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56 results found

  1. API for Box Relay and Relay Lite

    As the same as Relay Classic workflow, we would like Box to accept API for Box Relay and Relay Lite.

    24 votes

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    1 comment  ·  Workflow  ·  Admin →
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  2. relay folder event in several folders

    When You create a Relay automation You only have the possibility to manager an event folder in one folder. If You need the same scenario in other folders, You have to duplicate the stream as many times You have needed folders.
    The best way is to get the possibility to choose all folders You need the same event with the same scenario in one shot and not be polluted with x time the same one only because the event has to be trapped in another folder.

    49 votes

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    9 comments  ·  Workflow  ·  Admin →
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  3. group management with relay

    Get the possibility to manage groups from Relay (adding, updating and deleting members). And of course sub-groups.

    9 votes

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    delivered  ·  0 comments  ·  Workflow  ·  Admin →
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  4. manage metadata in Relay for both file and folder

    In Relay when You need to manage metadata the only possibility is on file.
    Why not on folder?
    The most suitable way is to have the possibility to manage for BOTH.

    17 votes

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    0 comments  ·  Workflow  ·  Admin →
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    Hello All,


    Previously, Box customers were able to apply metadata templates and update metadata values automatically on files, as part of Relay outcome. 


    However, they were not able to do the same for folders, which limited their ability to leverage metadata for enhancing their search, information management and business process automation.


    We have now released the ability to add metadata templates and update metadata on folders automatically in Relay outcomes. This enables customers to apply metadata at scale automatically or as part of automating their business process, and not have to do it a a separate step outside the workflow.


    A new ‘Folder Action’ option is now available in the ‘Metadata’ outcome in the Relay builder.
    For more information, see the "Metadata outcome options' section of this article - Understanding Triggers and Outcomes in Relay


    Thanks,

    Nirmal


  5. Either/Or Approvers

    Currently Relay does not support "either/or" approvers.

    We have use cases where we have multiple approvers in a process but only need a certain amount of approvers to continue the workflow. i.e. There are 3 approvers in a process but we only need 2 out of the 3 to approve.

    18 votes

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    delivered  ·  1 comment  ·  Workflow  ·  Admin →
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  6. 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.

    3 votes

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    0 comments  ·  Workflow  ·  Admin →
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  7. File Request - Assign to Other Collaborator Permission Levels

    Please allow Editors to send File Requests. Currently, only Owners and Co-Owners can send file requests. It would be extremely helpful if Editors could as well. In our organization, we have many with editor rights that could take advantage of this feature and would gain great efficiency . Making these users a Co-Owner will not work with our current permissions segregation.

    36 votes

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    8 comments  ·  Workflow  ·  Admin →
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  8. Want to get File Request Link via API

    We want to get File Request Link via API.

    42 votes

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    delivered  ·  4 comments  ·  Workflow  ·  Admin →
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  9. 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  ·  Admin →
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    delivered  ·  schang responded

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

  10. Allow concurrent workflow steps

    Currently, if a step in a user's workflow needs to get a response from multiple parties concurrently, this is not possible. For example, sending out marketing materials to multiple agencies at the same time and waiting for a response from all. At the moment, we would have to make this sequential whereby the second agency would receive a task only when the first agency has completed one.

    6 votes

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    delivered  ·  0 comments  ·  Workflow  ·  Admin →
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  11. Set content uploader as the workflow owner for auto-start templates

    For workflows that are set to auto-start upon content upload, you currently have to set a specific user as the workflow owner in the template. It would be helpful to have the content uploader become the workflow owner in some scenarios.

    For example, employee onboarding - I want the workflow owner to be the hiring manager that uploads their new hire's checklist, rather than a set person in HR.

    0 votes

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  12. 3 votes

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    delivered  ·  0 comments  ·  Workflow  ·  Admin →
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  13. 10 votes

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    1 comment  ·  Workflow  ·  Admin →
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  14. 3 votes

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  15. 1 vote

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  16. To be able to "edit" the comment after adding a task

    After adding a task, it is possible to edit the comment via UI. But this function more like a "rewrite" because the original comment is displayed as "hint", once you enter something the whole original comment would dissappear.

    1 vote

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    0 comments  ·  Workflow  ·  Admin →
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    delivered  ·  Jenica responded

    Good call, thanks. We will ship this with the Task Inbox

  17. 0 votes

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    delivered  ·  Jenica responded

    You can add people from the active workflow dashboard. Click “share this workflow,” similar to Box

  18. Color code folders when selecting a destination folder

    Right now when you select a destination folder as the last step it doesn't color code external folders (grey) so the end user could accidentally send the document in another instance.

    5 votes

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    0 comments  ·  Workflow  ·  Admin →
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    delivered  ·  Jenica responded

    We are moving to the Box file picker, so this should be addressed in that.

  19. Improve search and filtering in Templates view

    We have many many templates and it's hard to find my own! It would be most beneficial to include some sort of "metadata search" - like search by owner, in fact (most obvious use case).

    2 votes

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    0 comments  ·  Workflow  ·  Admin →
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    delivered  ·  Jenica responded

    Released the revamp of the templates page so that you can find the template you own easier. We will do more searching and filtering later in the year. If that is as important, please submit a new ticket! Thank you!

  20. 4 votes

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    0 comments  ·  Workflow  ·  Admin →
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