Lightning: Create Intake Form Types

  • First customize different Intake Form Layouts for the different types

  • Click the gear icon


  • Click Setup


  • Search "Object Manager"


  • Click Object Manager


  • Search "Intake"


  • Click Intake Form


  • Click Record Types


  • Click New


  • Enter the Record Type Label


  • Click Next


  • Select the Layout for this Record Type


  • Click Save

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