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339 results found

  1. Admin Dashboard with visualizations of workflow stats

    Looking for additional visual methods for a project manager or process owner to access open Relay workflows/action items

    13 votes

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    0 comments  ·  Workflow  ·  Admin →
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  2. Have and or logic to drive an outcome in Relay based on metadata values

    Having the ability to say if a metadata value = abc then create a folder with a standard naming convention derived from a metadata template, if not do not create a folder.

    12 votes

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    0 comments  ·  Workflow  ·  Admin →
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  3. Name in the notification email of Box Relay should be the initiator of a workflow rather than workflow owner/creator.

    Currently the name displyaed in the notification email of Box Relay is the name who owned/created the workflow.
    It's idal to be displayed Name of initiator of a workflow in the notification email especially in caseunspecified majority of people might launch the workflow by manual.
    Enabling the above feature makes it much easier to confirm user who start the flow.

    12 votes

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    1 comment  ·  Workflow  ·  Admin →
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  4. Time based relay tasks

    Support time based triggers in Relay. For example, 180 days after an item has been uploaded to a folder either delete the file or move it to another location.

    12 votes

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    not planned  ·  2 comments  ·  Workflow  ·  Admin →
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  5. Include comments in workflow complete email

    Customer who uses Relay a lot for their AP/procurement process. People involved in the invoice approval process often leave comments in the workflow related to each job/invoice. Customer wants to see all of the comments associated with that approval workflow when they receive the email confirmation that the workflow is compete. That email confirmation is saved and they want the context that the comments provide included in that confirmation email.

    11 votes

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    0 comments  ·  Workflow  ·  Admin →
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  6. Box Relay outcome to Apply Classification to a folder dynamically

    It would be helpful if Box Relay would have the ability to apply a classification to the folder where the workflow was triggered on dynamically as an outcome, which would also classify all content within that folder structure as well. This would allow applying classifications to the folder that a new file event trigger happened in for example, which would then flow classifications to all content and sub-folders in that folder structure.

    11 votes

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  7. Create automated Relay against multiple folders

    Many times, there is a single automated workflow, e.g. from a file action or folder event, that actually applies across different folders in the structure.

    Today, we can only select one folder for the workflow and therefore have to duplicate the workflow multiple times if we want it to work in different places. Then, if the workflows needs updating, then it has to be done in multiple places, which isn't the best place use of time.

    It would be great if, in the workflow builder, if you can select more than folder for where the workflow should listen for the…

    11 votes

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  8. Add more detailed information to Relay workflow tracking

    When viewing the tracking for an individual document progressing through a workflow, the task completion status is not granular enough to tell if any or no assignees have completed a task. For example: if there were four people required to approve a step, and three had approved, but the last person hadn't, this level of detail is only visible from the activity pane on the document, not from the tracking in Relay.

    11 votes

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    0 comments  ·  Workflow  ·  Admin →
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  9. Make it possible to re-order outcomes in a flow

    Currently it is impossible to re-order outcomes in a flow. This makes it very hard to implement changes and maintain workflows. It would be very handy to be able to change the order of outcomes in a flow the same way it is possible to change order of flows in a workflow.

    10 votes

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    0 comments  ·  Workflow  ·  Admin →
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  10. Change a specification of the PST time given when conflicting item's name on Box Relay.

    Currently, no matter what timezone users/enterprise set in its settings, the PST timestamp will be added to the item's name when conflicting name on Relay.

    The specification will be changed to add the date and time depending on the user/enterprise settings.

    10 votes

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    1 comment  ·  Workflow  ·  Admin →
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  11. 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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  12. 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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  13. 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."

    10 votes

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    not planned  ·  0 comments  ·  Workflow  ·  Admin →
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  14. Relay action: create Box note

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

    10 votes

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  15. Using Box Relay on Mobile

    Box Relay's [manually initiated] workflow does not currently support mobile.
    We would like Box Relay to be able to use mobile even more effectively.

    (In Japanese)
    Box Relayの [手動で開始] ワークフローは、現在モバイルに対応していません。
    モバイルを更に効果的に活用するためにBox Relayを利用できるようにしてほしい。

    9 votes

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    0 comments  ·  Workflow  ·  Admin →
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  16. Template for publishing to specific groups in Box Relay

    The only templates in Relay are company templates and My Templates.
    Our company has templates that we want to publish for each group, so we would like you to provide the ability to publish templates to groups.
    (In Japanese)
    Relayのテンプレートは、会社のテンプレートとマイテンプレートしかありません。
    我々の企業ではグループごとに公開したいテンプレートが存在するため、テンプレートのグループ公開機能を提供してほしい。

    9 votes

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    0 comments  ·  Workflow  ·  Admin →
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  17. Add option to cancel workflow

    Currently there is only delete option to stop the workflow.
    Workflows are stalled or stacked as in progress sometimes. We want to assign similar task manually or re-assign the same task to complete the workflow in time.
    But it will cause duplicated tasks assigned unexpectedly or file operation (move or copy etc.) is executed twice. This is very confusing.
    So we want to cancel the existing workflow before manual workaround.

    9 votes

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    1 comment  ·  Workflow  ·  Admin →
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  18. Email File Request Link from Box

    Add ability to email file request links directly from Box (similar to collaboration invites). This would allow customers to audit who sent out file request link/ when.

    9 votes

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  19. 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.

    9 votes

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    0 comments  ·  Workflow  ·  Admin →
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    An integration between File Request and Relay was delivered this year. At the moment this programmatic generation of a link can be achieved with an API. An outcome type in Relay to generate a FR link is not yet planned.

  20. Content Upload Automation Triggers A Prompt For Metadata

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

    9 votes

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    not planned  ·  1 comment  ·  Workflow  ·  Admin →
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