In your environment, you can edit multiple users at once to manage their roles, block/unblock their access, or remove them from the environment. Steps to edit multiple users: Navigate to the “Users and Authorization” Page Go to the “Manage Environment” menu and select the “Users and Authorization” page. Select users […]
RACI matrix
RACI matrix rules
Fully use Artificial Intelligence functionality with your OpenAI account
You can now use artificial intelligence features to: Create processes. Generate documentation. Search for information. Integrate knowledge bases. Create prompts to configure process automation. Create commands to execute work items. The use of artificial intelligence to perform the above actions is limited depending on your HEFLO subscription. If you want […]
Artificial intelligence – Create processes
It is possible to use artificial intelligence to create a BPMN process. You must follow these steps to use this feature: Go to the process editor and click “New diagram” or click the “+” at the top right of your screen and click “New Process”. Choose the “Create using Artificial […]
Artificial intelligence – Generate documentation
It is possible to generate or modify textual documentation. Follow these steps to be able to use this feature: Select the desired process item. Go to properties. Then click on the pencil icon in the “Documentation” section to open the documentation editor. Click “Generate Documentation”. Choose between the two options: […]
Artificial intelligence – Search for information
It is possible to use the chat tool to search for information regarding your process documentation. Follow these steps to be able to use this feature: Go to the documentation portal. Click the button at the bottom right with the question mark then click the brain icon, or click at […]
Artificial intelligence- Integrate knowledge bases
It is possible to integrate knowledge bases to search for information and generate documentation from the content of one of these knowledge bases. Follow these steps to be able to perform this integration: Go to the Process Editor. Click on the “Visualization Mode” icon. Click on “Artificial Intelligence”. Go to […]
Artificial intelligence – Use the chat tool to make basic requests for process executions
It is possible to use the chat tool to search for information or make basic requests regarding process execution. Follow these steps to be able to use this feature: Go to the workspace and then to the task list. Click on the button at the bottom right with the question […]
Artificial intelligence – Create commands to execute work items
It is possible to create commands using artificial intelligence to improve the execution of work items. Follow these steps to create a command: Go to the workspace and the task list. Enter edit mode by clicking the pencil icon at the top of the page. Hover over the task list […]
Default Role SSO
In the SSO settings, you can define a Default Role. First Authentication – New Users Scenario 1: If the user’s Role in AD is not configured in the HEFLO configuration environment and the “Default role” property is set, when logging in, the user will use the Default Role. To […]