Field types

There are many different field types within Senta, which allow you to collect and store a wide range of information.

When you adding a field to a form, the default field type is Text box however there are lots more to choose from in the list of Field types:

Summary

Here is a summary of each field type. (F) indicates which fields can be used as filters .

Field type Description
Text box A single line where you can enter text
Text area A large area where you can enter multiple lines of text
Check box Tick to select
Yes/No radios Answer yes or no to a question
Lookup Select from a dropdown menu
Date Select a date
Month Select a month
Day & Month Select a day and month
Quarter Select a quarter
URL Enter a hyperlink
Twitter Enter a Twitter @ link
Email address Enter an email address
Telephone number Enter a telephone number
Percent Enter a percentage
Money Enter an amount of money
Number Enter a number
User Select a specialist from all users
Manager Select a user with Practice manager permissions
Team Select a team
Client role Assign roles to contacts
Image Save an image
Divider Everything below this field will display in a new column on the same form

Examples

Text box

In a Text box you can add one line of letters and/or numbers.

Text area

The Text area is similar to the Text box, but has more space to write in. It's ideal for addresses or notes and the width can easily be expanded in the bottom right corner.

Check box

The Check box gives you the option to tick a box - in the example above, your clients or users would tick the box to opt-in to your monthly newsletter.

To create a checklist, add multiple Check box fields to your form.

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

Yes/No radios

These give the option to choose between Yes and No.    

If you require your client or user to choose an answer, set this field to be mandatory.

Lookup

Lookup field is essentially an editable drop-down menu. Lookups only allow you to select one option from a drop-down menu.

When creating a Lookup field, choose the Lookup field type and then the related Lookup.

When completing a form, the Lookup field will display like so:

Date

In the Date field you can input a date.This field can be used in job dates.

The format varies depending on the date format you have set for your workspace.

Month

The Month field allows you to choose a specific month in MMM format.  

Day & Month

The Day & Month field allows you to choose a date, using the date format set in your workspace.

Quarter

In the Quarter field you can choose when each quarter ends. This field can be used in job dates.

URL

In this field you can input a URL. It will show as a link once saved, and you can click on it to go directly to that page.

Twitter

In this field you can add a Twitter handle.

It will automatically populate the '@'. This will also link you directly to the relevant Twitter page.

Email address

This field allows you to input an email address.

It will show as a link once saved, and when clicked will bring you directly to the Outbox and will populate the email address for you.

It is only possible to send emails to email addresses already stored against contacts.

Telephone number

This field is for telephone numbers.

It will show as a link once saved, if you click on it you will be directed to any call-making integration you have set up to call this number.

Percent

In the Percent field you can specify a percentage.

Money

The Money field lets you input a monetary value.

It is important in Money fields to not include a comma e.g. £1234.56 rather than £1,234.56. However, once saved, this number will show including a comma.

The currency shown depends on what is set up in your workspace settings.

Number

Only numbers can be entered into the Number field.

User

The User field lets you specify which of your practice users should be assigned to a client or task.

This field type will not display in the Client portal.

If you'd like to read more about the User field, you can view our guide here.

Manager

The Manager field allows you to set which user will manage a client.

Only users with a Practice manager or Account manager user type will show in this list.

This field type will not show in the Client portal.

Team

The Team field type is available when the Teams feature has been enabled in Settings > General settings > Extras.

This will allow you to choose a specific team to be assigned to a client:

For more information on the Teams feature, see our guide.

Client role

The Client role field type is only available in the Contact details form. This adds a checkbox to the Contacts tab on the client record to assign a contact to specific role which can be for task assignments and email recipients in jobs.

For more information about using Client role please go to client contact roles.

Image

Here you can upload an image ,for example, a client logo.

Divider

The Divider will make the next set of fields appear on the right of the previous fields, instead of underneath them.

When setting up the field, a field label or tooltip is not required.

The above fields would display as follows in a completed form: