Customize Labels

Introduction

Codebook's flexible data model allows Entries to hold many different types of data (emails, websites, passwords, etc.) in fields. These fields are associated with labels which characterize how they behave.

• What is a Label?
• Default Labels
• Adding Custom Labels
• Mode Behaviors
• Merging Labels

What is a Label?

A Label is made up of 3 different parts:

1. Name: Visible to you to identify the label (e.g. Website)
2. Mode: Classifies the field as a specific "type" with expected behavior (e.g. URL / Website). Additional information about the different modes and their behaviors located in the Mode Behaviors section
3. Masked: Masks the field value when out of edit mode

Default Labels

Codebook provides a set of default labels when initially installed. This is just a starting point -- instructions for adding your own custom labels can be found in the Adding Custom Labels section

These are the default labels (and their properties) that Codebook installs during setup:

Adding Custom Labels

As you add data to Codebook, there are many fields that you find might not fit into the predefined Default Labels. We encourage you to create your own custom labels to match the field values you're storing in Codebook.

How to add a custom label on each Codebook platorm:

Codebook for iOS:

1. Go to [More >] Settings
2. Tap Customize Labels
3. Tap the + symbol in the upper right hand corner
4. Enter your desired label name
5. Choose your desired Mode
6. Select whether you'd like your field value to be Masked

Codebook for Android:

1. Go to Settings > Customize Labels
2. Tap the + symbol in the upper right hand corner
3. Enter your desired label name
4. Choose your desired Mode
5. Select whether you'd like your field value to be Masked

Codebook for Windows:

1. Go to File > Customize Labels
2. Click the Add button
3. Enter your desired label name
4. Choose your desired Mode
5. Select whether you'd like your field value to be Masked

Codebook for macOS:

1. Go to File > Customize Labels
2. Click the Add Label button
3. Enter your desired label name
4. Choose your desired Mode
5. Select whether you'd like your field value to be Masked

Codebook for macOS (alternate):

1. Select an Entry
2. Click the Edit button
3. Click and hold on the add control (+) and select New Label
4. Enter your desired label name
5. Choose your desired Mode
6. Select whether you'd like your field value to be Masked

Mode Behaviors

One of the most important characteristics of a label is it's mode. What are you expecting to do with the field value? Launch it? Call it? Use a random Generator to create it?

Codebook's available modes and their extra behaviors - all modes support copy/paste and show/hide (mask/unmask):

Merging Labels

Available in Codebook for macOS and Windows.

Situations arise where you have multiple labels with different names but a similar type of content and it's beneficial to consolidate them, For example: a label named "Email" and another named "Email Address".

Rather than having to go through and adjust the label names manually, Codebook for Desktop provides a facility to Merge Labels in a batch. In our previous example, if you decide use "Email Address" as your source label and merge it into a destination label of "Email" this will cause all fields that were previously labeled "Email Address" to now be labeled "Email" (and the "Email address" label will be deleted).

Here are the steps to Merge Labels on Codebook for Desktop:

1. Go to File > Customize Labels
2. Select the source Label (this will be the label that's deleted) then click the Merge button (Merge Label button on macOS)
3. Select the destination Label (the receiving label that all fields will now be associated with) and click the Merge button to confirm the merge