Troubleshooting Briefcase Integration Issues

Overview

This article will cover several common issues experienced by clients using Briefcase Integration with external file sharing systems. As of TeamDynamix 9.4.0, Box, Dropbox, Google Drive, OneDrive, and OneDrive for Business file systems are supported for integration with the TeamDynamix briefcase.

How to enable Briefcase integration

An administrator for your organization can enable integration in the Admin tool. This can be performed by locating Organization Settings > Briefcase/Attachment Integration and marking all checkboxes as appropriate before saving.

It is worth noting that installed clients must create their own integration instance before enabling it. This can be performed by a system administrator on the same Admin page. However, system administrators can click the icon that appears next to each checkbox for instructions on how to setup that specific type of Briefcase integration.

External file action not visible after enabling

After enabling an integration system, the menu action may not be immediately available. This setting is cached, and may take up to 15-20 minutes to take effect.

Upon waiting the designated amount of time, log out and log back in for the file menu action to appear in the Briefcase. If you are still having issues, please submit a bug ticket here.

External file action displays an error message when clicked

This error appears when integration has been enabled, and your organization's URL has not been added to the list of valid domains. Installed (on-premise) clients should contact their system administrator to make this change. SaaS (hosted) users should submit a service request and TeamDynamix will make sure your organization's URL is added to the list of valid domains.

Details

Article ID: 15781
Created
Mon 8/15/16 12:00 PM
Modified
Wed 7/8/20 2:06 PM