Forms

How do I create a lookup and add it to a field in a form?
As this article explains, Lookups is the name given to all editable sets of dropdown menus available in your Senta workspace. There are many pre-loaded in S...
Thu, 4 Jun, 2020 at 4:45 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 'contact details' form
The "contact details" form is where all contact information is stored. This is where you can choose to add more tabs or fields to store contact da...
Wed, 18 Mar, 2020 at 3:52 PM
Using forms in Senta
Forms can be used to gather and record a wide range of information for your clients. An existing form can be edited or a new form can be created, using a va...
Thu, 7 Oct, 2021 at 4:16 PM
How to create a form and add it to a job, then pull field data into emails
Gathering information for your clients and sharing this information via email is an easy process that can be completed within the same job via the use of fi...
Thu, 13 Aug, 2020 at 5:26 PM
Calculated fields
The values stored in form fields can be calculated using an expression.  To add an expression to a form field, set the field to be "read only"...
Thu, 10 Jun, 2021 at 2:23 PM
Duplicating forms
To duplicate a form, click the Duplicate button at the top of the page: You will be given a couple of options to either Copy as linked or Copy as u...
Fri, 26 Feb, 2021 at 11:57 AM