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Classic: Create New Intake Form Layout

  • 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

  • Click "Save As"

  • Enter "Page Layout Name"

  • Click Save

  • 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.

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