Classic: Customize Intake Form Layout
Customize Intake Form Layout
Many intake form fields have already been created and just needs to be added to the intake form layout. We will cover this scenario in this document.
In the Setup Search, type "Object" or Go to Build->Create->Objects
In the Custom Objects list, click Intake Form
Hover over or click "Page Layouts"
Click the Edit action for the layout
Look through the layout to see what needs customizing.
Add new fields to the layout by searching and dragging on to the layout.
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.