Attachments in TeamDynamix

Overview

Attachments can be used in TeamDynamix to associate work items with helpful documents. For instance, users are able to attach files to Project Requests so that all stakeholders can reference the same information while in the planning stage.

The attachments system supports both file uploads from a computer or attaching external documents from other file hosting services. You can add an attachment using one of the following methods, depending on where in the tool you are:

  • At the top of the window, click +Add, then choose Attachment
  • Use the Attachments tab and then click +Attachment at the top of the page
  • Drag and drop a file into the Attachments box from your computer

Components

There are a variety of work items that support file attachments. These currently include:

  • Assets
  • Asset Contracts
  • Calendar Events
  • Card Wall Cards
  • Configuration Items
  • Expenses
  • Knowledge Base Articles
  • Locations
  • Project Announcements
  • Project Issues
  • Project Requests
  • Project Risks
  • Project Tasks
  • Questions
  • Question Replies
  • Ticket Requests
  • Services

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)

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.

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Details

Article ID: 9569
Created
Fri 11/6/15 1:27 PM
Modified
Tue 10/6/20 9:54 PM