Note on Automations
Box Automations is a legacy Box feature. Box released a re-architected and significantly enhanced Box Relay in June, 2019, which is more powerful and includes a much larger range of trigger and output events, including files, folders, tasks, metadata, and more, and we recommend all Automations users transition to Box Relay for any workflow needs.
Note on Policies
- Policies are only available to customers with the Governance add-on.
- Starting October, 2020, security features (Classification, Shared Link Policies, and Content Security) will no longer be available to new customers with the Governance add-on. These features do remain available to existing customers. Please see the Shield add-on for the latest enhanced security features on smart access and threat detection.
- Shared Link Policies and Content Security Policies were sunset on February 6, 2026. From that date until May 2026, the feature remains available only to GxP controlled-release customers. In May 2026, the feature will be turned off for all customers.
The following are certain conditions that might impact your organization's set Policies and Automation:
- Download activity policies will not be triggered by downloads made through the Box Sync client
- Upload policies will be triggered when Box Notes are created or edited.
- Files that have violated one of your policies may not be caught before they are downloaded to another user’s computer by the Box Sync client and cannot be deleted by Box Sync if they have been downloaded
- There is a limit of 10 rules for each policy and a limit of 500 policies for each Enterprise
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Policies regarding content within a file apply only to the following file types (more file types are being added progressively):
csv, tsv, doc, dot, docx, gsheet, htm, html, msg, odt, odp, ods, pdf, ppt, pptx, rtf, xhtml, xls, xlsm, xlsx, xml, xsd, xsl, xslt, xhtml, as, as3, asm, bat, c, cc, cmake, cpp, cs, css, cxx, diff, erb, groovy, h, haml, hh, java, js, less, m, make, ml, mm, php, pl, plist, properties, py, rb, sass, scala, script, scm, sml, sql, sh, txt, vi, vim, yaml
- Our Policies and Automations engine scans only the first 500 MB of a document's extracted text for flagged content.
- Given a particular feature in our API handling, a very small number of files may not have Policy or Automation actions applied to them (this is a very minor edge case and should not affect the majority of files that have Policies or Automations applied to them)
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