Pre-fill Dropdowns from Smartsheet Bot

The Pre-fill Dropdowns from Smartsheet Bot pre-populates dropdown fields in Slate documents with data from a Smartsheet when certain conditions are met.

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  • Used in 68 Flows
  • Used in 21 Workspaces
  • Installed 280 times in the last 30 days
  • 100% success rate

The Pre-fill Dropdowns from Smartsheet Bot pre-populates dropdown fields in Slate documents with data from a Smartsheet 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 Smartsheet Bot when you need to automate the process of populating dropdowns of Slate documents with data from a Smartsheet. 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 inventory sheet in Smartsheet.
What the Bot does Transfers data from the columns of a sheet in Smartsheet 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 Smartsheet columns.

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 Smartsheet Bot, begin by setting up a Flow

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Questions & answers

In Smartsheet, view the project sheet you want to export. Click the Sheet Actions button at the top-left of the toolbox on the left and choose Export. Choose Export to MS Project (XML). You'll be asked whether to open the document or save the file.

To export any sheet or report from Smartsheet for use in Microsoft Excel, click File > Export > Export to Excel. The exported data may not appear in Excel exactly as it does in Smartsheet.

In Smartsheet, view the project sheet you want to export. Click the Sheet Actions button at the top-left of the toolbox on the left and choose Export. Choose Export to MS Project (XML). You'll be asked whether to open the document or save the file.

Link your Smartsheet data with Excel by using the Live Data Connector.

To give it a try, head over to the \u201cExport & Share\u201d menu on top and click on \u201cExport on Spreadsheet\u201d. The menu will now let you choose the columns you want to include in your spreadsheet. Once you are done selecting the columns you want to add to your spreadsheet, click on the \u201cGenerate\u201d button.

The Table option will be available if you have selected all or part of a Table in your workbook. To save a specific range of cells, you need to select those cells before clicking File, Save As. Then in the Save As, Options dialog, choose the Selection option and click OK. Then click Save.

Click the Menu icon (upper-left corner of the Smartsheet window) > Home. In the left pane, right-click the name of a workspace or folder. Select Save as New. ... Enter a name for the new workspace or folder.

When you want to do this Copy data within a sheet in Smartsheet or between sheets. You can copy rows, cells, formulas, hyperlinks, and hierarchy. Use either the right-click menu or the keyboard shortcuts Ctrl + C to copy and Ctrl + V to paste (Command + C and Command + V on a Mac).

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Install the Pre-fill Dropdowns from Smartsheet Bot to automate workflows

Pre-fill Dropdowns from Smartsheet Bot

The main purpose of dropdowns is to define a list of values that a recipient can choose. When you manage a large number of documents, the work with picklists can be quite challenging. Manual creating of values each time you build the form or changing them waste a lot of time.

Now you have the solution. With airSlate and our software robot, you can connect it with a Smartsheet to share sheet data to a dropdown.

Still, you may need some time to build tables. The main difference is the opportunity to create or even edit lists in seconds.

You don’t need to start a new Flow to make any modifications (changes to documents after the first completed Revision are restricted). Since both services are online solutions, you will be able to edit tables with dropdowns from any place without any additional software as long as you have the Internet.

Discover the benefits and find a dropdown updater addon for Smartsheet useful. Let’s take a look at some of the advantages:

  • Easier dropdowns creating.
  • The standardization of predictable inputs.
  • The opportunity to update list options faster.
  • Flexible tools become more adaptable.

The Bot setup is simple. In just five minutes, the software robot will dynamically populate a dropdown of Smartsheet, and you will be able to update it in a few clicks.

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