TP OTP Settings
How to use TP OTP Settings in Calls: access, working steps, fields, related records and troubleshooting.
Purpose and access
Use the configured telephony service and permitted calling account. Record the business follow-up in the relevant customer, supplier or support record. External calling access and charges are determined by the provider account.
This page is a settings page in Operations & Support → Calls. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Review the current settings or existing records and prepare the information needed for the change.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open TP OTP Settings from Operations & Support → Calls, or use ERP Search.
- Review the existing configuration before editing.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Enable SMS (Twilio)enabled | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Enable Email OTPenable_email_otp | Check Optional | Sends OTPs over email using NexCom's configured outgoing Email Account, independent of Twilio. |
SMS From Numbersms_from_number | Data Optional | Twilio phone number (with country code) that SMS messages are sent from. Must be an SMS-capable number on the connected Twilio account. |
Send SMS Rate Limit (per hour)send_sms_rate_limit_per_hour | Int Optional | Maximum plain SMS one client may send per hour via send_sms. Set to 0 for no limit — do that only when a trusted backend does the sending. OTP endpoints are limited separately, per recipient. |
OTP Lengthotp_length | Int Optional | Enter a whole-number value. |
OTP Expiry (In Seconds)otp_expiry_in_seconds | Int Optional | Time in seconds before a generated OTP expires. |
OTP Max Attemptsotp_max_attempts | Int Optional | Number of incorrect attempts allowed before an OTP is invalidated. |
OTP Message Templateotp_message_template | Small Text Optional | Use {otp} and {expiry_minutes} as placeholders. Used for both SMS and Email. |
Email OTP Subjectemail_otp_subject | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.