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Classic: Creating new Intake Form fields and adding to layouts
Classic: Creating new Intake Form fields and adding to layouts

This article was created from a Google Doc.

Updated over 4 months ago

Go to Setup

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Maximize Create & click on Objects

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You are now looking at all the custom object in your instance of Jasmine Practice Management. Select the “Intake Form” custom object from the list of custom objects

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You are now looking at the details for the “Intake Form” custom object. Click on New under Custom Fields & Relationships

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Select a field type, then click next

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Fill in required fields for the field type, then click next

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Make sure System Administrator is checked, then click next

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Make sure the the page layout for the field is selected, then click Save

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The custom field will now appear in the layout, but you might want to move it around. To do that, go to a record of that field type and click Edit Layout.

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Now you can drag and drop the field to where ever you want.

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Click Save when you are done.

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