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56 results found

  1. relay folder event in several folders

    When You create a Relay automation You only have the possibility to manager an event folder in one folder. If You need the same scenario in other folders, You have to duplicate the stream as many times You have needed folders.
    The best way is to get the possibility to choose all folders You need the same event with the same scenario in one shot and not be polluted with x time the same one only because the event has to be trapped in another folder.

    49 votes

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    9 comments  ·  Workflow  ·  Admin →
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  2. Want to get File Request Link via API

    We want to get File Request Link via API.

    42 votes

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    delivered  ·  4 comments  ·  Workflow  ·  Admin →
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  3. 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.

  4. File Request - Assign to Other Collaborator Permission Levels

    Please allow Editors to send File Requests. Currently, only Owners and Co-Owners can send file requests. It would be extremely helpful if Editors could as well. In our organization, we have many with editor rights that could take advantage of this feature and would gain great efficiency . Making these users a Co-Owner will not work with our current permissions segregation.

    36 votes

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    8 comments  ·  Workflow  ·  Admin →
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  5. 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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  6. 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.

    24 votes

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    1 comment  ·  Workflow  ·  Admin →
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  7. 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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  8. 22 votes

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    3 comments  ·  Workflow  ·  Admin →
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  9. 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.

  10. 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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  11. Either/Or Approvers

    Currently Relay does not support "either/or" approvers.

    We have use cases where we have multiple approvers in a process but only need a certain amount of approvers to continue the workflow. i.e. There are 3 approvers in a process but we only need 2 out of the 3 to approve.

    18 votes

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    delivered  ·  1 comment  ·  Workflow  ·  Admin →
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  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.

    17 votes

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    0 comments  ·  Workflow  ·  Admin →
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    Hello All,


    Previously, Box customers were able to apply metadata templates and update metadata values automatically on files, as part of Relay outcome. 


    However, they were not able to do the same for folders, which limited their ability to leverage metadata for enhancing their search, information management and business process automation.


    We have now released the ability to add metadata templates and update metadata on folders automatically in Relay outcomes. This enables customers to apply metadata at scale automatically or as part of automating their business process, and not have to do it a a separate step outside the workflow.


    A new ‘Folder Action’ option is now available in the ‘Metadata’ outcome in the Relay builder.
    For more information, see the "Metadata outcome options' section of this article - Understanding Triggers and Outcomes in Relay


    Thanks,

    Nirmal


  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. 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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  15. 11 votes

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  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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  17. 10 votes

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    1 comment  ·  Workflow  ·  Admin →
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  18. 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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  19. group management with relay

    Get the possibility to manage groups from Relay (adding, updating and deleting members). And of course sub-groups.

    9 votes

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  20. 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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