Lightning: Create New Intake Form Layout

  • Click the gear icon


  • Click Setup


  • Search "Object Manager"


  • Click Object Manager


  • Search "Intake"


  • Click Intake Form


  • Click Page Layouts


  • Click a page 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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