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  1. Allow groups to be added as collaborators in Relay “Add Collaborator” outcome

    Would be great to be able to add a group of collaborators “Add Collaborator” outcome. Right now only single users are accepted as input.

    9 votes

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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  2. Be able to specify a document or a shared link in “Send Notification” outcome

    It would be convenient if the “Send Notification” outcome had an option to specify a document or a shared link in the notification body.

    Right now it is only possible to input plain text.

    13 votes

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    1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  3. Create a Box group/alias or ability to select a different name to replace the workflow owner’s name.

    I’ve created several Relay workflows across the business and the issue I found is that people are reaching out to me because my name is tied to a task that is assigned to them. Often times, I do not have any context to the workflow so it results in me having to reach out to the person who started/uploaded the document. We want to avoid approvers having to reach out to the workflow owner vs. the actual owner of the program. This process would not be sustainable if it were rolled out to a larger company.

    Currently Example: Hayley creates…

    73 votes

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    under consideration  ·  1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  4. Improve Relay workflow search bar (end user view)

    Relay search is hard to use (cursor pointer disappears while typing)
    This happens only in end user panel, admin search is not affected

    4 votes

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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  5. Relay: Invite external user at Manual Workflow start

    We have a manual start workflow where we want to collaborate a volunteer to a template folder where they need to fill out some forms and upload back to a Box folder. Relay does not seem to let the workflow starter enter the collaborator's email UNLESS they already exist as an external user.

    8 votes

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    5 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  6. Change a specification of the PST time given when conflicting item's name on Box Relay.

    Currently, no matter what timezone users/enterprise set in its settings, the PST timestamp will be added to the item's name when conflicting name on Relay.

    The specification will be changed to add the date and time depending on the user/enterprise settings.

    10 votes

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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  7. Relay lite: allow admin to change the workflow owner

    Box Relay creates a workflow (Folder creates a task that requests invoice processing and is used to manage outstanding tasks) that enables clerical employees to process invoices more efficiently. However, when the employee is transferred, the workflow that has been created is not transferred to the next person in charge. If a useful workflow can be managed as a company, not as an individual (Change the workflow owner for contact changes), it will be very useful for business efficiency.

    64 votes

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    3 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  8. relay assign workflow

    When a user leaves the company, the admin (or the user) should be able to assign his workflows to someone else. So far, the admin can only deactivate a workflow. We have cases where the relay workflow has 46 steps and if the owner leaves the company, the job is lost. It is a waste of time. As well, folder problems should be highlighted if the user is replaced, thus allowing either the assignment of permissions to the folder(s) or the ability to switch to new folder(s).

    22 votes

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    1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  9. cascade

    Box needs to add the cascade option to all Relay triggers to catch activity in underlying subfolders. The alternative is having to create several relay workflows that is too cumbersome to manage and doesn't scale.

    4 votes

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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  10. Support multi-file for rejected task trigger in Relay

    Suppose you like to assign an approval task to a person with multiple files and when the task is rejected, you like to move the package of those “rejected” files to a different folder("Rejected folder) instead of having them sat in the triggered folder.

    For a single file, you can create the following workflow containing 2 flows and it works perfect as expected, however it doesn't work for multi-files...
    Flow 1: Trigger Manual start-> Outcome: Assign task -> When rejected, the flow is end
    Flow 2: Trigger Task -> Outcome: when the task is rejected, move the file to “Rejected…

    25 votes

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    under consideration  ·  0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  11. Add “Specify when started” option in “Send a notification” outcome

    There is an option “Specify when started” in “Assign a task” outcome. It would be convenient to have a similar option in “Send a notification” outcome, since the recipients might vary depending on who started the workflow.

    5 votes

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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  12. Copy file in workflow should create a new version if file already exists

    I am creating Quality Management workflows. At the end of the workflow the released document is copied to a new area, that is shared with the consumers of the QM-documentation.

    Works fine the first time we run the workflows. If we update the document and run the workflow again, the target file is not versioned: we get a new file with the same name and a timestamp added to it.

    I appreciate this behaviour in some situations and understand why you have chosen this solution. However we would like to have the option in the workflow to "version the file,…

    7 votes

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    1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  13. Notifications from Box Relay aren't very useful without linking back to the file or folder

    Relay is a great tool - but the Notifications aren't very useful. There is no way to link to the actual file or folder that is involved, so the user gets a very nebulous notification that is basically meaningless. Instead of being helpful, it could actually cause confusion for the user, if there are multiple activities happening at the same time.

    Please update this functionality! Thanks!

    3 votes

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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  14. Entering multiple accounts should auto-populate under in Assignee(s) field.

    For the Relay window, users should enter emails one at a time so that the assignee options populate. For collaboration window, if entering all emails at once works, pasted accounts will be auto-populated. So it should also work in the Relay window.

    4 votes

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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  15. Email File Request Link from Box

    Add ability to email file request links directly from Box (similar to collaboration invites). This would allow customers to audit who sent out file request link/ when.

    3 votes

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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add "remove collaborator" option as option in a Relay workflow

    In the same vein as being able to Add a collaborator as part of a Relay workflow, it would be nice to also Remove a collaborator as well. Customer would like to Add a collaborator as part of a workflow, have that collaborator do their part, then have them removed as they no longer need access to the content going forward.

    12 votes

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    1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  17. Make Workflows Shareable Among Users (Box Relay and Box Relay Lite)

    In Box Relay, we can check the progress of workflows in the [Tracking] function.
    Currently, only the owner of the workflow, and Admins who are granted to access to workflows can see this [Tracking].

    However, the progress of workflows within the enterprise should be visible to other users as well.
    (e.g. Users who have tasks assigned in the workflow, or Co-Owners of the folder where the workflow is triggered.)

    It would be useful if the owners could share their workflows to other users.

    5 votes

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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  18. cascading auto-start workflows

    cascading auto-start workflows. We have a specific use case defined that would greatly benefit from this capability - shield classification being applied automatically alerts the uploader of the file that the content needs to be moved. This would be a big win for USAA

    5 votes

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    under consideration  ·  1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  19. Relay Workflow period Allocations based on work days rather than natural days (i.e Exclude Weekends)

    When assigning a task in relay you can assign the period in days associated to the task. at This point in time this does not allow the option to assign such days to working days but only natural days. Therefore if and when a weekend occurs during the timeline of the workflow action weekend days (non-working days absorbs the task timeline. the request is that there must be an option to assign a task only for working days (excluding weekends)

    25 votes

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    not planned  ·  2 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  20. box relay shared link

    Using Box Relay, create the following new outcome: Based on a metadata value when stored on on a file or folder, create and share a web link to the email address(es) in the metadata value, with specified collaboration.

    9 votes

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    not planned  ·  0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
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