Help Center

Automatically Anonymize Data or Delete Files After an Instance Is Completed

• 17

Mask sensitive field information based on user roles

• 18

Getting Started with HEFLO API Customizations

• 24

HEFLO Integrations Overview: Web Services vs API Customizations

• 22

Automatically Associate Process Categories with User Roles

• 27

Change Users’ Email Domain

• 36

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

• 46

Cloning Custom Records

• 49

Control of File Count and Allowed File Types in Form Fields

• 56

Adding contextual information to a field using a “tooltip”

• 47

Automatically Assign a Task Responsible with AI

• 59

Using a Recording’s Properties to Automatically Fill a Form

• 60

Customize instance numbering in HEFLO

• 63

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

• 86

Modify and optimize your process documentation directly in the HEFLO editor

• 78

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

• 78

Grammar Checker and Text Rewriting

• 86

Automatically Translate Your Processes and Associated Fields

• 91

Automatically Insert a Report into a “Files Upload” Field

• 82

BPMN Modeling Course

• 87

Accessing HEFLO Academy via the HEFLO App

• 612

Task Ordering in PDF Documentation

• 100

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

• 124

Manage Custom Records from a “Record” Field

• 97

Managing Licenses for Additional Environments

• 105

Export custom queries

• 111

Export custom queries

• 0

Create and use a “Mind Map” diagram in HEFLO

• 125

Create and use Organizational diagrams in HEFLO

• 120

Customize automatic emails

• 110

Custom information for processes and tasks

• 115

Export a process book

• 109

Glossary

• 113

Create a documentation template

• 136

Restrict access to work items

• 106

Academic program

• 151

Send work item information automatically to Slack

• 112

Edit multiple users

• 119

RACI matrix

• 115

Fully use Artificial Intelligence functionality with your OpenAI account

• 139

Artificial intelligence – Create processes

• 134

Artificial intelligence – Generate documentation

• 156

Artificial intelligence – Search for information

• 155

Artificial intelligence- Integrate knowledge bases

• 164

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

• 143

Artificial intelligence – Create commands to execute work items

• 178

Artificial intelligence – Create prompts for configuring process automation

• 63

Default Role SSO

• 135

Tutorial: Process Documentation

• 114

Tutorial: Process Automation

• 120

Tutorial: Process Automation

• 0

Webinar: Most common error messages on a process instance

• 114

User layout predifinition

• 158

Webinar: External data

• 153

Set up SSO

• 164

Configure a multiple choice text field

• 159

View forms with a visibility rule

• 168

DocuSign on HEFLO

• 201

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

• 154

Monitorize pending envelopes

• 150

Customize a document by adding actions to perform on DocuSign

• 157

Send a DocuSign document template to sign

• 156

Send a document to sign on DocuSign

• 162

Send a report generated in HEFLO to sign on DocuSign

• 150

Configure DocuSign integration

• 180

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

• 174

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

• 180

Conditional start event

• 146

Decision cube – Requestors

• 157

Import data to update a record

• 171

BPMN Overview

• 0

Configure the sender name of an automatically sent email

• 169

Analytical reports

• 262

Deadlines – Requesters

• 227

Backlog – Requesters

• 204

Task Delays and Deadlines

• 206

Deadlines

• 182

Tasks received versus finished

• 187

Ranking

• 194

Process Lead Time

• 187

Heatmaps

• 187

Bottlenecks

• 211

Backlog – Chronometry and Volume

• 189

Decision Cube – Teams

• 179

Decision cube – Chronometry and Volume

• 201

Get invoices for a HEFLO subscription

• 156

Automatically send information to users who run a process

• 150

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

• 203

Send a notification to the person responsible for a work item

• 160

Allow to cancel a work item

• 147

Fill in the information concerning the requester of a work item

• 150

BPMN overview

• 173

How to use records in a process form

• 171

Connection logs

• 157

Add multiple forms to a process task

• 180

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

• 188

Link information and data between two work items

• 184

Trigger a third-party process during work item execution

• 184

Create multiple work items instantly

• 173

Deny return to previous task

• 151

Choose the person responsible for the next task

• 154

Automatically update a work item’s subject

• 150

Video 5 – Environment management

• 182

Video 4 – Process Landscape

• 180

Video 3 – Process portal and improvements

• 182

Video 2 – Process editor

• 186

Favorite work items in the task list

• 159

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

• 211

Force reset password

• 166

Block a user’s access to your environment

• 185

Update a record by running a process

• 194

Create business rules in records

• 228

Hierarchical level for “field” type participant definitions

• 171

Maximum number of executions of an event

• 170

Access to recently viewed work items

• 176

Substitution of a user during an absence

• 187

Quick access to last viewed work item

• 166

Send reports by email

• 234

Suspend a work item and current tasks deadline

• 211

Private: Marketplace

• 122

Improved view of work items in the Portal

• 174

List of work items initiated by department in the Portal

• 180

Upgrade the process version for a Work Item

• 197

Change the process of a Work Item

• 176

Control the visibility of comments in the portal

• 188

Automatic performer selection

• 184

Force the execution of a timer and conditional type event

• 181

Clone a Work Item

• 181

Archive feedback

• 192

Extra fields

• 197

Aggregate function in list widget

• 213

Roles on HEFLO

• 314

• 0

Search for active items in processes

• 187

Item archive function

• 202

List of process fields

• 193

Configure permission to suspend a deadline in a role

• 186

Archive a process

• 243

Favorite processes

• 186

Filter by Process on Widget: Work Items

• 225

How to add a browser tab icon

• 181

Security Logs

• 199

Portal Attachments

• 203

Data change logs

• 215

Conversations items

• 216

Dark Mode

• 205

How to delete an account on HEFLO

• 200

Tutorial : Two Factor Authentication

• 274

Private: How to start processes by rules and records

• 13

Creating field masks and regular expressions

• 220

How to configure work item validation

• 389

Creating email templates and attachments

• 426

Configure process authorization

• 412

Process Owner Functions

• 372

GDPR

• 404

BPMN Subprocesses and containers

• 379

BPMN Gateways

• 391

BPMN Tasks

• 394

BPMN Events

• 419

Work items list in responsive mode (Mobile)

• 374

Groups

• 385

How to use timer boundary events

• 447

How to start a process by TypeForm

• 441

Value Chain diagram

• 517

How to create a Slash Command to start processes

• 399

Invite users

• 468

How to send emails manually

• 422

Work item dialog

• 419

Viewing comments and emails

• 426

Attaching files to Work items

• 404

Work Items and Task Lists

• 446

Ad-hoc Subprocesses

• 482

Deadlines of processes and tasks

• 539

How to reuse processes

• 457

How to perform process automation tests

• 492

How to configure a web service call

• 425

Sending Emails

• 477

How to configure process message

• 458

Private: How to get the link of HEFLO Referral Program

• 51

How to start a process by timer

• 514

Licenses on HEFLO

• 550

How to start processes by email

• 592

How to start processes using web services

• 583

Web service connector

• 616

Introduction to Business Rules

• 564

Working with record lists

• 539

Creating forms

• 857

How to automate a business process

• 2610

How to create a record

• 600

Tutorial: Using BPMN timer events to start business processes

• 633

How to change the user language

• 545

How to import a sample process

• 566

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

• 1

Tutorial: Attaching files to BPMN diagrams

• 584

Tutorial: Searching for cloud-based processes

• 506

How to change the label of a element

• 558

Changing your level of knowledge of BPMN

• 579

How to add a lane to a pool

• 613

Tutorial: Download the image of a process

• 562

Tutorial: Exporting BPMN diagrams

• 682

Tutorial: Business process documentation

• 1241

Tutorial: Improvement cycle and version control

• 615

Tutorial: Importing diagrams from the process library

• 575

Tutorial: Organizing business processes with categories

• 604

Enabling business process automation

• 647

How to attach an intermediate event on a task

• 648

Saving BPMN diagrams

• 655

How to change the type of an element

• 630

How to connect a black box pool

• 635

How to delete a project

• 0

How to create an environment

• 524

How to delete a process version

• 642

How to create a new version of a business process

• 591

How to change the logo

• 610

How to send feedback using the Portal

• 594

How to publish a business process on the Portal

• 720

How to delete a business process

• 577

How to add a label to a sequence flow

• 589

How to download an image of a business process diagram

• 912

How to import a BPMN file

• 809

How to create a business process

• 1135

How to change the name of a business process

• 592