Lightning: Creating new Intake Form fields and adding to layouts

  • Click the gear icon


  • Click Setup


  • Search "Object Manager"


  • Click Object Manager


  • Search "Intake"


  • Click Intake Form


  • Click Fields & Relationships


  • Click New


  • Select a field type, then click next


  • Fill in required fields for the field type, then click next


  • Make sure System Administrator is checked, then click next






  • Make sure the the page layout for the field is selected, then click Save


  • The custom field will now appear in the layout, but you might want to move it around. To do that, Click Page Layouts..


  • Click a page layout


  • Now you can drag and drop the field to where ever you want.


  • Click Save when you are done.

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