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Lightning: Create New Intake Form Layout
Lightning: Create New Intake Form Layout

This article was created from a Google Doc.

Updated over a week ago

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 Page Layouts

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Click a page 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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