Help shape the future of Box
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56 results found
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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 votesWe released the ability to assign any task to the “workflow starter”, the person who performed the file action.
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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 -
Keep workflows active even after users are deactivated
I was reading through FAQs for Box Relay and I see that if a user is deleted their workflows are deactivated....
With no way to transfer workflows from one user to another don't you see this as a HUGE problem with the product?
If we are expected to use this in production to manage enterprise documents, what are we supposed to do when someone who created the workflows is removed? This would be a huge impact to any org. Especially if someone on a team is the creator of all the workflows. This would require someone to recreate them, and…
5 votesThanks for your feedback! An Admin flow for transferring workflows when a user is deprovisioned has been delivered in Q3.
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Start a Relay workflow manually (Manual Start)
In the Relay Classic system I could start a workflow manually by opening Relay Classic, choosing my template and then starting the workflow. Now, workflows must be triggered by a folder or file action. I don't want this as we have Financial Advisors in the firm utilizing Box that are segregated from each other (each FA can't have access to the other FA's client files...). They'll all need to start the same workflow, but if I have one central folder that is the trigger folder for the workflow, they can easily access each other's client files that are dropped there.…
5 votes -
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 votesWe are moving to the Box file picker, so this should be addressed in that.
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Add an option to File Request only for managed users
We would like to gather files from internal managed users avoiding spoofing. Currently, one way is to use collaboration as uploader permission but uploader can still see file name each other where multiple users are collaborated. We need to make users authenticate and do not want to let them see information of other's uploaded files.
4 votesthe file request can be setup to support only allowing managed users.
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File Request Link should be modified by Admin or Co-admin
Currently, only file request link creator can delete the created link. But, it should be controlled by at least Admin/Co-admin as a security stand point of view.
4 votesIt is possible to delete File Request links from the admin console. Please see the link below for more details.
https://support.box.com/hc/en-us/articles/4411677573139-File-Request-Dashboard
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4 votes
We delivered the ability to execute a manual start trigger via the API
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3 votes
Users can change the classification via an outcome in the relay builder
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Show progress bar for uploads when using file request widget
We would like for the File Request Widget to have a progress bar for uploads, so users can see if their upload made it to Box or if it failed.
3 votes -
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 votesWith scheduled workflows, you can now schedule a workflow that has a send notification outcome.
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3 votes
File Request forms with metadata, is the content centric forms solution for Relay
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3 votes
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It would be helpful if Box relay workflow tasks could be recurring on a monthly, quarterly, yearly basis
Reports need pulled monthly, quarterly and yearly, it would be nice to have recurring tasks
2 votes -
Date-based recurring workflow triggers
Relay is great for workflows that occur because a human remembered to perform an action, but we run into issues if the human in question does not remember to start their part. For example, we have a workflow that starts with a staff member downloading a vendor invoice each month, auditing it, then uploading it to our accounting team. That starts a workflow where the accounting team reviews and approves for payment, then an auditor confirms the approval, and the payment is funded. Well, it all falls apart if the person who can download that invoice doesn't respond to a…
2 votesScheduled Event trigger allows users to set date based recurring workflow triggers.
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2 votes
on upload is done
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increase font size on file/folder picker
Relay's file picker has a noticeably smaller font size and it's inconsistent with our new ui's brand
2 votesWe are moving to the Box File picker widget.
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2 votes
This is currently possible through Relay. Submit new suggestions about what automations you’d like to see.
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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 votesReleased 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!
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2 votes
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