Help Center

Automatically Anonymize Data or Delete Files After an Instance Is Completed

• 4

Mask sensitive field information based on user roles

• 4

Getting Started with HEFLO API Customizations

• 11

HEFLO Integrations Overview: Web Services vs API Customizations

• 10

Automatically Associate Process Categories with User Roles

• 15

Change Users’ Email Domain

• 25

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

• 34

Cloning Custom Records

• 40

Control of File Count and Allowed File Types in Form Fields

• 44

Adding contextual information to a field using a “tooltip”

• 37

Automatically Assign a Task Responsible with AI

• 48

Using a Recording’s Properties to Automatically Fill a Form

• 50

Customize instance numbering in HEFLO

• 53

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

• 76

Modify and optimize your process documentation directly in the HEFLO editor

• 66

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

• 70

Grammar Checker and Text Rewriting

• 75

Automatically Translate Your Processes and Associated Fields

• 82

Automatically Insert a Report into a “Files Upload” Field

• 71

BPMN Modeling Course

• 76

Accessing HEFLO Academy via the HEFLO App

• 600

Task Ordering in PDF Documentation

• 90

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

• 116

Manage Custom Records from a “Record” Field

• 88

Managing Licenses for Additional Environments

• 95

Export custom queries

• 102

Export custom queries

• 0

Create and use a “Mind Map” diagram in HEFLO

• 115

Create and use Organizational diagrams in HEFLO

• 110

Customize automatic emails

• 99

Custom information for processes and tasks

• 105

Export a process book

• 101

Glossary

• 103

Create a documentation template

• 126

Restrict access to work items

• 98

Academic program

• 138

Send work item information automatically to Slack

• 102

Edit multiple users

• 109

RACI matrix

• 105

Fully use Artificial Intelligence functionality with your OpenAI account

• 130

Artificial intelligence – Create processes

• 122

Artificial intelligence – Generate documentation

• 144

Artificial intelligence – Search for information

• 145

Artificial intelligence- Integrate knowledge bases

• 155

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

• 133

Artificial intelligence – Create commands to execute work items

• 168

Artificial intelligence – Create prompts for configuring process automation

• 63

Default Role SSO

• 125

Tutorial: Process Documentation

• 106

Tutorial: Process Automation

• 111

Tutorial: Process Automation

• 0

Webinar: Most common error messages on a process instance

• 106

User layout predifinition

• 149

Webinar: External data

• 145

Set up SSO

• 155

Configure a multiple choice text field

• 148

View forms with a visibility rule

• 158

DocuSign on HEFLO

• 191

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

• 143

Monitorize pending envelopes

• 139

Customize a document by adding actions to perform on DocuSign

• 148

Send a DocuSign document template to sign

• 148

Send a document to sign on DocuSign

• 154

Send a report generated in HEFLO to sign on DocuSign

• 141

Configure DocuSign integration

• 169

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

• 165

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

• 171

Conditional start event

• 139

Decision cube – Requestors

• 148

Import data to update a record

• 163

BPMN Overview

• 0

Configure the sender name of an automatically sent email

• 156

Analytical reports

• 249

Deadlines – Requesters

• 215

Backlog – Requesters

• 194

Task Delays and Deadlines

• 197

Deadlines

• 171

Tasks received versus finished

• 178

Ranking

• 182

Process Lead Time

• 178

Heatmaps

• 177

Bottlenecks

• 203

Backlog – Chronometry and Volume

• 182

Decision Cube – Teams

• 170

Decision cube – Chronometry and Volume

• 190

Get invoices for a HEFLO subscription

• 147

Automatically send information to users who run a process

• 142

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

• 191

Send a notification to the person responsible for a work item

• 151

Allow to cancel a work item

• 138

Fill in the information concerning the requester of a work item

• 142

BPMN overview

• 162

How to use records in a process form

• 162

Connection logs

• 148

Add multiple forms to a process task

• 170

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

• 175

Link information and data between two work items

• 175

Trigger a third-party process during work item execution

• 174

Create multiple work items instantly

• 163

Deny return to previous task

• 144

Choose the person responsible for the next task

• 145

Automatically update a work item’s subject

• 140

Video 5 – Environment management

• 174

Video 4 – Process Landscape

• 172

Video 3 – Process portal and improvements

• 174

Video 2 – Process editor

• 177

Favorite work items in the task list

• 151

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

• 202

Force reset password

• 156

Block a user’s access to your environment

• 174

Update a record by running a process

• 185

Create business rules in records

• 217

Hierarchical level for “field” type participant definitions

• 164

Maximum number of executions of an event

• 162

Access to recently viewed work items

• 166

Substitution of a user during an absence

• 178

Quick access to last viewed work item

• 158

Send reports by email

• 220

Suspend a work item and current tasks deadline

• 200

Private: Marketplace

• 122

Improved view of work items in the Portal

• 165

List of work items initiated by department in the Portal

• 171

Upgrade the process version for a Work Item

• 189

Change the process of a Work Item

• 168

Control the visibility of comments in the portal

• 180

Automatic performer selection

• 177

Force the execution of a timer and conditional type event

• 172

Clone a Work Item

• 171

Archive feedback

• 183

Extra fields

• 186

Aggregate function in list widget

• 203

Roles on HEFLO

• 304

• 0

Search for active items in processes

• 178

Item archive function

• 194

List of process fields

• 181

Configure permission to suspend a deadline in a role

• 179

Archive a process

• 234

Favorite processes

• 177

Filter by Process on Widget: Work Items

• 215

How to add a browser tab icon

• 172

Security Logs

• 189

Portal Attachments

• 195

Data change logs

• 206

Conversations items

• 207

Dark Mode

• 196

How to delete an account on HEFLO

• 187

Tutorial : Two Factor Authentication

• 265

Private: How to start processes by rules and records

• 13

Creating field masks and regular expressions

• 212

How to configure work item validation

• 381

Creating email templates and attachments

• 415

Configure process authorization

• 403

Process Owner Functions

• 362

GDPR

• 394

BPMN Subprocesses and containers

• 368

BPMN Gateways

• 380

BPMN Tasks

• 385

BPMN Events

• 409

Work items list in responsive mode (Mobile)

• 365

Groups

• 376

How to use timer boundary events

• 439

How to start a process by TypeForm

• 431

Value Chain diagram

• 506

How to create a Slash Command to start processes

• 388

Invite users

• 457

How to send emails manually

• 414

Work item dialog

• 407

Viewing comments and emails

• 414

Attaching files to Work items

• 393

Work Items and Task Lists

• 435

Ad-hoc Subprocesses

• 471

Deadlines of processes and tasks

• 526

How to reuse processes

• 447

How to perform process automation tests

• 482

How to configure a web service call

• 415

Sending Emails

• 466

How to configure process message

• 447

Private: How to get the link of HEFLO Referral Program

• 51

How to start a process by timer

• 507

Licenses on HEFLO

• 539

How to start processes by email

• 580

How to start processes using web services

• 573

Web service connector

• 607

Introduction to Business Rules

• 552

Working with record lists

• 530

Creating forms

• 848

How to automate a business process

• 2601

How to create a record

• 589

Tutorial: Using BPMN timer events to start business processes

• 618

How to change the user language

• 535

How to import a sample process

• 557

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

• 1

Tutorial: Attaching files to BPMN diagrams

• 574

Tutorial: Searching for cloud-based processes

• 499

How to change the label of a element

• 549

Changing your level of knowledge of BPMN

• 570

How to add a lane to a pool

• 603

Tutorial: Download the image of a process

• 552

Tutorial: Exporting BPMN diagrams

• 671

Tutorial: Business process documentation

• 1231

Tutorial: Improvement cycle and version control

• 604

Tutorial: Importing diagrams from the process library

• 565

Tutorial: Organizing business processes with categories

• 593

Enabling business process automation

• 636

How to attach an intermediate event on a task

• 639

Saving BPMN diagrams

• 646

How to change the type of an element

• 617

How to connect a black box pool

• 627

How to delete a project

• 0

How to create an environment

• 514

How to delete a process version

• 631

How to create a new version of a business process

• 581

How to change the logo

• 600

How to send feedback using the Portal

• 585

How to publish a business process on the Portal

• 709

How to delete a business process

• 566

How to add a label to a sequence flow

• 578

How to download an image of a business process diagram

• 902

How to import a BPMN file

• 799

How to create a business process

• 1124

How to change the name of a business process

• 583