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Pre-fill from Google Sheet dropdown options Bot

The Pre-fill Dropdowns from Google Sheet Bot pre-populates dropdown fields in Slate documents with data taken from a Google sheet when certain conditions are met.
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What the Bot does
Transfers data from the columns in a Google sheet to the specified dropdown fields of a Slate document.
When to use
Install the Pre-fill Dropdowns from Google Sheet Bot when you need to automate the process of populating the dropdown fields of Slate documents with data from a Google sheet. For example, the Bot can be used to automatically populate dropdown fields of a purchase order form with product purchase options in stock taken from a product properties Google sheet.
  • Author airSlate Inc.
  • Setup duration on average 5-10 min.
  • Used in 35 Flows
  • Used in 30 Workspaces
  • Installed 542 times in the last 30 days
  • 100% success rate

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Get the Bot up and running in minutes. No coding required

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Map fields in a document with data in the system of record
Configure Bot settings
First, connect to your Google Sheets account. Then, select the document you want to populate and connect the columns in your database table to the document fields.
Note: To install and configure Bots, start by creating a workflow.
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Add multiple conditions and tell the Bot to run when all or some of them are executed
Add conditions for when the Bot should run
Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. E.g., select an email address and tell the Bot to pre-fill an invoice with data from the system of record when a recipient opens the document.
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View the Bots log or use tags to check if the Bot ran successfully
Get your document pre-filled with data
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, it will be pre-filled with data from your Google Sheets records.
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Install the Pre-fill from Google Sheet dropdown options Bot
to automate your business interactions

Learn more in this Bot’s airSlate Academy course

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Questions & answers

Select the cells that have the fruits (A2:A5). Go to Data \u2013> Named Ranges. In the Named ranges pane, enter the name for this named range. ... Click on Done. ... Now click on the Add a range option and use the same steps shown above to create a named range for Vegetables.

0:27 1:47 Suggested clip How to create dropdown lists and use conditional formatting in ...YouTubeStart of suggested clipEnd of suggested clip How to create dropdown lists and use conditional formatting in ...

Highlight the dropdown list cells you want to color code; Select "Conditional Formatting"; Conditional Formatting had two interfaces, "Single Color" and "Color Scale". ... The next option is "Format cell if...".

To use color coding, right-click the selection and hit \u201cConditional Formatting\u201d or choose Format > Conditional Formatting in the toolbar. Once there, set criteria and associated colors. Protip: To use Data Validation and Color Coding in conjunction, set data validation first, then set color coding.

Open a spreadsheet in Google Sheets. Select the cell or cells where you want to create a drop-down list. Click Data. ... Next to "Criteria," choose an option: ... The cells will have a Down arrow. ... If you enter data in a cell that doesn't match an item on the list, you'll see a warning. ... Click Save.

1:23 6:49 Suggested clip Excel Drop Down List Including Cell Colour Change: Colour Fill ...YouTubeStart of suggested clipEnd of suggested clip Excel Drop Down List Including Cell Colour Change: Colour Fill ...

Objective / Info: How to create a drop down menu in Google Docs spreadsheets. ... Select the "Items from a list" option from the "Criteria" drop down options. Select the "Create list from range" option, then click the table icon to the right. Click and drag across the cells that you wan to include in your drop down list.

0:06 1:43 Suggested clip How to Easily Create Dropdown Boxes in Numbers Apple's iWork ...YouTubeStart of suggested clipEnd of suggested clip How to Easily Create Dropdown Boxes in Numbers Apple's iWork ...

The Pre-fill Dropdowns from Google Sheet Bot

One of the most important tasks in business processes automation is to optimize data transfer while keeping the information accurate and secure. airSlate offers no-code robotic process automation that will help you easily populate document fields or dropdowns with data from CRMs, databases and Google spreadsheets. If you’re dealing with a big amount of data, designing a survey or managing the onboarding process, airSlate Bots will significantly simplify the process.

While many people don’t know how to import data from a spreadsheet to a dropdown or form, you can do it automatically and free up time for core business processes.

Let’s imagine a situation where you are working on a survey and need to populate a dropdown with data from Google Sheets. form populate a dropdown from a sheet. First of all, add web form, PDF or Word doc to your workflow. Edit your document or form by adding fillable fields, dropdowns, date and signature fields. Then add roles and assign fields to specific roles. Next set up the Pre-fill Dropdowns from Google Sheet Bot that automatically forms the dropdown menu in a document by transferring information from Google spreadsheet. Add conditions for when the Bot will act, match dropdown fields in a document with the columns in Google spreadsheet and click Apply Setup.

Benefits of the Pre-fill Dropdowns from Google Sheet Bot:

  • Accelerate data transfer
  • Keep data accurate and consistent
  • No need to pay for APIs
  • Fast and easy deployment

Start automating data transfers straight away and free up time for the business processes that really matter.

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