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56 results found

  1. 3 votes

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    0 comments  ·  Workflow  ·  Admin →
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  2. File Request Branding EID wide.

    Custom branding for file request feature. Ability to apply one custom branding template to the entire EID so that the branding is consistent across the entire enterprise.

    25 votes

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    5 comments  ·  Workflow  ·  Admin →
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  3. Transfering ownership of Relay workflow

    If a workflow "owner" isn't functioning within the process where he is responsible for the flow anylonger (He is still within the organisation and so should not be decommissioned), Relay should allow transfer of that specific workflow to another member of the team rather can creating a new workflow.

    1 vote

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    0 comments  ·  Workflow  ·  Admin →
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  4. 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

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    delivered  ·  0 comments  ·  Workflow  ·  Admin →
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  5. Add "remove collaborator" option as option in a Relay workflow

    In the same vein as being able to Add a collaborator as part of a Relay workflow, it would be nice to also Remove a collaborator as well. Customer would like to Add a collaborator as part of a workflow, have that collaborator do their part, then have them removed as they no longer need access to the content going forward.

    19 votes

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    2 comments  ·  Workflow  ·  Admin →
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  6. relay assign workflow

    When a user leaves the company, the admin (or the user) should be able to assign his workflows to someone else. So far, the admin can only deactivate a workflow. We have cases where the relay workflow has 46 steps and if the owner leaves the company, the job is lost. It is a waste of time. As well, folder problems should be highlighted if the user is replaced, thus allowing either the assignment of permissions to the folder(s) or the ability to switch to new folder(s).

    22 votes

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    1 comment  ·  Workflow  ·  Admin →
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  7. Notifications as a Relay workflow outcome

    Add the ability to create a specific notification as an outcome/step in Relay.

    I.E. "If step 2 of workflow is not complete after 5 days notify xyz person"

    or

    "once workflow is completed notify this group".

    11 votes

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    delivered  ·  0 comments  ·  Workflow  ·  Admin →
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  8. 1 vote

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  9. 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 votes

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    0 comments  ·  Workflow  ·  Admin →
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  10. 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 votes

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    0 comments  ·  Workflow  ·  Admin →
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  11. Send notification after approved/rejected status change

    To improve the real-time collaboration (Task activity) within each team and the team members. Automated notifications sent out to team members indicating the APPROVED/REJECTED status would help). Presently the Team leader and members use the COMMENT feature to keep the team informed. I want more automated notifications as changes occur.

    9 votes

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    delivered  ·  0 comments  ·  Workflow  ·  Admin →
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  12. 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

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    delivered  ·  0 comments  ·  Workflow  ·  Admin →
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  13. Ability to notify specific email address after users upload file via File Request.

    Ability to notify specific email address after users upload file via File Request.

    13 votes

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    delivered  ·  1 comment  ·  Workflow  ·  Admin →
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  14. Relay workflow sharing across users

    As far as I can tell, only the person who has created the Relay workflow has access to the workflow and I can't share the workflow I have already created with one of my colleagues. As a result, if he wants to start a new workflow using the same flow that I had built, he has to start over as I can't share mine with him. This is a really basic function you need to create ASAP if you want adoption with Relay.

    20 votes

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    4 comments  ·  Workflow  ·  Admin →
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    Workflow Ownership Transfer is currently live with our existing Relay full customers, Enterprise, and Enterprise Plus customers.

  15. Allow users to share built workflows

    Allow workflow builders to share their workflows with each other. Currently workflows need to be rebuilt by each user whereas it would save a lot of time to be able to share these workflows that have already been built.

    37 votes

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    0 comments  ·  Workflow  ·  Admin →
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    Workflow Ownership Transfer is currently live with our existing Relay full customers, Enterprise, and Enterprise Plus customers.

  16. Request a file link for Editors

    Many of my customers are requesting for Editors to have the ability to generate request a file links. Owners and Co-Owners have very omniscient capabilities for folder configurations that Editors may not need (nor do the Owners want them to have) but because Editors do much of the editing and information creation/modification, it would be helpful if they could have the ability to request content.

    10 votes

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    0 comments  ·  Workflow  ·  Admin →
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  17. 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

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    delivered  ·  0 comments  ·  Workflow  ·  Admin →
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  18. File Request link upload notification

    We want a feature of email notification which send to the actual user who uploaded the file.

    I understand that if "require users to provide email" option is enabled, users can confirm the uploader's email address on web app. I found that the email address was shown in “Updated” column.

    However, users cannot confirm the actual uploader from the report, and email notifications will only be sent to users who enabled notification settings of "upload" in their folder settings or account settings.

    Enabling the above feature makes it much easier to confirm if the user successfully uploaded the file.

    8 votes

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    1 comment  ·  Workflow  ·  Admin →
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  19. 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 votes

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    0 comments  ·  Workflow  ·  Admin →
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  20. 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 votes

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    1 comment  ·  Workflow  ·  Admin →
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