Pre-fill Dropdowns from PostgreSQL

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

What the Bot does

The Bot populates the dropdown fields of a document with data from a PostgreSQL database.

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 your PostgreSQL database.

Author airSlate Inc.
Setup duration 5-10 min.
Used in 83 Templates
Used in 71 Workspaces
Installed 352 times in the last 30 days
99% 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 PostgreSQL. No coding required.

Map dropdown fields in a document with data from a PostgreSQL database table

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 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. For example, tell the Bot to pre-fill the 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 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.