Relay: Invite external user at Manual Workflow start
We have a manual start workflow where we want to collaborate a volunteer to a template folder where they need to fill out some forms and upload back to a Box folder. Relay does not seem to let the workflow starter enter the collaborator's email UNLESS they already exist as an external user.
AdminJacques van der Merwe
(Admin, Box)
shared this idea
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Anonymous
commented
Our customer requires this functionality. I would appreciate it if you could prioritize considering this matter promptly. Thank you!
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Michael
commented
Over a year later...
...and still the same challenge
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Anonymous
commented
one of my relay customers has been having an issue for awhile being able to see all of her workflows (she has around 30) on one page, there isn't a way for her to go to the next page and usually she has to search for it for the particular workflow to come up since it doesn't appear on the page in front of her. One of the SE's said this is a known issue in relay right now, so I was wondering when this feature is estimated to be fixed?
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AdminAbe Castro (Box)
(Admin, Box)
commented
Manual start allows for greater flexibility as it enables users to chose assignees and collaborators at the initiation of their workflow. There is a need for external collaborators to also have the capability to initiate manual starts as Box is often used as a collective repository, in which collaborators outside the organization could also submit request and trigger a workflow. Example of this is when clients have services provided by multiple vendors (external) and one of these vendors would like to kickoff an order or proof approval process that involves actions beyond the capability of the ad-hoc tasks assignment in preview.
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Adminyibuka
(Admin, Box)
commented
It looks similar to the following request.
https://pulse.box.com/forums/909778-help-shape-the-future-of-box/suggestions/41974948-relay-external -
Adminyibuka
(Admin, Box)
commented
It looks similar to the following request.
https://pulse.box.com/forums/909778-help-shape-the-future-of-box/suggestions/41974819-relay-invite-external-user-at-manual-workflow-sta -
Anonymous
commented
Currently, when a manual start workflow is kicked off, an external user can only be selected as a collaborator for a workflow step if they have been set up as an external user previously (i.e. shows up in the "External Users" tab of the "Admin Console- Users and Groups" . This is inconvenient for users who manually start the workflow in cases where this is the first time the external user has been collaborated to anything within an enterprise's Box account. For example, one customer's HR team is starting a workflow for new employee onboarding. At the start of this process, it's very likely the new employee either does not have a Box account or has not shared/collaborated with the enterprise before. In order to add that user to a workflow as a collaborator for the folder created in the workflow, you would need to invite them to a folder prior to starting the workflow (which adds additional manual steps and is not intuitive).
I would like to request for when a manual start workflow is initiated, that the workflow initiator can include any Box user account as a collaborator to be added during the workflow. The user should not have to be previously set up as an external user with that enterprise.