Forms

Creating a form and adding fields
Forms can be employed to collect information from clients, or used as part of internal Jobs to record information within your practice.  The information...
Wed, 31 Oct, 2018 at 3:43 PM
Adding a Checklist to a Form
If you want your client or user to fill out a Checklist as part of a form: Go to Settings>Forms>Add Form Add a name for the form, and mak...
Tue, 20 Nov, 2018 at 4:22 PM
The 'edit client' form
The 'edit client' form is where all client information is stored. This is where you can choose to add more tabs or fields to store client data. ...
Fri, 27 Apr, 2018 at 1:16 PM
How can I use field references on forms?
When you're building a form on Senta, you can give each field a name, or "Field reference", to use across the application. If you don'...
Fri, 27 Apr, 2018 at 12:54 PM
How do I use dropdowns on forms?
Dropdowns allow your users to choose form a pre-defined range of values. This can be really useful to make sure that everything is spelt correctly.   ...
Wed, 12 Sep, 2018 at 5:26 PM
Adding new fields to forms
You can add fields to any form in Senta, to completely customise the information you store about your clients. Adding fields to any form in Senta is ve...
Wed, 2 Jan, 2019 at 9:48 AM
Moving and copying fields
If you want to move or copy a field from one part of a client record to another, you can use the field reference Creating a copy of a field 1.    Go to...
Tue, 18 Sep, 2018 at 2:54 PM
Field types
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 p...
Tue, 16 Oct, 2018 at 4:05 PM
Tab types
There are several different tab types you can add to your forms. They will each display certain fields from within Senta automatically.  For the most pa...
Mon, 22 Oct, 2018 at 4:59 PM
Getting a client to update fields on a form
Sometimes you might want a client to update one field on a form, without sending them the whole form to fill in. By using field references that sync across ...
Mon, 26 Nov, 2018 at 3:01 PM