TabSentry - Features - Configs - Custom Autofill

Introduction

You can create Feature configurations in TabSentry to amplify your Tasks capabilities. You can create Custom Autofill Configurations to correlate data from your Profiles, Accounts, Custom Data, IMAP, and Mail OTP codes to any supported field on any website.

Setup & Recommendations

  • The data in all Toolbox programs is secured and encrypted automatically. Given the sensitive nature of Billing and Credit Card information, you can further secure data in TabSentry with a Password Lock.
  • Use categories to simplify organization.
  • Suppose our built-in Autofill does not support a particular field on a website, or you want to use Autofill across multiple browsers with Multi-Browser Control. In that case, you can create Custom Autofill Feature Configurations.
  • You can use Custom Autofill to automatically click checkboxes or other CSS/XPath Selectors on websites. 
  • 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 > Browsers > Tools Method)

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 Feature Configuration. For this example, I will be using the RoboForm test website. This works on any website with a supported field. 

3. Manually input any data you want to be mapped to your Custom Autofill Feature Configuration. For this example, I will map CVV, Sex, Driver's License Number, Income, and Website fields with my Profiles, IMAP Mail OTP, and Custom Data.

4. After filling out the fields you would like mapped manually, select your task in the TabSentry Tasks > Browsers tableview and click Tools, and then select Create Custom Autofill Config and click Start.

5. By default, Features are created to the All Category. You can override this and specify a category name to have your Features created in or use the dropdown to assign them to an existing category.

6. Specify a Name for the Feature.

7. Specify which Matching URLs the Feature should apply to. You can leave this field empty to use your Custom Autofill Feature with all websites.

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8. Specify which Selector Type to use to find the field to autofill your data.

9. Specify the Selector you want to use to find the field to autofill your data. You do not need to edit the Selector field if it is already filled out.

10. You can optionally specify a Nickname for your selector. This is useful if the selector has a confusing value.

11. Assign Data to your Selectors in the Custom Autofill Items section. You can assign Profiles, Accounts, Custom Data, IMAP, and Mail OTP codes to Selectors. This enables autofill capabilities for any field based on your TabSentry data. 

12. After configuring your Selector, click the Save button.

13. The selectors shown should correlate with the ones you previously filled. If extra unwanted Selectors are displayed, you can remove them by selecting the unwanted Selectors, then clicking Edit > Delete or right-click> Delete.

14. After configuring your Selectors, 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. Click the Yes button.

16. Select the Tasks you want to assign your new Custom Autofill Feature Configuration. To use your Custom Autofill Feature Configuration, it needs to be assigned to your Tasks.

17. After assigning your Custom Autofill Feature to your tasks, click Save.

Running Custom Autofill Feature Configurations (Tasks > Browsers > Tools Method)

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 you want to use your Custom Autofill Feature Configuration. For this example, I will use the RoboForm test website with the Custom Autofill Feature Configuration I setup above.

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.

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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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Creating Custom Autofill Feature Configuration (Features > Configs)

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. Select Custom Autofill in the dropdown.

3. Click Next.

4. By default, Features are created to the All Category. You can override this and specify a category name to have your Features created in or use the dropdown to assign them to an existing category.

5. Specify a Name for the Feature.

6. Specify which Matching URLs the Feature should apply to. You can leave this field empty to use your Custom Autofill Feature with all websites.

7. Specify which Selector Type to use to find the field to autofill your data. If you would like to autofill information into a field, select the Name Selector Type. If you want to click a checkbox on a website automatically, select the Selector Selector Type.

8. Specify the Selector you want to use to find the field to autofill your data. 

- If you chose Selector as your Selector Type, you can easily find the selector Name by right-clicking on the field and selecting Inspect Element. Then you can right-click on the element in inspect element and click Copy > Copy selector. 

9. Assign Data to your Selectors in the Custom Autofill Items section. You can assign Profiles, Accounts, Custom Data, IMAP, and Mail OTP codes to Selectors. This enables autofill capabilities for any field based on your TabSentry data. 

10. After configuring your Selector, click the Save button.

11. After configuring your Selectors, click the Save button.

12. Click here to learn how to run Custom Autofill Features with your Tasks.

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