Help Center

Automatically Anonymize Data or Delete Files After an Instance Is Completed

• 10

Mask sensitive field information based on user roles

• 11

Getting Started with HEFLO API Customizations

• 18

HEFLO Integrations Overview: Web Services vs API Customizations

• 16

Automatically Associate Process Categories with User Roles

• 19

Change Users’ Email Domain

• 30

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

• 40

Cloning Custom Records

• 45

Control of File Count and Allowed File Types in Form Fields

• 49

Adding contextual information to a field using a “tooltip”

• 42

Automatically Assign a Task Responsible with AI

• 53

Using a Recording’s Properties to Automatically Fill a Form

• 55

Customize instance numbering in HEFLO

• 57

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

• 81

Modify and optimize your process documentation directly in the HEFLO editor

• 72

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

• 74

Grammar Checker and Text Rewriting

• 79

Automatically Translate Your Processes and Associated Fields

• 86

Automatically Insert a Report into a “Files Upload” Field

• 76

BPMN Modeling Course

• 82

Accessing HEFLO Academy via the HEFLO App

• 607

Task Ordering in PDF Documentation

• 94

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

• 119

Manage Custom Records from a “Record” Field

• 92

Managing Licenses for Additional Environments

• 99

Export custom queries

• 105

Export custom queries

• 0

Create and use a “Mind Map” diagram in HEFLO

• 120

Create and use Organizational diagrams in HEFLO

• 115

Customize automatic emails

• 105

Custom information for processes and tasks

• 109

Export a process book

• 104

Glossary

• 107

Create a documentation template

• 131

Restrict access to work items

• 101

Academic program

• 144

Send work item information automatically to Slack

• 106

Edit multiple users

• 114

RACI matrix

• 110

Fully use Artificial Intelligence functionality with your OpenAI account

• 135

Artificial intelligence – Create processes

• 129

Artificial intelligence – Generate documentation

• 150

Artificial intelligence – Search for information

• 150

Artificial intelligence- Integrate knowledge bases

• 159

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

• 138

Artificial intelligence – Create commands to execute work items

• 172

Artificial intelligence – Create prompts for configuring process automation

• 63

Default Role SSO

• 129

Tutorial: Process Documentation

• 109

Tutorial: Process Automation

• 114

Tutorial: Process Automation

• 0

Webinar: Most common error messages on a process instance

• 109

User layout predifinition

• 152

Webinar: External data

• 148

Set up SSO

• 159

Configure a multiple choice text field

• 153

View forms with a visibility rule

• 162

DocuSign on HEFLO

• 196

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

• 148

Monitorize pending envelopes

• 144

Customize a document by adding actions to perform on DocuSign

• 151

Send a DocuSign document template to sign

• 152

Send a document to sign on DocuSign

• 158

Send a report generated in HEFLO to sign on DocuSign

• 146

Configure DocuSign integration

• 174

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

• 169

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

• 175

Conditional start event

• 142

Decision cube – Requestors

• 153

Import data to update a record

• 166

BPMN Overview

• 0

Configure the sender name of an automatically sent email

• 162

Analytical reports

• 255

Deadlines – Requesters

• 219

Backlog – Requesters

• 199

Task Delays and Deadlines

• 201

Deadlines

• 176

Tasks received versus finished

• 183

Ranking

• 187

Process Lead Time

• 183

Heatmaps

• 180

Bottlenecks

• 206

Backlog – Chronometry and Volume

• 186

Decision Cube – Teams

• 173

Decision cube – Chronometry and Volume

• 194

Get invoices for a HEFLO subscription

• 151

Automatically send information to users who run a process

• 146

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

• 196

Send a notification to the person responsible for a work item

• 154

Allow to cancel a work item

• 141

Fill in the information concerning the requester of a work item

• 145

BPMN overview

• 166

How to use records in a process form

• 167

Connection logs

• 152

Add multiple forms to a process task

• 173

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

• 182

Link information and data between two work items

• 179

Trigger a third-party process during work item execution

• 179

Create multiple work items instantly

• 168

Deny return to previous task

• 147

Choose the person responsible for the next task

• 148

Automatically update a work item’s subject

• 145

Video 5 – Environment management

• 177

Video 4 – Process Landscape

• 175

Video 3 – Process portal and improvements

• 177

Video 2 – Process editor

• 181

Favorite work items in the task list

• 154

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

• 206

Force reset password

• 161

Block a user’s access to your environment

• 179

Update a record by running a process

• 190

Create business rules in records

• 222

Hierarchical level for “field” type participant definitions

• 166

Maximum number of executions of an event

• 166

Access to recently viewed work items

• 170

Substitution of a user during an absence

• 182

Quick access to last viewed work item

• 162

Send reports by email

• 227

Suspend a work item and current tasks deadline

• 204

Private: Marketplace

• 122

Improved view of work items in the Portal

• 169

List of work items initiated by department in the Portal

• 175

Upgrade the process version for a Work Item

• 193

Change the process of a Work Item

• 173

Control the visibility of comments in the portal

• 183

Automatic performer selection

• 180

Force the execution of a timer and conditional type event

• 176

Clone a Work Item

• 176

Archive feedback

• 186

Extra fields

• 191

Aggregate function in list widget

• 207

Roles on HEFLO

• 308

• 0

Search for active items in processes

• 183

Item archive function

• 197

List of process fields

• 187

Configure permission to suspend a deadline in a role

• 182

Archive a process

• 239

Favorite processes

• 181

Filter by Process on Widget: Work Items

• 220

How to add a browser tab icon

• 176

Security Logs

• 193

Portal Attachments

• 199

Data change logs

• 210

Conversations items

• 210

Dark Mode

• 201

How to delete an account on HEFLO

• 194

Tutorial : Two Factor Authentication

• 269

Private: How to start processes by rules and records

• 13

Creating field masks and regular expressions

• 216

How to configure work item validation

• 385

Creating email templates and attachments

• 420

Configure process authorization

• 407

Process Owner Functions

• 367

GDPR

• 400

BPMN Subprocesses and containers

• 372

BPMN Gateways

• 385

BPMN Tasks

• 389

BPMN Events

• 414

Work items list in responsive mode (Mobile)

• 370

Groups

• 380

How to use timer boundary events

• 442

How to start a process by TypeForm

• 436

Value Chain diagram

• 510

How to create a Slash Command to start processes

• 394

Invite users

• 462

How to send emails manually

• 417

Work item dialog

• 412

Viewing comments and emails

• 420

Attaching files to Work items

• 398

Work Items and Task Lists

• 439

Ad-hoc Subprocesses

• 475

Deadlines of processes and tasks

• 531

How to reuse processes

• 452

How to perform process automation tests

• 486

How to configure a web service call

• 420

Sending Emails

• 470

How to configure process message

• 452

Private: How to get the link of HEFLO Referral Program

• 51

How to start a process by timer

• 511

Licenses on HEFLO

• 543

How to start processes by email

• 585

How to start processes using web services

• 578

Web service connector

• 612

Introduction to Business Rules

• 558

Working with record lists

• 534

Creating forms

• 851

How to automate a business process

• 2604

How to create a record

• 593

Tutorial: Using BPMN timer events to start business processes

• 623

How to change the user language

• 539

How to import a sample process

• 561

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

• 1

Tutorial: Attaching files to BPMN diagrams

• 578

Tutorial: Searching for cloud-based processes

• 502

How to change the label of a element

• 553

Changing your level of knowledge of BPMN

• 574

How to add a lane to a pool

• 606

Tutorial: Download the image of a process

• 557

Tutorial: Exporting BPMN diagrams

• 675

Tutorial: Business process documentation

• 1235

Tutorial: Improvement cycle and version control

• 608

Tutorial: Importing diagrams from the process library

• 569

Tutorial: Organizing business processes with categories

• 598

Enabling business process automation

• 641

How to attach an intermediate event on a task

• 642

Saving BPMN diagrams

• 650

How to change the type of an element

• 623

How to connect a black box pool

• 630

How to delete a project

• 0

How to create an environment

• 518

How to delete a process version

• 636

How to create a new version of a business process

• 586

How to change the logo

• 605

How to send feedback using the Portal

• 589

How to publish a business process on the Portal

• 715

How to delete a business process

• 571

How to add a label to a sequence flow

• 584

How to download an image of a business process diagram

• 907

How to import a BPMN file

• 802

How to create a business process

• 1129

How to change the name of a business process

• 587