Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Pre-fill Dropdowns from MS SQL Server does
The Bot populates the dropdown fields of a document with data from an MS Server SQL database.
When to use the Pre-fill Dropdowns from MS SQL Server
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.
Export Custom Values to Pre-fill Dropdowns from MS SQL Server
Get your automated workflows up and running in minutes. No coding required.
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 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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COVID-19 Donation
The COVID-19 Donation Form Flow is used to streamline and automate the process of fundraising for specific initiatives aimed at preventing coronavirus infection.
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Event Lead Capture Form Template
The Event Lead Capture Form Template Flow is used by event managers to automate the process of collecting data from visitors for more efficient event planning.
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Other Bots often used with the Pre-fill Dropdowns from MS SQL Server
Automate repetitious activities without a single line of code
Utilize Pre-fill Dropdowns from MS SQL Server
Start a new Flow and import samples or create documents right in the system to activate the Bots option. Find a needed software robot from the list.
Configure it
Open up the Bot adjustment. Complete all the required fields to customize general and advanced options. Don’t forget about indicating activation circumstances to prevent false activations (you can include a couple of conditions).
Investigate how it works
Implement the workflow and check the results. Make sure
the software robots are operating properly. If something goes wrong, look into the Bots log to fix the mistakes and execute your Flow once again.
