In some situations, it may be necessary to automatically delete files or anonymize certain data after a process instance has been completed. This feature helps organizations comply with confidentiality requirements, internal policies, or regulations such as GDPR. With HEFLO, you can define a data retention period after an instance is […]
Mask sensitive field information based on user roles
This feature allows you to control access to sensitive information entered in the fields of a process instance. When enabled, you can define which user roles are authorized to view the information entered in a specific field. Users who do not belong to the authorized roles can still access the […]
Automatically Associate Process Categories with User Roles
In this article, learn how to automatically associate all processes from a category with a user role in HEFLO. This approach greatly simplifies access rights management and reduces the administrative effort required to manually update user roles. With this feature, whenever a process is added to or removed from a […]
Change Users’ Email Domain
The Change Domain feature allows an administrator to update users’ email domains within a HEFLO environment. This feature is useful when: The company changes its email domain (e.g., @company1.com to @company2.com) An email infrastructure migration is in progress A progressive migration needs to be performed by user groups Once the […]
How to View Sub-Instances from a Main Process Instance in HEFLO
During the execution of a process instance with parallel paths or ad hoc activities, multiple sub-instances (sub-tokens) may be created. For users, this can become complex and difficult to keep track of. With this in mind, HEFLO redesigned the Related Tasks section to improve navigation and clearly identify responsibilities. HEFLO […]
Cloning Custom Records
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 […]