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 […]
Manage Custom Records from a “Record” Field
HEFLO now allows you to add, edit, or delete a record entry directly from a “Record” field linked to it. This feature is available in: ✅ Custom record forms ✅ Process forms 🔎 Learn more about forms: Creating forms. 💡 How to Use This Feature in a Process or Linked […]
Managing Licenses for Additional Environments
Licenses are associated with an environment. If one of your users with a named license and an “Administrator” role creates a new environment, the system will use the same license for both environments. Example If you have three named user licenses and you have assigned two licenses to two users […]
Export custom queries
HEFLO allows you to export data from your environment using database replication. You can also customize your exports by creating queries tailored to your needs. Export Data from Available Views You can export all the data contained in the various views provided. For more information, consult this article: Tutorial: Data […]
Create and use a “Mind Map” diagram in HEFLO
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 […]