Custom Fields in Identity
If you need to robo-fill a field that is not listed in the Identity Editor then you can define your own Custom Field.
Go to Roboform (Main Menu) -> Identites -> Edit
Select an identity to edit
Go to the right-most tab titled “custom”
Field Name: enter the name of a field found in an online form (eg phone number)
Value: enter the text as you want Roboform to fill in (eg 040324349)
Other Match Strings: enter other wording that could be used by online forms. Start each on a new line by pressing the <enter> key. (eg phone no <enter> contact number <enter> telephone)
Check box fields:
To check a box: Put a * or a x in the Value field
To uncheck a box: Put 0 in the Value field
Field Name with Multiple Values
Eg A field can be titled Birth Date, and have a box for a month, day and year
In the Value field, enter each answer on a new line by pressing the <enter> key. eg. January <enter> 04 <enter> 1999
- Field Name.
- It identifies the field. It is also used as the Main Match String for the field.
Custom Fields in Identity Editor - Field Value.
- Determines what RoboForm puts into an online form field.
- Other Match Strings.
- A list of text captions that are used to match this field in an online form.
Every Match String occupies exactly one line. If you need to have more than one Other Match String, press ENTER after you finished entering the previous Other Match String.
Match Rules.
Field Name and Other Match Strings together constitute Match String List of the custom field. The Match String List is used to recognize online form field by comparing its text caption with all Match Strings contained in the Match String List. Specifically, every Match String from Match String List is matched against the text caption of an online field. If a match is found, the Identity field that matched is used to fill the online field.
Example: You want RoboForm to fill “Message” field with “My Great Speech”. This field may also have captions “Your Comments” and “Say It Here”.
In the Custom tab you find an unused single-line field and you enter into it:
* Field Name: enter “Message”,
* Field Value: enter “My Great Speech”,
* Other Match Strings: enter “Comments”, press ENTER, enter “Say It Here”.
Check how it works in the Custom Fields Test Form.
Words and Punctuation.
RoboForm matches case-insensitive word sequences. All punctuation characters (, . – ! ?) are removed from both Match Strings and online field text captions before matching. Select “Identity -> Save” or click Save (diskette) button on Editor toolbar after entering Match Strings into the Identity Editor and it will show how Match Strings will look after punctuation has been removed.
Example: You need to add a custom field for a checkbox captioned “Are you 18! or over?”.
In the Custom tab you find an unused single-line field and enter into it:
* Field Name: enter “Old Enough” (will work as a match too),
* Field Value: enter “X”,
* Other Match Strings: enter “Are you 18! or over?” and click Save. It will turn into “are you 18 or over” which will be used for matching.
Check how it works in the Custom Fields Test Form.
Multiline Custom Fields. (Pro Version Only)
One field at the bottom of the Custom Tab is a multi-line field. It has more than one line in its Field Value. This field will increase its size as you add more lines to it. Also if you fill unused multiline fields at the bottom of the Custom tab, another empty multiline field will be added when you click Save or reopen the Identity Editor. So the number of multiline fields is unlimited.
Example: You want RoboForm to fill in a resume for you at an online job search site. Add a custom multiline field named “Resume” (this will match any caption with word resume in it) and assign it a multiline value “John Smith <ENTER>VirtuCon 1997-99<ENTER>Chief Designer”.
Check how it works in the Custom Fields Test Form.
Check-Box Fields.
RoboForm can robo-fill checkbox fields (RoboForm has no standard checkbox fields, so you need to create a custom field). The Match Strings of this field will be matched against the text caption of the online checkbox field. Use any “*” value to cause checking of the checkbox field, use “0″ value (starting with RF ver 6.9.4) to cause unchecking of the checkbox. Empty value “” tells RoboForm to ignore the checkbox (no checking or unchecking).
Example: Add custom field named “18 or over” and assign it an “*” value. It will check any check box that has “18 or over” in its caption. See how it works in the Custom Fields Test Form.
Radio Button Fields.
RoboForm can robo-fill custom radio button fields (Credit Card Type is an example of a standard radio button field). To make this happen, create a custom field. RoboForm breaks an online radio button field into a field caption and list of field values. The caption of the online field is matched against the Match Strings of your custom field, and the value list of the online radio button field is matched against the value of your custom field.
Example: Add custom field named “Marital Status”. Assign it any of these values: “Married”, “Single”, “Divorced”, “Widow”. See how it works in the Custom Fields Test Form.
Subset Matches and Exact Matches.
The Match String of the custom field matches a sequence of words in the online field caption, so that the matched word sequence must be a subset of the entire online field caption. Words in the sequence must be exactly the same and their order must be exactly the same. The case of words (lower, upper or capitalized) is disregarded, though.
Sometimes you want to specify Match Strings that match the entire field caption but not its subsets. Use “=Match String” for this.
Example: If you specify “=Comments” as Other Match String for the Message field, then it will match only fields that have the “Comments” caption but not the field with “Your Comments” or “Comments Here” captions.
HTML Field Name Matches.
We do not believe in using HTML Field Names in matching, because often these names do not make much sense and can even be misleading. But if your field has no text caption at all (for example: it only has a picture caption), then HTML field names are used for matching. So if no match is found using regular text captions, RoboForm tries to match a field by its HTML name. All custom field Match Strings are used in this last-resort match attempt and spaces between words are disregarded in HTML field ID match.
Example: Add custom field named “Attitude”, its value being “Positive”. The field that has picture as a caption and “attitude” as its HTML name will match in the Custom Fields Test Form.
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