Pre-fill Dropdowns from Office 365 Excel Bot

The Pre-fill Dropdowns from Office 365 Excel Bot pre-populates dropdown fields in Slate documents with data taken from an Office 365 Excel spreadsheet when certain conditions are met.

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  • Used in 57 Flows
  • Used in 24 Workspaces
  • Installed 415 times in the last 30 days
  • 100% success rate

The Pre-fill Dropdowns from Office 365 Excel Bot pre-populates dropdown fields in Slate documents with data taken from an Office 365 Excel spreadsheet when certain conditions are met.

Try automation, it’s free!

App Info

Bot author airSlate Inc.
When to install Install the Pre-fill Dropdowns from Office 365 Excel Bot when you need to automate the process of populating the dropdown fields of Slate documents with data from an Office 365 Excel spreadsheet. 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 Office 365 Excel spreadsheet.
What the Bot does Transfers data from the columns of an Office 365 Excel spreadsheet to the specified dropdown fields of a Slate document.
setup duration on average 5-10 min.
Works on Pre-fill

How to set it up

Outcome: Based on the conditions you’ve set, the mapped dropdown fields of a Slate document will be pre-filled with data from the corresponding columns in an Office 365 Excel spreadsheet.

Commonly used conditions for when the Bot acts

  • When specific fields in a Slate document are completed or empty

Requirements

To install the Pre-fill Dropdowns from Office 365 Excel Bot, begin by setting up a Flow

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Questions & answers

Click the drop-down list that you wish to export, and then from the Drop-down list tasks box, click Edit drop-down list. The Enter drop-down list name and type dialog box appears. Change the Drop-down list name or Description if desired, and then click Next. The Enter drop-down list values dialog box appears.

0:34 9:56 Suggested clip How to Auto-Populate Fields in Excel Using a Drop-Down and ...YouTubeStart of suggested clipEnd of suggested clip How to Auto-Populate Fields in Excel Using a Drop-Down and ...

0:00 1:26 Suggested clip How to use an excel dropdown list and vlookup to auto-populate ...YouTubeStart of suggested clipEnd of suggested clip How to use an excel dropdown list and vlookup to auto-populate ...

In the same or in another spreadsheet, select a cell or several cells in which you want your primary drop-down list to appear. Go to the Data tab, click Data Validation and set up a drop-down list based on a named range in the usual way by selecting List under Allow and entering the range name in the Source box.

3:36 11:30 Suggested clip Google Sheets - Dynamic Drop Down Based on Another Cell ...YouTubeStart of suggested clipEnd of suggested clip Google Sheets - Dynamic Drop Down Based on Another Cell ...

Create the list in cells A1:A4. ... Select cell E3. ... Choose Validation from the Data menu. Choose List from the Allow option's drop-down list. ... Click the Source control and drag to highlight the cells A1:A4. ... Make sure the In-Cell Dropdown option is checked.

Select the cell where you want the first (main) drop down list. Go to Data \u2013> Data Validation. ... In the data validation dialog box, within the settings tab, select List. In Source field, specify the range that contains the items that are to be shown in the first drop down list. Click OK.

0:00 1:26 Suggested clip How to use an excel dropdown list and vlookup to auto-populate ...YouTubeStart of suggested clipEnd of suggested clip How to use an excel dropdown list and vlookup to auto-populate ...

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Install the Pre-fill Dropdowns from Office 365 Excel Bot to automate workflows

The Pre-fill Dropdowns from Office 365 Excel Bot

airSlate is the ultimate solution for an organization of any size. Any workflow, simple or complex can be automated and optimized with the help of a no-code business automation platform. Our solution offers document generation, web form builder, e-signing and no-code software robots to automate entire workflows. Thus, you can easily import data from Excel spreadsheet to a form or from a CRM to your document in a matter of minutes. All you need to do is adjust Bot settings, connect your Microsoft Office 365 account and match fields to transfer information from. The rest is done automatically, without any manual labor.

Learn how to export data from Excel spreadsheet using airSlate:

  • Create a workflow by adding relevant documents or forms
  • Create roles and define what fields should be filled out by specific recipients
  • Set up the Pre-fill Dropdowns from Office 365 Excel Bot
  • Configure the Bot by adding conditions, connecting Microsoft office 365 and matching document fields with columns in an Excel spreadsheet

As a result, automatically fill out dropdowns using a spreadsheet from Excel once the document is opened. When airSlate Bots transfer data you can be sure that data is accurate and compliant. So you can auto fill data from Excel spreadsheets and be sure there are no business-critical errors. Try out our automation for free and optimize your business processes straight away.

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