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
Deadline, in addition to submitting work on time, encourages teams to prioritize work and manage it effectively by adding a sense of urgency. You can set a deadline for your tasks and processes, as well as alerts based on the progress of this deadline. You can configure the deadline according […]
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. You can send emails using your processes through send message events: intermediate events and end events. In this article, we show you how to send emails using the Message intermediate event with the […]
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 […]