Introduction
You can create Feature Configurations in TabSentry to amplify the capabilities of your Tasks. Creating Custom Autofill Configurations allow you to correlate data from your tasks, such as Profiles, Accounts, Custom Data, IMAP, and Mail OTP codes, to any supported field on any website.
Setup & Recommendations
- You should use Categories to simplify the organization of your Features.
- Make sure that you assign the data that you plan to use in the Autofill Template to the task. For example, if you try to use the Data Key for the Address without a Profile Assigned, nothing will happen.
- You can use Custom Autofill to automatically click checkboxes or other CSS/XPath Selectors on websites.
- You can use Custom Autofill to Scrape and save text or links for a selection and save it to the Custom Data on your task.
- You can use Custom Autofill combined with Multi-Browser Control and autofill across all your browser tasks with one click. Click here to learn about Multi-Browser Control.
Creating Custom Autofill Feature Configurations (Tasks View)
1. Navigate over to the Browsers section of TabSentry in Tasks. This section has an icon that looks like a globe titled Browsers when you hover over it.
2. Start a Task and navigate to the website/fields you want to create a Custom Autofill Config for. You can test this feature on a website such as RoboForm.
3. Manually input any data that you want to be mapped for your Custom Autofill Configuration. This could include things like Billing and Shipping Details, Payment Details, Sex, Age, Birth Place, TOTP Codes, IMAP OTP Codes, and more.
4. After filling out the fields you would like mapped manually, select the task from the Tasks > Browsers table view. Click Tools and select Create Custom Autofill Config, then click Start.
5. By default, Features are created in the All Category. You can override this and specify a category name for your feature by typing a new one or selecting an existing one through the dropdown.
6. Specify a Name for the Custom Autofill Task Feature.
7. Specify which Match URLs that the feature should be used on. You can leave this field empty to use your Custom Autofill Feature with all websites.
8. Under Custom Autofill Items there is a list of the selectors that were found automatically based on where you entered information on the webpage. You can edit the Custom Autofill Items by clicking on one from the table and using the Edit button or double-clicking on them.
9. If our auto-detection fails to find the selector, you want to add another selector, or you want to find the selector for a button, either in the Edit Custom Autofill Item dialog or by using the Create button you can use the Enable Click to Find Selector. (This feature will only work when selecting a task that has a browser started and creating a Custom Autofill Feature)
- After clicking the Enable Click to Find Selector button, go to the open browser that you are creating a Custom Autofill Task Feature for and click on the selector. This will populate the selector section with the selector for the field or button you are trying to find.
10. Select the Data Key section from the sidebar in the dialog. In this section you will be able to assign a Data Key to be used on your selector. Your selection here determines how your Custom Autofill Template will interact with the selector and the task. You can assign information from:
- Task Information (Username, Password) (Autofill)
- Profiles (Billing/Shipping Address information) (Autofill)
- Custom Data assigned to the Task (Autofill)
- IMAP / Mail OTP Codes (Autofilling of IMAP / Mail OTP Codes)
- SMS OTP Codes (Requesting Phone Numbers from SMS Task Features & Autofilling SMS OTP Codes)
- Clicking and True/False (Automated Clicking of Selectors)
- Scraping Data to save Text or Links to a Custom Data value (Text and Links)
11. Select the Options section from the sidebar in the dialog. In this section, you can modify how the item interacts with the autofill system.
- Nickname: You can set a nickname for the selector. This can help you identify it when its selector value is confusing.
- Input Method: The Default method works well in most cases, but if the data is not being filled or the website is giving you issues, you can change the Input Method to Typing (Slow) or experiment with other options.
- Delay After Autofilling: You can configure a delay after autofilling the specified target field. This is useful if something on the page changes after you autofill the field.
- Repeat Amount: You can configure the Repeat Amount field to repeat an autofill action. This is useful if you want to click a button multiple times or autofill data multiple times.
- Repeat delay: You can configure this if you are using the Repeat Amount field and want to add a delay between each repetition of the autofill action.
12. After configuring your Autofill Item, click the Save button.
13. Repeat the above actions to configure and assign Data Keys to your Custom Autofill Items. Remember that you must have the data assigned to the task in some way if you want to use it. For example, if you want to use the TOTP Code Data Key, you should have the TOTP Secret Key filled out for the Task.
14. Once your Custom Autofill Items are configured, click the Save button.
15. A dialog will appear asking if you want to update any of your browser tasks with the new custom autofill config that you just made. Click the Yes button.
16. Select the tasks you want to assign your new Custom Autofill Feature Configuration to. It must be assigned to your Tasks to be used.
17. After selecting the Browser Tasks that you want to assign your Custom Autofill Feature to, click Save.
Creating Custom Autofill Feature Configurations (Features View)
1. Navigate over to the Configs section of TabSentry in Features. This section has an icon that looks like a bullseye with an arrow in it titled Configs when you hover over it.
2. Click the Create button. This will open the Choose Task Feature dialog. In the dropdown, select Custom Autofill.
3. Click Next.
4. By default, Features are created in the All Category. You can override this and specify a category name for your feature by typing a new one or selecting an existing one through the dropdown.
5. Specify a Name for the Custom Autofill Task Feature.
6. Specify which Match URLs that the feature should be used on. You can leave this field empty to use your Custom Autofill Feature with all websites.
7. Click on the Create Button in order to start creating Custom Autofill Items. Since there is no active browser when creating a Custom Autofill Feature this way, it is not possible to detect any fields automatically or use the Click to Find Selector options. You will need to enter the selectors manually.
8. Select the Data Key section from the sidebar in the dialog. In this section, you can assign a Data Key to your selector. Your selection here determines how your Custom Autofill Template will interact with the selector and the task. You can assign information from:
- Task Information (Username, Password) (Autofill)
- Profiles (Billing/Shipping Address information) (Autofill)
- Custom Data assigned to the Task (Autofill)
- IMAP / Mail OTP Codes (Autofilling of IMAP / Mail OTP Codes)
- SMS OTP Codes (Requesting Phone Numbers from SMS Task Features & Autofilling SMS OTP Codes)
- Clicking and True/False (Automated Clicking of Selectors)
- Scraping Data to save Text or Links to a Custom Data value (Text and Links)
9. Select the Options section from the sidebar in the dialog. In this section, you can modify how the item interacts with the autofill system.
- Nickname: You can set a nickname for the selector. This can help you identify it when its selector value is confusing.
- Input Method: The Default method works well in most cases, but if the data is not being filled or the website is giving you issues, you can change the Input Method to Typing (Slow) or experiment with other options.
- Delay After Autofilling: You can configure a delay after autofilling the specified target field. This is useful if something on the page changes after you autofill the field.
- Repeat Amount: You can configure the Repeat Amount field to repeat an autofill action. This is useful if you want to click a button multiple times or autofill data multiple times.
- Repeat delay: You can configure this if you are using the Repeat Amount field and want to add a delay between each repetition of the autofill action.
10. After configuring your Autofill Item, click the Save button. Remember that you must have the data assigned to the task in some way if you want to use it. For example, if you want to use the TOTP Code Data Key, you should have the TOTP Secret Key filled out on the Task.
11. Once you have added all of your Custom Autofill Items, click the Save button.
12. A dialog will appear asking if you want to update any of your browser tasks with the new custom autofill config that you just made. Click the Yes button.
13. Select the tasks you want to assign your new Custom Autofill Feature Configuration to. It must be assigned to your Tasks to be used.
14. After selecting the Browser Tasks you want to assign your Custom Autofill Feature to, click Save.
Running Custom Autofill Feature Configurations
1. Navigate over to the Browsers section of TabSentry in Tasks. This section has an icon that looks like a globe titled Browsers when you hover over it.
2. Start a Task and navigate to the website that has the fields for your Custom Autofill Configuration. You can test this feature on a website such as RoboForm.
3. Open Task Assistant and navigate to the Features section. This section has an icon that looks like a bullseye with an arrow in it titled Features when you hover over it.
4. Click the Autofill button in Task Assistant on your Custom Autofill Feature Configuration. This will trigger the Autofill and fill in any fields that correlate with your Custom Autofill Feature Configuration.
5. If you have Multi-Browser Control (MBC) enabled, when you click the Autofill button, it will trigger the Custom Autofill Feature Configuration across all of your controlled browsers. This is excellent to use on Google Form Raffles, entering information into your accounts, and more!
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