The HEFLO platform has received a new feature that significantly increases efficiency and automation in data management: the cloning of custom records. With this feature, administrators and process users who work with custom records can create new entries much faster, using existing data as a base — without needing to […]
Control of File Count and Allowed File Types in Form Fields
A new feature has been added to the HEFLO platform, offering greater control and security in the submission of documents within business processes. It is now possible to define both the maximum number of files and the allowed file types in form fields of the File type. This improvement increases […]
Adding contextual information to a field using a “tooltip”
In HEFLO, it is now possible to display contextual information to users when they hover their mouse over the name of a field in a form. This feature helps guide users during process execution by providing additional details without cluttering the interface. This functionality is particularly useful for: Giving instructions […]
Automatically Assign a Task Responsible with AI
HEFLO now offers a feature that allows you to automatically assign the responsible of a task in a process using artificial intelligence. This option lets you define detailed and flexible responsibility rules based on indicators, reports, and documents. Using your instructions, AI will analyze the information and automatically assign the […]
Using a Recording’s Properties to Automatically Fill a Form
This new HEFLO feature allows you to retrieve information from a single row of a record (internal data table) and automatically populate the fields of a BPMN process form with the corresponding properties. This saves time and reduces manual input errors. Records In HEFLO, records function as internal database tables […]
Customize instance numbering in HEFLO
This article explains how to customize the number of process instances linked to an environment. By default, the instance numbering is sequential (1, 2, 3…), however, you can easily add information such as the current year and the process name to better distinguish your instances in the task list. What is […]
How to hide actions in a process execution with custom roles?
This article guides you through the use of the role customization feature, which allows you to hide specific actions in the execution of work items for certain users. 1. Feature Overview HEFLO now offers you the ability to create custom roles for your users and limit the actions they can […]
Modify and optimize your process documentation directly in the HEFLO editor
Maintaining clear, accurate, and up-to-date process documentation is crucial for operational efficiency and compliance. However, traditional update methods often involve exports, external modifications, and re-imports, which are tedious, error-prone, and time-consuming. Integrated and simplified documentation editing HEFLO now allows you to modify and optimize the content of your process documentation […]
Using the “Scheduled” Status to Manage Your Process Instances in HEFLO
This guide explains how to use the new “Scheduled” status in HEFLO to better organize and anticipate your tasks and process instances. This status allows you to put work items on hold until a defined date, thereby improving your workload management. What is the “Scheduled” Status? In addition to the […]
Grammar Checker and Text Rewriting
📌 What is this feature for? HEFLO’s built-in grammar checker instantly improves the quality of your writing. You can: Correct spelling and grammar mistakes. Rewrite sentences for clearer and more natural phrasing. This feature is especially useful for quickly reviewing titles, task descriptions, or any other text before publishing. ✨ […]