Some users choose to place the Questionnaire Output field on matters so users can easily view how clients answered questions on the intake.
A great and visually accessible way to put a questionnaire output field on any matter is to create a Quick Action. By creating a quick action, we're putting a small preview of information to streamline a user's interaction with a record. Please follow the instructions below to create a quick action for the Questionnaire Output.
1. Navigate to Object Manager in Setup and locate the Intake object.
2. Click Buttons, Links, & Actions in the sidebar.
3. Click New Action.
4. Complete the following page.
Action Type: Update a Record
Label: Questionnaire Output
Name: Questionnaire_Output
5. Add the field to the layout.
6. Once you've saved your Quick Action, navigate to any Matter and click edit page. Once the page layout preview appears, add a Related Record Lightning Component and adjust the components settings to match the below:
a. Header Label: Questionnaire Output
b. Lookup Field: Primary Intake
c. Update Action: Questionnaire Output
7. Click Save.
8. Check your matters for the new Questionnaire Output.
Additional article:
Create Object-Specific Quick Actions
