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...
Mon, 19 Aug, 2019 at 12:20 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 'client details' form
The 'client details' form is where all client information is stored. This is where you can choose to add more tabs or fields to store client data....
Tue, 12 Nov, 2019 at 5:21 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
How do I move and copy fields?
You can move or copy fields from one part of a client record to another using the field reference. N.b. it is not possible to copy fields between the Co...
Tue, 15 Oct, 2019 at 5:27 PM
What different field types are available in Senta?
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...
Thu, 22 Aug, 2019 at 3:42 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
Using forms in Jobs
Once you've created a form, you can create a 'Fill in form' task to fill it out during one of your repeating Jobs. You can then use the field...
Thu, 23 May, 2019 at 9:06 AM