support.senta.co/support/solutions/articles/12000042435-creating-a-form-and-adding-fields
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Creating a form and adding fields
<p>Forms can be employed to collect information from clients, or used as part of internal Workflows to record information within your practice. </p><p><br></p><p>The information collected in a form will automatically pull through to a client's record.</p><p><br></p><p>All of the forms you use in Senta are kept in one place, and you can easily add new ones here.</p><p><br></p><p><br></p><p>- Go to <em>Settings > Forms</em></p><p><br></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12032112358/original/KtQc9mFCYwYkoZsPfEEx5yU5m3f61f5O2A?1521564814" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12032112358/original/KtQc9mFCYwYkoZsPfEEx5yU5m3f61f5O2A?1521564814" data-fileid="12032112358" data-uniquekey="1521564688861"></p><p><br></p><p>- Click <em>Add Form</em></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12032112389/original/Iz70aT4fYQty01Gu58SrhP04p0sLClmpWQ?1521564875" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12032112389/original/Iz70aT4fYQty01Gu58SrhP04p0sLClmpWQ?1521564875" data-fileid="12032112389" data-uniquekey="1521564688861"></p><p><br></p><p>Set up:</p><p><strong>1. </strong>A name for your form </p><p><strong>2. </strong>If you want a new tab to be added to the client's record once the form is filled in</p><p><strong>3. </strong>An optional prefix for this tab</p><p><br></p><p><img class="fr-dib fr-draggable" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12032112988/original/4p8qvWT5DvXkEVqp6FwsBprmd9FNxo569g?1521565667" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12032112988/original/4p8qvWT5DvXkEVqp6FwsBprmd9FNxo569g?1521565667" data-fileid="12032112988" data-uniquekey="1521564688861"></p><p><br></p><p><br></p><p><strong>4. </strong>How many tabs you want within your form (click add tab to create additional tabs)</p><p><strong>5. </strong>Tab names</p><p><strong>6. </strong>Tab type</p><p><strong>7. </strong>Introduction text for your form</p><p><br></p><p><img class="fr-dib fr-draggable" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12032113363/original/pMeGTzkfLGJCFSbjyvIatghpkrZCJ_ClrQ?1521566113" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12032113363/original/pMeGTzkfLGJCFSbjyvIatghpkrZCJ_ClrQ?1521566113" data-fileid="12032113363" data-uniquekey="1521564688861"></p><p><br></p><p><br></p><p><br></p><p><br></p><p><br></p>
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Creating a form and adding fields
<p>Forms can be employed to collect information from clients, or used as part of internal Workflows to record information within your practice. </p><p><br></p><p>The information collected in a form will automatically pull through to a client's record.</p><p><br></p><p>All of the forms you use in Senta are kept in one place, and you can easily add new ones here.</p><p><br></p><p><br></p><p>- Go to <em>Settings > Forms</em></p><p><br></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12032112358/original/KtQc9mFCYwYkoZsPfEEx5yU5m3f61f5O2A?1521564814" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12032112358/original/KtQc9mFCYwYkoZsPfEEx5yU5m3f61f5O2A?1521564814" data-fileid="12032112358" data-uniquekey="1521564688861"></p><p><br></p><p>- Click <em>Add Form</em></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12032112389/original/Iz70aT4fYQty01Gu58SrhP04p0sLClmpWQ?1521564875" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12032112389/original/Iz70aT4fYQty01Gu58SrhP04p0sLClmpWQ?1521564875" data-fileid="12032112389" data-uniquekey="1521564688861"></p><p><br></p><p>Set up:</p><p><strong>1. </strong>A name for your form </p><p><strong>2. </strong>If you want a new tab to be added to the client's record once the form is filled in</p><p><strong>3. </strong>An optional prefix for this tab</p><p><br></p><p><img class="fr-dib fr-draggable" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12032112988/original/4p8qvWT5DvXkEVqp6FwsBprmd9FNxo569g?1521565667" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12032112988/original/4p8qvWT5DvXkEVqp6FwsBprmd9FNxo569g?1521565667" data-fileid="12032112988" data-uniquekey="1521564688861"></p><p><br></p><p><br></p><p><strong>4. </strong>How many tabs you want within your form (click add tab to create additional tabs)</p><p><strong>5. </strong>Tab names</p><p><strong>6. </strong>Tab type</p><p><strong>7. </strong>Introduction text for your form</p><p><br></p><p><img class="fr-dib fr-draggable" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12032113363/original/pMeGTzkfLGJCFSbjyvIatghpkrZCJ_ClrQ?1521566113" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12032113363/original/pMeGTzkfLGJCFSbjyvIatghpkrZCJ_ClrQ?1521566113" data-fileid="12032113363" data-uniquekey="1521564688861"></p><p><br></p><p><br></p><p><br></p><p><br></p><p><br></p>
DuckDuckGo
https://support.senta.co/support/solutions/articles/12000042435-creating-a-form-and-adding-fieldsCreating a form and adding fields
<p>Forms can be employed to collect information from clients, or used as part of internal Workflows to record information within your practice. </p><p><br></p><p>The information collected in a form will automatically pull through to a client's record.</p><p><br></p><p>All of the forms you use in Senta are kept in one place, and you can easily add new ones here.</p><p><br></p><p><br></p><p>- Go to <em>Settings > Forms</em></p><p><br></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12032112358/original/KtQc9mFCYwYkoZsPfEEx5yU5m3f61f5O2A?1521564814" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12032112358/original/KtQc9mFCYwYkoZsPfEEx5yU5m3f61f5O2A?1521564814" data-fileid="12032112358" data-uniquekey="1521564688861"></p><p><br></p><p>- Click <em>Add Form</em></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12032112389/original/Iz70aT4fYQty01Gu58SrhP04p0sLClmpWQ?1521564875" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12032112389/original/Iz70aT4fYQty01Gu58SrhP04p0sLClmpWQ?1521564875" data-fileid="12032112389" data-uniquekey="1521564688861"></p><p><br></p><p>Set up:</p><p><strong>1. </strong>A name for your form </p><p><strong>2. </strong>If you want a new tab to be added to the client's record once the form is filled in</p><p><strong>3. </strong>An optional prefix for this tab</p><p><br></p><p><img class="fr-dib fr-draggable" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12032112988/original/4p8qvWT5DvXkEVqp6FwsBprmd9FNxo569g?1521565667" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12032112988/original/4p8qvWT5DvXkEVqp6FwsBprmd9FNxo569g?1521565667" data-fileid="12032112988" data-uniquekey="1521564688861"></p><p><br></p><p><br></p><p><strong>4. </strong>How many tabs you want within your form (click add tab to create additional tabs)</p><p><strong>5. </strong>Tab names</p><p><strong>6. </strong>Tab type</p><p><strong>7. </strong>Introduction text for your form</p><p><br></p><p><img class="fr-dib fr-draggable" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12032113363/original/pMeGTzkfLGJCFSbjyvIatghpkrZCJ_ClrQ?1521566113" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12032113363/original/pMeGTzkfLGJCFSbjyvIatghpkrZCJ_ClrQ?1521566113" data-fileid="12032113363" data-uniquekey="1521564688861"></p><p><br></p><p><br></p><p><br></p><p><br></p><p><br></p>
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- twitter:imagehttps://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12003367688/logo/HZxlFjru5_zFXfq_tKh0vQK9OK420VgDtA.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAS6FNSMY2XLZULJPI%2F20250522%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20250522T015512Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=26b85dec69c03b288c1d03223732eb9e339dc02a0029d35357f3568cd5d8fc84
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