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Lightning: Create Intake Form Types
Lightning: Create Intake Form Types

This article was created from a Google Doc.

Updated over 4 months ago

First customize different Intake Form Layouts for the different types
Click the gear icon

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Click Setup

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Search "Object Manager"

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Click Object Manager

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Search "Intake"

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Click Intake Form

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Click Record Types

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Click New

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Enter the Record Type Label

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Click Next

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Select the Layout for this Record Type

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Click Save
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