Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Pre-fill Dropdowns from PostgreSQL does
The Bot populates the dropdown fields of a document with data from a PostgreSQL database.
When to use the Pre-fill Dropdowns from PostgreSQL
Install and configure the Bot to automatically populate dropdown fields of order forms, service requests, and sales invoices with multiple options from your PostgreSQL database.
Export Custom Values to Pre-fill Dropdowns from PostgreSQL
Get your automated workflows up and running in minutes. No coding required.
Configure Bot settings
First, connect to your PostgreSQL account and select a database and table to pull data from. Then, select a document and connect its dropdown fields to the columns you intend to populate in your database table.
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. For example, tell the Bot to pre-fill the data when the document is completed for the first time.
Get your document pre-filled with PostgreSQL dropdown 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 PostgreSQL database table.
Try pre-built workflows to experience the Pre-fill Dropdowns from PostgreSQL in action
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Other Bots often used with the Pre-fill Dropdowns from PostgreSQL
Eliminate repetitive activities without a single line of code
Use Pre-fill Dropdowns from PostgreSQL
Begin a new Flow and transfer samples or create templates right in the system to activate the Bots option. Find an appropriate Bot from the list.
Set it up
Open up the Bot setup. Fill out all of the required fields to personalize general and advanced options. Consider determining activation conditions in order to avoid false activations (you can add several conditions).
Figure out how it works
Implement the workflow and discover the results. Ensure that the software robots are operating properly. If something fails, look into the Bots log to fix the mistakes and run your Flow again.
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