Single Sign-On (SSO) Autofill

Formstack offers a Single Sign-On (SSO) Autofill plugin that will allow your form submitters to populate fields on your forms with information from a selected SSO Provider.


Note: This feature is only available for users on Custom or Enterprise Plans and above. Contact us if interested in upgrading to one of our larger plans.


1. Add your authentication provider by going to My Account > Authentication and clicking 'New Auth Provider' at the top right. You'll want to be sure to give it a title that your users will recognize.




As you can see, you can add multiple types of Authentication providers. With each provider, you can see the Type and select if you would like the type to display on the Login page.




Below each Provider, you can also select if you would like to Force login via Single Sign-on (SSO) which will disable the normal login functionality. Further, you can elect to enable the creation of a user via SSO.





Within the settings of individual SSO providers you'll also have the option to set up custom SSO fields if needing additional information from your provider to autofill into your forms aside from the default fields. You'll just need to add a field name and SSO Key (from your SSO provider). 



2. Within the Form(s) you'll be adding this functionality too, go to Settings > Security > Password.


3. On that same page, scroll down so that you can map fields from your form to the corresponding SSO fields. Any custom fields you added in the Authentication Provider settings will have the 'Custom SSO Field' to the right of the field name. 


4. Now when going to the Form you'll arrive at a page that requires authenticating with your SSO credentials before the Form will be displayed and will auto-fill the mapped fields with the information from the SSO account.

If you are using more than one SSO provider, choose the provider. Next, enter your credentials in the SSO service login page.

Note: If you are not using more than one provider, you'll skip the page above and simply be directed to log in below. 

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