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341 results found

  1. File Request Timestamp

    File request duplicate timestamps:

    When we upload files with same file name via the file request link, time stamp will be automatically added to end of the file name in UTC+0000.

    We would like a way to select the timezone used to add the timestamp (maybe the timezone abbreviation can be specified at the end of the file name timestamp for when other collaborators view it)

    10 votes

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    0 comments  ·  Workflow  ·  Admin →
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  2. Allow folders to be uploaded with File Request

    File Request is a helpful feature, but often isn't useful as most external parties want to share folders (including sub folders) of documents with us. Can a feature be added to allow folders to be shared as part of File Request - perhaps renamed to Folder/File Request?

    33 votes

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    4 comments  ·  Workflow  ·  Admin →
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  3. Support multi-file for rejected task trigger in Relay

    Suppose you like to assign an approval task to a person with multiple files and when the task is rejected, you like to move the package of those “rejected” files to a different folder("Rejected folder) instead of having them sat in the triggered folder.

    For a single file, you can create the following workflow containing 2 flows and it works perfect as expected, however it doesn't work for multi-files...
    Flow 1: Trigger Manual start-> Outcome: Assign task -> When rejected, the flow is end
    Flow 2: Trigger Task -> Outcome: when the task is rejected, move the file to “Rejected…

    39 votes

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    1 comment  ·  Workflow  ·  Admin →
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  4. Remember the folder location for your flow on folder picker component

    Once you built your workflow, sometimes you want to doublecheck folder location for your flow.
    When folder structure is deep, the path is not visible on your flow, so you click the folder picker but it will navigate you to a root folder instead of the folder you selected.
    It will be helpful if it has an option to go to the selected folder location for the flow rather than root folder.

    1 vote

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  5. Auto overwrite if the file is uploaded with the same name in the folder via File Request.

    In the current spec, the file with the same name in the folder is uploaded via File Request, the file name is automatically changed to containing date and time.
    I want the option to overwrite the file when it has the same name of existing files.

    7 votes

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  6. Create a Box group/alias or ability to select a different name to replace the workflow owner’s name.

    I’ve created several Relay workflows across the business and the issue I found is that people are reaching out to me because my name is tied to a task that is assigned to them. Often times, I do not have any context to the workflow so it results in me having to reach out to the person who started/uploaded the document. We want to avoid approvers having to reach out to the workflow owner vs. the actual owner of the program. This process would not be sustainable if it were rolled out to a larger company.

    Currently Example: Hayley creates…

    111 votes

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    1 comment  ·  Workflow  ·  Admin →
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  7. Enhance page view for Relays in new UI

    When accessing Relay in the new UI, not all Relay workflows incrementally load nor are there pages to navigate through to view all workflows. I would like the ability to see all relays on one or multiple pages without using text filters.

    1 vote

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  8. Allow the Admin to Set File Request requirements and default settings

    Allow admins to require all File Requests globally to have certain fields (like email address or a pre-populated description Box with a legal disclaimer) or settings

    17 votes

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  9. When copying a folder with File Requests configured within it, add an option to have the File Request configurations copied as well.

    We have a need to setup folders with File Request features for our customers. When we do this manually, it takes a lot of time to set everything up as we need it. We'd like to be able to copy a folder (along with its subfolders) and its File Request setup. This would make any existing setup, like a template, which we can simply copy and rename in preparation for another customer.

    Currently, we can only copy the folders with or without contents. But either action does not copy the File Request configurations in the source folder.

    Thanks for your…

    1 vote

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    not planned  ·  0 comments  ·  Workflow  ·  Admin →
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  10. Allowing further personal branding in the "File Request" link.

    Currently only able to edit title and add a description but would be link to put company logo within link.

    5 votes

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  11. Improve Relay error messaging for missing info

    If there is info missing, the relay workflow can still be saved. Instead of wiping out all that you've drafted, it goes into an inactive state so you don’t lose your work when you close the window.

    Even better would be if the error tells you WHERE you are missing info. Instead of the vague, “please fill out all required fields before saving" messaging

    1 vote

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  12. Ability to run relay workflows as a group

    Relay workflows and approval tasks are started and sent as the user that created the relay. Ideally you want to get the box approval task that is sent to the users to approve to look like it is coming from the team that is requesting the approval.

    Example: Invoice approval
    When an invoice approval relay starts, pick dept. from metadata and start an approval process to the appropriate user as defined in the workflow. The user gets an email that says 'boxadmin' (in out case the user that created the relay) has sent you an approval task.

    It would be…

    3 votes

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    0 comments  ·  Workflow  ·  Admin →
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  13. Ability to start Box Relay workflow by selecting folder.

    Currently, users are not able to start workflow by selecting folder. Customer store contract, project schedule worksheet, and project documents within a folder and like to move the folder to another folder.

    10 votes

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    2 comments  ·  Workflow  ·  Admin →
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  14. Relay Workflow period Allocations based on work days rather than natural days (i.e Exclude Weekends)

    When assigning a task in relay you can assign the period in days associated to the task. at This point in time this does not allow the option to assign such days to working days but only natural days. Therefore if and when a weekend occurs during the timeline of the workflow action weekend days (non-working days absorbs the task timeline. the request is that there must be an option to assign a task only for working days (excluding weekends)

    25 votes

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    not planned  ·  2 comments  ·  Workflow  ·  Admin →
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  15. 1 vote

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  16. Relay lite: allow admin to change the workflow owner

    Box Relay creates a workflow (Folder creates a task that requests invoice processing and is used to manage outstanding tasks) that enables clerical employees to process invoices more efficiently. However, when the employee is transferred, the workflow that has been created is not transferred to the next person in charge. If a useful workflow can be managed as a company, not as an individual (Change the workflow owner for contact changes), it will be very useful for business efficiency.

    69 votes

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    3 comments  ·  Workflow  ·  Admin →
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  17. Relay: Folder picker, select folder in search

    When choosing a folder when building a relay, there is a search box at the top. Often you will know the name of the folder you want to select, however, from the search results you can't put the dot in the folder name.
    Instead you have to search for the folder that contains the folder you want, then find the destination folder by scrolling down the list so that you can put a dot in the select box.

    The ask is to make searching and then selecting the folder one smooth operation

    4 votes

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  18. 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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  19. 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.

    2 votes

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  20. 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…

    2 votes

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