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339 results found

  1. Adobe sign integration for Box relays

    You can create relays that are triggered by Box sign events, which is helpful, however, in my organization not every person has Box. This has made the integration of adobe to Box so fantastic as we can send documents via Adobe sign in Box, Box tracks them and then adds the fully executed document to the folder the event was initiated.

    What I'm a little disappointed by is that an Adobe sign event cannot be included in a Box relay. Usually we have a flow where a document, once signed, is moved by a Box relay into a final destination…

    1 vote

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  2. Box Relay Outcome for applying current date upon a file upload

    Currently with Box Relay and a Metadata date field you can set a date to be applied upon a file or folder upload. However, you can not select 'current date'. It will only apply a date that you have selected at the time of crafting the relay. It would be great to have an automation to set a date based on when the file was uploaded to Box.

    1 vote

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  3. Relay Manual Start Trigger in Embed Widget

    You can not run a relay Manual Start triggered workflow from the embed widget. Since this widget is also used by Salesforce Managed Package integration, this affects that. Crowdstrike has a pretty simple workflow that they want to do from within the embed client using the manual start trigger, but can't because it's not exposed there. They can start it directly in Box, but that's not desirable as it takes them out of the context of Salesforce.

    1 vote

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  4. 1 vote

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  5. Dynamic notification feature in Relay

    In Relay notifications, it's currently only possible to include a pre-set static message. We'd like to have the ability to include dynamic settings that incorporate pre-trigger information such as the target file name.

    3 votes

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  6. I would like you to implement a function that allows you to obtain information from login information when using "Box Relay".

    Currently, you can use metadata when renaming files using Box Relay.
    Similarly, I would like to be able to use the signed-in user's My Profile information as the value of "Available Variables".
    (email address, name, company name, etc.)
    Being able to use the information of the signed-in user allows you to obtain reliable information, which I think will improve convenience in various ways.

    Thank you for your consideration.

    【In Japanese】
    <タイトル>
    「Box Relay」使用時に、ログイン情報から情報を取得できる機能を実装して欲しい。
    <本文>
    現在「Box Relay」を使用して、ファイル名のリネームを行う際に、メタデータを使用する事ができます。
    同じ様に、「利用可能な変数」の値として、サインインしているユーザーのマイプロフィール情報を使用できる様にして頂きたいです。
    (メールアドレス、氏名、会社名、等々…)
    サインインしているユーザーの情報を使える事は、確実な情報を取得する事ができ、様々な点で利便性が上がると思います。
    ご検討の程よろしくお願い申し上げます。

    3 votes

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  7. Ability to populate a metadata date field with current date

    We need to log when an approval has occurred. Populating the metadata date field with the current date would be very beneficial.

    1 vote

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  8. Select user group on BOX Rleay's workflow

    When creating a workflow using BOX Relay, groups cannot be set as recipients in the notification options. When notifying a large number of people, it is time-consuming to enter the address for each person, so it would be nice to be able to set groups.

    1 vote

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  9. The ability to resize or delete the astronomical images on the Relay notifications.

    In its current state, the astronomical image is so large that it is difficult to see the text underneath.
    Since there is no need to display images, we are requesting the implementation of this function.

    現在の状態では天体画像が大きいことで下にある本文の確認がしづらいです。
    画像を表示させる必要性もないため機能の実現を求めます。

    5 votes

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  10. Box Relay Outcome to Create Bookmark

    It would be great if there was an option to create a bookmark to another folder, for example one that may have triggered the flow. If using multiple different file trees it would help users to be able to navigate around if these could be automatically created.

    1 vote

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  11. We would like to see the user name added to the search for workflows in BoxRelay in the admin console as a search target.

    We would like to see the user name added to the search for workflows in BoxRelay in the admin console as a search target.

    Currently, only the workflow name can be searched in the search window in the workflow list of the Management Console.
    When an administrator disables a user's workflow from the management console, It is very difficult to pick up the target user because the workflow can only be searched by workflow name.
    Adding the user name as a search target will make it easier for the administrator to specify a user and disable the workflow.

    管理コンソールのBoxRelayのワークフローの検索にユーザー名を検索対象に追加して欲しい

    現在、管理コンソールのワークフロー一覧では検索窓ではワークフロー名のみ検索が可能です。…

    5 votes

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  12. Worflow Starter should be the assigner of tasks instead of the creator/owner of Relay Workflow.

    A relay workflow is created by one owner but used by several people. Since all the tasks are assigned by the workflow owner rather than the workflow starter, its confusing for assignees. E-mail and task notifications should show the workflow starter's name instead of the owner of workflow.

    6 votes

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  13. 【Box Relay】About email notifications for approval requests

    Relayにて承認タスクを割り当てた際にメッセージ欄に関連する資料のURLを記載して依頼を行っている
    現状リンクが有効になっておらず、関連資料を確認する手間が発生している
    必要な資料をすぐに確認できるよう通知メールから記載されているURLにアクセスできるように通知メールのURLリンクを有効化してほしい

    When assigning an approval task on Relay, the request is made by writing the URL of the related document in the message field.
    Currently the links are not valid and it takes time to check related materials.
    I would like you to enable the URL link in the notification email so that you can access the URL listed in the notification email so that you can quickly check the necessary materials.

    2 votes

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  14. 【Box Relay】About approval rejection

    Relayにて承認依頼を拒否した場合、理由を記載できるようコメント欄を追加してほしい
    現状、理由を記載する箇所がないため別途コメントのメンションやメールにて連絡する必要があり二度手間となっているため

    If Relay rejects an approval request, please add a comment field to write the reason.
    Currently, there is no place to write the reason, so you have to contact us via a separate comment mention or email, which is a hassle.

    2 votes

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  15. Add new Variables to Box Relay for Naming

    In Box Relay, I find the additional variables in the Naming of Folders and Files, such as the Trigger Date, to be very helpful. However, I would like to suggest including a new variable that would reference "Workflow Starter".

    Workflow Starter variable could potentially include:

    • User's email
    • User's Last and First name
    • User's Box ID

    By incorporating this variable, I would be able to effectively organize incoming files into folders named after the user who uploaded them.

    Thank you!

    2 votes

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  16. Ability to specify wildcard folder in folder path for folder event trigger

    Here's the scenario. Box folder partitioning is recommended for scalability when the number of items (files or folders) within a parent (root) folder will exceed 15000. The Salesforce default integration creates a folder for each account under a 'Accounts ' Parent folder and typically number of customers will exceed 15000 for large organizations. With the Box Partitioning flow (available in the Managed package for SF), folder partitions can be based on using starting letter of the account (e.g. partition folder will be named AFolder). OR customized to have folders based on Year/Month of creation e.g. PartitionYYYYMM under the…

    2 votes

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  17. Instant Clipboard Copying for generated 'Share' links

    I think it would be a good idea to have feature parity with the Google Drive sharing experience which immediately copies your share link to your clipboard when the permissions settings popover appears.

    1 vote

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  18. Relay stacking

    I would like to be able to apply relays for folders that don't exist yet. If I create a relay for a folder to be created, I'd like to be able to stack that for the sub folders.

    For example each year I create quarterly folders and then I can automatically copy files into those folders. Right now I have to wait until I create the folders to build the relay to copy files.

    2 votes

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  19. Relay Workflow Action - Send email copy of file

    In creation of new Relay Workflows, I would like to see an available type of action for "Email" added. Similarly to the Copy Action, a prompt for 'what file should be sent' then a prompt for 'where file should be sent' in which the workflow creator can include a single or multiple email addresses.

    2 votes

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  20. AD integration for workflows

    Be able to have an understanding of an organization chart to apply to a workflow where specific hierarchical approvals are required

    0 votes

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