This bot is available for free, and its usage does not consume credits. For more information about credit usage, refer to this article.
General
Pre-fill document fields with custom data. Enhance efficiency and reduce manual data entry with this simple yet powerful automation tool.
Use case example: Imagine you're a Sales Operations manager working with Salesforce. With the Pre-fill with custom values bot, streamline the process by automatically constructing custom links to Salesforce records within your documents, for example. Suppose you need to include links to specific Salesforce records, such as opportunities or accounts, in a sales report or presentation. Instead of manually creating these links, you can use the bot to generate them dynamically based on Salesforce record IDs.
How to set up
When the bot works by default:
The Pre-fill with custom values bot activates when a recipient interacts with a document and fills out a specific field in a it (requires additional condition settings).
Add the bot depending on your needs as described in this article. You may install this bot in the step,between the steps or using All bots section. Find the Pre-fill with custom values bot in the list of bots and click Install bot.
Action settings:
Select the type of data that you want to pre-fill:
- selecting Single line allows for pre-filling single line fields
- selecting Table allows for populating table rows or arrays of data.
Type in or Choose from data variable options or both the value that should be pre-filled into the desired field.
Select the destination document and fields the data should be pre-filled in and click Continue. You can pre-fill several different values to different documents using one bot.
Conditions
Configure the bot execution conditions based on simple “if-this-then-that” rules. For example, you can set conditions based on document field information, recipient data, date of document signing, document data, and decline reason. Learn more about bot conditions usage in the dedicated article.
If the bot condition is not set up, the bot will pre-fil field(s) whenever a document is opened by the recipient. It will not perform any additional checks or validations.
Advanced settings
In this section, you can set additional bot configurations:
Determine how often the bot will run
Decide what to do with a revision if the bot fails
Add tags to your document to easily locate it
Learn more about adjusting Advanced settings in this article.