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387 results found

  1. Relay rename

    It would be awesome to have more variable options within relays.
    Specifically:
    • Label/Titles for fields in a form.

    • eg. if someone uploads a file in a form, I want a relay to rename the file using the Label on the upload field.

    2 votes

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  2. Sender info in Relay

    I would like you to add a setting for "who" went to the BoxRelay event.
    For example, when managing files for the same task in the same folder, if the person in charge (uploader) and the confirmer (notification recipient) are different for each file, it would be convenient to be able to set different notification recipients according to the uploader.

    Thank you for your consideration.

    (In Japanese)
    BoxRelayのイベントで「誰が」行ったかの設定を追加してほしいです。
    例えば同一フォルダで同じ業務のファイルを管理するケースで、ファイル毎に担当者(アップローダー)と確認者(通知先)が異なる場合、アップロードした人によって通知先を別々に設定できると便利になります。

    ご検討のほどよろしくお願いいたします。

    3 votes

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  3. allow a sort option by file name not just date modified

    allow a sort option by file name not just date modified

    3 votes

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  4. Improve BOX relay workflow functionality - storing file info / search patterns in a variable for use in a workflow

    We tried using BOX relay to see if we can drop a file in a master folder, and copy it from mirrored folders, or delete from mirrored folders when deleted / moved from the master folder.  But once you trigger a workflow you lose any connection to that file for future workflows.

    A feature request would be to get the filename for file which triggers a workflow - store this in a variable and apply an action on matching files with the same name within another target folder. This filename / variable should be available in all steps within a given…

    1 vote

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  5. Reducing the time it takes to start the next process in Relay

    The current specification limits the possible use cases, as it could take more than an hour before the next process is started. Is it at least possible to set SLAs, such as triggering within 10 minutes?

    2 votes

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  6. Request for additional triggers.Folder with metadate.

    request to be added to Relay triggers
    ”Folder with Metadata."

    1 vote

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  7. Approved on behalf of the person in charge or Force skipping

    I strongly request the ability to be approved by another person or force skipping when the person in charge of the approval task is out of office in BOX Relay.

    9 votes

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  8. 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.

    13 votes

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  9. Ability to skip blank optional fields from file request when renaming based off of the metadata

    Is there a condition I can enter in the Relay to not display -(missing)MetadataOptional- in the automatically renamed file if the optional fields in a file request are blank?

    1 vote

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  10. Box Relay Signing Event Log and Completed Document filed seperately

    Right now, you can create a Box Relay workflow to move/copy Just the Completed Signed document OR both the document and the log. It would be great to be able to also choose to manage the log seperatly too, so you could set up a Log folder to file them in a seperate location if you'd like, from the completed document.

    7 votes

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  11. Relay workflows re-assignment in bulk for a temporary period of time (e.g. when someone is on maternity leave or PTO)

    Relay workflows re-assignment in bulk for a temporary period of time (e.g. when someone is on maternity leave or PTO)

    2 votes

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  12. Automated File renaming (at scale) - Programmatic creation of workflows

    When a file is moved to any folder called “#Archive”, the file should be renamed with a prefix of “OLD_”

    For example: I have a file called “mywordfile.docx” I now want to archive this file, so I drag it into a folder call “#Archive”. Box Automation should then rename my file to “OLD_mywordfille.docx”

    Problem statement
    The box automation trigger “when file moved to folder” requires an explicit folder path. Meaning I would need to configure a rule per “#Archive” folder within our folder structure. We have many. So, manually setting up relay for every single #Archive folder is not a…

    5 votes

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  13. Expose workflow APIs to track progress of individual workflows

    Today when querying for active workflows, the Box workflow API returns only workflow templates and not the actual workflow instances that each user initiates. As a relay user initiating a workflow based on a manual start trigger at the same time as other users I want to be able to query the workflow API to obtain information about a specific workflow instance, this feature will allow a user to get real time information on the status of each active workflow and not just the template. Without the ability to track the status of workflows in a granular fashion multi-step workflows…

    1 vote

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  14. Ability to customize the subject line of emails sent automatically by Box Relay

    We can customize the message that appears in the body of the email when we create an approval task in Box Relay.
    However, for security reasons, we instruct our employees to delete emails they don't remember without opening them, so the current email subject line that is automatically sent by Box Relay is likely to be deleted.
    We would like to have the ability to customize the subject line as well as the message, so that recipients can grasp the content at a glance.

    (日本語)
    Box Relayで自動送信されるメール件名をカスタマイズする機能

    Box Relayで承認タスクを作成する際、メールの本文に表示されるメッセージをカスタマイズすることができます。
    しかし、セキュリティ上、身に覚えのないメールは開かず削除するよう社員に指導しているため、現在のBox Relayで自動送信されるメール件名では、削除されてしまう可能性が高いです。
    受信者が一目で内容を把握できる件名にしたいため、メッセージだけではなく件名をカスタマイズできる機能を希望します。

    5 votes

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  15. 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.

    15 votes

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  16. Automatically create folder from accepted quote

    box relay - to automatically create a new job folder by sending request from outlook or from quotient as soon as the quote has been accepted.

    1 vote

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  17. Expand Capabilities for Adding External Collaborators to Relay Tasks/Notifications

    Currently, a user can only add an external collaborator to a Relay Task/Notification if the following are true -

    • The user owns the content
    • The user has added the external collaborator to content
    • The user has to have less than 5,000 external collaborators on items they own

    Many customers have a closed folder structure, where one admin user owns all content, so this admin user would be the only one who can create the workflow with external collaborators added to tasks/notifications. For large organizations especially, this is difficult to administer and maintain, so ideally even users who do not own…

    11 votes

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  18. 1 vote

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  19. Improve Box Relay Trigger "A Scheduled Event"

    Recommend additional options for repetitive scheduled event triggers. Specifically, the option to repeat monthly on days of the month other than first or last, and to repeat every X months and/or weeks, would be extremely useful for automating assignment and tracking of repetitive tasks.

    2 votes

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  20. Ability to configure notifications of a Box Relay Workflow so that the initiator of the workflow receives a text and/or email notification

    Ability to configure notifications of a Box Relay Workflow so that the initiator of the workflow receives a text and/or email notification when the workflow is approved / denied, along with the reason it was approved / denied.

    1 vote

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