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Pre-fill Dropdowns from Office 365 Excel Bot

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Pre-fill Dropdowns from Office 365 Excel Bot

Name: Pre-fill Dropdowns from Office 365 Excel Bot
Brand: airSlate
Rating: 4.5 (37 reviews)

Eliminate manual data entry and ensure information accuracy and accountability. Automatically populate dropdown fields in your documents with information from a spreadsheet using the Pre-fill Dropdowns from Office 365 Excel Bot.

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What the Bot does

The Bot populates the dropdown fields of a document with data from Office 365 Excel based on the ‘if-this-then-that’ conditions you set.

When to use

Install and configure the Bot to automatically populate dropdown fields of order forms, service requests, and sales invoices with multiple options from Office 365 Excel.

Author airSlate Inc.
Setup duration 5-10 min.
Used in 57 Templates
Used in 24 Workspaces
Installed 415 times in the last 30 days
100% success rate

4.5 out of 5

(37 votes)

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Get your automated workflows up and running in minutes with the Pre-fill Dropdowns from Office 365 Excel Bot. No coding required.

Map dropdown fields in a document with data in an Office 365 Excel table

Configure Bot settings

First, connect to your Office 365 account and select a spreadsheet to pull data from. Then, select a document with dropdown fields in your workflow and choose which columns in an Office 365 Excel table to use for a data transfer.

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

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

View the Bots log or use tags to check if the Bot ran successfully

Get your document pre-filled with Office 365 Excel 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, your document’s dropdown fields will be pre-filled with data from the selected Office 365 Excel table.

Try pre-built workflows to experience the Pre-fill Dropdowns from Office 365 Excel Bot in action

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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.

How do I export drop down list in Excel?

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.

How do you populate data based on a dropdown selection in Excel?

How do you auto populate other cells when selecting values in Excel drop down list?

How do I get a drop down list in Excel to make another cell populated?

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.

How do you auto populate other cells when selecting values in Google sheets drop down list?

How do I assign a value to a drop down list in Excel?

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.

How do I link data to a drop down list in Excel?

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.

How do I auto populate data in Excel with a drop down list?

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.