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. ✨ […]
Automatically Translate Your Processes and Associated Fields
Configuring the Translation Feature This feature is available for HEFLO’s paid plans. It is provided as an extension that must be activated in your environment settings. Follow the steps below to configure it: Go to the “Manage Environment” menu and click on “Manage Environment”. In the “Extensions” section, ensure that […]
Accessing HEFLO Academy via the HEFLO App
HEFLO Academy is now available exclusively within the HEFLO application. Courses are no longer accessible through the previous external platform. How to access HEFLO Academy Log in to the HEFLO application at https://app.heflo.com. In the left-hand menu, click on “Academy” (icon with a graduation cap). You will now see all […]
Create a Button to Return to a Previous Task in a Form
You have the option to add a button in a form associated with a task, allowing the user responsible for that task to return to a specific step in the process. Button Configuration To configure this button, follow these steps: Access the process editor and open the relevant process. Add […]