Help shape the future of Box
Welcome to Box Pulse, our product feedback tool powered by UserVoice. Got an idea for how to improve Box? Share it with us and gather support or vote on other people's ideas. Your feedback is essential to informing roadmap decisions and shaping the future of our products. Thanks for joining our community!
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39 results found
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Workflow Management Report
The new Automate features are much more powerful than the previous Relay, and I’m excited to start using them going forward. After enabling Automate, I expect many users will create workflows, so the number of workflows in a tenant will increase significantly.
Currently, I can visually check the workflows created in a tenant from the admin console, but as the number of workflows grows, it becomes difficult to review them all and properly manage them.
It would be very helpful to have a way to export or list all workflows that exist in a tenant.
Example fields:
Workflow name
Creator…3 votes -
Enable Sharing Box Automate Workflows with User Groups
Currently, Box Automate workflows can be shared with individual users. We would like to request an enhancement that enables workflows to be shared with user groups.
This feature would reduce reliance on specific individuals and support team-based workflow management. In situations where the workflow owner leaves the company, changes roles, or becomes unavailable, other members of the group could continue to manage and maintain the workflow without disruption. This would improve operational continuity and reduce administrative overhead.2 votes -
Metadata-Triggered Folder Task via Automate
Allow a metadata field on a folder to trigger a Box Automation task to Box Task Owner when a select metadata is changed. Currently we are only able to trigger on files.
1 vote -
file request copy automate
Copy File Request action from Folder to copy to newly generated folders in an Automate flow
1 vote -
Add files to a specific section in a hub with Automate
The ability to add files to a specific page/section in a hub with the Automate Hub outcome. example. We have a policy hub with all published polices. a new version is going through an approval and when it is approved it should be added to one or more pages/sections in the hub. In a hub with the pages below the Travel and Expense policy should be added to three pages Recently Published, Browse by Department, All Polices
- Home
- Recently Published
- Browse by Department
- All Polices
- New Hire essentials
1 vote -
Request to Make Service Accounts Created During Box Automate Use Easier to Identify
When a workflow is created and saved in Box Automate, a service account is created (e.g., InternalPlatformUser1234567ABCDEFGHIJ@boxdevedition.com).
However, at present, it is difficult to determine whether this account was created as part of using Box Automate, making it hard to distinguish it from a suspicious user that may have been created maliciously.
Therefore, we would like the service account (e.g., InternalPlatformUser1234567ABCDEFGHIJ@boxdevedition.com) to be made more easily identifiable as an account created for the use of Box Automate.
For example, after a workflow is created in Box Automate, we would like a pop-up to be…2 votes -
Allow api.box.com in Box Connectors for HTTPS Request steps in Automate workflows
Please allow the HTTPS Request step in Box Automate to make requests to the Box API (api.box.com).
There are many things not currently supported natively by Box Automate steps which could be solved if the HTTPS Request step/outcome were allowed to consume the Box API.
For example:
- generate Box access tokens
- get file EXIF data from Box representations API
- lock files
- create shared links
- get number of files in a folder
- get file path
- create shared link passwords
- applying metadata cascade policies
- metadata extraction on a group of files (rather than…2 votes -
Expand Hubs actions for Box Automate to Enterprise and Enterprise Plus price plans
to use workflows like "add file to a hub if it was added to a folder" Hubs actions should be available for all price plans that have Hubs enabled, i.e. Enterprise / Enterprise Plus and Enterprise Advanced
1 vote -
Please enable the standard Sign functionality to set Reminders for a Sign Request when generated inside Box Automate.
Please enable the standard Sign functionality to set Reminders for a Sign Request when generated inside Box Automate. A nice addition would be to be able to update that Reminder settings on a specific Sign Request through the Sign API after a Sign document is in progress.
1 vote -
generate folder uploaAdd an action to generate an email upload address for a folder in Box Automated email address
We would like Box Automate to provide a folder action that enables email uploads for a specified folder and generates or retrieves the folder's email upload address.
Currently, email uploads must be enabled manually in the settings of each folder. This becomes time-consuming when folders are created dynamically or when the same configuration must be applied to many folders.
For example, we would like to create the following workflow:
- Create a new folder through Box Automate.
- Enable email uploads for the newly created folder.
- Generate or retrieve the folder's email upload address.
- Store the email address in metadata, send it…
1 vote -
Signer Verification in Box Automate
Request to have a configurable option in an automate workflow to require a pre-defined signer verification method when sending a signature request from automate. Ex: Form is submitted, document is generated, document is sent for signature and user is required to sign with CAC/PIV card, use 2FA, etc.
2 votes -
Automate Outcome Based on Metadata Field Change
We would like an Automate outcome based on a change to a metadata field that was assigned in a previous outcome. An example would be in an HR recruiting workflow when the Role Stage metadata field changes to BC Complete a Send Notification outcome fires notifying applicable teams, HR, IT, Manager, etc. to begin preparations for the new employee.
As it stands now, the only way we've found to do this is by assigning a task to the recruiter.
The issue is that there are always multiple positions being worked at any given time and some positions take weeks or…1 vote -
Enable Metadata Cascading and Autofill on Folders
It would be very helpful to have the ability to enable cascading and autofill on folders when a metadata template is added as an outcome. In our case, we create new folders for each new position requested and being able to automate the process of applying a metadata template to files added to the folder and then have the metadata populated would be save a lot of time and effort for our HR team.
1 vote -
Box Doc Gen Outcome Doesn't Keep Values
Using the Doc Gen outcome in Automate, we've found that when a change is made to a Doc Gen template, an update to the workflow outcome is required. This is expected behavior. However, performing that update causes all previously assigned field values to be cleared, requiring the user to manually reassign each one — even when the template change had no effect on any variable or field mapping.
We have several Doc Gen templates with more than 50 fields, and a few exceeding 70. Reassigning all values each time a minor change is made is not practical at scale. Until…1 vote -
Automate - Variables not accessible outside of loops
Extracted variables can only be referenced inside the loop they were created in, forcing extraction and application steps to run per-file inside the loop. For batch uploads (e.g. 60 images) this extends run time to 15-20 minutes and consumes excess AI units.
1 vote -
Automate - Send e-signature requests to non-managed users
Signature steps in Automate can only send to managed users. External signers are not supported even though Relay supports this, blocking external signing workflows end to end.
1 vote -
File Outcome Actions for Form Uploaded Files
Include the ability to take file actions on files uploaded from a Box Form like you can in Relay. We have several Forms and Relays that not only take text/date/dropdown input but also have file upload fields and were hoping to move them to Automate so that we could take advantage of the additional features, but are unable to since there is no option to use an Outcome to take action upon the uploaded files.
1 vote -
Regarding how to handle abnormal termination in BoxRelay
I would like to be able to forcibly terminate "in progress" tasks that have been interrupted due to an error in BoxRelay.
1 vote -
About Automate's sharing settings
If sharing for "Automate" is disabled in the admin console, please deactivate the "Sharing" setting.
1 vote
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