How do I create conversion in Insurance tracker apps?

Updated on December 23, 2021 05:13AM by Admin

Apptivo helps you to associate with all the other apps. You can perform the conversion by associating apps according to your needs. Insurance Tracker App helps you to create Custom Conversion by letting you associate with any other apps in Apptivo.

Steps to Configure

  • Log in and access your Insurance Tracker app.
  • Click on the More(...) icon and select Settings.
Insurance Tracker
  • From the Settings, go to Insurance Tracker → Conversion.
  • You will be directed to the conversion page and click on the Create button.
  • You will get the Create Conversion popup.
  • Choose the App from the drop-down list to which you wish to convert.
  • Here we have selected the Work Orders.
Create Conversion
  • Once you select the app to which you wish to convert, the conversion will get created. If you enable Allow conversion multiple times, you can perform any number of conversions as possible. If you disable the Allow conversion multiple times, then you can perform conversion only once.
  • The custom conversion will get created and click on the Mapping.
  • You will be directed to the Work Orders Mapping Fields. Here, you can select the attributes that you wish to convert to the Work Order.
  • First associate the activities that you wish to map with the Work Orders app.
  • Then, click on the update button to update the changes.
Sequential Order
  • Now, open the record to which you need to perform the conversion. Here, you can see the Convert button situated towards the right side of your page and click on convert → To Work Orders.
  • You will be directed to the Work Orders app and you can see the attributes mapped.
Create Work Orders