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  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…

    50 votes
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    1 comment  ·  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.

    47 votes
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    2 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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).

    17 votes
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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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…

    17 votes
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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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)

    22 votes
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    1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  6. box relay shared link

    Using Box Relay, create the following new outcome: Based on a metadata value when stored on on a file or folder, create and share a web link to the email address(es) in the metadata value, with specified collaboration.

    7 votes
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    0 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.

    30 votes
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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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.

    25 votes
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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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.

    4 votes
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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  11. Notifications as a Relay workflow outcome

    Add the ability to create a specific notification as an outcome/step in Relay.

    I.E. "If step 2 of workflow is not complete after 5 days notify xyz person"

    or

    "once workflow is completed notify this group".

    6 votes
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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  12. Auto overwrite if the file is uploaded with the same name in the folder via File Request.

    In the current spec, the file with the same name in the folder is uploaded via File Request, the file name is automatically changed to containing date and time.
    I want the option to overwrite the file when it has the same name of existing files.

    5 votes
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    1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  13. About setting up a file request

    In the file request link, the setting screen for the name and email address fields has been changed.
    Previously, the "Settings" section of the file request included a section for setting a name and email address.
    The way it's currently set up, it seems like there are more setup steps that prompt you to enter your name and email address.

    As before, please improve the file request so that it can be configured to require a name or email address in the "Settings" section of the file request as well.

    ファイルリクエストリンクの、氏名、メールアドレスの入力欄の設定画面が変更されています。
    以前は、ファイルリクエストの「設定」項目に、氏名、メールアドレスの入力欄を設定する箇所がありました。
    現在の設定方法では、氏名、メールアドレスの入力欄を設定する手順が以前より複雑になっているように見受けられます。

    以前同様、ファイルリクエストの「設定」から、氏名、メールアドレスの入力欄を設定できるように改善してください。

    2 votes
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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  14. Box Relay Lite email notification

    The current behavior of "Box Relay Lite" is that workflow creator gets the approval notification.

    The The expectations from us is that a notification email of the approval result will be sent to the approval requester who uploaded the file to the specified folder.

    4 votes
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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  15. Add "remove collaborator" option as option in a Relay workflow

    In the same vein as being able to Add a collaborator as part of a Relay workflow, it would be nice to also Remove a collaborator as well. Customer would like to Add a collaborator as part of a workflow, have that collaborator do their part, then have them removed as they no longer need access to the content going forward.

    3 votes
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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add more detailed information to Relay workflow tracking

    When viewing the tracking for an individual document progressing through a workflow, the task completion status is not granular enough to tell if any or no assignees have completed a task. For example: if there were four people required to approve a step, and three had approved, but the last person hadn't, this level of detail is only visible from the activity pane on the document, not from the tracking in Relay.

    3 votes
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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  17. Approve each file separately for a manual start with multiple files

    We want to approve each file separately for a manual start with multiple files.

    For example, I get an application for three files and I want to turn back only one of them, but as it stands, I need to turn back all three. The applicant has to choose three files again and re-apply, which is very time-consuming.

    2 votes
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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  18. File Request Timestamp

    File request duplicate timestamps:

    When we upload files with same file name via the file request link, time stamp will be automatically added to end of the file name in UTC+0000.

    We would like a way to select the timezone used to add the timestamp (maybe the timezone abbreviation can be specified at the end of the file name timestamp for when other collaborators view it)

    3 votes
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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  19. Assign Relay task to person who completed previous task.

    If you create a task and assign it to multiple users, say Tom, Bill and Susan where only 1 person needs to complete it, I want to be able to automatically assign the subsequent task to the person that completed the preceding task. For example, if Susan is the person that completes task 1, I would want the subsequent task to be assigned to Susan only, eliminating Bill and Tom from the process.

    2 votes
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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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.

    45 votes
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    8 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!

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