Customize Intake Form Layout
​
Many intake form fields have already been created and just needs to be added to the intake form layout. We will cover this scenario in this document.
​
Click Setup

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

In the Custom Objects list, click Intake Form

Hover over or click "Page Layouts"

Click the Edit action for the layout

Look through the layout to see what needs customizing.
Add new fields to the layout by searching and dragging on to the layout.

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

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

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

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