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  1. Create a Box group/alias or ability to select a different name to replace the workflow owner’s name.

    I’ve created several Relay workflows across the business and the issue I found is that people are reaching out to me because my name is tied to a task that is assigned to them. Often times, I do not have any context to the workflow so it results in me having to reach out to the person who started/uploaded the document. We want to avoid approvers having to reach out to the workflow owner vs. the actual owner of the program. This process would not be sustainable if it were rolled out to a larger company.

    Currently Example: Hayley creates…

    81 votes

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    under consideration  ·  1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  2. Support multi-file for rejected task trigger in Relay

    Suppose you like to assign an approval task to a person with multiple files and when the task is rejected, you like to move the package of those “rejected” files to a different folder("Rejected folder) instead of having them sat in the triggered folder.

    For a single file, you can create the following workflow containing 2 flows and it works perfect as expected, however it doesn't work for multi-files...
    Flow 1: Trigger Manual start-> Outcome: Assign task -> When rejected, the flow is end
    Flow 2: Trigger Task -> Outcome: when the task is rejected, move the file to “Rejected…

    27 votes

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    under consideration  ·  0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  3. Add "remove collaborator" option as option in a Relay workflow

    In the same vein as being able to Add a collaborator as part of a Relay workflow, it would be nice to also Remove a collaborator as well. Customer would like to Add a collaborator as part of a workflow, have that collaborator do their part, then have them removed as they no longer need access to the content going forward.

    19 votes

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    2 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  4. box relay shared link

    Using Box Relay, create the following new outcome: Based on a metadata value when stored on on a file or folder, create and share a web link to the email address(es) in the metadata value, with specified collaboration.

    12 votes

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    under consideration  ·  1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  5. cascading auto-start workflows

    cascading auto-start workflows. We have a specific use case defined that would greatly benefit from this capability - shield classification being applied automatically alerts the uploader of the file that the content needs to be moved. This would be a big win for USAA

    5 votes

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    under consideration  ·  1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  6. Auto overwrite if the file is uploaded with the same name in the folder via File Request.

    In the current spec, the file with the same name in the folder is uploaded via File Request, the file name is automatically changed to containing date and time.
    I want the option to overwrite the file when it has the same name of existing files.

    6 votes

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    under consideration  ·  1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  7. Metadata triggers without folder specification

    --I want Box Relay to be able to kick workstreams off in sub-folders that don't exist yet. We have a general "Accounts" folder, and I want my metadata tag triggers to affect sub folders in that parent folder. However, the metadata trigger requires me to specify which specific folder to trigger the Relay within. I suggest one of two things:
    1. Remove the need for folder specification. If I have a metadata trigger, do I really need to specify the folder in which the content lives? Relay should scan for that metadata tag, wherever it occurs.
    2. Allow for Relay…

    12 votes

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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  8. Relay action: create Box note

    From trigger, create a Box note from an existing template.

    10 votes

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    under consideration  ·  0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  9. Report on who has Relay enabled

    Ability to report on who has Relay enabled in an enterprise account. Via "Export users" would be nice, but not even Box's own reporting team can produce this data right now which is unfathomable.

    4 votes

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    under consideration  ·  0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  10. name folder based on data created

    When a new folder is created through Relay, have various options to name the file beyond a default name field, such as data created as an insert field variable.

    1 vote

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    under consideration  ·  0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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

    9 votes

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    under consideration  ·  0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  12. Shared Link Creation or Distribution as step

    Adding the ability to generate and/or send a file to a party as a step within Relay.

    1 vote

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    under consideration  ·  0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  13. 1 vote

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    under consideration  ·  0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
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