How to Configure SAML Attributes for Okta SSO Prefill

August 5, 2025

When setting up Okta Single Sign-On (SSO), you’ll need to configure Attribute Statements as part of your application settings. These statements tell Okta which user details to pass to your SSO Prefill settings in Jotform Enterprise. They help with user provisioning and access control—and they can also personalize the experience by prefilling forms with details like names, emails, and phone numbers.

Notes

Configuring SAML Attribute Statements for the Custom SAML App

To pass user details like name and email from Okta to Jotform Enterprise, set up Attribute Statements in your Okta Admin Console. To get going, here’s what you’ll do:

  1. Log in to your Okta My Apps Dashboard, and then in the top-right corner of the page, click on Admin to open your Admin Console page.
Admin button in My Apps dashboard of Okta
  1. On the Admin Console page, in the menu on the left, click on Applications.
  2. Then, in the Dropdown menu that opens, click on Applications.
  3. In the Applications section on the right, click on the Custom SAML 2.0 App you created for Jotform SSO.
Custom SAML App in the Applications section of Okta Admin Console
  1. On the Custom SAML 2.0 App page, click on the General tab.
  2. Next, in the SAML Settings section, click on Edit.
Edit SAML Settings in the General tab of the Custom SAML App in Okta Admin Console
  1. Then, on the Edit SAML Integration page, under the General Settings tab, click on Next.
Next button in the General Settings tab of the Edit SAML Configuration in Okta Admin Console
  1. Now, under the Configure SAML tab, in the Attribute Statements (Optional) section, configure these things:
Attribute Statements (Optional) in the Configure SAML tab of the Edit SAML Configuration in Okta Admin Console
  1. Next, while still under the Configure SAML tab, scroll down to the bottom and click on Next.
Next button in the Configure SAML tab of the Edit SAML Configuration in Okta Admin Console
  1. Finally, under the Feedback tab, click on Finish.
Finish button in the Feedback tab of the Edit SAML Configuration in Okta Admin Console

Notes

  • You can add additional attributes in Okta by defining them in the Attribute Statements section, along with their corresponding Profile Attributes—just like the ones shown above. Take a look at Okta’s guide on View the Okta Default User Profile for more details. 
  • Make sure to also populate these attributes in each user’s profile in Okta. If the user details aren’t provided, those fields will appear blank in your SSO-enabled form.

Configuring SAML Attributes for Your Jotform Okta App

If you want to send user information—like names and emails—from Okta to Jotform Enterprise, you’ll need to configure the SAML Attributes in your Okta Admin Console. Here’s how to do it:

  1. Log in to your Okta My Apps Dashboard, and then in the top-right corner of the page, click on Admin to open the Admin Console page.
Admin button in My Apps dashboard of Okta
  1. On the Admin Console page, in the menu on the left, click on Applications.
  2. Then, in the Dropdown menu that opens, click on Applications.
  3. Next, in the Applications section on the right, click on the Jotform SAML App you created for Jotform SSO.
Jotform SAML App in the Applications section of Okta Admin Console
  1. On the Jotform SAML App page, click on Sign On.
  2. Next, in the Settings section, click on Edit.
Edit Settings in the Sign On tab of the Jotform SAML App in Okta Admin Console
  1. Now, in the SAML 2.0 section, click on Attributes (Optional), and set things up like this:
Attribute (Optional) in the SAML 2
  1. Finally, scroll down to the bottom, and in the Credentials Details section, click on Save.
Save button in the Credential Details section of the Jotform SAML Configuration in Okta Admin Console

Notes

  • You can add more attributes in Okta by setting them up in the Attribute (Optional) section, along with their matching Profile Attributes—just like the examples above. You can check out Okta’s guide on View the Okta Default User Profile to learn more.
  • It’s important to fill in these attributes within each user’s profile in Okta. If the fields are left blank, the corresponding information won’t appear in your SSO-enabled form.

Setting Up SAML Attribute Mapping on Your Jotform Enterprise Server

After setting up the Attribute Statements, the attributes won’t show in your SSO Prefill settings until you’ve added them through the SAML Attribute Mapping on your Jotform Enterprise server. Here’s how to set it up:

  1. On your My Workspace page, click on your Avatar/Profile picture in the top-right corner of the screen.
  2. Then, in the Dropdown menu that comes up, click on Admin Console to open your Admin Dashboard page.
Admin Console menu in Workspace page of the Jotform Enterprise server
  1. Next, in the menu on the left, click on Settings to open your Settings Dashboard.
  2. Scroll down to the SAML Attribute Mapping section and click on Add New Mapping to start mapping the SAML Attribute Values to the Corresponding Name on Form Builder boxes and Attribute Type Dropdown menus.
  3. Now, click on Save, and you’re ready to go.
SAML Attribute Mapping section in the SSO Settings of a Jotform Enterprise Server

Note

Jotform Enterprise provides Attribute Types for first name, last name, and email. To map additional fields, you can manually enter the SAML attribute values along with the matching field names from Form Builder—there’s no need to choose an Attribute Type.

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