Release July 2018

ADD: Authorization for process editing and execution. See How to configure process authorization. ADD: Validation of work items. See How to configure validation. IMPROVEMENT: We added a new feature to generate attachments on emails based on templates. See Creating e-mail templates.

Release February 2018

ADD: Value chain diagrams in the process portal. (Exclusive professional plan) ADD: Collaboration tab for process editing. (Exclusive Professional plan) IMPROVEMENT: New help materials tab within the process editor, with easy access to knowledge base, and Youtube videos. IMPROVEMENT: Inclusion of document links in the documentation available on the Portal. FIX: […]

Invite users

Invite a new user Method 1 In order to allow a new user to access your environment, you must send an invitation. To do this, click on the user invitations command that you can find at the top near the name of your environment. This operation can only be performed […]

Ad-hoc Subprocesses

Ad-hoc Subprocesses are used to create optional tasks that can be triggered in a process at any time. Here’s an example: When the process is automated, there will be a link on the right sidebar to start each ad-hoc subprocess task that does not have input flows and is located […]

Deadlines of processes and tasks

Using the deadline feature, you can set a time limit for a process or a task, as well as alerts based on the progress of this deadline. You can configure the deadline according to a quantity of time (minutes, hours or days) or a date (date and time or only […]

How to reuse processes

One of the most critical issues in process management is how to reuse processes, making the maintenance and improvements agiler and more manageable. For this reason, in this article, we are going to exercise the call activity element, and include a billing process into a consulting process. Step 1 – […]

How to perform process automation tests

You can use the test mode to verify that your flow is correct before performing the automation publishing. When a work item executes in this mode, it follows a numbering sequence independent of production data. In addition, it will have no impact on key performance indicators or on the interface […]

How to configure a web service call

On HEFLO you can perform integrations using web services in many ways, such as starting processes, triggering an intermediate event, searching items in a field, etc. In this article, we show how to call a REST web service from another app using HEFLO’s Web Service Connector. Before adding the element, […]

Sending Emails

One of the most common needs, when we are automating business processes, is sending notification by email. In this article, we show you how to send emails using the Message intermediate event with the HEFLO mail connector. Before adding the element make sure that the process has the automation enabled. Click […]

How to Configure Process Message

You can create low-complexity integrations between pools or different processes using the HEFLO Message exchange function. Step 1 – Include pools in the process Before, make sure that the process has automation feature enabled. So, go to the properties tab and activate the switch “Automated Process”. From the toolbox on the […]