Changing a Secret's Template

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To convert secrets from one secret template to another:

  1. View a secret and click on the Convert Template button.

  2. Click to select the target template from the Secret Template list.

  3. Map each text-entry field to a new field:

    1. Go through each list and select the target text-entry field for each source text-entry field on your secret.

    2. If you want to remove the value for a text-entry field instead of converting it, then select the <Remove> option on the list for that text-entry field.

    3. When you are done selecting, you can choose a folder.

  4. Click Save.

The Convert Template button is only available to users and groups with the "Owner" permission to the secret.

To preserve audit data, when a secret is converted from one type to another, the old secret is deleted, and a new secret is created. An admin can view old secret by searching for deleted secrets on the dashboard. A user needs "Add Secret," "Edit Secret," "Delete Secret," and "Own Secret" role permissions in order to convert a secret to a new template.