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

This article was created from a Google Doc.

Updated over 4 months 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 Fields & Relationships

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Click New

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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, Click Page Layouts..

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Click a page 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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