With a growing list of available Relay features, you can do so much more than manage your workflows, as you can now schedule workflows, provide multi-step outcomes, and access ready-made workflows from Box.
All Box Relay users can now:
- Manage file, folder, task, events and actions as triggers and outcomes
- Dynamically generate custom documents
- Leverage Box Forms submissions to generate documents, name folders, and enrich metadata
- Schedule Workflows
- Start Manual Workflows
- Configure multi-step outcomes
- Integrate File Requests
- Select from Box-published workflow templates
If you are an enterprise user, you have access to advanced features such as customizing your workflows.
Enterprise users can:
- Manage metadata events and actions as triggers and outcomes
- Build custom workflows templates
- Includes using dynamic naming with metadata attributes in a current file or folder workflow.
- Automate classification (with Box Shield)
- Transfer Workflow Ownership
Enterprise Advanced users can:
- Automate business process workflows end-to-end using Box Forms submissions, Box Doc Gen templates, and Box Sign signature request outcomes
- Use the data gathered from Box Forms submissions to generate documents, name folders, and enrich metadata
- Dynamically generate documents based on the Box Forms data, workflow variables, and more
- Automatically send documents that have been generated with Doc Gen for signature or approval in Box Sign
For a comprehensive look at the available features based on customer tiers, see the chart below:
Feature |
Business Plans (Business, Business Plus) |
Enterprise Plans (Enterprise, Enterprise Suites, Enterprise Plus) |
Enterprise Advanced |
File events and actions | ✔ | ✔ | ✔ |
Folder events and actions | ✔ | ✔ | ✔ |
Task events and actions | ✔ | ✔ | ✔ |
Sign events and actions | ✔ | ✔ | ✔ |
Manual Start Workflows | ✔ | ✔ | ✔ |
Multi-step Outcomes | ✔ | ✔ | ✔ |
Notifications and Reminders | ✔ | ✔ | ✔ |
Activity and history reporting | ✔ | ✔ | ✔ |
File Request Integration | ✔ | ✔ | ✔ |
Box-Published Workflow Templates | ✔ | ✔ | ✔ |
Scheduled Workflows | ✔ | ✔ | ✔ |
Dynamic file/folder naming | ✔ | ✔ | ✔ |
Metadata events and actions | ✔ | ✔ | |
Custom Workflows Templates | ✔ | ✔ | |
Automated Classifications | ✔ | ✔ | |
Transfer Workflow Ownership | ✔ | ✔ | |
Box Forms Integration | ✔ | ||
Box Doc Gen Integration | ✔ | ||
Box Sign Signature Request Outcome | ✔ |
For additional information on workflows, tasks, and events, refer to the Box Relay FAQ.