• 584

How to change the user language

• 502

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

• 539

Tutorial: Searching for cloud-based processes

• 467

How to change the label of a element

• 514

Changing your level of knowledge of BPMN

• 540

How to add a lane to a pool

• 567

Tutorial: Download the image of a process

• 520

Tutorial: Exporting BPMN diagrams

• 636

Tutorial: Business process documentation

• 1189

Tutorial: Improvement cycle and version control

• 560

Tutorial: Importing diagrams from the process library

• 531

Tutorial: Organizing business processes with categories

• 561

Enabling business process automation

• 602

How to attach an intermediate event on a task

• 605

Saving BPMN diagrams

• 614

How to change the type of an element

• 580

How to connect a black box pool

• 594

How to delete a project

• 0

How to create an environment

• 478

How to delete a process version

• 595

How to create a new version of a business process

• 548

How to change the logo

• 564

How to send feedback using the Portal

• 551

How to publish a business process on the Portal

• 673

How to delete a business process

• 535

How to add a label to a sequence flow

• 541

How to download an image of a business process diagram

• 867

How to import a BPMN file

• 757

How to create a business process

• 1089

How to change the name of a business process

• 548