Hi ​@marksmyth! Thanks for reaching out regarding this concern.

Are you trying the Box Forms trigger in Box Relay? Box Forms in Relay lets you choose an existing Form to get started. If haven’t done so yet, you can start with creating your desired web or mobile form using Box Forms. Please check out Creating a Form for instructions.

You can then use this form as a trigger and use the form fields inputs from it to guide your Relay workflow. Form submission is required to trigger a Box Relay workflow when using the Box Forms trigger, as the workflow starts automatically when a user submits a response to the chosen form.

For reference, here’s the related community topic for Box Forms:

Learn more about Box Forms and Form submission trigger here:

• About Box Forms
• Understanding Triggers and Outcomes in Relay

Please feel free to reach out if you need further assistance. 😊

The error I am getting is 

And my workflow looks like this

and 

I see, thank you so much for providing additional context and sharing the error. I’ll look into this further and get back to you as soon as I receive feedback from our internal team.

Also looping in @Scott Picanco Box for visibility.

Thanks to some great support from the Box team I have made some progress, in my Relay the on the First Outcome where I had selected ‘ Generate Document’, there is a field to set ‘where should the file be saved to?’ where I had selected the upload folder for supporting documents

Changing this to another folder in Box (a folder for the outcome that i need) and then testing again I now have a working solution.

So my aim here was to replace an internal process of ‘Budget Approval’ for which we use a Word document template stored on our SharePoint intranet where nobody can find it, the document is then filled in, put somewhere random in Box. A sign-off with a competing eSign solution is used, with supporting documents not always bundled together and then the signed document is then saved somewhere in Box by staff never to be easily found again because its not centralised in the correct area.

Whilst just an example of whats possible, I can create a Project Budget approval document and use the Box Doc Gen add-in within Word. I create my template linking the fields in my Box Form to the doc gen template. I can Submit a request through the form with or without supporting , this then creates my Project Budget document automatically in Box using Relay and then starts the approval process.

As I have used Relay I should be able to control all the folder locations and notifications and therefore the completed documents should be east to find when it comes to finance audit time.