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Lightning: Creating new fields and adding to layouts

  • Click the gear icon

  • Click Setup

  • Search "Object Manager"

  • Click Object Manager

  • Search "soap note"

  • Click SOAP Note

  • 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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