Box Forms is available only for Enterprise Advanced accounts. Customers must agree to the Box Forms Addendum in order to use Box Forms.
Box Relay workflows help automate processes and customize them using end-customer inputs. With the introduction of Box Forms, you can create tailored forms easily to collect data and trigger workflows.
With Box Forms, you can:
- Create engaging web and mobile forms with an intuitive drag-and-drop builder.
- Design forms to dynamically show or hide fields based on user responses.
- Change the background colors and logos within your forms to match your organization’s brand design.
- Preview form designs and test behavior in real time prior to going live.
- Use forms to collect data, trigger workflows, generate documents, initiate e-signatures, and more.
Use Cases
| HR | Collect information to streamline new hire onboarding, performance evaluations, and employee feedback. |
| Customer Service | Collect client data in a clear and organized way to enhance efficiency. |
| Procurement | Gather input to ensure all purchases are authorized, justified, and comply with company policies. |
| Compliance | Collect comprehensive audit information to enhance stakeholder communication and expedite turnaround times. |
| Legal | Gather information for drafting legal documents such as contracts, agreements, leases, and court filings. |
| Finance | Capture necessary information securely to authorize fund transfer promptly. |
Box Relay Integrations
See Automating workflows with Relay to get started using forms to collect information.
Box Forms in Relay lets you choose an existing Form to get started. You can then use this form as a trigger and use the form fields inputs from it to guide your Relay workflow.
Box Apps
See Creating an App to get started with adding an existing form through Box Apps.
With Box Apps, you can use an existing form to collect information within that app. Additionally, If the form used is also a trigger in a Relay workflow, you can trigger that workflow from the app itself. This functionality makes it easier to gather information in a workflow.
Box Doc Gen
See Generating your first document with Relay to get started with integrating Forms into Relay.
In a Relay workflow, Box Doc Gen uses form submissions to collect information, which is then used to generate a document from a template.
For more information on interoperability, see Known Limitations.