Skip to main content
All CollectionsIntake FormsLightning
Lightning: Customize Intake Form Layout
Lightning: Customize Intake Form Layout

This article was created from a Google Doc.

Updated over a week ago

Customize Intake Form Layout
โ€‹
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 the gear icon

Image


Click Setup

Image


Search "Object Manager"

Image


Click Object Manager

Image


Search "Intake"

Image


Click Intake Form

Image


Click Page Layouts

Image


Click a page layout

Image


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

Image


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

Image


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

Image


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

Image


When done with editing, click "Save" in the layout editor.
โ€‹

Did this answer your question?