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432 results found

  1. Use relay to move files to an archived folder based on a metadata date condition

    We have a relay workflow that accepts a file via "File Request" (Trigger) and has a metadata values attached, we want the file to be moved to another folder (Archive) based on the expiration date on the incoming metadata template.
    In a subsequent trigger we are unable to make the expiration date condition of the metadata "if older than a year" only a set date picked from the calendar. It would be great to have a custom condition based on the values accepted on the metadata templates.

    1 vote

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  2. Update Metadata Through Relays

    This is a function that is already available in the API, but it would be nice to be able to dynamically change metadata values on a template that has already been applied previously through Box Relays.

    For example, if I have a document with a metadata field and value of 'Status: Inactive' and I run the document through a flow that has it approved via a task, I would like to be able to change the metadata to read 'Status: Active' as an outcome of the flow.

    2 votes

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  3. 1 vote

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  4. version clean up

    Include a Box Relay workflow that cleans out versions older than N days -- useful for edge cases / teams that deal in high-volume document updates. For example: a spreadsheet is overwritten hourly and can have thousands of versions stored. Customer wants to systematically purge versions older than 10 days.

    1 vote

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  5. file select toggle

    Place the select toggle to left of file/folder names. So many times I've checked the wrong file/folder as I use an ultra wide screen for design, and constantly scanning back to left to make sure I selected the right line. Just makes sense! Please update the UI - or make it so we can move it ourselves!

    2 votes

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  6. Request Signature outcome should have Form Submitter variable

    When creating a workflow like the one in the following article, the Request Signature outcome cannot use the form submitter as a signer

    https://support.box.com/hc/en-us/articles/38351786879123-Generating-Documents-with-Box-Doc-Gen-and-Box-Relay

    Some of our workflows start with a form, use Box Doc Gen to generate a document, which then needs to be signed by the original form submitter. While the Request Signature step can access form variables, it notably does not have access to the Form Submitter.

    It would be great if this was exposed as a variable so that the sign request could have the submitter as a signer.

    Our current workaround is to add a…

    2 votes

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  7. box relay rename file

    Hi,

    It would be nice if "YYYY"-"MM"-"DD" format should be available when using Box Relay

    1 vote

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  8. Relay Trigger "copy out" &"move out"

    In Box Relay, the triggers for “copy” and “move” are recognized as “when a file is copied to this folder” and “when a file is moved to this folder.” Can we create triggers such as “when a file leaves this folder” or "when a file in this folder is copied somewhere else"? In other words, I would like there to be a function that allows us to detect when a file has been copied out to an external folder. I hope this feature will be considered.

    2 votes

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  9. 2 votes

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  10. Interval in metadata trigger

    Hi! Would it be possible to add the ability in Box Relay for the flow to be dependent on the interval between 2 values of numeric metadata?
    Now we only have options like "less than", "greater than", but it would be great if we could set the trigger dependance "from...to" like in the search filter

    1 vote

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  11. Dynamic File Paths for Relay

    I would like there to be an option to include the metadata assigned to a document in the path in a file action for Relay

    2 votes

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  12. Time added to file names moved by Box Relay

    When moving a Box Sign file in Relay, if the same file is in the folder, the file will be saved with an additional date and time.
    The time added is PST, so if you use it in a country with a time difference from PST, it will be a different time, so it is confusing because it is not clear when it was created.
    To avoid confusion, change this time to the time zone of the Relay owner.

    2 votes

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  13. When setting up a BoxRelay workflow, I want to extract only users who have not approved and create approval tasks

    About BoxRelay workflow creation.
    When set up with the following conditions
    Action: Assign task
    Type of task to assign: Approval Task
    Task Details (Person in Charge): Check “This task will be considered complete if one of the persons in charge executes the task.

    We want to be able to extract only the users who did not approve the above settings and set them as the person in charge of approving the next approval task.

    1 vote

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  14. Request Signature outcome should have Form Submitter variable

    When creating a workflow like the one in the following article, the Request Signature outcome cannot use the form submitter as a signer

    https://support.box.com/hc/en-us/articles/38351786879123-Generating-Documents-with-Box-Doc-Gen-and-Box-Relay

    Some of our workflows start with a form, use Box Doc Gen to generate a document, which then needs to be signed by the original form submitter. While the Request Signature step can access form variables, it notably does not have access to the Form Submitter.

    It would be great if this was exposed as a variable so that the sign request could have the submitter as a signer.

    Our current workaround is to add a…

    1 vote

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  15. Regarding Box Relay, we would like the ability to assign different roles to the same user, similar to how it works in Box Sign.

    Regarding Box Relay, we would like the ability to assign different roles to the same user, similar to how it works in Box Sign.

    1 vote

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  16. Box Relay Send Notification Outcome Tied to a File

    The current "Send Notification" outcome is only capable of sending general notification according to the message set at Box Relay. Can we also tie it with a file similar to the "Assign Task" outcome? Thank you.

    1 vote

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  17. If the owner of a Box Relay workflow is a “Deleted User”, there needs to be a way to transfer the owner to an administrator.

    After creating a workflow in Box Relay, there are cases where the owner of the workflow is deleted by a script, etc., but the owner remains as a “Deleted User”.

    Need the ability to take over the workflow of a Box Relay that has become a “deleted user” to an administrator or other user.

    Reason:

    This is because the workflow creator still has the owner rights, and even the system administrator cannot delete the workflow, so it remains as trash.

    11 votes

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  18. Inline comments as Trigger in BOX relay workflow

    Currently there is no BOX Relay template to start the workflow with Inline comments as File event. It would be great if there is a template for it or if there is an Inline comment option as File Event in BOX Relay workflow.

    1 vote

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  19. In-platform simple shared calendar feature has been requested for years. Kindly let us know if it is, in fact, off the table.

    Users have been asking for this simple feature for years. Box has been ignoring this request for years.

    I would like to see some accountability to users.

    What is the protocol for communicating user requests up the chain?

    Has this common, years-long user request been reviewed by box's leadership yet?
    If not, please provide a date when it will be reviewed.
    If so, please advise as to what the outcome of that discussion was. i.e., has the request been dismissed permanently?

    Will Box leadership please communicate this clearly to the user community?

    What is the reason for failing to add…

    2 votes

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  20. Will BOX ever add a simple in-platform shared calendar feature or can we assume this is off the table?

    Users have been asking for this simple feature for years. Box has been ignoring this request for years.

    I would like to see some accountability to users.

    What is the protocol for communicating user requests up the chain?

    Has this common, years-long user request been reviewed by box's leadership yet?
    If not, please provide a date when it will be reviewed.
    If so, please advise as to what the outcome of that discussion was. i.e., has the request been dismissed permanently? If so, will Box leadership communicate this clearly to the community?

    What is the reason for failing to add…

    2 votes

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