Pre-fill Dropdowns from MS SQL Server
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 from MS Server SQL Dropdown options Bot.Try automation, it’s free!
What the Bot does
The Bot populates the dropdown fields of a document with data from an MS Server SQL 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 MS Server SQL database.
- Author airSlate Inc.
- Setup duration 5-10 min.
- Used in 83 Templates
- Used in 38 Workspaces
- Installed 259 times in the last 30 days
- 99% success rate
Get your automated workflows up and running in minutes with the Pre-fill Dropdowns from MS SQL Server. No coding required.
Map dropdown fields in a document with data in the MS Server SQL database table
Configure Bot settings
First, connect to your MS Server SQL account and select a database and table to pull data from. Then, select the 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. 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 MS Server SQL 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 MS Server SQL database table.
Try pre-built workflows to experience the Pre-fill Dropdowns from MS SQL Server in action
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