Help Center

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

• 2

Cloning Custom Records

• 20

Control of File Count and Allowed File Types in Form Fields

• 23

Adding contextual information to a field using a “tooltip”

• 17

Automatically Assign a Task Responsible with AI

• 29

Using a Recording’s Properties to Automatically Fill a Form

• 28

Customize instance numbering in HEFLO

• 31

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

• 52

Modify and optimize your process documentation directly in the HEFLO editor

• 47

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

• 49

Grammar Checker and Text Rewriting

• 49

Automatically Translate Your Processes and Associated Fields

• 63

Automatically Insert a Report into a “Files Upload” Field

• 53

BPMN Modeling Course

• 57

Accessing HEFLO Academy via the HEFLO App

• 235

Task Ordering in PDF Documentation

• 66

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

• 93

Manage Custom Records from a “Record” Field

• 69

Managing Licenses for Additional Environments

• 74

Export custom queries

• 82

Export custom queries

• 0

Create and use a “Mind Map” diagram in HEFLO

• 93

Create and use Organizational diagrams in HEFLO

• 91

Customize automatic emails

• 80

Custom information for processes and tasks

• 85

Export a process book

• 81

Glossary

• 83

Create a documentation template

• 107

Restrict access to work items

• 81

Academic program

• 105

Send work item information automatically to Slack

• 78

Edit multiple users

• 90

RACI matrix

• 85

Fully use Artificial Intelligence functionality with your OpenAI account

• 109

Artificial intelligence – Create processes

• 100

Artificial intelligence – Generate documentation

• 122

Artificial intelligence – Search for information

• 125

Artificial intelligence- Integrate knowledge bases

• 134

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

• 113

Artificial intelligence – Create commands to execute work items

• 144

Artificial intelligence – Create prompts for configuring process automation

• 63

Default Role SSO

• 103

Tutorial: Process Documentation

• 87

Tutorial: Process Automation

• 92

Tutorial: Process Automation

• 0

Webinar: Most common error messages on a process instance

• 89

User layout predifinition

• 128

Webinar: External data

• 125

Set up SSO

• 132

Configure a multiple choice text field

• 128

View forms with a visibility rule

• 138

DocuSign on HEFLO

• 166

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

• 122

Monitorize pending envelopes

• 119

Customize a document by adding actions to perform on DocuSign

• 124

Send a DocuSign document template to sign

• 128

Send a document to sign on DocuSign

• 134

Send a report generated in HEFLO to sign on DocuSign

• 123

Configure DocuSign integration

• 141

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

• 147

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

• 150

Conditional start event

• 120

Decision cube – Requestors

• 127

Import data to update a record

• 144

BPMN Overview

• 0

Configure the sender name of an automatically sent email

• 134

Analytical reports

• 222

Deadlines – Requesters

• 193

Backlog – Requesters

• 169

Task Delays and Deadlines

• 176

Deadlines

• 152

Tasks received versus finished

• 160

Ranking

• 157

Process Lead Time

• 160

Heatmaps

• 159

Bottlenecks

• 185

Backlog – Chronometry and Volume

• 162

Decision Cube – Teams

• 149

Decision cube – Chronometry and Volume

• 172

Get invoices for a HEFLO subscription

• 129

Automatically send information to users who run a process

• 125

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

• 173

Send a notification to the person responsible for a work item

• 133

Allow to cancel a work item

• 120

Fill in the information concerning the requester of a work item

• 123

BPMN overview

• 141

How to use records in a process form

• 143

Connection logs

• 130

Add multiple forms to a process task

• 149

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

• 152

Link information and data between two work items

• 153

Trigger a third-party process during work item execution

• 154

Create multiple work items instantly

• 146

Deny return to previous task

• 126

Choose the person responsible for the next task

• 125

Automatically update a work item’s subject

• 124

Video 5 – Environment management

• 155

Video 4 – Process Landscape

• 153

Video 3 – Process portal and improvements

• 154

Video 2 – Process editor

• 159

Favorite work items in the task list

• 134

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

• 179

Force reset password

• 136

Block a user’s access to your environment

• 155

Update a record by running a process

• 167

Create business rules in records

• 195

Hierarchical level for “field” type participant definitions

• 146

Maximum number of executions of an event

• 144

Access to recently viewed work items

• 146

Substitution of a user during an absence

• 160

Quick access to last viewed work item

• 140

Send reports by email

• 197

Suspend a work item and current tasks deadline

• 182

Private: Marketplace

• 122

Improved view of work items in the Portal

• 147

List of work items initiated by department in the Portal

• 152

Upgrade the process version for a Work Item

• 170

Change the process of a Work Item

• 150

Control the visibility of comments in the portal

• 158

Automatic performer selection

• 157

Force the execution of a timer and conditional type event

• 153

Clone a Work Item

• 151

Archive feedback

• 164

Extra fields

• 167

Aggregate function in list widget

• 181

Roles on HEFLO

• 279

• 0

Search for active items in processes

• 161

Item archive function

• 175

List of process fields

• 162

Configure permission to suspend a deadline in a role

• 160

Archive a process

• 214

Favorite processes

• 158

Filter by Process on Widget: Work Items

• 196

How to add a browser tab icon

• 153

Security Logs

• 170

Portal Attachments

• 177

Data change logs

• 188

Conversations items

• 186

Dark Mode

• 176

How to delete an account on HEFLO

• 166

Tutorial : Two Factor Authentication

• 245

Private: How to start processes by rules and records

• 13

Creating field masks and regular expressions

• 192

How to configure work item validation

• 359

Creating email templates and attachments

• 396

Configure process authorization

• 376

Process Owner Functions

• 342

GDPR

• 373

BPMN Subprocesses and containers

• 345

BPMN Gateways

• 358

BPMN Tasks

• 366

BPMN Events

• 386

Work items list in responsive mode (Mobile)

• 346

Groups

• 356

How to use timer boundary events

• 419

How to start a process by TypeForm

• 406

Value Chain diagram

• 478

How to create a Slash Command to start processes

• 366

Invite users

• 435

How to send emails manually

• 391

Work item dialog

• 387

Viewing comments and emails

• 386

Attaching files to Work items

• 374

Work Items and Task Lists

• 410

Ad-hoc Subprocesses

• 445

Deadlines of processes and tasks

• 499

How to reuse processes

• 425

How to perform process automation tests

• 460

How to configure a web service call

• 392

Sending Emails

• 447

How to configure process message

• 428

Private: How to get the link of HEFLO Referral Program

• 51

How to start a process by timer

• 487

Licenses on HEFLO

• 518

How to start processes by email

• 560

How to start processes using web services

• 548

Web service connector

• 586

Introduction to Business Rules

• 527

Working with record lists

• 508

Creating forms

• 823

How to automate a business process

• 2575

How to create a record

• 566

Tutorial: Using BPMN timer events to start business processes

• 598

How to change the user language

• 515

How to import a sample process

• 533

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

• 1

Tutorial: Attaching files to BPMN diagrams

• 553

Tutorial: Searching for cloud-based processes

• 480

How to change the label of a element

• 528

Changing your level of knowledge of BPMN

• 551

How to add a lane to a pool

• 580

Tutorial: Download the image of a process

• 533

Tutorial: Exporting BPMN diagrams

• 649

Tutorial: Business process documentation

• 1208

Tutorial: Improvement cycle and version control

• 580

Tutorial: Importing diagrams from the process library

• 546

Tutorial: Organizing business processes with categories

• 573

Enabling business process automation

• 615

How to attach an intermediate event on a task

• 619

Saving BPMN diagrams

• 627

How to change the type of an element

• 594

How to connect a black box pool

• 608

How to delete a project

• 0

How to create an environment

• 493

How to delete a process version

• 610

How to create a new version of a business process

• 561

How to change the logo

• 577

How to send feedback using the Portal

• 566

How to publish a business process on the Portal

• 687

How to delete a business process

• 547

How to add a label to a sequence flow

• 556

How to download an image of a business process diagram

• 881

How to import a BPMN file

• 776

How to create a business process

• 1104

How to change the name of a business process

• 562