Edit Your Intake Lightning Record Page


You can edit and customize your intake record page to display information for your intake agents and your firm. Create tabs, add components to tabs, add related lists, and reorganize your intake page layout at any time. To edit your layout:

1. Visit any intake record page. Click the gear icon1.png in the upper-right, and click Edit Page

intake1.png

2. The Lightning App Editor opens. Here, you can drag and drop components, related lists, and reorganize your layout with ease. 


a. Locate standard Salesforce components and Litify custom components in the left sidebar. Simply drag and drop them into section B to add them to your layout. For example, you might want to add an Answers Related List to your page layout to see all answer records from your questionnaires. Drag the Related List component onto your page layout, and select Question Answers list in the dropdown. 

b. Arrange your component layout in section B. 

c. Click a component in section B to edit it in section C. For example, click the tabs to edit them. You can determine which tabs appear and in what order, and set the default tab that appears when users open an intake record. Add tabs with the Add Tab button. 

d. Make sure to Save any changes you make to your layout. 
 

intake2.jpeg

Additional articles:
See Salesforce documentation for more information about Lightning Pages.

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