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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.

    66 votes
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    not planned  ·  4 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  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.

    44 votes
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    1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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.

    44 votes
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    7 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →

    Thank you for your feedback! This is on our roadmap for Q3. The feature will enable you to cascade a workflow to subfolders, starting with workflows built with the Manual Start trigger. Please feel free to post additional requirements or use cases in this Pulse suggestion for us to consider. Thank you!

  4. 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…

    41 votes
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    1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  5. Want to get File Request Link via API

    We want to get File Request Link via API.

    38 votes
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    4 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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.

    27 votes
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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  8. Changes to workflow builder functionality

    Create changes to workflow builder functionality:
    1. Allow folder Editors to be able to build workflows (we have very few co-admins)
    2. Allow the workflow builder to specify who is assigning the task (or make it generic.) Just because Bob builds the workflow doesn't mean his name should be on the assigning task.

    24 votes
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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  9. 22 votes
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    3 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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)

    21 votes
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    1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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.

    19 votes
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    1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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.

    17 votes
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    delivered  ·  1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  13. Have Docusign integrated with Relay

    Use Relay+Docusign to manage contract approval process

    16 votes
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    gathering feedback  ·  0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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?

    13 votes
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    on roadmap  ·  1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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).

    12 votes
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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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.

    11 votes
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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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.

    10 votes
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    1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  18. 10 votes
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    delivered  ·  1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  19. 10 votes
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    on roadmap  ·  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.

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