Syncing Tekmetric RO Labels with Autoflow Workflow
Integrate your custom labels in Tekmetric with your custom Autoflow workflow and have full two way sync with your workflow.
Setup in Autoflow
Step 1: Toggle Custom Label Integration
Step 2: Verify your Workflow
- From an admin login open up the Workflow Setup page
- Verify your workflow has all the statuses you want and in the order you want them
- Pay close attention to the spelling of each status title including capitalization
- Parenthesis ( ) around silent statuses can be ignored for this
Note: to learn more about Workflow setup visit our training page.
Setup in Tekmetric
Step 3: Setup Your Custom Labels
Not all labels in Tekmetric need to be in Autoflow. Any workflow and combo of labels can be used.
Autoflow highly recommends NOT using mapped labels in the ‘Estimate’ category of Tekmetric. This prevents non-active tickets from cluttering the Autoflow dashboard.
This method requires initial ticket approvals to trigger ‘Checkin’. (Work in Progress is the category approved items move to). For setup help reach out to firstname.lastname@example.org