Lookups are the name given to all editable sets of dropdown menus available in your Senta workspace. There are many pre-loaded in Senta, but all can be changed to display the options you want, or you can add your own.

Please note, It is not currently possible for practices to delete whole sets of lookups. If you need any removed from your site, please contact [email protected].

Lookups are a type of field in Senta, and are filled in as part of a form. To learn more about editing forms and adding fields, click here.

Editing lookups

You can find lookups in the Settings menu:

Here you'll find the default list of lookups. Let's take 'Client Type' as an example:

Within the lookup editor, you can change names of existing items in the lookup:

Or you could add new items, such as an additional contact type:

You can also change the order that items appear in the lookup by using the arrows on the right hand side.

Using lookups

When filling in a form, a lookup field will appear as a dropdown menu. A good example of this is the "client type" on the general tab of the client details form.

When you edit this tab, you will have the option to set the client type. Lookups only allow you to select one option from the dropdown, you cannot select multiple options. If you need to select multiple items, we recommend using multiple checkbox fields.