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Pre-fill Dropdowns from Google Sheets Bot

Pre-fill Dropdowns from Google Sheets Bot

Name: Pre-fill Dropdowns from Google Sheets Bot
Brand: airSlate
Rating: 4.5 (37 reviews)

Remove manual data input and guarantee information precision and responsibility. Automatically fill dropdown fields in your documents with data from a spreadsheet using the Pre-fill Dropdowns from Google Sheets Bot.

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Developed by

airSlate Inc.

4,5 out of 5

(37 votes)

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Setup duration 5-10 min.

What the Pre-fill Dropdowns from Google Sheets Bot does

The Bot populates the dropdown fields of a document with data from Google Sheets.

When to use the Pre-fill Dropdowns from Google Sheets Bot

Install and configure the Bot to automatically populate dropdown fields of order forms, service requests, and sales invoices with multiple options from Google Sheets.

Export Custom Values to Pre-fill Dropdowns from Google Sheets Bot

Get your automated workflows up and running in minutes. No coding required.

Configure Bot settings

First, connect to your Google account and select a spreadsheet to pull data from. Then, select a document with dropdown fields in your workflow and choose which columns in a Google Sheets table to use for a data transfer.

Note: To install and configure Bots, start by creating a workflow.

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., tell the Bot to pre-fill the data when the document is completed for the first time.

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, its dropdown fields will be pre-filled with data from the selected Google Sheets table.

Try pre-built workflows to experience the Pre-fill Dropdowns from Google Sheets Bot in action

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Install the Pre-fill Dropdowns from Google Sheets Bot to automate your document workflows

Start for free

The Pre-fill Dropdowns from Google Sheet Bot

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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Use Pre-fill Dropdowns from Google Sheets Bot

Start creating a new Flow and import samples or create documents right on the platform to activate the Bots option. Choose a wanted Bot from the list.

Set it up

Open up the Bot setup menu. Fill out all the required fields to define general and advanced options. Consider indicating activation conditions in order to avoid false activations (you can include several conditions).

Figure out the way it works

Execute the workflow and explore the results. Make sure the software robots operate properly. If something goes wrong, check the Bots log to fix the errors and run your Flow once more.

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Questions & answers

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

Contact Support

How do I make a drop down list a dropdown in Google Sheets?

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.

How do I create a drop down list in Google sheets with color?

How do I add color to a drop down list in Google Sheets?

How do I add color to data validation in Google Sheets?

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.

How do I make a drop down list in Google Sheets?

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.

How do you add color to data validation?

Can you insert a drop down menu in Google Docs?

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.