This is a paid bot, and its usage will be counted toward your plan's credits limit. For more information about credit usage, refer to this article.
General
Populate PDF, DOCX, and HTML documents with UiPath records data in seconds. The process is the same regardless of the document type. You can also use data from multiple related records as well as data from standard and custom UiPath entities.
Use case example: You may need to send a contract to customers that is pre-filled with their data from a CRM that doesn’t have a direct integration. This bot retrieves the necessary information from your CRM and transfers it into the contract document.
How to set up
When the bot runs by default:
The Pre-fill from UiPath records bot activates when a document is created or opened by a recipient. To add the bot, switch to the Bots tab directly in the step settings. Then, select Add bot to step.
Search for the Pre-fill from UiPath records bot. Then, install the bot to your workflow by clicking the corresponding button.
Connection settings:
To connect the bot to your UiPath organization, select Connect in the Connection settings section.
Then, select a UiPath account to connect.
You can also connect a new account by clicking Add new connection.
The Additional settings for UiPath window will open. Enter the UiPath Tenant URL, app ID, and app secret (see the article on how to generate these credentials). Save your settings by clicking Apply.
Once connected, select Continue.
Action settings:
Select a base entity in UiPath where you’d like to connect your workflow. A base entity is where the data for pre-filling a document’s fields is taken from.
Select a mode to pre-fill the document:
- selecting Single line allows for pre-filling individual instances of data (Name, Phone number etc.)
- selecting Table allows for populating table rows or arrays of data
Map UiPath record fields to document fields. Field mapping means connecting UiPath record fields with a document’s corresponding fields.
Once done, select Continue.
In the Select starting record section, you can set up criteria for finding a starting record in UiPath that the data will be pre-filled from (optional).
In most cases, UiPath-connected workflows are started from the UiPath processes that allow the starting record to be defined automatically.
Once finished, click Apply to save your settings
Conditions
Define conditions for the bot to activate exactly as you need. When not defined, the bot will activate according to the default triggers (for recipients opening a document to fill it out).
Best Practice: When setting up the search criteria for finding the starting record, be sure to set up conditions so the lookup field is not empty.
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.