You can favorite work items to make it easier your search in the task list. Go to the “workspace” and to the “task list”. Select an existing work item. Click the star at the top left of the work item to bookmark it. For information: The work item must have […]
Video 3 – Process portal and improvements
Video 2 – Process editor
Video 1 – Onboarding
Favorite work items in the task list
Use a BPMN 2.0 process to create and update your users and licenses in your environment
You can create a BPMN process to update the different users in your environment. Your users will then be able to run through this process to add other users, change their roles and licenses. They will also be able to remove access to the environment for one or more users. […]
Force reset password
You can set a maximum number of days for the password validity of users in your environment. The purpose of this feature is to force users who have access to your environment to reset their password according to a frequency defined by the administrators of the environment concerned. Go to […]
Block a user’s access to your environment
You can now block access to your environment for a specific user. The user concerned will then be able to enter the other environments to which he has access, without being able to access yours. Go to the menu and to the “Manage environment” section. Go to the “Users and […]
Update a record by running a process
You can create a BPMN process to update the various records created in HEFLO. Your users will then be able to perform this process to add data, or edit existing data in your data records. This feature allows you to give your users the ability to update or create data […]
Create business rules in records
It is possible to create business rules in the record forms to display or make fields available. Display rules can also be made at the level of one of the forms making up a record. Display or make available one or more form fields in a record. Go to the […]