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Attaching a file while creating the ticket
As you complete the ticket request process there is an attribute for attaching a file.
NOTE** Using this method significantly reduces the attachment size. You will be prevented from attaching any file larger than 4MB.
To attach larger files scroll down to "Attaching a file after creating the ticket".
The "attachment" field looks like one of these depending on the form:
(Print order, Wide Format, and Small format)
( Wayfinding)
For both attributes, you will use the "Browse" button first >
Select a document from the file explorer pop-up > then click "open" (For multiple files use the "CTRL" key for Windows or "CMD" key for Mac but keep in mind you're capped at 4MB) >
That will automatically place the file(s) in the attachment section and you can submit the ticket.
After you submit the document it will be visible on the right-hand side of the ticket.
You will receive an email with links to the ticket near the bottom. Open the ticket.
The email subject line will be " TeamDynamix Service Request Created ("title of the ticket").
Attaching a file after creating the ticket
Open the ticket in either the TDClient or TDNext depending on your permission level.
You have two options after the ticket is open.
First is to simply drag and drop files into the blue area.
You will be limited to files that are 20MB or less using this option.
For larger files us the "+" sign on the top right-side of the attachment card.
This will prompt a pop-up box where you can choose where to attach the file from.
Using this method will allow you to upload files up to 50MB.
Note** Attaching from a "OneDrive" attaches a LINK to the OneDrive file and shares the access with anyone on the ticket.
Note** If you have permission to "Update" the ticket you can also use the the attachment attribute to attach additional files while updating the ticket.
Again, you will be limited to 4MB and the process is a bit more involved: Browse> Browse again> Select File> Open> Upload> and then Insert Checked> and finally Save.
Additional information from TeamDynamix
Physical Files
Since physical files must be transferred to the TeamDynamix environment, restrictions around physical files are enforced. These restrictions include both file size and file type. File size is enforced to reduce the time it takes to upload file attachments, while type enforcement occurs to prevent dangerous file types from being added as attachments.
File Size Restrictions
The default file size restriction for physical attachments is 4 MB. However, a number of components often have file attachments that exceed this limit. In these cases, the limit has been increased as necessary. The following components have file size restrictions greater than 4 MB:
- Asset Contracts (20 MB)
- Project Requests (50 MB)
- Ticket Requests (20 MB) - this is the drag and drop feature for content being uploaded at once.
- In a Ticket, +Add > Attachment, 'from my computer' > a maximum of 50MB of content can be loaded at one time.
- Knowledge Base Articles (4 MB) - this is the drag and drop feature for content being uploaded at once.
- When Editing KB Articles, files > Add > Attachment, 'from my computer' > a maximum of 50MB of content can be loaded at one time.
Attachment Support for Email Monitoring
Additional information on file attachments can be found in our Attachment Support for the Email Monitoring Service knowledge base article in the Related Articles section.
File Type Restrictions
TeamDynamix enforces the following file type restrictions for files submitted through email. This prevents certain dangerous file types (such as scripts) from being added to the system. The following file types are allowed:
- ai
- bmp
- csv
- doc / docx
- dotx
- eml
- gif
- htm / html
- ics
- jpg / jpeg
- log
- mdb
- mp3
- mp4
- mpg / mpeg
- mpp
- msg
- pdf
- png
- ppt / pptx
- psd
- rar
- rtf
- swf
- tdplan
- tif / tiff
- txt
- vcs
- vsd / vsdx
- wav
- wma
- wmv
- xls / xlsx
- xml
- zip
TeamDynamix does not enforce these restrictions for attachments added within the application.
External Files
Although users can attach files from their computer, this makes it more difficult for users to collaborate on the same document. In order for this to happen, a user would need to download the attachment and re-attach the revised version to the work item. Although this is possible in the TeamDynamix system via Document Workflows and Revisions, there are a number of file hosting services that make it easy for users to collaborate on one work item.
Since these services are much faster for multiple users to edit by allowing simultaneous editing, organizations often choose this approach to file sharing. TeamDynamix currently supports integration with the following file hosting services:
- Box
- Dropbox
- Google Drive
- OneDrive (Personal)
- OneDrive for Business (as of version 9.4+)
Each of these can be enabled independently for each organization. This allows only those file services which are used to be included in the attachment integration system. All of the integration systems can be enabled through Admin by locating Organization Settings > Briefcase/Attachment Integration.
SaaS clients will need to contact TeamDynamix to ensure that integration is supported for the organization. Installed clients must have the system administrator configure each desired integration by locating the Management section. Instructions for each integration system can be viewed by the system administrator in this section.
By using a file hosting service, TeamDynamix stores a pointer to the source file on your hosted service. TeamDynamix does not create copies of files stored on your file hosting service.
Files uploaded to Tickets from your local computer are stored on the TeamDynamix file server. To remove the file from our server, simply delete the file from the Ticket holding the file, and TeamDynamix deletes the corresponding file on the server. Files uploaded to Projects from your local computer can be removed within the corresponding Project Briefcase.