How to add a field to a Login

1. How to add a field to a Login through the Start Page
2. How to add a field to a Login through the Desktop Editor (Windows)
3. How to add a field to Login through the Desktop Editor (Mac)

How to add a field to a Login through the Start Page

1) Go to the RoboForm Start Page. Hover your mouse over the Login you would like to add a field to and click the 3 dots in the upper right corner. Then, select "Edit" from the menu.

 

2) In the Edit window, click the "Add field" button.

 

NOTE: On Mac the "Add field" button will be at the top left of the Edit window.

 

3) Select the field type you would like to add: Custom, User ID, Password, Script, or Login Tip.

 

4) If you have selected "Custom," you will have the option of naming the field. For User ID, Password, Script, and Login Tip the Field Name is not editable.

Click the "OK" button.

 

5) The field will be added to the Login. Click the blue "Save" button in the upper right.

 

How to add a field to a Login through the Desktop Editor (Windows)

1) Click the [ ^ ] button (show hidden icons) in the lower right corner of the screen. Click the RoboForm icon. Then, select "Editor" from the menu.

 

2) Select a Login. Then, click the "More" drop-down in the upper right-hand corner of the Editor.

3) Select "Fields" and then click the "Add field" option.

 

4) Select the field type you would like to add: Text, Protected, User ID, Password, Script, or Verification Code. 

 

5) If you have selected "Text" or "Protected," you will have the option of naming the field. For User ID, Password, Script, and Verification Code the Field Name will already be filled out and is not editable.

Click the "OK" button.

 

6) Enter the corresponding field information as needed. Then, click the "Floppy Disk" icon in the upper right to save your changes.

 

For step-by-step directions on creating a custom script, click here. 

 

How to add a field to a Login through the Desktop Editor (Mac)

1) Click the RoboForm icon in the top right of your screen on the Menu bar. Click the 3 dots in the upper right corner. Then, select "Open Desktop Editor" from the menu.

 

2) Select the Login you would like to add a field to.

3) Click the "Action" dropdown in the upper left and select "Add field" from the menu.

 

4) Select the field type you would like to add: Text, Protected, User ID, Password, Script, Verification Code, or None. 

 

5) If you have selected "Text" or "Protected," you will have the option of naming the field. For User ID, Password, Script, and Verification Code the Field Name is not editable.

Click the "OK" button.

 

6) Enter the corresponding field information as needed. Then, click the "Save" button in the upper right to save your changes.