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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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