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  1. Copy files to Relevant Folders based on Tags or Automation Rules

    We would like to setup Automation rules for folders that would COPY and not MOVE new files to designated folders.

    To take the idea even further, if the COPY could be triggered by a TAG assignment, it would be even better, because some of the files in the affected folder should not be copied, while other should.

    1 vote
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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  2. The ability to put comment with mentions in a file as an outcome

    As a user, I would like to add comment with multiple @mentions as Relay outcome

    2 votes
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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  3. Workflow is giving away private data- this should be fixed

    When viewing my workflow folder, I see a name of the last person that edited some workflow + an indication of the number of workflow items in general

    1 vote
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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  4. Automated Set of Subfolders

    I'd like the same set of subfolders to be created automatically for every matter (parent folder) I create, so i don't have to constantly re-create the subfolders.

    1 vote
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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  5. Add naming flow when relay creates a folder or file

    When relay creates a folder or file, we want relay to guide user to name the folder or file as a flow.

    1 vote
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  6. Add and more events into a same flow in relay

    When You build a flow in relay, You don't have the possibility to add another event into this same flow as a result. This might help if You need to repeat a part of the flow (similar as a loop).

    3 votes
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  7. Ability to trigger multiple workflows

    “Lets put it like this, if you have the functionality to split workflows based on different files in 1 folder, people here would want to switch from Sharepoint to Box ?. It is currently the key reason to stay with Sharepoint as far as I’m made aware of.”

    Basically, the customer wants to be able to trigger multiple workflows within one folder, but only on some files for each workflow. Currently they could achieve this through metadata, but this would not be contained to the folder.

    2 votes
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  8. 2 votes
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  9. name folder based on data created

    When a new folder is created through Relay, have various options to name the file beyond a default name field, such as data created as an insert field variable.

    1 vote
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  10. Limits for simultaneous file uploads and Batch processing capability

    I usually upload folders. Each folder could have 1 or 2 files, or 6 or 7 files, or more. When it's just 1 or 2, everything is fine, but when there are 4 or more, they seem to eat up my bandwidth. It would help if there was a limit within Box to control how many files upload simultaneously. Additionally, having a true batch process would be very helpful. That would allow me to line up several folders to upload and each one would upload in turn.

    2 votes
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  11. Selecting approvers and move destination folders of outcomes dynamically

    I got a request from my business partners that it might be very nice for them to be able to select approvers and move destination folders of each outcome dynamically.
    They feel inconvenience to create Relay flows as the sames number of external collaboration folders of every company.

    1 vote
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  12. possibility to call another relay automation

    I made a scenario with relay and I would like to use it into another instead of creating again and again same flows. So it would be nice to get the possibility to combine different scenarios as sub-scenarios (like procedures in a program).

    2 votes
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    existing feature  ·  schang responded

    As part of paid Relay, you can set various metadata values to trigger different aspects of the process.

  13. Add uploader role to box relay auto-start workflows

    When you auto-start based on someone uploading or saving to a directory, that workflow should take into account the person who did that - the uploader role. For instance, in a workflow that has a gather feedback and incorporate step, that should be automatically assigned to the uploader not the workflow owner. In general the workflow owner is not a very useful role - it's just the person who happened to write the template - the workflow owner may have no stake in the workflow instances whatsoever. The uploader is a natural role that is missing.

    8 votes
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    1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
    delivered  ·  schang responded

    We released the ability to assign any task to the “workflow starter”, the person who performed the file action.

  14. Users don't get email notifications for assigned tasks unless they're in the folder

    Users don't get email notifications for tasks in Relay unless they're collaborators in that folder. It doesn't always make sense for the users to be collaborators and this can add clicks to the Relay experience. Because of this, users that rely on Box Drive don't get notified that tasks have been assigned to them unless they log into the web app to check.

    Can users get email notifications when they've been assigned a task in a workflow regardless of whether they're collaborators in the folder?

    1 vote
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  15. automatic periodically delete

    Current feature only delete on specific date/time. please add regular/recurring delete/trash feature. e.g: every 1 week delete certain folder. Every 1 month delete specific folder. Thanks.

    1 vote
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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  16. Customize notifications (frequency and timing) for tasks on Relay workflows

    A key piece of any ECM system is being able to control when and how often a user is notified about a task based on the severity of the workflow. If an approval is required for a mission critical business process that is time sensitive then the creators of the workflow need to be able to create urgency with the notifications in Relay. If this workflow is low priority and they don't want to "cry wolf" then they should be able to customize that it is low priority and maybe on need to be notified once a week etc.

    2 votes
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    gathering feedback  ·  0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  17. It will be great if we can connect folder action between multiple flows.

    When you have in the first flow a folder action (copy, move or create), you won't be able to reference the folder in a seconf flow if you want to take action if the task that has been rejected.

    I have created a couple of Relay Flow (Contract Management and HR Onboarding) during the flow I create folder to collect more information from either a vendor a new onboard person, but when the flow get rejected and could not create a rejection flow (Second flow) because could not take action on a folder.

    This could be important when we will…

    1 vote
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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  18. Need ability to migrate workflows between Box instances

    For M&A use cases, it's my understanding that Relay workflows cannot be migrated once Box instances are merged - it'd be nice to have this built into the product so that companies that are constantly acquiring other companies (on Box) don't have to worry about losing access to business critical workflows.

    1 vote
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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  19. Would have appreciated more notice in regards to changes made depreciating the old API when File Request was released.

    We missed the notice where everything using the old app would break. We had used this app to embed many upload widgets in web pages, then they all broke simultaneously. We were left scrambling to fix every page that was broken. It’s just a lengthy process on our end to replace the functionally that was broken in our all live pages.”

    2 votes
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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  20. viewing PDF on box online

    when viewing a PDF online, the toolbar (toggle thumbnails, zoom, pages, fullscreen) that hovers towards the bottom tends to cover areas that i need to see. can this toolbar live somewhere else? or make it disappear until you mouse over that area?

    2 votes
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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
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