GDPR

We understand the importance of incorporating standards put forth by the General Data Protection Regulation (GDPR) into our data practices and making sure our customers, whether citizens of the EU or not, feel secure to continue using our product. GDPR gives EU citizens more control, choices and rights over how […]

Release November 2017

IMPROVEMENT: Show in the sidebar of the instance dialog only “tokens” that have manual activity. IMPROVEMENT: Corrections in the filter of the workspace (automation). Also, the addition of the initial user field / requester. IMPROVEMENT: Exporting data from the widget of type listing (management dashboards). IMPROVEMENT: Option for fields of […]

How to invite someone to use the portal feature

You have to invite all people that will view the process documentation on the portal. Publishing your processes on the portal is an exclusive feature of the professional plan, but your invitees don’t need this plan to access it. It’s only required that you configure their profiles to have exclusive […]

How to start processes by email

You can initiate a process by receiving an email message and this is possible using the HEFLO Mail Connector. Step 1 – Include a message initiator Before adding the initiator make sure that the process has the automation feature enabled. So, go to the properties tab and activate the switch “Automated […]

How to start processes using web services

You can start a process through a web service call, which is performed by another application. It’s possible using the HEFLO Web Services Connector. Step 1 – Include a message initiator Before adding the initiator, make sure that the process has the automation feature enabled. Click on the gear icon at […]

Web service connector

A Web service is a technological solution created to integrate information systems, something important in a BPM implementation. In HEFLO, we use the Web Service Connector as an extension of BPM, which allows you to implement message exchanges to: Start a process (“catch” operation). Consume third-party web services (“throw” operation). […]

Introduction to Business Rules

A Business Rule defines a logical (true or false) condition consisting of one or more conditions calculated from fields of a business entity (business process or entity registry). Editing Business Rules All editing is performed by the Business Rules Setup dialog. Creating a Business Rule First, choose a form field […]

How to create an entry form

You can create a custom data store to maintain a entry list. Also, the entry list can be used as a data source of items in a combo box field when you automate your business processes. First, create a new page, then add a new widget: Access any workspace page […]

Tutorial: How to create a management dashboard

Mapping processes, editing forms, managing tasks. What good are all these if you don’t create indicators? Everything we do has a single purpose: to generate relevant information for business management. So, managers can make the best decisions. So, in this video, we will talk about HEFLO’s management panels, also known […]