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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428 results found
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Records Retention Functionality
This is a very old idea that should available for Box users. Dealing with real records retention not retention policies as currently used in Box. Records/Document retention deals with the management of information thru its lifecycle - Records/documents are created, used, store, archived, kept permanently (for administrative, legal, fiscal, and historical reasons) or destroyed. Currently, there is no way to apply records retention rules or schedules to Box, which means that we are only dumping content instead of managing the content based on its value - based on a company's records retention schedules. Why not put together a group of…
2 votes -
Select which email notifications you receive by Template or Workflow
We would like to be able to select notifications for Relay the same way we can in Box (by account settings or by folder/subfolder)
For example: I am a process owner for an assets approval template. I want to be notified of all actions in this one but none in my other workflows
For example: I want to be assigned of only comments from feedback in this workflow vs all task completions in another
2 votes -
Notification that a file has entered workflow
When a file enters workflow it is moved, a notification (preferably to other users in the folder) that the file has been moved because it has entered a workflow is required.
2 votesThis could be partially solved with Box notifications today. It is not planned in the near term on the roadmap.
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Have a minimum number of rejecters to move a workflow back a step
With Relay it's possible to set the process so that only 1 reviewer of 3 needs to approve to move to the next step.
However, if 1 of those 3 reviewers rejects the expenses, Relay currently requires the other 2 reviewers to also reject to move the process back a step.
It'd be helpful for these use-cases to have the ability to set minimum required rejecters
2 votes -
2 votes
not enough information
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2 votes
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Workflow follow-up for non-assigned users
Managers should be able to monitor running workflows of their team. It could be a new role set at the template or instance level
2 votes -
The owner of relay intermediate workfolder should be changed to Tenant Primary Admin.
Summary:
After a relay workflow is completed, the intermediate working folder remains without being deleted.
For the folder, the Primary Administrator does not have "owner" permission so he can't delete the folder.
For the folder, the normal user(who kicked the workflow) has "Co-owner" permission so he can call any external collaborator.Request:
After the workflow is completed,
- The owner of relay intermediate workfolder should be changed to Tenant Primary Admin.
- The permission for the user(who kicked the workflow) should be changed to the less permission which can't call other collaborators.2 votes -
2 votes
Needs more information now that custom templates has been released.
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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.
2 votes -
2 votes
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The feature to delete completed/cancelled workflows
User can delete the workflow template, but there is no option to delete workflows that have been completed/cancelled. Over time, the number of those can grow, and so customer should be given option to delete or hide some of those.
2 votes -
Keyword search within Relay workflows/templates
Process owner would like to be able to query open workflows for step text. for ex) search for 'director review' and see a result set that contains any open workflow that is awaiting a director review
2 votes -
2 votes
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Add redlining capability
Option to redline contracts in the task flow
2 votesThis would require a change on the Web App and Files structure. This can be achieved today through Word redlines.
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Add collaborators as viewers/uploaders
I have created a workflow to apply to files that need signatures and approvals. If all I needed was approvals, automatically adding the assignees as viewers is fine. I need signatures as well so it would be nice to choose to add the assignees automatically as viewers/uploaders so they can also sign the document.
1 vote -
Allow Forms driven dynamic destination folder in Relay Folder Action
In Box Relay, the Folder Create outcome requires selecting a fixed destination folder. While Forms data can be used for folder naming, it cannot be used to dynamically set the parent folder (for example, from a submitted Folder ID field).
Allow Relay to set “Where should the folder be created?” using a variable/token from trigger data (e.g., Box Forms field), including support for folder ID and optionally folder path.
This limitation forces teams to build custom middleware/services just to translate form input into folder creation logic. Native support would remove extra engineering overhead and enable fully no-code workflows for common…
1 vote -
from Box Folder (Filtered) View - Start Box Relay
Most of solutions would need filtered data for example, to track the status of any document or request, one would need Status field to track the progress and showing user a filtered view is necessary. From same view, if relay can be initiated would be highly appreciated.
1 vote -
Add New Trigger under Signing Events for "Reassign Request"
There are times when our users would like a recipient, who is not part of the signing chain, added as a CC if a document is reassigned to a different signer. It would be nice to have a new trigger option under Relay/Workflow /Signing Events for "Reassign Request" where, if a document is reassigned, we could add an Outcome that would Send a Notification to a particular acct.
1 vote -
Request to automate shared link generation upon file upload
A customer regularly uploads files into multiple folders (with different locations and hierarchy levels) and then has to generate a shared link for each file. Currently, they need to create each link manually, which is quite time-consuming.
It would be very helpful if features such as Relay could automate this process by automatically generating shared links for uploaded files and sending notifications with created links
1 vote
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