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341 results found

  1. 1 vote

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    not planned  ·  0 comments  ·  Workflow  ·  Admin →
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  2. AD integration for workflows

    Be able to have an understanding of an organization chart to apply to a workflow where specific hierarchical approvals are required

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  3. Box should warn you when you exceed the character limit, not just delete everything you have written when you try to send the invite

    It is VERY annoying to write a nice detailed note to the person you are inviting and then have it just disappear bc the character limit has been exceeded. Box should either not allow you to exceed the character limit, or at least have it refuse to send the invite but not completely delete everything you have just written!!!

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  4. Allow enter date for tasks within a workflow

    Today the initiator of the workflow can enter recipients for a task outcome, but cannot specify date. This is very limiting in case the tasks should be completed by a certain date that can only be known by the initiator.
    I have a use case for a highly valuable workflow, but because of this missing capability it cannot be implemented.
    I believe that adding this capability make a lot of sense and would make the use of tasks in workflows much more powerful.

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  5. Ability to view template Version History

    We would like to have a history of changes made to templates. If we modify one, we can revert back if needed or have a record of who changed what/when. For Compliance templates, we need insight into who created/when but also iterations of the template.

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  6. Automatically select content to be approved if only one piece of content is within the workflow

    Super confusing that when I want to build a template and choose an approval step, I have to manually check the 1 piece of content that needs to be approved, or else the looping on the Reject path doesn't work.

    If I only have 1 piece of content, I shouldn't have to hit the checkbox on the content that needs to be approved - it should already be checked for me (or not even shown).

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  7. 0 votes

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  8. Age out workflows

    Have the capability to age out completed workflows after 30, 60, 90 days, etc. Instead of having a long list of completed workflows for power users.

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    not planned  ·  Jenica responded

    We will do a better job of completed workflows and the organization around those. This, specifically, will not be implemented.

  9. Forms Experience Builder (FEB) integration with Box

    Box would be repository and distribution for FEB

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  10. Time condition as a trigger for Automations

    We'd like to add a trigger to automations. The trigger would be that event would occur after a specific last modified date time frame (in days) has past.

    Alternatively, we can accomplish the same use case if a "move to folder" was an option in the Box Governance module as a retention rule action.

    Use case: Will allow for automated archiving of stale documents

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  11. 0 votes

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  12. 0 votes

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  13. Add view-only open shared link to view workflow

    We want this to share for auditing purposes, as the shared link only works for people that are part of the workflow.

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  14. Content Upload Automation Triggers Prompt For Metadata

    We would like a prompt to add metadata (required if possible) when content is uploaded and triggers a Relay workflow.

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  15. 0 votes

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  16. 0 votes

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  17. Workflow overview shows versions at each step

    When I click on the documents at each step, it should show the version at that point in time, rather than the current version of the document on Box. It would help me understand what version was reviewed or what changes correspond to an edit step, rather than combing through version history and aligning the dates to the relay overview.

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  18. More robust reporting on template versions

    Which document went through which template version and what that version looked like at that time

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  19. Elevate "general" task permissions to above previewer

    Preview permissions is too low for general in many cases. General + Upload does not work for the DocuSign step since users have no way of downloading the file to send via DocuSign. Another example is during client onboarding, where an advisor has to create an online account for the client using client documents that were uploaded into Box through Relay.

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  20. Automate last step

    When destination folders of the last step are set in the workflow template, there should be an option to automate the processing of the task. In fact, many times the assignee of the task has nothing to do that just confirm the destination folder

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    not planned  ·  Jenica responded

    This is a technical limitation. We will look into a workaround, but this is not currently planned.

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