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  1. 1 vote
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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  2. File Request Action in Box Relay

    A file request action on Folder in Relay that could automate generation of the File Request link and email it to a specified email address. Supporting automation of uploads from individuals without Box accounts.

    4 votes
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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  3. Enhance relay feature

    Relay limitations:

    Not being able to tie outcomes from one flow to other outcomes from other flows all within the same workflow. Dynamically having related outcomes is critical to Relay’s usefulness.

    Cascading folder metadata not being brought over when copying a file.

    Having a third option for approval tasks (approved with feedback/conditionally approved).

    4 votes
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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  4. not being able to navigate easily to upper folder is a pain

    if i enter a folder i can only go back using arrows from browser and not click on a navigation path like anywhere elsewhere. i's really boring and painful

    1 vote
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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  5. manage metadata in Relay for both file and folder

    In Relay when You need to manage metadata the only possibility is on file.
    Why not on folder?
    The most suitable way is to have the possibility to manage for BOTH.

    11 votes
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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  6. Use a relay to output reports periodically.

    Use a relay to output reports periodically.

    4 votes
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    1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  7. After file request is complete, allow customization of who receives notification

    Ability to notify specific email address (not user who upload file) after user uploaded file via File Request.

    1 vote
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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  8. Start a Relay workflow manually (Manual Start)

    In the Relay Classic system I could start a workflow manually by opening Relay Classic, choosing my template and then starting the workflow. Now, workflows must be triggered by a folder or file action. I don't want this as we have Financial Advisors in the firm utilizing Box that are segregated from each other (each FA can't have access to the other FA's client files...). They'll all need to start the same workflow, but if I have one central folder that is the trigger folder for the workflow, they can easily access each other's client files that are dropped there.…

    4 votes
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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  9. Create a new workflow, after the folder creation.

    We want to create a new workflow, after the folder creation.

    We are planning to have two types of flows, "Project folder creation flow" & "Approval flow(under the newly created folder)".
    The "Project folder creation" is fine, but for "Approval flow" we need to create it each time after new project folder has created.
    So it would be great if we can create the "Approval flow" after the project folder has created.

    Project folder creation
    Trigger: Folder creation
    Outcome: Copy the prepared folders underneath the folder which triggered the relay.

                   the prepared folders include "Review" and "Approved" folders.
    

    Approval flow …

    3 votes
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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  10. group management with relay

    Get the possibility to manage groups from Relay (adding, updating and deleting members). And of course sub-groups.

    8 votes
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    gathering feedback  ·  0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  11. Ability for variable dates in metadata templates

    When assigned a metadata template as a Relay outcome, customer would like to have the Date value be dynamic and reflect the date the template is assigned, vs the date the workflow was created. The idea is that each outcome would change the status field of the file, and they'd also like to capture the date the status was changed. Knowing the date the status changed would allow end users to search for content in a certain status, by date range.
    This functionality currently does not exist without asking the end user to manually update the date. Use case for…

    1 vote
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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  12. Add the ability in Relay to move the parent folder in addition to moving the file the triggered the relay workflow

    Currently, I'm able to use Metadata to trigger a relay on a specific file. When this happens, I'd like to have the ability to move the folder that the file is in, and not just the file. Currently, I'm only able to move the file and that doesn't work when we have multiple files that would need to be moved in the same folder. It's simpler to just move the folder that the file is in.

    Example use case: When managing a hiring process, we receive a lot of resumes. In addition to the resumes we receive other documents like…

    2 votes
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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  13. Relay: Copy or move the contents of a folder rather than the folder itself

    Currently Relay can copy a file or a folder, but not all the contents of a folder to a location. This would be really useful for content propagation, where the use case would be that every time a folder is created copy the content of a template to it.

    8 votes
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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  14. Auto Delegation of task

    Allow user to set OOO (Out of office) and pick someone to auto delegate the task during his/her absence. This should delegate only tasks assigned directly to the user or if every member of a group is assigned a task. If the task is assigned to a group and marked as "Only 1 member from group to finish", then auto delegation should not happen.

    9 votes
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    not planned  ·  0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  15. Requesting the ability to upload a file for sharing but set a date/time for when the sharing will start.

    In the entertainment business films and music can't be released until a specific date and time. The assets are ready in advance. I would like to create a folder for sharing with a start date and time for the sharing. This way I can invite people to a folder i want to share, but they can't access the content until the approved date and time. A time counter would be great so the person i am sharing with will know when the files will be released.

    6 votes
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    not planned  ·  0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  16. I like automation; I would like to be able to pull data from different Google Sheets that are all located in my Box.

    In Google Drive, all the documents can be referenced to each other. For instance, I can pull data from one Google Sheet to another separate Google Sheet (using the IMPORTRANGE function). This function no longer works as it now says "spreadsheet cannot be found."

    6 votes
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    not planned  ·  0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  17. Relay action: create Box note

    From trigger, create a Box note from an existing template.

    7 votes
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    under consideration  ·  0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  18. Date-based recurring workflow triggers

    Relay is great for workflows that occur because a human remembered to perform an action, but we run into issues if the human in question does not remember to start their part. For example, we have a workflow that starts with a staff member downloading a vendor invoice each month, auditing it, then uploading it to our accounting team. That starts a workflow where the accounting team reviews and approves for payment, then an auditor confirms the approval, and the payment is funded. Well, it all falls apart if the person who can download that invoice doesn't respond to a…

    2 votes
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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  19. Report on who has Relay enabled

    Ability to report on who has Relay enabled in an enterprise account. Via "Export users" would be nice, but not even Box's own reporting team can produce this data right now which is unfathomable.

    4 votes
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    gathering feedback  ·  0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  20. I want multiple approvers on every workflow.

    We have external approvers and one of them should be able to advance this workflow.

    3 votes
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    existing feature  ·  0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
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