The following is a guide for configuring SAML on your Enterprise Formstack Account and within your Forms. Before enabling this authentication method, we recommend reviewing the following articles:
Adding SAML to your Account
1. Logged in as the Admin User on your Account, navigate to your Account Profile page > Authentication.
2. In your "Your Authentication Providers" menu, choose the "New Auth Provider Your Authentication Providers" option to add your settings.
3. Under the second field, as the "Auth Provider Type" option, select "SAML" and add your preferred "Auth Provider Name" for the configuration. There is no standard for this field, you may enter any Auth Provider Name you'd like!
4. Before entering your "SAML 2.0 Identity Provider Metadata", please be sure you have gathered all necessary authentication details outlined in the Getting Started with SAML guide. As a requirement, you will need to have your Import from URL, Import from File, Entity ID, SSO URL, and x509 Certificate
When you have entered these details, save your changes and your SAML configuration is complete!
As an optional setting, you may include Custom SSO User Fields. These fields are used in tandem with the Single Sign-On (SSO) Autofill plugin that allows your users to populate fields on your forms with information from a selected SSO Provider and populate in your SAML Authentication settings page in Formstack:
Custom Field Key: Locate the custom field is your SAML account and retrieve the field unique identifier or field key ID. Copy this from SAML and paste to your Formstack account.
Custom Field Label: Copy the field label from the SAML account and paste to your Formstack account. For additional information on autofill through SSO, please check out our article on Single Sign-On (SSO) Autofill.