Help shape the future of Box
Welcome to Box Pulse, our product feedback tool powered by UserVoice. Got an idea for how to improve Box? Share it with us and gather support or vote on other people's ideas. Your feedback is essential to informing roadmap decisions and shaping the future of our products. Thanks for joining our community!
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425 results found
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Records Retention Functionality
This is a very old idea that should available for Box users. Dealing with real records retention not retention policies as currently used in Box. Records/Document retention deals with the management of information thru its lifecycle - Records/documents are created, used, store, archived, kept permanently (for administrative, legal, fiscal, and historical reasons) or destroyed. Currently, there is no way to apply records retention rules or schedules to Box, which means that we are only dumping content instead of managing the content based on its value - based on a company's records retention schedules. Why not put together a group of…
2 votes -
Import Relay workflow into production environment
Having the ability to export/import Relay workflows (without roles etc.) from sandbox to production will smooth the onboarding and transition process.
7 votes -
Admin Dashboard with visualizations of workflow stats
Looking for additional visual methods for a project manager or process owner to access open Relay workflows/action items
13 votesWe are exploring solutions for this request.
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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 -
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 -
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 votesNot applicable for new Box Relay
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1 vote
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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 votesWe are not planning to have tasks exist in the in-line editing of content.
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1 vote
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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 -
5 votes
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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 -
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 -
1 vote
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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 -
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 -
2 votes
not enough information
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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 -
Add in-app notifications to Relay
In-app is better than email
4 votes -
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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