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Using 1P to configure a form rather than logging in

DJFriar
DJFriar
Community Member
edited May 2015 in 1Password 4 for Windows

I need to create a bunch of duplicate tickets in the CRM system my employer uses. I can login to it via 1P, but woudl like to fill in the form via 1P as well. Is there a way to do this?

Example fields to fill: Issue Type (Dropdown), Brief Description (Text Box), Primary Status Changed To (Dropdown).

Can 1P do this? If not, any suggestions on something that will work for this specific purpose?

Comments

  • MikeT
    MikeT
    edited May 2015

    Hi @DJFriar,

    It is technically possible but we can't tell you how accurate it will be since the filling is mostly optimized for logging in, not for setting up forms.

    Here's how to do this:

    1. Set your forms the way you want it, fill in what you need and then
    2. Press the 1Password button in your browser, go to the Settings > Save New Login..
    3. Give it a proper title to indicate it is for setting up the form and then make sure it is not set to replace your existing Login

    After doing that, see if 1Password will then set up the form for you by selecting that specific Login item. You'll need to use the Control + Alt + \ shortcut instead of the regular one.

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