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340 results found

  1. Have a minimum number of rejecters to move a workflow back a step

    With Relay it's possible to set the process so that only 1 reviewer of 3 needs to approve to move to the next step.

    However, if 1 of those 3 reviewers rejects the expenses, Relay currently requires the other 2 reviewers to also reject to move the process back a step.

    It'd be helpful for these use-cases to have the ability to set minimum required rejecters

    2 votes

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    not planned  ·  0 comments  ·  Workflow  ·  Admin →
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  2. 2 votes

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  3. 2 votes

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  4. Workflow follow-up for non-assigned users

    Managers should be able to monitor running workflows of their team. It could be a new role set at the template or instance level

    2 votes

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  5. The owner of relay intermediate workfolder should be changed to Tenant Primary Admin.

    Summary:
    After a relay workflow is completed, the intermediate working folder remains without being deleted.
    For the folder, the Primary Administrator does not have "owner" permission so he can't delete the folder.
    For the folder, the normal user(who kicked the workflow) has "Co-owner" permission so he can call any external collaborator.

    Request:
    After the workflow is completed,
    - The owner of relay intermediate workfolder should be changed to Tenant Primary Admin.
    - The permission for the user(who kicked the workflow) should be changed to the less permission which can't call other collaborators.

    2 votes

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    not planned  ·  1 comment  ·  Workflow  ·  Admin →
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  6. 2 votes

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  7. 2 votes

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  8. The feature to delete completed/cancelled workflows

    User can delete the workflow template, but there is no option to delete workflows that have been completed/cancelled. Over time, the number of those can grow, and so customer should be given option to delete or hide some of those.

    2 votes

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  9. Keyword search within Relay workflows/templates

    Process owner would like to be able to query open workflows for step text. for ex) search for 'director review' and see a result set that contains any open workflow that is awaiting a director review

    2 votes

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  10. 2 votes

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  11. Add redlining capability

    Option to redline contracts in the task flow

    2 votes

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    not planned  ·  Jenica responded

    This would require a change on the Web App and Files structure. This can be achieved today through Word redlines.

  12. 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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  13. 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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  14. Box Relay Outcome for applying current date upon a file upload

    Currently with Box Relay and a Metadata date field you can set a date to be applied upon a file or folder upload. However, you can not select 'current date'. It will only apply a date that you have selected at the time of crafting the relay. It would be great to have an automation to set a date based on when the file was uploaded to Box.

    1 vote

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  15. 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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  16. 1 vote

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  17. 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.

    1 vote

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  18. 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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  19. 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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  20. 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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