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Pre-fill dropdowns from Smartsheet Bot

Eliminate manual data entry and ensure information accuracy and accountability. Automatically populate dropdown fields in your documents with data using the Pre-fill Dropdowns from Smartsheet Bot.
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What the Bot does
The Bot populates the dropdown fields of a document with data from a Smartsheet based on the ‘if-this-then-that’ conditions you set.
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 a Smartsheet.
  • Author airSlate Inc.
  • Setup duration 5-10 min.
  • Used in 68 Templates
  • Used in 21 Workspaces
  • Installed 280 times in the last 30 days
  • 100% success rate
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Get your automated workflows up and running in minutes with the Pre-fill dropdowns from Smartsheet Bot. No coding required.

Map dropdown fields in a document with data in a Smartsheet
Configure Bot settings
First, connect to your Smartsheet account and select a spreadsheet to pull data from. Then, select a document with dropdown fields in your workflow and choose which columns in Smartsheet to use for a data transfer.
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 data when the document is completed for the first time.
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View the Bots log or use tags to check if the Bot ran successfully
Get your document pre-filled with Smartsheet 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, your document’s dropdown fields will be pre-filled with data from the selected Smartseet column.
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Install the Pre-fill dropdowns from Smartsheet Bot
to automate your document workflows

Learn more in this Bot’s airSlate Academy course

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Questions & answers

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

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.