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381 results found

  1. create folder while making workflow

    Allow users when they are building a relay workflow to have the ability to search through a folder structure and create a new folder when they are building a new flow.

    This would eliminate the issue of users having to have a predefined folder structure before making the workflow and make it significantly easier to use.

    1 vote
    0 comments  ·  Workflow  ·  Admin →
    How important is this to you?

  2. "File Request Link" report similar to the "Shared Link" report

    Would like Org level report on what folders have "File Request Links" very similar to the "Shared Link" report. We need to report on what folders are shared publicly.

    75 votes
    7 comments  ·  Workflow  ·  Admin →
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  3. Allowing further personal branding in the "File Request" link.

    Currently only able to edit title and add a description but would be link to put company logo within link.

    6 votes
    0 comments  ·  Workflow  ·  Admin →
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  4. 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
    0 comments  ·  Workflow  ·  Admin →
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  5. Provide the ability to customize the message that is sent to workflow participants when starting a Relay workflow.

    I have a review workflow that I want to use repeatedly. Each time I start the workflow I have specific instructions that I want the workflow participants to see. This is usually a complete timeline for the review cycle in which the current review might be the first or subsequent steps.

    My workaround right now is to send a separate email to the workflow participants, but this means they get 2 emails about the same review.

    1 vote
    0 comments  ·  Workflow  ·  Admin →
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  6. 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
    0 comments  ·  Workflow  ·  Admin →
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  7. When assigning a Group in a Relay workflow, I would like to exclude the group admin from the task

    1 vote
    0 comments  ·  Workflow  ·  Admin →
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  8. File Request Scripting

    Customer would like to use File Request instead of FTP, however, there is no way to script a automatic process to upload via file request.

    We have a vendor that needs to upload files to us. They have an automated/scripted process using FTP so wanted to know if there was a way to do the same via File Request, otherwise it would be a manual process.

    1 vote
    0 comments  ·  Workflow  ·  Admin →
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  9. Ability to start 'manual start' workflows at levels other than editor

    It would be great for the workflow owner to be able to set a lower level of permission to be able to kick of certain manual start workflows. The use case is that a client has a bunch of reference documents that they don't want their general audience to be able to download or edit, but still want them to be able to request changes to be made as part of a formalised process. At present those people can still annotate and comment, but the team making the changes can't track what's being asked, and so have to manually keep…

    1 vote
    0 comments  ·  Workflow  ·  Admin →
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  10. Add Folder Event Workflow Relay Feature

    Add Folder Event Workflow Relay feature. The current feature only supports File Event instead of Folder Event.

    2 votes
    0 comments  ·  Workflow  ·  Admin →
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  11. Metadata triggers without folder specification

    --I want Box Relay to be able to kick workstreams off in sub-folders that don't exist yet. We have a general "Accounts" folder, and I want my metadata tag triggers to affect sub folders in that parent folder. However, the metadata trigger requires me to specify which specific folder to trigger the Relay within. I suggest one of two things:
    1. Remove the need for folder specification. If I have a metadata trigger, do I really need to specify the folder in which the content lives? Relay should scan for that metadata tag, wherever it occurs.
    2. Allow for Relay…

    15 votes
    0 comments  ·  Workflow  ·  Admin →
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  12. options dialog when moving and file already exists in destination

    Currently, when a file is in the process of being moved from one folder to other and a file with the same name already exists in the destination folder, an error message is given and the operation is candelled.
    Maybe an options dialog would be better, asking the user if they want to overwrite (add a new version of) the file, or rename either of the files within the dialog.

    1 vote
    0 comments  ·  Workflow  ·  Admin →
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  13. Ability to run relay workflows as a group

    Relay workflows and approval tasks are started and sent as the user that created the relay. Ideally you want to get the box approval task that is sent to the users to approve to look like it is coming from the team that is requesting the approval.

    Example: Invoice approval
    When an invoice approval relay starts, pick dept. from metadata and start an approval process to the appropriate user as defined in the workflow. The user gets an email that says 'boxadmin' (in out case the user that created the relay) has sent you an approval task.

    It would be…

    4 votes
    0 comments  ·  Workflow  ·  Admin →
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  14. Relay: Folder picker, select folder in search

    When choosing a folder when building a relay, there is a search box at the top. Often you will know the name of the folder you want to select, however, from the search results you can't put the dot in the folder name.
    Instead you have to search for the folder that contains the folder you want, then find the destination folder by scrolling down the list so that you can put a dot in the select box.

    The ask is to make searching and then selecting the folder one smooth operation

    5 votes
    0 comments  ·  Workflow  ·  Admin →
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  15. Add enabling & changing Shared Link as an outcome for files/folders

    For example, we have a situation where shared link is turned on the ahead of x days.

    1 vote
    0 comments  ·  Workflow  ·  Admin →
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  16. Remember the folder location for your flow on folder picker component

    Once you built your workflow, sometimes you want to doublecheck folder location for your flow.
    When folder structure is deep, the path is not visible on your flow, so you click the folder picker but it will navigate you to a root folder instead of the folder you selected.
    It will be helpful if it has an option to go to the selected folder location for the flow rather than root folder.

    1 vote
    0 comments  ·  Workflow  ·  Admin →
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  17. File Request Action in Box Relay

    A file request action on Folder in Relay that could automate generation of the File Request link and email it to a specified email address. Supporting automation of uploads from individuals without Box accounts.

    9 votes
    0 comments  ·  Workflow  ·  Admin →
    How important is this to you?
    not planned  ·  AdminRavneet Uberoi (Product Manager, Box) responded

    An integration between File Request and Relay was delivered this year. At the moment this programmatic generation of a link can be achieved with an API. An outcome type in Relay to generate a FR link is not yet planned.

  18. Enhance page view for Relays in new UI

    When accessing Relay in the new UI, not all Relay workflows incrementally load nor are there pages to navigate through to view all workflows. I would like the ability to see all relays on one or multiple pages without using text filters.

    1 vote
    0 comments  ·  Workflow  ·  Admin →
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  19. When copying a folder with File Requests configured within it, add an option to have the File Request configurations copied as well.

    We have a need to setup folders with File Request features for our customers. When we do this manually, it takes a lot of time to set everything up as we need it. We'd like to be able to copy a folder (along with its subfolders) and its File Request setup. This would make any existing setup, like a template, which we can simply copy and rename in preparation for another customer.

    Currently, we can only copy the folders with or without contents. But either action does not copy the File Request configurations in the source folder.

    Thanks for your…

    1 vote
    not planned  ·  0 comments  ·  Workflow  ·  Admin →
    How important is this to you?

  20. Request Link via API

    Scenario for Request Link via API: 1) Ticketing system support case requires the openee to upload files to the ticket 2) Use app to collect case number, authenticate user, create folder with case number 3) Set File upload link "Title", "Add Instructions" and "require users to provide email" 4) Get file upload link from API for pasting into the support ticket

    2 votes
    not planned  ·  2 comments  ·  Workflow  ·  Admin →
    How important is this to you?
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