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418 results found

  1. 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…

    115 votes

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  2. 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.

    87 votes

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    2 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

  3. 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.

    85 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

  4. 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?

    82 votes

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    3 comments  ·  Workflow  ·  Admin →
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  5. "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.

    77 votes

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    7 comments  ·  Workflow  ·  Admin →
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  6. 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.

    73 votes

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    3 comments  ·  Workflow  ·  Admin →
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  7. Add "Updated/Changed" File Event as a Trigger

    Add "Updated/Changed" File Event as a Trigger.

    Triggering a Relay on a specific file when it has been updated directly or updated with an upload, maintaining file history.

    The current workaround is to create a "New upload" Trigger, then the file needs to be Deleted and create/uploaded from new, thus requiring 2 steps and losing file history.

    66 votes

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  8. The option to cascade Relay triggers to subfolders for all triggers

    Box needs to add the cascade option to all Relay triggers to catch activity in underlying subfolders. The legacy automations feature that Box had did this by default. Now, the alternative is having to create several relay workflows that is too cumbersome to manage and doesn't scale.

    64 votes

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  9. Notifications from Box Relay aren't very useful without linking back to the file or folder

    Relay is a great tool - but the Notifications aren't very useful. There is no way to link to the actual file or folder that is involved, so the user gets a very nebulous notification that is basically meaningless. Instead of being helpful, it could actually cause confusion for the user, if there are multiple activities happening at the same time.

    Please update this functionality! Thanks!

    62 votes

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  10. Approval Task With Box Relay Enhancements

    When allocating approval tasks in Box Relay, users are able to uncheck the "Invite the person in charge as a viewer" function.
    In addition, if "Invite users as viewers" is enabled, and the members in charge have been granted permission as members of a group, which prevent them from being invited to the file as viewers.

    52 votes

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    0 comments  ·  Workflow  ·  Admin →
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  11. Automatic email response for file request submitter

    Would like a feature whereby the person submitting files using Box File Request receives an automatic confirmation email with a customizable message. For example, after the submitter uploads files using the File Request web widget, that person gets a email to the effect of, "Thank you for contacting us. A team member will review your submittal and follow up within 24 hours." The person would be required to provide an email address but not required to have a Box account. Many of our external customers send us application materials using File Request, and then they contact us separately wanting to…

    45 votes

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  12. Make Workflows Shareable Among Users (Box Relay and Box Relay Lite)

    In Box Relay, we can check the progress of workflows in the [Tracking] function.
    Currently, only the owner of the workflow, and Admins who are granted to access to workflows can see this [Tracking].

    However, the progress of workflows within the enterprise should be visible to other users as well.
    (e.g. Users who have tasks assigned in the workflow, or Co-Owners of the folder where the workflow is triggered.)

    It would be useful if the owners could share their workflows to other users.

    43 votes

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    on roadmap  ·  1 comment  ·  Workflow  ·  Admin →
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  13. 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…

    43 votes

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    1 comment  ·  Workflow  ·  Admin →
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  14. 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.

  15. 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?

    39 votes

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    6 comments  ·  Workflow  ·  Admin →
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  16. Relay Reports

    Create a Report so I can export the task history of a Relay or selection of relays across a timeframe for all or selected users

    38 votes

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  17. Box Sign action in Relay

    I would like to have a Box Sign action relay.
    I expect use cases like once it is approved internally, we move to submit Sign request via Box Sign

    37 votes

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    on roadmap  ·  2 comments  ·  Workflow  ·  Admin →
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  18. Allow groups to be added as collaborators in Relay “Add Collaborator” outcome

    Would be great to be able to add a group of collaborators “Add Collaborator” outcome. Right now only single users are accepted as input.

    36 votes

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    2 comments  ·  Workflow  ·  Admin →
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  19. 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.

    34 votes

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  20. Report / Customizable dashboard for a workflow

    I would like to get an overall view of my workflow and which files are at which stages, including:
    - How many files are in Step 1, Step 2, Step 3, etc.
    - How many files have completed
    - How many files were denied (or stopped in process)

    32 votes

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