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339 results found

  1. 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!

    2 votes

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  2. Select user group on BOX Rleay's workflow

    When creating a workflow using BOX Relay, groups cannot be set as recipients in the notification options. When notifying a large number of people, it is time-consuming to enter the address for each person, so it would be nice to be able to set groups.

    1 vote

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  3. Box Relay Signing Event Log and Completed Document filed seperately

    Right now, you can create a Box Relay workflow to move/copy Just the Completed Signed document OR both the document and the log. It would be great to be able to also choose to manage the log seperatly too, so you could set up a Log folder to file them in a seperate location if you'd like, from the completed document.

    7 votes

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  4. Ability to specify wildcard folder in folder path for folder event trigger

    Here's the scenario. Box folder partitioning is recommended for scalability when the number of items (files or folders) within a parent (root) folder will exceed 15000. The Salesforce default integration creates a folder for each account under a 'Accounts ' Parent folder and typically number of customers will exceed 15000 for large organizations. With the Box Partitioning flow (available in the Managed package for SF), folder partitions can be based on using starting letter of the account (e.g. partition folder will be named AFolder). OR customized to have folders based on Year/Month of creation e.g. PartitionYYYYMM under the…

    2 votes

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  5. 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.

    2 votes

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  6. Relay Workflow Action - Send email copy of file

    In creation of new Relay Workflows, I would like to see an available type of action for "Email" added. Similarly to the Copy Action, a prompt for 'what file should be sent' then a prompt for 'where file should be sent' in which the workflow creator can include a single or multiple email addresses.

    2 votes

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  7. Box Relay Outcome to Create Bookmark

    It would be great if there was an option to create a bookmark to another folder, for example one that may have triggered the flow. If using multiple different file trees it would help users to be able to navigate around if these could be automatically created.

    1 vote

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  8. Box Sign action in Relay

    I would like to have a Box Sign action relay.
    I expect use cases like once it is approved internally, we move to submit Sign request via Box Sign

    23 votes

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  9. Create Relay for User Onboarding/Offboarding

    I don't see Relay as a category option.....

    Note, my users aren't owners of their data. They are only editors.

    I have Azure AD user provisioning enabled to create and update users. As part of the user onboarding process, I would like for Relay to be able to see when:

    a user has been created > create a personal folder for that user in a business unit related directory > share folder with user

    a user has been disabled > move personal folder to an archived folder directory (related to their business unit)

    2 votes

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  10. Auto-name relay

    Check-box to auto-name relay outcomes by file name or folder name

    2 votes

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  11. Automated File renaming (at scale) - Programmatic creation of workflows

    When a file is moved to any folder called “#Archive”, the file should be renamed with a prefix of “OLD_”

    For example: I have a file called “mywordfile.docx” I now want to archive this file, so I drag it into a folder call “#Archive”. Box Automation should then rename my file to “OLD_mywordfille.docx”

    Problem statement
    The box automation trigger “when file moved to folder” requires an explicit folder path. Meaning I would need to configure a rule per “#Archive” folder within our folder structure. We have many. So, manually setting up relay for every single #Archive folder is not a…

    5 votes

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  12. Instant Clipboard Copying for generated 'Share' links

    I think it would be a good idea to have feature parity with the Google Drive sharing experience which immediately copies your share link to your clipboard when the permissions settings popover appears.

    1 vote

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  13. Ability to customize the subject line of emails sent automatically by Box Relay

    We can customize the message that appears in the body of the email when we create an approval task in Box Relay.
    However, for security reasons, we instruct our employees to delete emails they don't remember without opening them, so the current email subject line that is automatically sent by Box Relay is likely to be deleted.
    We would like to have the ability to customize the subject line as well as the message, so that recipients can grasp the content at a glance.

    (日本語)
    Box Relayで自動送信されるメール件名をカスタマイズする機能

    Box Relayで承認タスクを作成する際、メールの本文に表示されるメッセージをカスタマイズすることができます。
    しかし、セキュリティ上、身に覚えのないメールは開かず削除するよう社員に指導しているため、現在のBox Relayで自動送信されるメール件名では、削除されてしまう可能性が高いです。
    受信者が一目で内容を把握できる件名にしたいため、メッセージだけではなく件名をカスタマイズできる機能を希望します。

    5 votes

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  14. Sender info in Relay

    I would like you to add a setting for "who" went to the BoxRelay event.
    For example, when managing files for the same task in the same folder, if the person in charge (uploader) and the confirmer (notification recipient) are different for each file, it would be convenient to be able to set different notification recipients according to the uploader.

    Thank you for your consideration.

    (In Japanese)
    BoxRelayのイベントで「誰が」行ったかの設定を追加してほしいです。
    例えば同一フォルダで同じ業務のファイルを管理するケースで、ファイル毎に担当者(アップローダー)と確認者(通知先)が異なる場合、アップロードした人によって通知先を別々に設定できると便利になります。

    ご検討のほどよろしくお願いいたします。

    2 votes

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  15. allow a sort option by file name not just date modified

    allow a sort option by file name not just date modified

    2 votes

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  16. Expand Capabilities for Adding External Collaborators to Relay Tasks/Notifications

    Currently, a user can only add an external collaborator to a Relay Task/Notification if the following are true -

    • The user owns the content
    • The user has added the external collaborator to content
    • The user has to have less than 5,000 external collaborators on items they own

    Many customers have a closed folder structure, where one admin user owns all content, so this admin user would be the only one who can create the workflow with external collaborators added to tasks/notifications. For large organizations especially, this is difficult to administer and maintain, so ideally even users who do not own…

    4 votes

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  17. Reducing the time it takes to start the next process in Relay

    The current specification limits the possible use cases, as it could take more than an hour before the next process is started. Is it at least possible to set SLAs, such as triggering within 10 minutes?

    2 votes

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  18. Ability to schedule outcomes in Relay relative to the trigger date

    Rather than selecting a specific date for an event to occur, add the ability to schedule an outcome (e.g., send notification) on a date relative to the date the trigger occurs. For example, Trigger = file upload, Outcome = send notification 180 days after file upload.

    1 vote

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  19. View recent files in relay

    Allow to view recent folders and files when creating a relay so that searching is more efficient

    1 vote

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  20. Select multiple files to copy in a relay

    I would like to be able to select multiple files to copy in a relay at least if they're in the same folder so that I don't have to do each individually

    1 vote

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