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366 results found

  1. Workflow is giving away private data- this should be fixed

    When viewing my workflow folder, I see a name of the last person that edited some workflow + an indication of the number of workflow items in general

    1 vote

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    0 comments  ·  Workflow  ·  Admin →
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  2. Automated Set of Subfolders

    I'd like the same set of subfolders to be created automatically for every matter (parent folder) I create, so i don't have to constantly re-create the subfolders.

    1 vote

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    0 comments  ·  Workflow  ·  Admin →
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  3. Selecting approvers and move destination folders of outcomes dynamically

    I got a request from my business partners that it might be very nice for them to be able to select approvers and move destination folders of each outcome dynamically.
    They feel inconvenience to create Relay flows as the sames number of external collaboration folders of every company.

    1 vote

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    0 comments  ·  Workflow  ·  Admin →
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  4. Need ability to migrate workflows between Box instances

    For M&A use cases, it's my understanding that Relay workflows cannot be migrated once Box instances are merged - it'd be nice to have this built into the product so that companies that are constantly acquiring other companies (on Box) don't have to worry about losing access to business critical workflows.

    1 vote

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    0 comments  ·  Workflow  ·  Admin →
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  5. loop

    It might be great to have the possibility to manage loops in a scenario.

    1 vote

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  6. 1 vote

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    not planned  ·  1 comment  ·  Workflow  ·  Admin →
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  7. File Checker

    I would like my program to be able to access all .pdf files in a given folder, and read them to find and extract specific information on each .pdf document like scraping the text data in each of the .pdf fields. This data would then be used to compare to an excel spreadsheet.

    This would essentially be a file checker. Making sure that the information entered on a .pdf file is the information that we have on a separate excel spreadsheet.

    Thoughts?

    1 vote

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  8. 1 vote

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    1 comment  ·  Workflow  ·  Admin →
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    This is an old feature request that is no longer relevant based on new feature delivery. If this is still relevant please submit a new pulse.

  9. Rule based approvals

    Based on metadata or classification of the workflow, a different set of (or more) approvers may be required

    1 vote

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    not planned  ·  Jenica responded

    This is not currently on our product roadmap. Please share additional use cases or feedback and we will reconsider given enough demand.

  10. 1 vote

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    not planned  ·  0 comments  ·  Workflow  ·  Admin →
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  11. 1 vote

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    not planned  ·  0 comments  ·  Workflow  ·  Admin →
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  12. 1 vote

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    not planned  ·  0 comments  ·  Workflow  ·  Admin →
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  13. 1 vote

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    not planned  ·  0 comments  ·  Workflow  ·  Admin →
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  14. 1 vote

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    not planned  ·  0 comments  ·  Workflow  ·  Admin →
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  15. 1 vote

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  16. Shared Link Creation or Distribution as step

    Adding the ability to generate and/or send a file to a party as a step within Relay.

    1 vote

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  17. Ability to combine workflows into one

    Merge simple workflows into larger workflows once we iron out smaller parts of the process

    1 vote

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    not planned  ·  0 comments  ·  Workflow  ·  Admin →
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  18. 1 vote

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    not planned  ·  0 comments  ·  Workflow  ·  Admin →
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  19. 1 vote

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    Thank you for this feedback. We intend to do a comprehensive review of the representation of users (including anonymous/unknown users) across the application and will update with a roadmap plan once that is complete.

  20. 1 vote

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