HEFLO now allows you to create “Mind Map” diagrams, a powerful tool for visually representing ideas, concepts, or information in a hierarchical and structured way centered around a main theme. Why use a mind map? Mind maps offer numerous benefits: Facilitate idea organization Structure and organize complex ideas logically and […]
Create and use Organizational diagrams in HEFLO
HEFLO now allows you to create “Organizational diagrams”, also known as org charts. These visual tools are essential for representing the hierarchical structure of an organization, company, or project. Why use an organizational diagram? Organizational charts offer numerous benefits: Clarify hierarchical relationships: Identify who is responsible for what and the reporting […]
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Webinar: Composite business rule
Set up SSO
The objective of this article is to explain the HEFLO solution and the integration of authentication with identity providers using the SAML protocol (SAML 2.0). This article reviews the SAML integration architecture overview, explains in detail how to configure the service provider (HEFLO) for SAML, and shows an identity provider […]
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Configure a multiple choice text field
You can configure a list of options in a text field to give the user who will perform the associated task the possibility of choosing one or more of these options. Create or edit a text field. Add the options in the “List Items” section. Click “Confirm”. Click on the […]
View forms with a visibility rule
For a form with the “Is Collection” option enabled, it is possible to identify among the forms that comprise it, those that have an associated visibility rule. In the “Visibility rule” column, an eye icon will indicate whether a visibility rule is associated with that form. Furthermore, we can access […]
Import data to update a record
You can import a file containing data to update a record in HEFLO. This method avoids creating rows of data one by one and therefore updates a record more quickly. To learn more about records: How to create a record. Follow these steps to import a file and update a […]
Configure the sender name of an automatically sent email
It is possible to set the sender name of an email sent automatically when running a process. To configure the item with this feature, follow these steps: In the Process Editor, enable process automation. Select the message sending item (task or event) and go to the “properties” tab. In the […]