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70 results found

  1. Customize notifications (frequency and timing) for tasks on Relay workflows

    A key piece of any ECM system is being able to control when and how often a user is notified about a task based on the severity of the workflow. If an approval is required for a mission critical business process that is time sensitive then the creators of the workflow need to be able to create urgency with the notifications in Relay. If this workflow is low priority and they don't want to "cry wolf" then they should be able to customize that it is low priority and maybe on need to be notified once a week etc.

    3 votes

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    0 comments  ·  Workflow  ·  Admin →
  2. Add uploader role to box relay auto-start workflows

    When you auto-start based on someone uploading or saving to a directory, that workflow should take into account the person who did that - the uploader role. For instance, in a workflow that has a gather feedback and incorporate step, that should be automatically assigned to the uploader not the workflow owner. In general the workflow owner is not a very useful role - it's just the person who happened to write the template - the workflow owner may have no stake in the workflow instances whatsoever. The uploader is a natural role that is missing.

    8 votes

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    1 comment  ·  Workflow  ·  Admin →
    delivered  ·  schang responded

    We released the ability to assign any task to the “workflow starter”, the person who performed the file action.

  3. Allow concurrent workflow steps

    Currently, if a step in a user's workflow needs to get a response from multiple parties concurrently, this is not possible. For example, sending out marketing materials to multiple agencies at the same time and waiting for a response from all. At the moment, we would have to make this sequential whereby the second agency would receive a task only when the first agency has completed one.

    6 votes

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    delivered  ·  0 comments  ·  Workflow  ·  Admin →
  4. 10 votes

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    1 comment  ·  Workflow  ·  Admin →
  5. 3 votes

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    delivered  ·  0 comments  ·  Workflow  ·  Admin →
  6. 3 votes

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    0 comments  ·  Workflow  ·  Admin →
  7. 11 votes

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    delivered  ·  1 comment  ·  Workflow  ·  Admin →
  8. Ability to create dynamic forms

    For example: A Word document to convert into a dynamic form with pre populated field.

    118 votes

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    20 comments  ·  Workflow  ·  Admin →
  9. Color code folders when selecting a destination folder

    Right now when you select a destination folder as the last step it doesn't color code external folders (grey) so the end user could accidentally send the document in another instance.

    5 votes

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    0 comments  ·  Workflow  ·  Admin →
    delivered  ·  Jenica responded

    We are moving to the Box file picker, so this should be addressed in that.

  10. 4 votes

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    0 comments  ·  Workflow  ·  Admin →
  11. Improve search and filtering in Templates view

    We have many many templates and it's hard to find my own! It would be most beneficial to include some sort of "metadata search" - like search by owner, in fact (most obvious use case).

    2 votes

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    0 comments  ·  Workflow  ·  Admin →
    delivered  ·  Jenica responded

    Released the revamp of the templates page so that you can find the template you own easier. We will do more searching and filtering later in the year. If that is as important, please submit a new ticket! Thank you!

  12. 1 vote

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    delivered  ·  0 comments  ·  Workflow  ·  Admin →
  13. increase font size on file/folder picker

    Relay's file picker has a noticeably smaller font size and it's inconsistent with our new ui's brand

    2 votes

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    0 comments  ·  Workflow  ·  Admin →
    delivered  ·  Jenica responded

    We are moving to the Box File picker widget.

  14. 2 votes

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    1 comment  ·  Workflow  ·  Admin →
  15. 22 votes

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    3 comments  ·  Workflow  ·  Admin →
  16. When two approvers are to complete task, it needs to be approved by both in order to move to next step

    Would be good to have the option to have one out of the two to approve, completing the workflow

    1 vote

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    delivered  ·  1 comment  ·  Workflow  ·  Admin →
  17. Increase Automations limit to 2,000

    We use Box workflow automations for all of our accounts payable processes with our clients. There are nine distinct processes that require workflows, so that means nine workflows per client. We have over 100 clients, so we are almost at 1000 workflows already.

    Whenever we bring a new client on board, we automatically create nine new workflows.

    0 votes

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    delivered  ·  0 comments  ·  Workflow  ·  Admin →
  18. 0 votes

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    delivered  ·  0 comments  ·  Workflow  ·  Admin →
  19. Set content uploader as the workflow owner for auto-start templates

    For workflows that are set to auto-start upon content upload, you currently have to set a specific user as the workflow owner in the template. It would be helpful to have the content uploader become the workflow owner in some scenarios.

    For example, employee onboarding - I want the workflow owner to be the hiring manager that uploads their new hire's checklist, rather than a set person in HR.

    0 votes

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    0 comments  ·  Workflow  ·  Admin →
  20. 0 votes

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    0 comments  ·  Workflow  ·  Admin →
    delivered  ·  Jenica responded

    You can add people from the active workflow dashboard. Click “share this workflow,” similar to Box

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