HEFLO allows you to upgrade the process version of a work item. This action allows the work item to follow the workflow of the last published version. HEFLO will then roll back the work item and its sub tokens back to the first task in the process of the latest […]
Change the process of a Work Item
HEFLO allows you to change the process of a work item. This action allows the work item to follow the workflow of another published process. HEFLO will then cancel the work item and its sub tokens back to the first task of the published version of the desired new process. […]
Control the visibility of comments in the portal
HEFLO allows you to control the visibility of comments in work items visible in “My Requests” in the portal. The control can only be performed on comments created in a work item that has been opened from the workspace. This control cannot be performed on sent emails. How to make […]
Automatic performer selection
HEFLO allows you to determine automatic selection rules for participants of type: people and groups, union, filter on people and web service. The objective is to choose a specific rule to determine the people responsible for a particular lane or task. Follow these steps to implement one of these rules […]
Force the execution of a timer and conditional type event
HEFLO allows you to force the execution of intermediate and boundary events of timer and conditional type during your tests. This gives you the ability to test your process without having to wait for configured timeouts or conditions. Go to the process editor and choose the process you want to […]
Clone a Work Item
HEFLO gives you the ability to clone a work item. The purpose of this action is to create a new work item in the same process with the information that was provided in the first task. Create or choose the work item you want to clone. Click on the “three […]
Archive feedback
The process portal allows your users to comment on your process documentation. HEFLO allows your process analysts and administrators to see these comments, respond to them, and even archive them. How to archive comments? When collaborators post comments on a process or its elements, administrators and analysts of the relevant […]
Extra fields
You may need to add additional information about your processes. HEFLO gives you the possibility to add additional fields to your processes so that you can add all the necessary information to your processes. How to add additional fields? On the process editor page, click on “properties”: Scroll down and […]
Aggregate function in list widget
HEFLO gives you the possibility to add aggregation functions in the list type widget for type fields: number, currency and calculated field. Go to the page that contains the widget, or the page where you want to create this widget. Switch to edit mode. If the widget does not yet […]
Search for active items in processes
HEFLO gives you access to a command to find processes that use information from your environment. This command is available for different types of information: Participants, Process Fields and Web services. Go to the process editor. Click on the view icon. Go to the type of information you are interested […]