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356 results found

  1. Keyword search within Relay workflows/templates

    Process owner would like to be able to query open workflows for step text. for ex) search for 'director review' and see a result set that contains any open workflow that is awaiting a director review

    2 votes

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    not planned  ·  0 comments  ·  Workflow  ·  Admin →
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  2. 1 vote

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  3. Select which email notifications you receive by Template or Workflow

    We would like to be able to select notifications for Relay the same way we can in Box (by account settings or by folder/subfolder)

    For example: I am a process owner for an assets approval template. I want to be notified of all actions in this one but none in my other workflows

    For example: I want to be assigned of only comments from feedback in this workflow vs all task completions in another

    2 votes

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    not planned  ·  0 comments  ·  Workflow  ·  Admin →
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  4. Have a minimum number of rejecters to move a workflow back a step

    With Relay it's possible to set the process so that only 1 reviewer of 3 needs to approve to move to the next step.

    However, if 1 of those 3 reviewers rejects the expenses, Relay currently requires the other 2 reviewers to also reject to move the process back a step.

    It'd be helpful for these use-cases to have the ability to set minimum required rejecters

    2 votes

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    not planned  ·  0 comments  ·  Workflow  ·  Admin →
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  5. 2 votes

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  6. The owner of relay intermediate workfolder should be changed to Tenant Primary Admin.

    Summary:
    After a relay workflow is completed, the intermediate working folder remains without being deleted.
    For the folder, the Primary Administrator does not have "owner" permission so he can't delete the folder.
    For the folder, the normal user(who kicked the workflow) has "Co-owner" permission so he can call any external collaborator.

    Request:
    After the workflow is completed,
    - The owner of relay intermediate workfolder should be changed to Tenant Primary Admin.
    - The permission for the user(who kicked the workflow) should be changed to the less permission which can't call other collaborators.

    2 votes

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    not planned  ·  1 comment  ·  Workflow  ·  Admin →
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  7. Ability to combine workflows into one

    Merge simple workflows into larger workflows once we iron out smaller parts of the process

    1 vote

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    not planned  ·  0 comments  ·  Workflow  ·  Admin →
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  8. Workflow follow-up for non-assigned users

    Managers should be able to monitor running workflows of their team. It could be a new role set at the template or instance level

    2 votes

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    not planned  ·  0 comments  ·  Workflow  ·  Admin →
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  9. workflows that move files based on file contents or filename

    The ability to have workflows that move files based on file contents or filename

    8 votes

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    not planned  ·  1 comment  ·  Workflow  ·  Admin →
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  10. Add in-app notifications to Relay

    In-app is better than email

    3 votes

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    not planned  ·  0 comments  ·  Workflow  ·  Admin →
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  11. Ability to create dynamic forms

    For example: A Word document to convert into a dynamic form with pre populated field.

    114 votes

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  12. 2 votes

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    not planned  ·  0 comments  ·  Workflow  ·  Admin →
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  13. Add redlining capability

    Option to redline contracts in the task flow

    2 votes

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    not planned  ·  Jenica responded

    This would require a change on the Web App and Files structure. This can be achieved today through Word redlines.

  14. 2 votes

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  15. Have Docusign integrated with Relay

    Use Relay+Docusign to manage contract approval process

    23 votes

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  16. 2 votes

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  17. 1 vote

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  18. 1 vote

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    1 comment  ·  Workflow  ·  Admin →
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    This is an old feature request that is no longer relevant based on new feature delivery. If this is still relevant please submit a new pulse.

  19. Notification that a file has entered workflow

    When a file enters workflow it is moved, a notification (preferably to other users in the folder) that the file has been moved because it has entered a workflow is required.

    2 votes

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  20. 4 votes

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