Help Center

Change Users’ Email Domain

• 7

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

• 17

Cloning Custom Records

• 23

Control of File Count and Allowed File Types in Form Fields

• 26

Adding contextual information to a field using a “tooltip”

• 20

Automatically Assign a Task Responsible with AI

• 33

Using a Recording’s Properties to Automatically Fill a Form

• 31

Customize instance numbering in HEFLO

• 35

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

• 55

Modify and optimize your process documentation directly in the HEFLO editor

• 50

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

• 52

Grammar Checker and Text Rewriting

• 53

Automatically Translate Your Processes and Associated Fields

• 66

Automatically Insert a Report into a “Files Upload” Field

• 56

BPMN Modeling Course

• 60

Accessing HEFLO Academy via the HEFLO App

• 259

Task Ordering in PDF Documentation

• 73

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

• 96

Manage Custom Records from a “Record” Field

• 72

Managing Licenses for Additional Environments

• 77

Export custom queries

• 85

Export custom queries

• 0

Create and use a “Mind Map” diagram in HEFLO

• 96

Create and use Organizational diagrams in HEFLO

• 94

Customize automatic emails

• 83

Custom information for processes and tasks

• 88

Export a process book

• 84

Glossary

• 87

Create a documentation template

• 110

Restrict access to work items

• 84

Academic program

• 108

Send work item information automatically to Slack

• 81

Edit multiple users

• 93

RACI matrix

• 88

Fully use Artificial Intelligence functionality with your OpenAI account

• 111

Artificial intelligence – Create processes

• 104

Artificial intelligence – Generate documentation

• 126

Artificial intelligence – Search for information

• 128

Artificial intelligence- Integrate knowledge bases

• 137

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

• 117

Artificial intelligence – Create commands to execute work items

• 147

Artificial intelligence – Create prompts for configuring process automation

• 63

Default Role SSO

• 106

Tutorial: Process Documentation

• 90

Tutorial: Process Automation

• 95

Tutorial: Process Automation

• 0

Webinar: Most common error messages on a process instance

• 92

User layout predifinition

• 131

Webinar: External data

• 128

Set up SSO

• 135

Configure a multiple choice text field

• 131

View forms with a visibility rule

• 141

DocuSign on HEFLO

• 169

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

• 127

Monitorize pending envelopes

• 122

Customize a document by adding actions to perform on DocuSign

• 131

Send a DocuSign document template to sign

• 131

Send a document to sign on DocuSign

• 136

Send a report generated in HEFLO to sign on DocuSign

• 126

Configure DocuSign integration

• 144

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

• 150

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

• 154

Conditional start event

• 123

Decision cube – Requestors

• 131

Import data to update a record

• 147

BPMN Overview

• 0

Configure the sender name of an automatically sent email

• 137

Analytical reports

• 228

Deadlines – Requesters

• 197

Backlog – Requesters

• 173

Task Delays and Deadlines

• 179

Deadlines

• 155

Tasks received versus finished

• 163

Ranking

• 161

Process Lead Time

• 163

Heatmaps

• 162

Bottlenecks

• 188

Backlog – Chronometry and Volume

• 165

Decision Cube – Teams

• 152

Decision cube – Chronometry and Volume

• 175

Get invoices for a HEFLO subscription

• 133

Automatically send information to users who run a process

• 128

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

• 175

Send a notification to the person responsible for a work item

• 136

Allow to cancel a work item

• 122

Fill in the information concerning the requester of a work item

• 126

BPMN overview

• 144

How to use records in a process form

• 146

Connection logs

• 133

Add multiple forms to a process task

• 153

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

• 155

Link information and data between two work items

• 156

Trigger a third-party process during work item execution

• 157

Create multiple work items instantly

• 149

Deny return to previous task

• 129

Choose the person responsible for the next task

• 128

Automatically update a work item’s subject

• 126

Video 5 – Environment management

• 158

Video 4 – Process Landscape

• 156

Video 3 – Process portal and improvements

• 157

Video 2 – Process editor

• 162

Favorite work items in the task list

• 136

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

• 182

Force reset password

• 139

Block a user’s access to your environment

• 158

Update a record by running a process

• 170

Create business rules in records

• 198

Hierarchical level for “field” type participant definitions

• 148

Maximum number of executions of an event

• 146

Access to recently viewed work items

• 149

Substitution of a user during an absence

• 162

Quick access to last viewed work item

• 143

Send reports by email

• 200

Suspend a work item and current tasks deadline

• 185

Private: Marketplace

• 122

Improved view of work items in the Portal

• 150

List of work items initiated by department in the Portal

• 155

Upgrade the process version for a Work Item

• 173

Change the process of a Work Item

• 153

Control the visibility of comments in the portal

• 161

Automatic performer selection

• 160

Force the execution of a timer and conditional type event

• 156

Clone a Work Item

• 154

Archive feedback

• 167

Extra fields

• 170

Aggregate function in list widget

• 184

Roles on HEFLO

• 282

• 0

Search for active items in processes

• 164

Item archive function

• 178

List of process fields

• 165

Configure permission to suspend a deadline in a role

• 163

Archive a process

• 217

Favorite processes

• 161

Filter by Process on Widget: Work Items

• 199

How to add a browser tab icon

• 156

Security Logs

• 173

Portal Attachments

• 180

Data change logs

• 191

Conversations items

• 189

Dark Mode

• 179

How to delete an account on HEFLO

• 169

Tutorial : Two Factor Authentication

• 248

Private: How to start processes by rules and records

• 13

Creating field masks and regular expressions

• 195

How to configure work item validation

• 362

Creating email templates and attachments

• 398

Configure process authorization

• 381

Process Owner Functions

• 345

GDPR

• 377

BPMN Subprocesses and containers

• 348

BPMN Gateways

• 361

BPMN Tasks

• 369

BPMN Events

• 389

Work items list in responsive mode (Mobile)

• 349

Groups

• 359

How to use timer boundary events

• 422

How to start a process by TypeForm

• 413

Value Chain diagram

• 484

How to create a Slash Command to start processes

• 369

Invite users

• 438

How to send emails manually

• 394

Work item dialog

• 391

Viewing comments and emails

• 389

Attaching files to Work items

• 377

Work Items and Task Lists

• 413

Ad-hoc Subprocesses

• 449

Deadlines of processes and tasks

• 504

How to reuse processes

• 427

How to perform process automation tests

• 463

How to configure a web service call

• 395

Sending Emails

• 450

How to configure process message

• 430

Private: How to get the link of HEFLO Referral Program

• 51

How to start a process by timer

• 490

Licenses on HEFLO

• 521

How to start processes by email

• 562

How to start processes using web services

• 551

Web service connector

• 589

Introduction to Business Rules

• 531

Working with record lists

• 512

Creating forms

• 827

How to automate a business process

• 2580

How to create a record

• 569

Tutorial: Using BPMN timer events to start business processes

• 601

How to change the user language

• 518

How to import a sample process

• 536

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

• 1

Tutorial: Attaching files to BPMN diagrams

• 556

Tutorial: Searching for cloud-based processes

• 483

How to change the label of a element

• 531

Changing your level of knowledge of BPMN

• 554

How to add a lane to a pool

• 583

Tutorial: Download the image of a process

• 536

Tutorial: Exporting BPMN diagrams

• 652

Tutorial: Business process documentation

• 1213

Tutorial: Improvement cycle and version control

• 585

Tutorial: Importing diagrams from the process library

• 548

Tutorial: Organizing business processes with categories

• 576

Enabling business process automation

• 618

How to attach an intermediate event on a task

• 622

Saving BPMN diagrams

• 630

How to change the type of an element

• 597

How to connect a black box pool

• 611

How to delete a project

• 0

How to create an environment

• 496

How to delete a process version

• 613

How to create a new version of a business process

• 564

How to change the logo

• 580

How to send feedback using the Portal

• 569

How to publish a business process on the Portal

• 690

How to delete a business process

• 550

How to add a label to a sequence flow

• 559

How to download an image of a business process diagram

• 885

How to import a BPMN file

• 782

How to create a business process

• 1107

How to change the name of a business process

• 565