Create & Manage Secrets

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Secrets are used to validate the calls that your API receives to ensure they are legitimate.

Create a Secret

  1. Sign in to your site

  2. Click on the Workflow navigation and select the Settings button
    Navigation menu showing 'My Workspace' and 'Settings' options.

  3. Navigate to Developer Tools and select the Secrets menu Account settings menu highlighting Developer Tools and Secrets options for configuration.

  4. Click the plus sign button in the bottom right corner Button to create a new secret highlighted in the user interface.

  5. Add the Label and SecretCreate Secret dialog with fields for Label and Secret, including a warning message.

    • Label: Give the secret a name so that you can select it when configuring secrets elsewhere in the platform.

    • Secret: For best practice, ensure your secrets are more than 8 characters and include lowercase, uppercase, numbers, and special characters.

      Note:

      You will not be able to view the secret after it has been created.

  6. Click SaveA save button is highlighted next to a cancel option.

  7. Now that the secret has been configured you can use it in 3 areas within the platform:


Edit a Secret

  1. Sign in to your site

  2. Click on the Workflow navigation and select the Settings button
    Navigation menu showing 'My Workspace' and 'Settings' options.

  3. Navigate to Developer Tools and select the Secrets menu Account settings menu highlighting Developer Tools and Secrets options for configuration.

  4. If a secret is in use, it will display a Forms tag and/or an Approval Webhook tag with a number highlighting how many forms or approval Webhooks the secret is used in The Forms tag on a secret.

  5. To edit the secret, click the pencil iconEditing the Form Webhook Secret.

  6. Update the Label or the Secret ValueEditing a secret with a label and masked secret value in a user interface.

  7. Click SaveA save button is highlighted next to a cancel option.


Delete a Secret

Note:

You are unable to delete a secret that is currently in use so make sure to remove the secret from any forms or approval webhooks it is being used in first.

  1. Sign in to your site

  2. Click on the Workflow navigation and select the Settings button
    Navigation menu showing 'My Workspace' and 'Settings' options.

  3. Navigate to Developer Tools and select the Secrets menu Account settings menu highlighting Developer Tools and Secrets options for configuration.

  4. Select the trashcan icon next to a secret The Delete Secret icon on a secret.

  5. Select the Delete button on the pop-up that says Are you sure you want to delete this secret?Confirmation dialog asking to delete the Form Webhook Secret with options to cancel or delete.