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356 results found

  1. implementing a document numbering conventing within a folder

    Is there a workflow template to create a document numbering system for file uploaded into a specific folder?

    1 vote

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  2. Include comments in workflow complete email

    Customer who uses Relay a lot for their AP/procurement process. People involved in the invoice approval process often leave comments in the workflow related to each job/invoice. Customer wants to see all of the comments associated with that approval workflow when they receive the email confirmation that the workflow is compete. That email confirmation is saved and they want the context that the comments provide included in that confirmation email.

    11 votes

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  3. Requirements to set external users as target of tasks and notification in Box Relay

    (Japanese follows English)
    We detected a problem that Box Relay owner can't set external users as target of tasks and notification automatically sent by relay.
    In this case, the external user had been invited not by the relay-owner, but by another user.
    According to the article below, relay-owner need to invite external users to set them as target.

    <article>
    https://support.box.com/hc/en-us/articles/360043695134-Box-Relay-FAQ

    Some users are saying that this should be fixed because users who manage collaborator are not always same as users who manages relay.
    Or, is it possible to allow multiple users to share the original relay (not templates).

    Box Relayの所有者が、タスクと通知の送信先に外部ユーザーを設定できないという事象が発生しました。…

    1 vote

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  4. We would like to see the user name added to the search for workflows in BoxRelay in the admin console as a search target.

    We would like to see the user name added to the search for workflows in BoxRelay in the admin console as a search target.

    Currently, only the workflow name can be searched in the search window in the workflow list of the Management Console.
    When an administrator disables a user's workflow from the management console, It is very difficult to pick up the target user because the workflow can only be searched by workflow name.
    Adding the user name as a search target will make it easier for the administrator to specify a user and disable the workflow.

    管理コンソールのBoxRelayのワークフローの検索にユーザー名を検索対象に追加して欲しい

    現在、管理コンソールのワークフロー一覧では検索窓ではワークフロー名のみ検索が可能です。…

    5 votes

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  5. Box Relay - add action for shared link

    There are certain levels of folders that should not have a shared link set. Box Relay would be a good solution to monitor if a shared link was created on a folder, but this option doesn't exist in the list of folder actions.

    1 vote

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  6. Box Relay outcome to Apply Classification to a folder dynamically

    It would be helpful if Box Relay would have the ability to apply a classification to the folder where the workflow was triggered on dynamically as an outcome, which would also classify all content within that folder structure as well. This would allow applying classifications to the folder that a new file event trigger happened in for example, which would then flow classifications to all content and sub-folders in that folder structure.

    11 votes

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  7. Ability to populate a metadata date field with current date

    We need to log when an approval has occurred. Populating the metadata date field with the current date would be very beneficial.

    2 votes

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  8. Have and or logic to drive an outcome in Relay based on metadata values

    Having the ability to say if a metadata value = abc then create a folder with a standard naming convention derived from a metadata template, if not do not create a folder.

    13 votes

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  9. Adobe sign integration for Box relays

    You can create relays that are triggered by Box sign events, which is helpful, however, in my organization not every person has Box. This has made the integration of adobe to Box so fantastic as we can send documents via Adobe sign in Box, Box tracks them and then adds the fully executed document to the folder the event was initiated.

    What I'm a little disappointed by is that an Adobe sign event cannot be included in a Box relay. Usually we have a flow where a document, once signed, is moved by a Box relay into a final destination…

    1 vote

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  10. Relay Manual Start Trigger in Embed Widget

    You can not run a relay Manual Start triggered workflow from the embed widget. Since this widget is also used by Salesforce Managed Package integration, this affects that. Crowdstrike has a pretty simple workflow that they want to do from within the embed client using the manual start trigger, but can't because it's not exposed there. They can start it directly in Box, but that's not desirable as it takes them out of the context of Salesforce.

    1 vote

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  11. 1 vote

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  12. Add new Variables to Box Relay for Naming

    In Box Relay, I find the additional variables in the Naming of Folders and Files, such as the Trigger Date, to be very helpful. However, I would like to suggest including a new variable that would reference "Workflow Starter".

    Workflow Starter variable could potentially include:

    • User's email
    • User's Last and First name
    • User's Box ID

    By incorporating this variable, I would be able to effectively organize incoming files into folders named after the user who uploaded them.

    Thank you!

    3 votes

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  13. We would like to be able to register a group in the Configure Relay even if the group's permission setting is not "Administrators only"

    Currently, when we try to register a group in the Relay configuration, we can register the group if the group's permission setting is "Administrators only", but not if the group's permission setting is "Company" or "Group Members".
    Registration location [Enterprise Settings > Content & Sharing > Configure Relay].
    We are using "Company" and "Group Member" as the permission setting for groups to be able to respond to group invitations, etc. outside of the management console, so we would like these permission settings to be able to be registered in the Configure Relay.

    <グループの権限設定が「管理者のみ」以外の場合もBoxRelayの構成でグループを登録できるようにしてほしい>

    現在Relayの構成でグループを登録しようとするとグループの権限設定が「管理者のみ」の場合は登録できるが、
    「会社」や「グループメンバー」の場合は登録できない。【Enterprise設定>コンテンツと共有>Relayの構成】
    グループの招待など管理コンソール以外でも対応できるようグループの権限設定を「会社」や「グループメンバー」として利用しているため、
    これらの権限設定でもRelayの構成で登録できるようにしてほしい。

    21 votes

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  14. Name in the notification email of Box Relay should be the initiator of a workflow rather than workflow owner/creator.

    Currently the name displyaed in the notification email of Box Relay is the name who owned/created the workflow.
    It's idal to be displayed Name of initiator of a workflow in the notification email especially in caseunspecified majority of people might launch the workflow by manual.
    Enabling the above feature makes it much easier to confirm user who start the flow.

    13 votes

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  15. Approved on behalf of the person in charge or Force skipping

    I strongly request the ability to be approved by another person or force skipping when the person in charge of the approval task is out of office in BOX Relay.

    8 votes

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  16. Error notification about Relay Workflow

    Currently there is no way to know whether the relay workflow has failed or not.
    So when there is an error in a workflow, I would like to have admins and or the workflow owners to receive a notification to inform about the error.

    81 votes

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    Hello all,


    Thanks for requesting this feature. The product team reviewed this request and added to our backlog for consideration. We look to revisit this next year and once we start working on this, we will update the status. 


    Thanks,

    Nirmal

  17. Relay workflow to get deleted or transfer to Box admin when the user is deleted

    When the Box admin is in process of deleting a user with a Relay workflow and closes the browser by accident, the workflow ends up with no owner.
    I would like that workflow to either get deleted or transfer the ownership to the Box admin

    4 votes

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  18. Relay stacking

    I would like to be able to apply relays for folders that don't exist yet. If I create a relay for a folder to be created, I'd like to be able to stack that for the sub folders.

    For example each year I create quarterly folders and then I can automatically copy files into those folders. Right now I have to wait until I create the folders to build the relay to copy files.

    3 votes

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  19. 【Box Relay】About email notifications for approval requests

    Relayにて承認タスクを割り当てた際にメッセージ欄に関連する資料のURLを記載して依頼を行っている
    現状リンクが有効になっておらず、関連資料を確認する手間が発生している
    必要な資料をすぐに確認できるよう通知メールから記載されているURLにアクセスできるように通知メールのURLリンクを有効化してほしい

    When assigning an approval task on Relay, the request is made by writing the URL of the related document in the message field.
    Currently the links are not valid and it takes time to check related materials.
    I would like you to enable the URL link in the notification email so that you can access the URL listed in the notification email so that you can quickly check the necessary materials.

    2 votes

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  20. 【Box Relay】About approval rejection

    Relayにて承認依頼を拒否した場合、理由を記載できるようコメント欄を追加してほしい
    現状、理由を記載する箇所がないため別途コメントのメンションやメールにて連絡する必要があり二度手間となっているため

    If Relay rejects an approval request, please add a comment field to write the reason.
    Currently, there is no place to write the reason, so you have to contact us via a separate comment mention or email, which is a hassle.

    2 votes

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