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  1. Changes to workflow builder functionality

    Create changes to workflow builder functionality:
    1. Allow folder Editors to be able to build workflows (we have very few co-admins)
    2. Allow the workflow builder to specify who is assigning the task (or make it generic.) Just because Bob builds the workflow doesn't mean his name should be on the assigning task.

    25 votes

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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  2. Relay: Copy or move the contents of a folder rather than the folder itself

    Currently Relay can copy a file or a folder, but not all the contents of a folder to a location. This would be really useful for content propagation, where the use case would be that every time a folder is created copy the content of a template to it.

    8 votes

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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  3. I want multiple approvers on every workflow.

    We have external approvers and one of them should be able to advance this workflow.

    3 votes

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    existing feature  ·  0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  4. Add naming flow when relay creates a folder or file

    When relay creates a folder or file, we want relay to guide user to name the folder or file as a flow.

    1 vote

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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  5. Add and more events into a same flow in relay

    When You build a flow in relay, You don't have the possibility to add another event into this same flow as a result. This might help if You need to repeat a part of the flow (similar as a loop).

    3 votes

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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  6. possibility to call another relay automation

    I made a scenario with relay and I would like to use it into another instead of creating again and again same flows. So it would be nice to get the possibility to combine different scenarios as sub-scenarios (like procedures in a program).

    2 votes

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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
    existing feature  ·  schang responded

    As part of paid Relay, you can set various metadata values to trigger different aspects of the process.

  7. Ability to mirror documents in other root folders

    Our organization utilizes the collaboration with external users to give them access to view one specific folder relative to their client account. We do not want these users to have access to our main folder that houses the original documents for their client account, but rather only this one specific folder that has a copy of selected documents relative to their positions on the Board. Right now, we have to manually upload or delete new documents to both folders. If there is a change to our original document, we have to manually upload the new version to the copy folder…

    1 vote

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    1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →

    Hello, if we understand your request correctly, you could use the bookmark feature to bookmark a link to specific files so the Board will always be routed to the up-to-date version of the original document but not be able to view the rest of the items in the main folder.

  8. Add watermarks via Relay

    Allow users to add watermarks to files as part of a Relay process.

    2 votes

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    existing feature  ·  0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  9. Automations: Enable an ‘and/or’ feature

    Enable an ‘and/or’ feature for Automations that allows task to be approved by one assignee in order to move forward in the workflow

    3 votes

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    existing feature  ·  0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  10. show automation creator as the sender of automation task assignment email

    Currently, automation task email notifications show the sender as the primary email regardless of who created the automation

    In a large company, users might not even know who the admin is and discard the emails as spam or unnecessary.

    4 votes

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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  11. Give users access to Automations without becoming a co-admin

    Certain communications do not need to go to Automations creators. Rather, they are truly meant for co-admins. Additional granularity would help reduce noise.

    2 votes

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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  12. 2 votes

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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  13. Workflow phases for easier understanding of progress

    We have a workflow that could be over 25 steps in total. These steps are separated, in their original design, into phases such as Preparation > Briefing > Development > Sign-off > Release. Currently, it's impossible for users to see which stage they are in or which stages have been completed, as they are not defined. A user would have to know the number of steps in each phase to understand this currently. Phasing is a basic feature included in most workflow systems.

    2 votes

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    existing feature  ·  0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  14. Export audit report of completed workflows

    The customer has a requirement to be able to export information out of Relay in report of Excel format - ex) export a report of the steps completed in a workflow with due dates, dates of completion, by whom etc so they can present this information to clients or have it for internal audits. the workflow dashboard view is a helpful visual but they don't want to click in to each workflow to visually consume that information each time and be able to send it to other folks outside of Relay

    10 votes

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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  15. 1 vote

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    existing feature  ·  0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  16. Admin settings for who can create templates

    We want to provide a set of approved templates for policy approvals that users can launch, but don't want them to be able to create their own 'unapproved' templates.

    1 vote

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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  17. Nested or linked workflows in Relay

    I want to be able to nest workflows both for organization purposes and to have a record of all workflows that pertain to a certain project, client, etc. This could be a tag of attribute added to workflows to link them together or an ability to have a set of workflows that are triggered automatically in a certain order so they don't exist completely separate.

    2 votes

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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  18. 3 votes

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    existing feature  ·  1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  19. Ability to report on outcomes of specific workflows.

    Specifically, for DAM use case, we want to see how report of asset approval "Rejections" etc.

    1 vote

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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  20. Use Automations to copy files

    Looking to use Automations/workflows to be able to go beyond moving files and also be able to copy files

    5 votes

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    existing feature  ·  0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
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