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  1. 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.

    40 votes

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  2. 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.

    33 votes

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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.

  3. Relay: Involve external Users to a manual workflow as "not-owner" of the folder/file

    Hi,

    i discribe a situation:
    The Admin is the owner of all folders/files, directors has co-owner-rights and all employees are editors. It is similarly discribed in "Folder Structure Best Practices" under "Business Unit Drive"
    Now we invite some external users... not only the owner can invite them.
    Then we create some relays for specific folder, especially some manual ones, assign a task and set the Assignee to "Specify at startup"...not only the owner can do this.
    Last but not least we start the manual workflow and choose as Assignee an external user... but wait...ONLY the owner of the folder (1…

    10 votes

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  4. File request - Allow only Manage Users from an EID to upload via File Request

    In file request, have the ability to state that only a managed user in the EID or an external user that has been invited to the folder can upload, no one else. By doing this, it prevents a file request link from being randomly guessed or found on the internet AND prevents a random user from uploading bad or malware/virus infected content. The current state of requiring the user to login is too generic and doesn't meet the requirement of keeping the file request locked down. Using the collaboration role for upload is not what is needed. The File Request…

    21 votes

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  5. Request to add a function that can delete the classification in Box Relay

    <Request to add a function that can delete the classification in Box Relay>
    We can change the Box shield classification in Box Relay, but we cannot delete the classification.
    The classification maintains the set classification even if we move or copy it, but in some cases we may want to change to the destination classification or delete the classification.
    Therefore, I would like you to add a function that can delete the classification.

    <Box Relayで分類を削除できる機能を追加して欲しい>
    現在、Box RelayでBox shieldの分類を変更することはできますが、分類を削除することは出来ません。
    分類は、移動・コピーを行っても設定されている分類を維持しますが、ケースによっては移動先の分類に変更および、分類を削除したい場合があります。
    そこで、分類を削除できる機能を追加して欲しい。

    4 votes

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  6. Create automated Relay against multiple folders

    Many times, there is a single automated workflow, e.g. from a file action or folder event, that actually applies across different folders in the structure.

    Today, we can only select one folder for the workflow and therefore have to duplicate the workflow multiple times if we want it to work in different places. Then, if the workflows needs updating, then it has to be done in multiple places, which isn't the best place use of time.

    It would be great if, in the workflow builder, if you can select more than folder for where the workflow should listen for the…

    6 votes

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  7. Signature logs should also be able to be specified as a trigger condition for Box Relay

    Box Relay and Box Sign integration has been released, allowing for automation on signed files.
    The current specifications do not allow automated processing targeting signature logs.
    In our case, we would like to move not only the signed file but also the signature log to an arbitrary folder.
    Therefore, we request that the signature log can also be specified as a trigger condition.
    English version:Box Relay + Box Sign integration to automate actions based on document status

    <署名ログもBox Relayのトリガー条件として指定できるようにしてほしい>
    Box RelayとBox Signの連携がリリースされ、署名されたファイルに対する自動化を行うことができるようになりましたが、
    署名ログを対象とした自動化処理が現在の仕様では行うことが出来ません。
    私たちが利用したいケースでは、署名したファイルだけでなく、署名ログも任意のフォルダに移動したいと考えております。
    そのため、署名ログもトリガー条件として指定できるようにリクエストします。
    日本語版:Box RelayとBox Signの連携によるドキュメントのステータスに基づいたアクションの自動化

    3 votes

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  8. Ability to comment on Box Relay approval tasks

    Currently, there is no function to enter comments when executing approval tasks using Box Relay.
    We are currently using email and the Mention function, but this is inconvenient, so we would like to have the ability to enter comments at the time of approval or rejection.
    Having a comment when approving or rejecting a task will help us communicate with users, so we would appreciate it if you could add this as a feature.


    現在Box Relayを利用した承認タスク実施時に、コメントを記載する機能がありません。
    メールやメンション機能を現在は利用しておりますが、不便なため、承認時または却下時にコメントを入力する機能が欲しいです。
    承認時や却下時にコメントがあることで、ユーザーへの意思疎通ができますので、機能として追加をいただけますと幸いです。

    12 votes

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  9. Relay admin should allow editing of relay flows

    Users are confused when going into relay on the Admin dashboard vs. relay on the main toolbar in the user experience. Users should be able to edit relay flows when in the admin dashboard, or there should be clearer messages to users why they can't edit a relay flow in the admin. It leads users to create new workflows because they don't know where to edit the files.

    2 votes

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  10. 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.

    11 votes

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  11. Box sign automation with relay

    After a Box Signer completes a document(i.e NDA), using relay having automation to add that signer as a collaborator to a folder. This would be a tremendous enhancement for anyone who uses Box as a data room or would like automation with Box Sign and Relay.

    2 votes

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  12. Make it possible to re-order outcomes in a flow

    Currently it is impossible to re-order outcomes in a flow. This makes it very hard to implement changes and maintain workflows. It would be very handy to be able to change the order of outcomes in a flow the same way it is possible to change order of flows in a workflow.

    8 votes

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  13. Enable option for Box Relay to trigger a contract for e-signature after approval

    Enable option for Box Relay to trigger a contract for e-signature AFTER approval.

    E.g. after Legal redlines and approves a contract, then they have the option to: (1) whoever approved the task then signs the contract as part of the same workflow; (2) submit for esignature to whoever triggered the workflow; (3) customize who the contract is redirected to for esignature (e.g. to XXX@YYY.com).

    1 vote

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  14. Enable ability to delete Metadata (all or only a specific piece of Metadata) in Box Relay

    Enable ability to delete Metadata (all or only a specific piece of Metadata) in Box Relay

    1 vote

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  15. Enable ability to customize the notification that is triggered during a Box Relay workflow

    Enable ability to customize the notification that is triggered during a Box Relay workflow.

    E.g. if an approval task is approved, I want to notify whoever submitted the content for approval AND potentially other relevant parties that their submission was approved, but I also want to potentially customize the notification (e.g. it was approved for x, y, and z reasons).

    E.g. if an approval task is denied, I want to notify whoever submitted the content for approval AND potentially other relevant parties that their submission was denied, but I also want to potentially customize the notification (e.g. it was denied…

    1 vote

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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

    3 votes

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  17. Ability to start a workflow from the "New +" section

    My customer would like to trigger a workflow that copies a folder (and subfolders) IN the folder where it is created.

    Customer use case:

    A financial services company needs to create a deal folder within the company folder a fund team is working from. Instead of going to the deal folder template to copy it into the specific company folder, they would like to trigger the workflow to copy the deal folder template to the company specific folder with one click and from the company folder.

    This would be similar to using a manual trigger but having a dynamic variable…

    3 votes

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  18. Relay Folder Workflow - add naming options

    Please add an option to use the name of the "manually" created main folder(that starts the relay workflow) as a prefix/suffix for the subfolders created automatically by relay.

    1 vote

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  19. Allow service accounts to initiate Relay workflows via the Box API

    Allow service accounts to own and initiate Relay workflows via requests to the Box API

    1 vote

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  20. Remove the user account assigned to Task from Relay Workflow Template when publishing it

    When we create the workflow template to publish it company-wide from the existing workflow, the user account assigned to the task defined in the workflow are maintained in the template.

    In the current specification of Box Relay, the workflow invites the task assignee if he/she doesn't have access to the contents related to the task.

    Template is intended to be used by company-wide Box user, so if the task assignee is remained in the template and if the template user doesn't remove it when creating workflow from template, this original task assignee will be invited and given access.

    This leads…

    2 votes

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