Help Center

Choose HEFLO’s look: HEFLO, Fiori or Material

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Chain several SAP calls in a logic block

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Pick an SAP record in a form

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Read and write SAP data from a process

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Choose the SAP resource to call

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Connect an SAP system to HEFLO

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Choose who approves the process documentation

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Keep track of process changes with version notes

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Mention people in a process comment

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Configure once, reuse everywhere: the Form Library

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How to track task execution with checklists

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Organize your processes and work items with tags

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Download a custom PDF from a form

• 0

Automatically Anonymize Data or Delete Files After an Instance Is Completed

• 33

Mask sensitive field information based on user roles

• 38

Getting Started with HEFLO API Customizations

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HEFLO Integrations Overview: Web Services vs API Customizations

• 38

Automatically Associate Process Categories with User Roles

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Change Users’ Email Domain

• 57

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

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Cloning Custom Records

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Control of File Count and Allowed File Types in Form Fields

• 69

Adding contextual information to a field using a “tooltip”

• 59

Automatically Assign a Task Responsible with AI

• 71

Using a Recording’s Properties to Automatically Fill a Form

• 76

Customize instance numbering in HEFLO

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

• 102

Modify and optimize your process documentation directly in the HEFLO editor

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

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Grammar Checker and Text Rewriting

• 100

Automatically Translate Your Processes and Associated Fields

• 109

Automatically Insert a Report into a “Files Upload” Field

• 99

BPMN Modeling Course

• 102

Accessing HEFLO Academy via the HEFLO App

• 676

Task Ordering in PDF Documentation

• 117

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

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Manage Custom Records from a “Record” Field

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Managing Licenses for Additional Environments

• 120

Export custom queries

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Export custom queries

• 0

Create and use a “Mind Map” diagram in HEFLO

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Create and use Organizational diagrams in HEFLO

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Customize automatic emails

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Custom information for processes and tasks

• 131

Export a process book

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Glossary

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Create a documentation template

• 154

Restrict access to work items

• 118

Academic program

• 170

Send work item information automatically to Slack

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Edit multiple users

• 132

RACI matrix

• 136

Fully use Artificial Intelligence functionality with your OpenAI account

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Artificial intelligence – Create processes

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Artificial intelligence – Generate documentation

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Artificial intelligence – Search for information

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Artificial intelligence- Integrate knowledge bases

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

• 158

Artificial intelligence – Create commands to execute work items

• 193

Artificial intelligence – Create prompts for configuring process automation

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Default Role SSO

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Tutorial: Process Documentation

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Tutorial: Process Automation

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Tutorial: Process Automation

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Webinar: Most common error messages on a process instance

• 125

User layout predifinition

• 173

Webinar: External data

• 170

Set up SSO

• 178

Configure a multiple choice text field

• 175

View forms with a visibility rule

• 185

DocuSign on HEFLO

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

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Monitorize pending envelopes

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Customize a document by adding actions to perform on DocuSign

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Send a DocuSign document template to sign

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Send a document to sign on DocuSign

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Send a report generated in HEFLO to sign on DocuSign

• 165

Configure DocuSign integration

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

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

• 194

Conditional start event

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Decision cube – Requestors

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Import data to update a record

• 184

BPMN Overview

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Configure the sender name of an automatically sent email

• 186

Analytical reports

• 285

Deadlines – Requesters

• 242

Backlog – Requesters

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Task Delays and Deadlines

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Deadlines

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Tasks received versus finished

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Ranking

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Process Lead Time

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Heatmaps

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Bottlenecks

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Backlog – Chronometry and Volume

• 205

Decision Cube – Teams

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Decision cube – Chronometry and Volume

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Get invoices for a HEFLO subscription

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Automatically send information to users who run a process

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

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Send a notification to the person responsible for a work item

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Allow to cancel a work item

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Fill in the information concerning the requester of a work item

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BPMN overview

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How to use records in a process form

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Connection logs

• 169

Add multiple forms to a process task

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

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Link information and data between two work items

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Trigger a third-party process during work item execution

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Create multiple work items instantly

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Deny return to previous task

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Choose the person responsible for the next task

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Automatically update a work item’s subject

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Video 5 – Environment management

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Video 4 – Process Landscape

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Video 3 – Process portal and improvements

• 198

Video 2 – Process editor

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Favorite work items in the task list

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

• 224

Force reset password

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Block a user’s access to your environment

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Update a record by running a process

• 206

Create business rules in records

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Hierarchical level for “field” type participant definitions

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Maximum number of executions of an event

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Access to recently viewed work items

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Substitution of a user during an absence

• 201

Quick access to last viewed work item

• 179

Send reports by email

• 252

Suspend a work item and current tasks deadline

• 228

Private: Marketplace

• 122

Improved view of work items in the Portal

• 191

List of work items initiated by department in the Portal

• 196

Upgrade the process version for a Work Item

• 212

Change the process of a Work Item

• 191

Control the visibility of comments in the portal

• 202

Automatic performer selection

• 200

Force the execution of a timer and conditional type event

• 195

Clone a Work Item

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Archive feedback

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Extra fields

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Aggregate function in list widget

• 234

Roles on HEFLO

• 330

• 0

Search for active items in processes

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Item archive function

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List of process fields

• 210

Configure permission to suspend a deadline in a role

• 201

Archive a process

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Favorite processes

• 203

Filter by Process on Widget: Work Items

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How to add a browser tab icon

• 195

Security Logs

• 214

Portal Attachments

• 219

Data change logs

• 230

Conversations items

• 233

Dark Mode

• 222

How to delete an account on HEFLO

• 212

Tutorial : Two Factor Authentication

• 287

Private: How to start processes by rules and records

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Creating field masks and regular expressions

• 234

How to configure work item validation

• 407

Creating email templates and attachments

• 441

Configure process authorization

• 430

Process Owner Functions

• 386

GDPR

• 420

BPMN Subprocesses and containers

• 400

BPMN Gateways

• 407

BPMN Tasks

• 409

BPMN Events

• 438

Work items list in responsive mode (Mobile)

• 392

Groups

• 401

How to use timer boundary events

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How to start a process by TypeForm

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Value Chain diagram

• 541

How to create a Slash Command to start processes

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Invite users

• 485

How to send emails manually

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Work item dialog

• 438

Viewing comments and emails

• 442

Attaching files to Work items

• 422

Work Items and Task Lists

• 465

Ad-hoc Subprocesses

• 505

Deadlines of processes and tasks

• 555

How to reuse processes

• 471

How to perform process automation tests

• 508

How to configure a web service call

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Sending Emails

• 494

How to configure process message

• 474

Private: How to get the link of HEFLO Referral Program

• 51

How to start a process by timer

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Licenses on HEFLO

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How to start processes by email

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How to start processes using web services

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Web service connector

• 633

Introduction to Business Rules

• 583

Working with record lists

• 560

Creating forms

• 875

How to automate a business process

• 2632

How to create a record

• 613

Tutorial: Using BPMN timer events to start business processes

• 650

How to change the user language

• 561

How to import a sample process

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

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Tutorial: Attaching files to BPMN diagrams

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Tutorial: Searching for cloud-based processes

• 520

How to change the label of a element

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Changing your level of knowledge of BPMN

• 594

How to add a lane to a pool

• 631

Tutorial: Download the image of a process

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Tutorial: Exporting BPMN diagrams

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Tutorial: Business process documentation

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Tutorial: Improvement cycle and version control

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Tutorial: Importing diagrams from the process library

• 594

Tutorial: Organizing business processes with categories

• 620

Enabling business process automation

• 664

How to attach an intermediate event on a task

• 663

Saving BPMN diagrams

• 675

How to change the type of an element

• 645

How to connect a black box pool

• 654

How to delete a project

• 0

How to create an environment

• 543

How to delete a process version

• 660

How to create a new version of a business process

• 604

How to change the logo

• 629

How to send feedback using the Portal

• 610

How to publish a business process on the Portal

• 739

How to delete a business process

• 595

How to add a label to a sequence flow

• 608

How to download an image of a business process diagram

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How to import a BPMN file

• 830

How to create a business process

• 1154

How to change the name of a business process

• 609