Pre-fill Dropdowns from Smartsheet Bot

The Pre-fill Dropdowns from Smartsheet Bot transfers data from any Smartsheet document to dropdown fields in a Slate document, once a Slate has been opened. For example, the Bot can be used to transfer data to a travel reimbursement or purchase invoice workflow.

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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 transfers data from any Smartsheet document to dropdown fields in a Slate document, once a Slate has been opened. For example, the Bot can be used to transfer data to a travel reimbursement or purchase invoice workflow.

Try automation, it’s free!

App Info

Bot author airSlate Inc.
When to install Install the Pre-fill Dropdowns from Smartsheet Bot to fill out Slates faster with information that you already have
What the Bot does Transfers data from a Smartsheet to Slate document’s dropdowns
Setup duration On average 5-10 min.
Works on Pre-fill

How to set it up

Outcome: Slate document dropdowns will be pre-filled with data from the Smartsheet once Signer 1 opens the Slate document.

Commonly used conditions when the Bot acts

  • When specific fields in a 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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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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