How to configure validation

HEFLO allows you to set up validations for task form fields to ensure that the information you input follows the required business rules. Validations are executed as soon as the user attempts to advance a work item task. To configure the validations, select the task output flow in the form […]

Creating e-mail templates

In HEFLO you can create a template, which will be sent as an attachment to an email, with a .pdf extension. To create a template, select your message intermediate event, with launch behavior, and click the edit announcement template icon.   In the Message Template window that opens, click on […]

How to configure process authorization

HEFLO allows you to set detailed user profile permissions. Learn more about profiles: Access profiles, invite users, and change profiles. Access Environment Management and click ‘Manage access profiles’ on the ‘Role list’ area. Then, in the opened page, click to edit a custom profile. In the window that opens click […]

Request permission for process editing

In order to prevent information being overwritten in a process where more than one user is accessing the editor, HEFLO freezes editing so the first user can work on it and any other users can only view it. For the person who is allowed to edit the diagram, the message […]

Process Owner Functions

The owner is responsible for the process and has an authoritative role over some actions of other users. To set an owner, you need to access the process and click on properties on the right side, then set the user in the ‘Owner’ field. Publication of the Process in the […]

How a licensing pool works

The environment pool aims to centralize subscriptions and share licenses and resources between different environments. To access the pool configuration screen, click on the project selector and on ‘Manage Environment’. Navigate to the ‘Subscriptions’ area and click ‘Manage subscriptions’. On the screen that appears, click ‘Create New Pool’ under the […]

BPMN Subprocesses and containers

Subprocess A Subprocess hides details of a process and provides an abstraction for the main process. Within the subprocess there must be an initiator (only 1) and a finalizer, and a sequence of tasks and gateways. Call Activity A Call activity is the inclusion of another process in the diagrammed […]

BPMN Gateways

Exclusive This type of gateway causes the flow to be diverted on only one of the output paths. Inclusive This type of gateway causes the flow to deviate from one or more output flows, depending on a decision or formula. All flows must be finalized in another gateway, preferably of […]

BPMN Tasks

Task (generic) It represents the work done in the process. You may have associated a form for data entry. User task It represents the work performed by a user of a system connected to the workflow engine. Example: Registering employees. Manual task It represents a task performed by a person […]

BPMN Events

An event is something that “happens” during the course of a process. These events affect the flow of the process and usually have a cause or impact. Starting or ending a process, receiving a message from another process, sending a document … all can be considered Events. Events have a […]