AdvoLogix Matter Management

Can I extend intake forms for other base objects?

Updated Jul 01, 2018

The intake form's Base Object refers to the primary record created by an intake form. By default, intake forms support Matters, Accounts, and Contacts as base object options. This capability may be extended using the following techniques.

1. Extend the Base Object Picklist Options

  1. Go to Setup | Create | Objects | Intake Forms

  2. Select the custom field named Base Object.

  3. Add a new value to Base Object's picklist. The value must match the label of the object you are intending to add. For example, if you want to add advpm__Participant__c object, the new value would be Participant.

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