Help Center

Customize instance numbering in HEFLO

• 2

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

• 22

Modify and optimize your process documentation directly in the HEFLO editor

• 26

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

• 23

Grammar Checker and Text Rewriting

• 21

Automatically Translate Your Processes and Associated Fields

• 35

Automatically Insert a Report into a “Files Upload” Field

• 29

BPMN Modeling Course

• 30

Accessing HEFLO Academy via the HEFLO App

• 83

Task Ordering in PDF Documentation

• 40

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

• 50

Manage Custom Records from a “Record” Field

• 43

Managing Licenses for Additional Environments

• 51

Export custom queries

• 58

Export custom queries

• 0

Create and use a “Mind Map” diagram in HEFLO

• 69

Create and use Organizational diagrams in HEFLO

• 70

Customize automatic emails

• 58

Custom information for processes and tasks

• 63

Export a process book

• 60

Glossary

• 60

Create a documentation template

• 82

Restrict access to work items

• 60

Academic program

• 82

Send work item information automatically to Slack

• 57

Edit multiple users

• 68

RACI matrix

• 62

Fully use Artificial Intelligence functionality with your OpenAI account

• 86

Artificial intelligence – Create processes

• 75

Artificial intelligence – Generate documentation

• 98

Artificial intelligence – Search for information

• 103

Artificial intelligence- Integrate knowledge bases

• 110

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

• 84

Artificial intelligence – Create commands to execute work items

• 119

Artificial intelligence – Create prompts for configuring process automation

• 63

Default Role SSO

• 80

Tutorial: Process Documentation

• 67

Tutorial: Process Automation

• 71

Tutorial: Process Automation

• 0

Webinar: Most common error messages on a process instance

• 67

User layout predifinition

• 106

Webinar: External data

• 104

Set up SSO

• 107

Configure a multiple choice text field

• 104

View forms with a visibility rule

• 113

DocuSign on HEFLO

• 141

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

• 99

Monitorize pending envelopes

• 93

Customize a document by adding actions to perform on DocuSign

• 99

Send a DocuSign document template to sign

• 103

Send a document to sign on DocuSign

• 108

Send a report generated in HEFLO to sign on DocuSign

• 100

Configure DocuSign integration

• 111

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

• 125

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

• 128

Conditional start event

• 99

Decision cube – Requestors

• 104

Import data to update a record

• 119

BPMN Overview

• 0

Configure the sender name of an automatically sent email

• 112

Analytical reports

• 198

Deadlines – Requesters

• 170

Backlog – Requesters

• 147

Task Delays and Deadlines

• 146

Deadlines

• 129

Tasks received versus finished

• 137

Ranking

• 135

Process Lead Time

• 136

Heatmaps

• 134

Bottlenecks

• 161

Backlog – Chronometry and Volume

• 138

Decision Cube – Teams

• 121

Decision cube – Chronometry and Volume

• 149

Get invoices for a HEFLO subscription

• 108

Automatically send information to users who run a process

• 104

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

• 145

Send a notification to the person responsible for a work item

• 111

Allow to cancel a work item

• 99

Fill in the information concerning the requester of a work item

• 103

BPMN overview

• 118

How to use records in a process form

• 121

Connection logs

• 109

Add multiple forms to a process task

• 126

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

• 130

Link information and data between two work items

• 130

Trigger a third-party process during work item execution

• 131

Create multiple work items instantly

• 126

Deny return to previous task

• 105

Choose the person responsible for the next task

• 105

Automatically update a work item’s subject

• 102

Video 5 – Environment management

• 133

Video 4 – Process Landscape

• 131

Video 3 – Process portal and improvements

• 130

Video 2 – Process editor

• 137

Favorite work items in the task list

• 113

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

• 157

Force reset password

• 116

Block a user’s access to your environment

• 135

Update a record by running a process

• 143

Create business rules in records

• 171

Hierarchical level for “field” type participant definitions

• 125

Maximum number of executions of an event

• 118

Access to recently viewed work items

• 124

Substitution of a user during an absence

• 138

Quick access to last viewed work item

• 119

Send reports by email

• 174

Suspend a work item and current tasks deadline

• 160

Private: Marketplace

• 122

Improved view of work items in the Portal

• 124

List of work items initiated by department in the Portal

• 130

Upgrade the process version for a Work Item

• 147

Change the process of a Work Item

• 129

Control the visibility of comments in the portal

• 133

Automatic performer selection

• 135

Force the execution of a timer and conditional type event

• 129

Clone a Work Item

• 131

Archive feedback

• 141

Extra fields

• 144

Aggregate function in list widget

• 158

Roles on HEFLO

• 257

• 0

Search for active items in processes

• 139

Item archive function

• 153

List of process fields

• 141

Configure permission to suspend a deadline in a role

• 139

Archive a process

• 188

Favorite processes

• 136

Filter by Process on Widget: Work Items

• 174

How to add a browser tab icon

• 130

Security Logs

• 149

Portal Attachments

• 155

Data change logs

• 166

Conversations items

• 161

Dark Mode

• 153

How to delete an account on HEFLO

• 146

Tutorial : Two Factor Authentication

• 222

Private: How to start processes by rules and records

• 13

Creating field masks and regular expressions

• 168

How to configure work item validation

• 335

Creating email templates and attachments

• 371

Configure process authorization

• 351

Process Owner Functions

• 319

GDPR

• 347

BPMN Subprocesses and containers

• 318

BPMN Gateways

• 335

BPMN Tasks

• 334

BPMN Events

• 360

Work items list in responsive mode (Mobile)

• 321

Groups

• 330

How to use timer boundary events

• 393

How to start a process by TypeForm

• 373

Value Chain diagram

• 443

How to create a Slash Command to start processes

• 343

Invite users

• 406

How to send emails manually

• 366

Work item dialog

• 362

Viewing comments and emails

• 360

Attaching files to Work items

• 348

Work Items and Task Lists

• 385

Ad-hoc Subprocesses

• 415

Deadlines of processes and tasks

• 471

How to reuse processes

• 399

How to perform process automation tests

• 432

How to configure a web service call

• 370

Sending Emails

• 422

How to configure process message

• 405

Private: How to get the link of HEFLO Referral Program

• 51

How to start a process by timer

• 462

Licenses on HEFLO

• 492

How to start processes by email

• 537

How to start processes using web services

• 525

Web service connector

• 561

Introduction to Business Rules

• 500

Working with record lists

• 480

Creating forms

• 793

How to automate a business process

• 2542

How to create a record

• 536

Tutorial: Using BPMN timer events to start business processes

• 567

How to change the user language

• 489

How to import a sample process

• 507

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

• 1

Tutorial: Attaching files to BPMN diagrams

• 527

Tutorial: Searching for cloud-based processes

• 457

How to change the label of a element

• 503

Changing your level of knowledge of BPMN

• 528

How to add a lane to a pool

• 553

Tutorial: Download the image of a process

• 509

Tutorial: Exporting BPMN diagrams

• 625

Tutorial: Business process documentation

• 1179

Tutorial: Improvement cycle and version control

• 548

Tutorial: Importing diagrams from the process library

• 520

Tutorial: Organizing business processes with categories

• 550

Enabling business process automation

• 589

How to attach an intermediate event on a task

• 592

Saving BPMN diagrams

• 601

How to change the type of an element

• 568

How to connect a black box pool

• 582

How to delete a project

• 0

How to create an environment

• 468

How to delete a process version

• 583

How to create a new version of a business process

• 537

How to change the logo

• 553

How to send feedback using the Portal

• 539

How to publish a business process on the Portal

• 662

How to delete a business process

• 524

How to add a label to a sequence flow

• 530

How to download an image of a business process diagram

• 856

How to import a BPMN file

• 742

How to create a business process

• 1076

How to change the name of a business process

• 535