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422 results found

  1. Have and or logic to drive an outcome in Relay based on metadata values

    Having the ability to say if a metadata value = abc then create a folder with a standard naming convention derived from a metadata template, if not do not create a folder.

    13 votes

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  2. Adobe sign integration for Box relays

    You can create relays that are triggered by Box sign events, which is helpful, however, in my organization not every person has Box. This has made the integration of adobe to Box so fantastic as we can send documents via Adobe sign in Box, Box tracks them and then adds the fully executed document to the folder the event was initiated.

    What I'm a little disappointed by is that an Adobe sign event cannot be included in a Box relay. Usually we have a flow where a document, once signed, is moved by a Box relay into a final destination…

    1 vote

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  3. We would like to be able to register a group in the Configure Relay even if the group's permission setting is not "Administrators only"

    Currently, when we try to register a group in the Relay configuration, we can register the group if the group's permission setting is "Administrators only", but not if the group's permission setting is "Company" or "Group Members".
    Registration location [Enterprise Settings > Content & Sharing > Configure Relay].
    We are using "Company" and "Group Member" as the permission setting for groups to be able to respond to group invitations, etc. outside of the management console, so we would like these permission settings to be able to be registered in the Configure Relay.

    <グループの権限設定が「管理者のみ」以外の場合もBoxRelayの構成でグループを登録できるようにしてほしい>

    現在Relayの構成でグループを登録しようとするとグループの権限設定が「管理者のみ」の場合は登録できるが、
    「会社」や「グループメンバー」の場合は登録できない。【Enterprise設定>コンテンツと共有>Relayの構成】
    グループの招待など管理コンソール以外でも対応できるようグループの権限設定を「会社」や「グループメンバー」として利用しているため、
    これらの権限設定でもRelayの構成で登録できるようにしてほしい。

    29 votes

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    researching  ·  2 comments  ·  Workflow  ·  Admin →
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  4. Relay Manual Start Trigger in Embed Widget

    You can not run a relay Manual Start triggered workflow from the embed widget. Since this widget is also used by Salesforce Managed Package integration, this affects that. Crowdstrike has a pretty simple workflow that they want to do from within the embed client using the manual start trigger, but can't because it's not exposed there. They can start it directly in Box, but that's not desirable as it takes them out of the context of Salesforce.

    1 vote

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  5. 1 vote

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  6. Box Relay Outcome to Create Bookmark

    It would be great if there was an option to create a bookmark to another folder, for example one that may have triggered the flow. If using multiple different file trees it would help users to be able to navigate around if these could be automatically created.

    3 votes

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  7. Approved on behalf of the person in charge or Force skipping

    I strongly request the ability to be approved by another person or force skipping when the person in charge of the approval task is out of office in BOX Relay.

    9 votes

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  8. Error notification about Relay Workflow

    Currently there is no way to know whether the relay workflow has failed or not.
    So when there is an error in a workflow, I would like to have admins and or the workflow owners to receive a notification to inform about the error.

    85 votes

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    Hello all,

    Thanks for requesting this feature. The product team reviewed this request and added to our backlog for consideration. We look to revisit this next year and once we start working on this, we will update the status. 

    Thanks,

    Nirmal

  9. Relay workflow to get deleted or transfer to Box admin when the user is deleted

    When the Box admin is in process of deleting a user with a Relay workflow and closes the browser by accident, the workflow ends up with no owner.
    I would like that workflow to either get deleted or transfer the ownership to the Box admin

    4 votes

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  10. Relay stacking

    I would like to be able to apply relays for folders that don't exist yet. If I create a relay for a folder to be created, I'd like to be able to stack that for the sub folders.

    For example each year I create quarterly folders and then I can automatically copy files into those folders. Right now I have to wait until I create the folders to build the relay to copy files.

    3 votes

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  11. 【Box Relay】About email notifications for approval requests

    Relayにて承認タスクを割り当てた際にメッセージ欄に関連する資料のURLを記載して依頼を行っている
    現状リンクが有効になっておらず、関連資料を確認する手間が発生している
    必要な資料をすぐに確認できるよう通知メールから記載されているURLにアクセスできるように通知メールのURLリンクを有効化してほしい

    When assigning an approval task on Relay, the request is made by writing the URL of the related document in the message field.
    Currently the links are not valid and it takes time to check related materials.
    I would like you to enable the URL link in the notification email so that you can access the URL listed in the notification email so that you can quickly check the necessary materials.

    2 votes

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  12. Expand Capabilities for Adding External Collaborators to Relay Tasks/Notifications

    Currently, a user can only add an external collaborator to a Relay Task/Notification if the following are true -

    • The user owns the content
    • The user has added the external collaborator to content
    • The user has to have less than 5,000 external collaborators on items they own

    Many customers have a closed folder structure, where one admin user owns all content, so this admin user would be the only one who can create the workflow with external collaborators added to tasks/notifications. For large organizations especially, this is difficult to administer and maintain, so ideally even users who do not own…

    12 votes

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  13. Select user group on BOX Rleay's workflow

    When creating a workflow using BOX Relay, groups cannot be set as recipients in the notification options. When notifying a large number of people, it is time-consuming to enter the address for each person, so it would be nice to be able to set groups.

    1 vote

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  14. Box Sign action in Relay

    I would like to have a Box Sign action relay.
    I expect use cases like once it is approved internally, we move to submit Sign request via Box Sign

    37 votes

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    on roadmap  ·  2 comments  ·  Workflow  ·  Admin →
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  15. Box Relay Signing Event Log and Completed Document filed seperately

    Right now, you can create a Box Relay workflow to move/copy Just the Completed Signed document OR both the document and the log. It would be great to be able to also choose to manage the log seperatly too, so you could set up a Log folder to file them in a seperate location if you'd like, from the completed document.

    7 votes

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  16. Ability to specify wildcard folder in folder path for folder event trigger

    Here's the scenario. Box folder partitioning is recommended for scalability when the number of items (files or folders) within a parent (root) folder will exceed 15000. The Salesforce default integration creates a folder for each account under a 'Accounts ' Parent folder and typically number of customers will exceed 15000 for large organizations. With the Box Partitioning flow (available in the Managed package for SF), folder partitions can be based on using starting letter of the account (e.g. partition folder will be named AFolder). OR customized to have folders based on Year/Month of creation e.g. PartitionYYYYMM under the…

    2 votes

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  17. Sender info in Relay

    I would like you to add a setting for "who" went to the BoxRelay event.
    For example, when managing files for the same task in the same folder, if the person in charge (uploader) and the confirmer (notification recipient) are different for each file, it would be convenient to be able to set different notification recipients according to the uploader.

    Thank you for your consideration.

    (In Japanese)
    BoxRelayのイベントで「誰が」行ったかの設定を追加してほしいです。
    例えば同一フォルダで同じ業務のファイルを管理するケースで、ファイル毎に担当者(アップローダー)と確認者(通知先)が異なる場合、アップロードした人によって通知先を別々に設定できると便利になります。

    ご検討のほどよろしくお願いいたします。

    4 votes

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  18. Relay Workflow Action - Send email copy of file

    In creation of new Relay Workflows, I would like to see an available type of action for "Email" added. Similarly to the Copy Action, a prompt for 'what file should be sent' then a prompt for 'where file should be sent' in which the workflow creator can include a single or multiple email addresses.

    2 votes

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  19. Automated File renaming (at scale) - Programmatic creation of workflows

    When a file is moved to any folder called “#Archive”, the file should be renamed with a prefix of “OLD_”

    For example: I have a file called “mywordfile.docx” I now want to archive this file, so I drag it into a folder call “#Archive”. Box Automation should then rename my file to “OLD_mywordfille.docx”

    Problem statement
    The box automation trigger “when file moved to folder” requires an explicit folder path. Meaning I would need to configure a rule per “#Archive” folder within our folder structure. We have many. So, manually setting up relay for every single #Archive folder is not a…

    6 votes

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  20. Create Relay for User Onboarding/Offboarding

    I don't see Relay as a category option.....

    Note, my users aren't owners of their data. They are only editors.

    I have Azure AD user provisioning enabled to create and update users. As part of the user onboarding process, I would like for Relay to be able to see when:

    a user has been created > create a personal folder for that user in a business unit related directory > share folder with user

    a user has been disabled > move personal folder to an archived folder directory (related to their business unit)

    2 votes

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