Help Center

Change Users’ Email Domain

• 5

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

• 16

Cloning Custom Records

• 22

Control of File Count and Allowed File Types in Form Fields

• 25

Adding contextual information to a field using a “tooltip”

• 20

Automatically Assign a Task Responsible with AI

• 33

Using a Recording’s Properties to Automatically Fill a Form

• 30

Customize instance numbering in HEFLO

• 35

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

• 54

Modify and optimize your process documentation directly in the HEFLO editor

• 50

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

• 51

Grammar Checker and Text Rewriting

• 52

Automatically Translate Your Processes and Associated Fields

• 65

Automatically Insert a Report into a “Files Upload” Field

• 55

BPMN Modeling Course

• 59

Accessing HEFLO Academy via the HEFLO App

• 258

Task Ordering in PDF Documentation

• 73

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

• 95

Manage Custom Records from a “Record” Field

• 71

Managing Licenses for Additional Environments

• 76

Export custom queries

• 85

Export custom queries

• 0

Create and use a “Mind Map” diagram in HEFLO

• 95

Create and use Organizational diagrams in HEFLO

• 94

Customize automatic emails

• 82

Custom information for processes and tasks

• 88

Export a process book

• 84

Glossary

• 86

Create a documentation template

• 110

Restrict access to work items

• 83

Academic program

• 107

Send work item information automatically to Slack

• 81

Edit multiple users

• 92

RACI matrix

• 87

Fully use Artificial Intelligence functionality with your OpenAI account

• 111

Artificial intelligence – Create processes

• 103

Artificial intelligence – Generate documentation

• 125

Artificial intelligence – Search for information

• 127

Artificial intelligence- Integrate knowledge bases

• 136

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

• 116

Artificial intelligence – Create commands to execute work items

• 146

Artificial intelligence – Create prompts for configuring process automation

• 63

Default Role SSO

• 105

Tutorial: Process Documentation

• 89

Tutorial: Process Automation

• 94

Tutorial: Process Automation

• 0

Webinar: Most common error messages on a process instance

• 91

User layout predifinition

• 130

Webinar: External data

• 127

Set up SSO

• 135

Configure a multiple choice text field

• 130

View forms with a visibility rule

• 141

DocuSign on HEFLO

• 169

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

• 125

Monitorize pending envelopes

• 121

Customize a document by adding actions to perform on DocuSign

• 130

Send a DocuSign document template to sign

• 130

Send a document to sign on DocuSign

• 136

Send a report generated in HEFLO to sign on DocuSign

• 126

Configure DocuSign integration

• 144

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

• 149

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

• 153

Conditional start event

• 122

Decision cube – Requestors

• 129

Import data to update a record

• 146

BPMN Overview

• 0

Configure the sender name of an automatically sent email

• 137

Analytical reports

• 224

Deadlines – Requesters

• 195

Backlog – Requesters

• 171

Task Delays and Deadlines

• 179

Deadlines

• 154

Tasks received versus finished

• 162

Ranking

• 159

Process Lead Time

• 162

Heatmaps

• 161

Bottlenecks

• 187

Backlog – Chronometry and Volume

• 165

Decision Cube – Teams

• 151

Decision cube – Chronometry and Volume

• 174

Get invoices for a HEFLO subscription

• 132

Automatically send information to users who run a process

• 127

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

• 175

Send a notification to the person responsible for a work item

• 136

Allow to cancel a work item

• 122

Fill in the information concerning the requester of a work item

• 125

BPMN overview

• 143

How to use records in a process form

• 145

Connection logs

• 132

Add multiple forms to a process task

• 152

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

• 154

Link information and data between two work items

• 156

Trigger a third-party process during work item execution

• 157

Create multiple work items instantly

• 149

Deny return to previous task

• 128

Choose the person responsible for the next task

• 127

Automatically update a work item’s subject

• 126

Video 5 – Environment management

• 157

Video 4 – Process Landscape

• 155

Video 3 – Process portal and improvements

• 156

Video 2 – Process editor

• 162

Favorite work items in the task list

• 136

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

• 181

Force reset password

• 138

Block a user’s access to your environment

• 158

Update a record by running a process

• 169

Create business rules in records

• 197

Hierarchical level for “field” type participant definitions

• 148

Maximum number of executions of an event

• 146

Access to recently viewed work items

• 148

Substitution of a user during an absence

• 162

Quick access to last viewed work item

• 142

Send reports by email

• 199

Suspend a work item and current tasks deadline

• 184

Private: Marketplace

• 122

Improved view of work items in the Portal

• 149

List of work items initiated by department in the Portal

• 155

Upgrade the process version for a Work Item

• 172

Change the process of a Work Item

• 152

Control the visibility of comments in the portal

• 160

Automatic performer selection

• 159

Force the execution of a timer and conditional type event

• 155

Clone a Work Item

• 154

Archive feedback

• 166

Extra fields

• 169

Aggregate function in list widget

• 184

Roles on HEFLO

• 281

• 0

Search for active items in processes

• 163

Item archive function

• 177

List of process fields

• 164

Configure permission to suspend a deadline in a role

• 162

Archive a process

• 217

Favorite processes

• 160

Filter by Process on Widget: Work Items

• 198

How to add a browser tab icon

• 155

Security Logs

• 173

Portal Attachments

• 179

Data change logs

• 190

Conversations items

• 188

Dark Mode

• 179

How to delete an account on HEFLO

• 168

Tutorial : Two Factor Authentication

• 247

Private: How to start processes by rules and records

• 13

Creating field masks and regular expressions

• 194

How to configure work item validation

• 362

Creating email templates and attachments

• 398

Configure process authorization

• 381

Process Owner Functions

• 345

GDPR

• 375

BPMN Subprocesses and containers

• 348

BPMN Gateways

• 361

BPMN Tasks

• 368

BPMN Events

• 389

Work items list in responsive mode (Mobile)

• 348

Groups

• 358

How to use timer boundary events

• 421

How to start a process by TypeForm

• 412

Value Chain diagram

• 482

How to create a Slash Command to start processes

• 368

Invite users

• 437

How to send emails manually

• 393

Work item dialog

• 390

Viewing comments and emails

• 388

Attaching files to Work items

• 377

Work Items and Task Lists

• 413

Ad-hoc Subprocesses

• 449

Deadlines of processes and tasks

• 501

How to reuse processes

• 427

How to perform process automation tests

• 462

How to configure a web service call

• 394

Sending Emails

• 450

How to configure process message

• 430

Private: How to get the link of HEFLO Referral Program

• 51

How to start a process by timer

• 489

Licenses on HEFLO

• 521

How to start processes by email

• 562

How to start processes using web services

• 550

Web service connector

• 588

Introduction to Business Rules

• 531

Working with record lists

• 510

Creating forms

• 826

How to automate a business process

• 2579

How to create a record

• 568

Tutorial: Using BPMN timer events to start business processes

• 601

How to change the user language

• 518

How to import a sample process

• 536

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

• 1

Tutorial: Attaching files to BPMN diagrams

• 555

Tutorial: Searching for cloud-based processes

• 482

How to change the label of a element

• 530

Changing your level of knowledge of BPMN

• 553

How to add a lane to a pool

• 583

Tutorial: Download the image of a process

• 536

Tutorial: Exporting BPMN diagrams

• 652

Tutorial: Business process documentation

• 1213

Tutorial: Improvement cycle and version control

• 584

Tutorial: Importing diagrams from the process library

• 548

Tutorial: Organizing business processes with categories

• 575

Enabling business process automation

• 617

How to attach an intermediate event on a task

• 621

Saving BPMN diagrams

• 629

How to change the type of an element

• 597

How to connect a black box pool

• 611

How to delete a project

• 0

How to create an environment

• 495

How to delete a process version

• 613

How to create a new version of a business process

• 563

How to change the logo

• 580

How to send feedback using the Portal

• 568

How to publish a business process on the Portal

• 689

How to delete a business process

• 549

How to add a label to a sequence flow

• 559

How to download an image of a business process diagram

• 885

How to import a BPMN file

• 781

How to create a business process

• 1106

How to change the name of a business process

• 564