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379 results found

  1. Workflows can be configured to allow participants to retroactively delegate/re-assign a review task without interrupting the workflow.

    Workflows can be configured to allow participants to retroactively delegate/re-assign a review task without interrupting the workflow.

    2 votes
    0 comments  ·  Workflow  ·  Admin →
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  2. Create Custom File Request links

    Currently, today, you can create a file request link, which generates a 32 character alphaumeric string. I'd like the ability to create a custom URL (like I can with shared links) to make it easier to promote my file request links to my stakeholders and make them more rememberable.

    These custom file request links could have mandated security attached to them, either enforcing these to be only available to links set to "Require Uploaders to log in to Box" or (not available today in the product), enforce adding a password to access the custom file request link (see additional idea…

    9 votes
    not planned  ·  3 comments  ·  Workflow  ·  Admin →
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  3. File request link folder-level control

    Enable file requests at a folder level to restrict internal-only folders vs. not. There are existing folder-level settings that can restrict external collaboration and what type of shared link can be crated, but the same ones don't exist for File Request links. It would be great to have the same feature parity between shared links and file request links when wanting to restrict access.

    5 votes
    0 comments  ·  Workflow  ·  Admin →
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  4. Allow variables for folder name creation

    I need to create unique folder names as part of Folder Action outcome in Relay. This could be a simple as appending a date stamp or date/time stamp to the end of the predefined folder name, or use the file name that triggered the workflow as the folder name. Some options for creating discrete files names would be very helpful.

    1 vote
    0 comments  ·  Workflow  ·  Admin →
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  5. Add “Do something after a certain period of time” option in outcome

    Accessing to some of our manual documents is strictly managed and we would like to delete these documents which are not effective anymore after a certain period of time (e.g. 1 day, 1 week, custom lengths etc.). If Relay is capable of this, we can streamline other systems that are currently implemented.

    12 votes
    0 comments  ·  Workflow  ·  Admin →
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  6. 2 votes
    0 comments  ·  Workflow  ·  Admin →
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  7. Instead of stalling/killing workflow when file to be moved is still open, pause and send notifications to close file

    Workflows currently stall (=die) if a file is meant to be moved following a task assignment, where the assignee edits the file and "Marks as complete" without having closed the file's tab. This can happen quite commonly: a user is asked to input edits into a file, so they open the file in the relevant Office online app (eg Excel online), and when they're done editing, if they forget to close the Excel online tab in their browser before going back to the BOX preview tab where they click on "Mark as Complete", then the workflow stalls. It would be…

    4 votes
    0 comments  ·  Workflow  ·  Admin →
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  8. When copying or moving a file via Relay, allow the file to overwrite an existing file of the same name as a version.

    If we have a locked down area for SOP type files, as the SOP is updated and approved, a Relay workflow moves the file into the published location. If the published file is the same name as an existing file, we would like to have the new file come in as a version of the prior file, not be named with the date-time stamp on it.

    20 votes
    0 comments  ·  Workflow  ·  Admin →
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  9. 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.

    13 votes
    7 comments  ·  Workflow  ·  Admin →
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  10. Relay: Extend Collaboration as an action

    I would like to have "Extend Collaboration" as an option of "Action" in Relay.
    This is useful when a certain project is longer than the expiration set in the whole account.
    When it is known the finish date for that project, I would like to automatically extend the expiry date beforehand using Relay.

    2 votes
    0 comments  ·  Workflow  ·  Admin →
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  11. "apply workflow to all subfolders" should be an option for every trigger

    When using the "manual start" trigger of a workflow you can check a box that will apply the workflow to all subfolders. This would be useful for all triggers.
    Currently I need to create 10+ duplicate work flows that are exactly the same, but applied to separate folders.
    I am unable to use the "manual start" trigger because the workflow is most efficiently start by an external collaborator - and Box does not enable external collaborators to start manual workflows

    8 votes
    1 comment  ·  Workflow  ·  Admin →
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  12. Email File Request Link from Box

    Add ability to email file request links directly from Box (similar to collaboration invites). This would allow customers to audit who sent out file request link/ when.

    9 votes
    0 comments  ·  Workflow  ·  Admin →
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  13. Allow folders to be uploaded with File Request

    File Request is a helpful feature, but often isn't useful as most external parties want to share folders (including sub folders) of documents with us. Can a feature be added to allow folders to be shared as part of File Request - perhaps renamed to Folder/File Request?

    36 votes
    6 comments  ·  Workflow  ·  Admin →
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  14. Modify the default published Relay template

    There are some Relay templates that Box provides by default that are not available to our company.
    Therefore, we would like to control whether or not the default templates are published by tenants.
    Also, we would like to publish the templates that we have created as targets.
    Modify the default published template.

    (In Japanese)
    Boxがデフォルトで用意しているRelayテンプレートが、我々の企業では利用できないテンプレートがあります。
    そのため、デフォルトで用意されているテンプレートの公開有無をテナントで制御したい。
    また、作成したテンプレートも対象として公開したい。

    2 votes
    0 comments  ·  Workflow  ·  Admin →
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  15. 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…

    40 votes
    1 comment  ·  Workflow  ·  Admin →
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  16. Improve Relay workflow search bar (end user view)

    Relay search is hard to use (cursor pointer disappears while typing)
    This happens only in end user panel, admin search is not affected

    5 votes
    0 comments  ·  Workflow  ·  Admin →
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  17. Inserting metadata tags for subject line and message fields within Relay

    Within Relay, being able to dynamically populate the metadata fields within the email notifications.

    An example use case is for lease renewal. We have a metadata template for the leases. One of the metadata fields is property name. One of the steps in the workflow would be to assign a task to execute the lease renewal for a specific property which is triggered by lease renewal date. When setting up the notification for the lease execution task assignment, right now the subject line is very generic and would say Action Required: Execute Lease Renewal - as a better user experience…

    3 votes
    0 comments  ·  Workflow  ·  Admin →
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  18. Conditional fields on File Request form

    It'd be great to be able to have conditional fields in the File Request form so that certain fields are only exposed depending on the answer in the field(s) above.

    9 votes
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  19. Change a specification of the PST time given when conflicting item's name on Box Relay.

    Currently, no matter what timezone users/enterprise set in its settings, the PST timestamp will be added to the item's name when conflicting name on Relay.

    The specification will be changed to add the date and time depending on the user/enterprise settings.

    10 votes
    1 comment  ·  Workflow  ·  Admin →
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  20. File Request - Schedule File Request

    Capability to schedule File Requests - for example of a Weekly reminder.

    4 votes
    0 comments  ·  Workflow  ·  Admin →
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