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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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