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 […]

Get invoices for a HEFLO subscription

Subscription directly through HEFLO This case applies if you have taken out a HEFLO subscription using the red cart icon: In this case, the user who made the purchase can retrieve the invoices concerning the subscription: You must access the “Subscriptions” page in the “Manage Environment” section. Click on this […]

Automatically send information to users who run a process

There are several functionalities to transmit information to users who act in the execution of processes. Automatically send personalized emails You can automatically send pre-configured messages to your users to send them information adapted to your needs. It is advisable to use this method for the transmission of important information […]

Allow to cancel a work item

You can give users who run a work item the ability to cancel it. Users with an administrator role can cancel work items from each process. This action is not allowed for those who have a user role. You can then create a specific role to authorize work item cancellation for […]