Enable Metadata Cascading when using the Add Metadata outcome
Description
Allow users to enable metadata cascading when applying the Add Metadata outcome to a folder. This should be a user-selectable option in the workflow builder (for example, a simple "Enable metadata cascading" checkbox for this outcome).
Business Value
Many document-centric processes follow the same pattern:
- A user submits a request through a form.
- A workflow automatically creates a dedicated folder for that request.
- Documents related to the request are uploaded into that folder over time by multiple users.
While workflows can already create the folder and assign metadata to it, there is currently no way to enable metadata cascading as part of the Add Metadata outcome. As a result, newly uploaded files do not inherit the folder metadata automatically.
This creates additional manual work and prevents organizations from leveraging metadata-driven experiences, like Box Apps.
When configuring the Add Metadata outcome for a folder, users should have the option to enable metadata cascadin (and set the overwrite policy).
If selected, in addition to adding the metadatas to the folder, the metadata cascade option should also be set (https://developer.box.com/reference/post-metadata-cascade-policies) :
The metadata template and values applied to the folder will automatically cascade to files within that folder according to the metadata cascading behavior.
Newly added content should inherit the appropriate metadata without requiring additional workflows or manual intervention.
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