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422 results found

  1. Content Upload Automation Triggers A Prompt For Metadata

    We would like a prompt to add metadata (required if possible) when content is uploaded and triggers a Relay workflow.

    9 votes

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    not planned  ·  1 comment  ·  Workflow  ·  Admin →
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  2. File Checker

    I would like my program to be able to access all .pdf files in a given folder, and read them to find and extract specific information on each .pdf document like scraping the text data in each of the .pdf fields. This data would then be used to compare to an excel spreadsheet.

    This would essentially be a file checker. Making sure that the information entered on a .pdf file is the information that we have on a separate excel spreadsheet.

    Thoughts?

    1 vote

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    0 comments  ·  Workflow  ·  Admin →
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  3. Feedback/Comments in App

    After workflow is complete, add any comments left during Relay template as comments on the document/metadata to allow the feedback to be more easily tracked.

    5 votes

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  4. 1 vote

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  5. Allow for in-line document edits for Approve/Reject step

    We want the ability to actually edit the document (not just provide comments in preview pane) as part of an Approve/Reject step. Rather than having an edit step followed by Approve/Reject we would like to accomplish with one task - the key is they'd like to be able to provide edits inline and reject it back to a certain step in the workflow. On some occasions they would also make edits and approve

    3 votes

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    not planned  ·  schang responded

    We are not planning to have tasks exist in the in-line editing of content.

  6. 1 vote

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  7. The feature to delete completed/cancelled workflows

    User can delete the workflow template, but there is no option to delete workflows that have been completed/cancelled. Over time, the number of those can grow, and so customer should be given option to delete or hide some of those.

    2 votes

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  8. 5 votes

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    not planned  ·  0 comments  ·  Workflow  ·  Admin →
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  9. Template Version History

    We would like to have a history of changes made to templates so if they modify one they can revert back if needed or have a record of who changed what/when - one use case is for compliance templates they need insight in to who created/when but also iterations of the template

    3 votes

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  10. Keyword search within Relay workflows/templates

    Process owner would like to be able to query open workflows for step text. for ex) search for 'director review' and see a result set that contains any open workflow that is awaiting a director review

    2 votes

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    not planned  ·  0 comments  ·  Workflow  ·  Admin →
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  11. 1 vote

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    not planned  ·  0 comments  ·  Workflow  ·  Admin →
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  12. Select which email notifications you receive by Template or Workflow

    We would like to be able to select notifications for Relay the same way we can in Box (by account settings or by folder/subfolder)

    For example: I am a process owner for an assets approval template. I want to be notified of all actions in this one but none in my other workflows

    For example: I want to be assigned of only comments from feedback in this workflow vs all task completions in another

    2 votes

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    not planned  ·  0 comments  ·  Workflow  ·  Admin →
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  13. Have a minimum number of rejecters to move a workflow back a step

    With Relay it's possible to set the process so that only 1 reviewer of 3 needs to approve to move to the next step.

    However, if 1 of those 3 reviewers rejects the expenses, Relay currently requires the other 2 reviewers to also reject to move the process back a step.

    It'd be helpful for these use-cases to have the ability to set minimum required rejecters

    2 votes

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    not planned  ·  0 comments  ·  Workflow  ·  Admin →
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  14. 2 votes

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    1 comment  ·  Workflow  ·  Admin →
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  15. The owner of relay intermediate workfolder should be changed to Tenant Primary Admin.

    Summary:
    After a relay workflow is completed, the intermediate working folder remains without being deleted.
    For the folder, the Primary Administrator does not have "owner" permission so he can't delete the folder.
    For the folder, the normal user(who kicked the workflow) has "Co-owner" permission so he can call any external collaborator.

    Request:
    After the workflow is completed,
    - The owner of relay intermediate workfolder should be changed to Tenant Primary Admin.
    - The permission for the user(who kicked the workflow) should be changed to the less permission which can't call other collaborators.

    2 votes

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    not planned  ·  1 comment  ·  Workflow  ·  Admin →
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  16. Add in-app notifications to Relay

    In-app is better than email

    4 votes

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    not planned  ·  0 comments  ·  Workflow  ·  Admin →
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  17. Ability to combine workflows into one

    Merge simple workflows into larger workflows once we iron out smaller parts of the process

    1 vote

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    not planned  ·  0 comments  ·  Workflow  ·  Admin →
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  18. Workflow follow-up for non-assigned users

    Managers should be able to monitor running workflows of their team. It could be a new role set at the template or instance level

    2 votes

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  19. workflows that move files based on file contents or filename

    The ability to have workflows that move files based on file contents or filename

    8 votes

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    not planned  ·  1 comment  ·  Workflow  ·  Admin →
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  20. 2 votes

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    not planned  ·  0 comments  ·  Workflow  ·  Admin →
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