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 […]
Hierarchical level for “field” type participant definitions
You can now define different hierarchy levels in a field type participant definition. The objective is to be able to automatically select one or more department managers on the different desired levels. This selection will then be made on the level corresponding to the organization of the departments that you […]
Maximum number of executions of an event
You can give a process analyst or process editor user the ability to control the number of automatically triggered instance executions. It is now mandatory to set the maximum number of executions when configuring a trigger boundary event. This new functionality is available for events of type: timer or condition […]
Access to recently viewed work items
You can access work items that have been recently viewed by the logged in user. Access the task list in the workspace. Click on the “3 dots” at the top right of the screen. Click on “recently viewed”. You will then have the list of the last consulted work items […]
Substitution of a user during an absence
You can give the rights and authorizations of an absent user to another who shares the same environment. The objective is to allow the progress and execution of work items, the validation of the publication of process documentation during the absence of the user concerned. There are several methods to […]
Quick access to last viewed work item
You can quickly access the last work item created, opened or edited thanks to a keyboard shortcut. The goal is to allow you to find the information of the last work item viewed more quickly. You need to press “ctrl+shift+left arrow” to be able to open the last viewed work […]
Send reports by email
HEFLO allows users to create custom reports and send them automatically by e-mail during the execution of work items. These reports can be attached to any email template. You can use them with a send message event that has a connector type: email. So every time you use this template […]
Suspend a work item and current tasks deadline
HEFLO gives you the possibility to suspend the deadline of a work item while having the possibility of keeping the deadline of the current tasks. How to suspend the deadline? Create or open the desired work item. Click “suspend” below the clock that represents the work item’s deadline. You must […]
Improved view of work items in the Portal
In the portal, HEFLO now gives the option to view work items as a list or as cards. Go to the “Portal”. Click on “My Requests”. By default, you access the list of work items with a format similar to that of the task list in the workspace. You have […]
List of work items initiated by department in the Portal
In the portal, HEFLO now gives the possibility to see work items that have been initiated by a person who is part of the same department as the logged in user. Go to the “Portal”. Click on “My Requests”. You will find the list of work items initiated by yourself […]