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Classic: Create New Intake Form Layout
Classic: Create New Intake Form Layout

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Updated over 4 months ago


Click Setup

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In the Setup Search, type "Object" or Go to Build->Create->Objects

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In the Custom Objects list, click Intake Form

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Hover over or click "Page Layouts"

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Click the Edit action for the layout

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Click "Save As"

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Enter "Page Layout Name"

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Click Save

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Add new Sections by dragging the Section widget to the layout.

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Remove Sections or Fields by dragging them to the Layout Editor at the top.

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Preview the layout by clicking "Quick Save" first and then "Preview As"->System Administrator

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When done with editing, click "Save" in the layout editor.
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