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  1. Ability to create dynamic forms

    For example: A Word document to convert into a dynamic form with pre populated field.

    80 votes

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    not planned  ·  9 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  2. Create a Box group/alias or ability to select a different name to replace the workflow owner’s name.

    I’ve created several Relay workflows across the business and the issue I found is that people are reaching out to me because my name is tied to a task that is assigned to them. Often times, I do not have any context to the workflow so it results in me having to reach out to the person who started/uploaded the document. We want to avoid approvers having to reach out to the workflow owner vs. the actual owner of the program. This process would not be sustainable if it were rolled out to a larger company.

    Currently Example: Hayley creates…

    75 votes

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    under consideration  ·  1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  3. Relay lite: allow admin to change the workflow owner

    Box Relay creates a workflow (Folder creates a task that requests invoice processing and is used to manage outstanding tasks) that enables clerical employees to process invoices more efficiently. However, when the employee is transferred, the workflow that has been created is not transferred to the next person in charge. If a useful workflow can be managed as a company, not as an individual (Change the workflow owner for contact changes), it will be very useful for business efficiency.

    64 votes

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    3 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  4. "File Request Link" report similar to the "Shared Link" report

    Would like Org level report on what folders have "File Request Links" very similar to the "Shared Link" report. We need to report on what folders are shared publicly.

    42 votes

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    gathering feedback  ·  4 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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.

    36 votes

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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  6. Support multi-file for rejected task trigger in Relay

    Suppose you like to assign an approval task to a person with multiple files and when the task is rejected, you like to move the package of those “rejected” files to a different folder("Rejected folder) instead of having them sat in the triggered folder.

    For a single file, you can create the following workflow containing 2 flows and it works perfect as expected, however it doesn't work for multi-files...
    Flow 1: Trigger Manual start-> Outcome: Assign task -> When rejected, the flow is end
    Flow 2: Trigger Task -> Outcome: when the task is rejected, move the file to “Rejected…

    25 votes

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    under consideration  ·  0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  7. Relay Workflow period Allocations based on work days rather than natural days (i.e Exclude Weekends)

    When assigning a task in relay you can assign the period in days associated to the task. at This point in time this does not allow the option to assign such days to working days but only natural days. Therefore if and when a weekend occurs during the timeline of the workflow action weekend days (non-working days absorbs the task timeline. the request is that there must be an option to assign a task only for working days (excluding weekends)

    25 votes

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    not planned  ·  2 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  8. API for Box Relay and Relay Lite

    As the same as Relay Classic workflow, we would like Box to accept API for Box Relay and Relay Lite.

    22 votes

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    on roadmap  ·  1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  9. Have Docusign integrated with Relay

    Use Relay+Docusign to manage contract approval process

    19 votes

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    gathering feedback  ·  0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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.

    18 votes

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    4 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  11. Box Relay variable support

    Could we have a variable for approvers Instead of harcoding them to a relay?

    For example, if a document contained a metadata field for approver and it was populated with a user, could we use that metadata as a variable for the approval step of the relay workflow?

    17 votes

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    on roadmap  ·  1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  12. manage metadata in Relay for both file and folder

    In Relay when You need to manage metadata the only possibility is on file.
    Why not on folder?
    The most suitable way is to have the possibility to manage for BOTH.

    16 votes

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    not planned  ·  0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  13. Be able to specify a document or a shared link in “Send Notification” outcome

    It would be convenient if the “Send Notification” outcome had an option to specify a document or a shared link in the notification body.

    Right now it is only possible to input plain text.

    15 votes

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    1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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.

    14 votes

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    1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  16. Metadata triggers without folder specification

    --I want Box Relay to be able to kick workstreams off in sub-folders that don't exist yet. We have a general "Accounts" folder, and I want my metadata tag triggers to affect sub folders in that parent folder. However, the metadata trigger requires me to specify which specific folder to trigger the Relay within. I suggest one of two things:
    1. Remove the need for folder specification. If I have a metadata trigger, do I really need to specify the folder in which the content lives? Relay should scan for that metadata tag, wherever it occurs.
    2. Allow for Relay…

    11 votes

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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  17. Change a specification of the PST time given when conflicting item's name on Box Relay.

    Currently, no matter what timezone users/enterprise set in its settings, the PST timestamp will be added to the item's name when conflicting name on Relay.

    The specification will be changed to add the date and time depending on the user/enterprise settings.

    10 votes

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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  18. box relay shared link

    Using Box Relay, create the following new outcome: Based on a metadata value when stored on on a file or folder, create and share a web link to the email address(es) in the metadata value, with specified collaboration.

    10 votes

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    not planned  ·  0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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  ·  Flag idea as inappropriate…  ·  Admin →
  20. Auto Delegation of task

    Allow user to set OOO (Out of office) and pick someone to auto delegate the task during his/her absence. This should delegate only tasks assigned directly to the user or if every member of a group is assigned a task. If the task is assigned to a group and marked as "Only 1 member from group to finish", then auto delegation should not happen.

    10 votes

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    not planned  ·  0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
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