There are many different field types within Senta, which allow you to collect and store a wide range of information. Data from these fields can then be pulled into emails and text messages using placeholders.




What fields can I use as filters?


Before we dive into what field types are available in Senta, it is worth pointing out which of these you can use as filters.

We have put an (F) next to each field type in the table below that you may use as a filter. To read more on filters check out this guide here.



Field typeDescription
Text boxA single line where you can enter text
Text areaA large area where you can enter multiple lines of text
Check box (F)Tick to select
Yes/no radios (F)Answer yes or no to a question
Lookup (F)Select from a dropdown menu
DateSelect a date
Month (F)Select a month
Day & monthSelect a day and month
Quarter (F)Select a quarter (to recur jobs in a service)
URLEnter a hyperlink
TwitterEnter a Twitter @ link
Email addressEnter an email address
Telephone numberEnter a telephone number
Percent Enter a percentage
MoneyEnter an amount of money
NumberEnter a number
User (F)Select a specialist from the practice users
ManagerSelect a user with practice manager permissions
Client roleUsed on the contacts tab - assign a role to a contact
ImageSave an image
DividerEverything below this field will display in a new column on the same form



Text box



Text area




Check box



Due to the purpose of the Check box field type, it is not possible to make this field mandatory as part of a form.  



Yes/no radios




Lookup


When editing a form template:



When completing a form:



For more information about lookups please click here.



Date





Month





Day & month





Quarter





URL






Twitter






Email address




Telephone number




Percent



Money



The practice currency can be changed under Settings > General settings > Display.


Number



It is important in any number fields in Senta to not include a comma e.g. £1234.56 rather than £1,234.56.



User



Manager




Client role


When editing the "edit contact" form:



When updating a contact on a client's contact tab:



For more information about this please click here for a guide to client contact roles.



Image



Divider




The above field types would display as follows in a completed form: