Help shape the future of Box
Welcome to Box Pulse, our product feedback tool powered by UserVoice. Got an idea for how to improve Box? Share it with us and gather support or vote on other people's ideas. Your feedback is essential to informing roadmap decisions and shaping the future of our products. Thanks for joining our community!
See user guide here.
80 results found
-
Group permissions allowed using auto-start template with Box Relay
Our use case requires that group permissions be allowed when using auto-start template with Box Relay. As of right now it only allows for a direct permissions to a folder before publishing the workflow.
4 votesAll enhancements and new features will be considered as part of the all new Relay planned for GA on June 26, 2019.
New feature including group permissions will be evaluated post-GA.
-
Add option to cancel workflow, move files to trash automatically on reject
On rejecting, the workflow options are to go back to a previous step or to complete the workflow. However, if you reject, you may want the workflow to end and if the file has been rejected you certainly don't want to save it to the approved files directory (this has happened to us recently and caused a problem with a customer). On rejecting there should be a different option - to cancel the workflow and trash the files or auto-select a "rejected documents trashbin folder" in order to avoid accidentally saving rejected files to an approved files directory. This sounds…
5 votes -
1 vote
-
Import Relay workflow into production environment
Having the ability to export/import Relay workflows (without roles etc.) from sandbox to production will smooth the onboarding and transition process.
7 votes -
1 vote
-
1 vote
-
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 -
Feedback/Comments in App
After workflow is complete, add any comments left during Relay template as comments on the document/metadata to allow the feedback to be more easily tracked.
5 votesNot applicable for new Box Relay
-
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 -
Allow for in-line document edits for Approve/Reject step
We want the ability to actually edit the document (not just provide comments in preview pane) as part of an Approve/Reject step. Rather than having an edit step followed by Approve/Reject we would like to accomplish with one task - the key is they'd like to be able to provide edits inline and reject it back to a certain step in the workflow. On some occasions they would also make edits and approve
3 votesWe are not planning to have tasks exist in the in-line editing of content.
-
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.
0 votes -
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 -
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.
0 votes -
Template Version History
We would like to have a history of changes made to templates so if they modify one they can revert back if needed or have a record of who changed what/when - one use case is for compliance templates they need insight in to who created/when but also iterations of the template
3 votes -
Select which email notifications you receive by Template or Workflow
We would like to be able to select notifications for Relay the same way we can in Box (by account settings or by folder/subfolder)
For example: I am a process owner for an assets approval template. I want to be notified of all actions in this one but none in my other workflows
For example: I want to be assigned of only comments from feedback in this workflow vs all task completions in another
2 votes -
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 -
5 votes
-
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.
0 votes -
Ability to combine workflows into one
Merge simple workflows into larger workflows once we iron out smaller parts of the process
1 vote -
1 vote
- Don't see your idea?