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80 results found

  1. Error notification about Relay Workflow

    Currently there is no way to know whether the relay workflow has failed or not.
    So when there is an error in a workflow, I would like to have admins and or the workflow owners to receive a notification to inform about the error.

    81 votes

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    0 comments  ·  Workflow  ·  Admin →
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    Hello all,


    Thanks for requesting this feature. The product team reviewed this request and added to our backlog for consideration. We look to revisit this next year and once we start working on this, we will update the status. 


    Thanks,

    Nirmal

  2. 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.

    69 votes

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    3 comments  ·  Workflow  ·  Admin →
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  3. Tasks in relay are owned by Relay owner rather than workflow initiator

    Currently tasks have owner and assignee. The owner is always relay owner, who gets notifications when there are any changes to the task which may not be ideal.

    Allow for an option to have the task owner be the workflow initiator instead.

    66 votes

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    1 comment  ·  Workflow  ·  Admin →
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    Hello all,


    Thanks for requesting this feature. The product team reviewed this request and added to our backlog for consideration. We look to revisit this next year and once we start working on this, we will update the status. 


    Thanks,

    Nirmal

  4. Transfer Workflow Ownership (not sending it as a template but as a workflow)

    Recently the workflow ownership transfer has been released.
    https://support.box.com/hc/en-us/articles/4402945686291-Transferring-Your-Workflow-to-Another-User

    However, this is to make the template of the workflow that is needed to be transferred.

    There is a need to transfer the actual workflow for below reasons:

    1. the new owner needs to check the past workflow activity but with the template it is not possible
    2. since it is a template, the new owner still needs to make the workflow

    Thank you for your consideration.

    40 votes

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    0 comments  ·  Workflow  ·  Admin →
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    We definitely want to address this use case (new owner sees past workflow activity) but do not have plans to address it in the near term. We will update when we have a firmer idea of when this can be tackled.

  5. Allow folders to be uploaded with File Request

    File Request is a helpful feature, but often isn't useful as most external parties want to share folders (including sub folders) of documents with us. Can a feature be added to allow folders to be shared as part of File Request - perhaps renamed to Folder/File Request?

    33 votes

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    4 comments  ·  Workflow  ·  Admin →
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  6. 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  ·  Admin →
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  7. Have Docusign integrated with Relay

    Use Relay+Docusign to manage contract approval process

    23 votes

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    not planned  ·  0 comments  ·  Workflow  ·  Admin →
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  8. 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.

    16 votes

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    not planned  ·  0 comments  ·  Workflow  ·  Admin →
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  9. Time based relay tasks

    Support time based triggers in Relay. For example, 180 days after an item has been uploaded to a folder either delete the file or move it to another location.

    12 votes

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  10. I like automation; I would like to be able to pull data from different Google Sheets that are all located in my Box.

    In Google Drive, all the documents can be referenced to each other. For instance, I can pull data from one Google Sheet to another separate Google Sheet (using the IMPORTRANGE function). This function no longer works as it now says "spreadsheet cannot be found."

    10 votes

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  11. File Request Action in Box Relay

    A file request action on Folder in Relay that could automate generation of the File Request link and email it to a specified email address. Supporting automation of uploads from individuals without Box accounts.

    9 votes

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    An integration between File Request and Relay was delivered this year. At the moment this programmatic generation of a link can be achieved with an API. An outcome type in Relay to generate a FR link is not yet planned.

  12. Content Upload Automation Triggers A Prompt For Metadata

    We would like a prompt to add metadata (required if possible) when content is uploaded and triggers a Relay workflow.

    9 votes

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    not planned  ·  1 comment  ·  Workflow  ·  Admin →
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  13. Create Custom File Request links

    Currently, today, you can create a file request link, which generates a 32 character alphaumeric string. I'd like the ability to create a custom URL (like I can with shared links) to make it easier to promote my file request links to my stakeholders and make them more rememberable.

    These custom file request links could have mandated security attached to them, either enforcing these to be only available to links set to "Require Uploaders to log in to Box" or (not available today in the product), enforce adding a password to access the custom file request link (see additional idea…

    8 votes

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    not planned  ·  2 comments  ·  Workflow  ·  Admin →
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  14. workflows that move files based on file contents or filename

    The ability to have workflows that move files based on file contents or filename

    8 votes

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    not planned  ·  1 comment  ·  Workflow  ·  Admin →
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  15. Import Relay workflow into production environment

    Having the ability to export/import Relay workflows (without roles etc.) from sandbox to production will smooth the onboarding and transition process.

    7 votes

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  16. Requesting the ability to upload a file for sharing but set a date/time for when the sharing will start.

    In the entertainment business films and music can't be released until a specific date and time. The assets are ready in advance. I would like to create a folder for sharing with a start date and time for the sharing. This way I can invite people to a folder i want to share, but they can't access the content until the approved date and time. A time counter would be great so the person i am sharing with will know when the files will be released.

    6 votes

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  17. Add option to cancel workflow, move files to trash automatically on reject

    On rejecting, the workflow options are to go back to a previous step or to complete the workflow. However, if you reject, you may want the workflow to end and if the file has been rejected you certainly don't want to save it to the approved files directory (this has happened to us recently and caused a problem with a customer). On rejecting there should be a different option - to cancel the workflow and trash the files or auto-select a "rejected documents trashbin folder" in order to avoid accidentally saving rejected files to an approved files directory. This sounds…

    5 votes

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  18. 5 votes

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  19. Feedback/Comments in App

    After workflow is complete, add any comments left during Relay template as comments on the document/metadata to allow the feedback to be more easily tracked.

    5 votes

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  20. The "File Request" function available not only to the managed users but also to external users.

    We'd like to see the "File Request" function available not only to the managed users but also to external users.
    If possible, we'd like this setting to be able to be done by folder from "Folder Settings".

    We are confident that this feature will expand the use of Box even further.

    「ファイルリクエスト」機能を管理対象ユーザーだけでなく、外部ユーザーも利用できるように利用可否の選択肢を広げて欲しい。
    可能であれば、この設定は「フォルダ設定」からフォルダ単位で行えるようにして欲しい。

    この機能があればBoxの利用の幅がさらに広がると思います。

    4 votes

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