Enable Form Pre-fill Using SSO

If your organisation uses Single-Sign-On (SSO), you can leverage the existing user data in your SAML SSO application to speed up form completion by prefilling the form user’s basic information.

Once you’ve enabled SSO pre-fill on a form, form fields will autofill with the logged-in user’s data if the form field name matches an attribute/claim name configured within the SSO application.

Before you start

This guide assumes that you have registered Snapforms with your SAML SSO application and the required claims/attributes have been configured.

If you haven’t registered Snapforms with your SSO application, please contact Snapforms for the relevant information.

You will also need a list of the claim/attribute names configured in your SSO application.

Check and update form field names

The form fields that you want to prefill must match the claim or attribute name that’s configured in your SSO application.

1. From the Dashboard, open your form in Edit mode.
2. Mouse over the field and click Edit Field Details.
3. Check and update the Question (Name) to match the claim/attribute name that’s configured in your SSO application (e.g. givenname, surname, email).
4. (Optional) If you want to show a different field label on your form, click Advanced Settings and enter the text into the Question (Label) field.
   
5. Repeat above steps for each field you want to pre-fill.
6. Click Save & Close.

Enable SSO prefill

1. With your form still in Edit mode, go to Form Settings.
2. Select the Security tab.
3. Tick the Automatically pre-fill form fields with logged-in user info checkbox.
4. Save your form.