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 […]
Conversations items
HEFLO allows you to create a recent items list on your work item conversations and emails. Go to the page that will contain the widget. Switch to edit mode. Add a widget type: “Recent Items”. Edit the widget. Choose “Conversations” in query. You can choose the processes and the people […]
Dark Mode
HEFLO gives the possibility to switch to dark mode. Go to your account. Enable Dark Mode. The mode will apply to all HEFLO pages and adapt to the theme of the environment.
How to delete an account on HEFLO
It is very easy to delete an account on HEFLO : Go to your profile. Click on: “Delete account”. Copy and paste the confirmation message and click on: “Yes”.