Running one process can sometimes trigger an instance of another process. In this article we will see how to set up this type of configuration. Trigger a work item from another process that must be completed before continuing execution of the parent process You must use a call activity to […]
Create multiple work items instantly
Multiple work items can be created simultaneously using information from a source work item. To do this you will need 2 processes. The first will contain information needed to create the different instances of the second. We will take the following example: The customer service registers information concerning a training […]
Deny return to previous task
You can configure your process to prevent rolling back a task. Open the desired process in the process editor. Select the task whose rollback you want to prevent. Go to the “properties” tab and to the “execution” part. Enable the “Deny return to previous task” option. From then on, when […]
Choose the person responsible for the next task
It can be interesting to choose the person who will be responsible for the next task, when this one is intended to be under the responsibility of a list of people. In this article we will see how to perform this configuration. We will take the example of the following […]
Automatically update a work item’s subject
It is possible to automatically update the subject of a work item with information defined in the process. Go to the process editor and choose the process concerned. Select the process pool and go to the “properties”. Write the desired subject in the element: “subject”. You can insert dynamic […]
Roles on HEFLO
An access profile or user role defines the page access, permissions and possible actions for a user configured with this role. By default, HEFLO has three types of native user roles: “Administrator”, “User” and “Portal only”. In this article, we will explain the difference between these roles, show how to […]
How to add a browser tab icon
HEFLO gives the possibility to customize the icon of the browser tab. The icon is an attribute of the environment, and you can change it on the page “Manage Environment”. Go to the page “Manage Environment”. On the environment management page, click on the favicon circular drop zone at the […]
Security Logs
HEFLO gives you the possibility to consult the security logs of your users in your environment. Go to the section: “Manage environment”. Click on: “Users and Authorization”. Go to the tab: “Logs”. Select the dates of the logs you want to see. Select the user concerned. If you don’t choose […]
Portal Attachments
HEFLO allows you to add attachments from your portal on work items you have created. Go to the portal. Go to “My Requests”. Select the relevant work item. Go to the tab: “conversations”. Add the desired attachment. The attachment will then be accessible in the work item by all executors […]
Data change logs
When you or your users change data in your environment; such as: modifying the content of a field, creating a process or blocking a user’s access… HEFLO will generate a log and store these modifications on your environment management page. HEFLO gives you the possibility to consult the data change […]