Creating a new intake is accomplished using the Intake Form Wizard. The wizard directs the user through a few simple steps to determine the content and makeup of the new intake. Upon completion of the wizard, the intake designer allows the user to complete the form design.
1. Intake Form Wizard - Base Object and Record Type
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Form Name: Establishes the title of the form.
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Base Object: refers to the primary record created by the intake form. By default, intake forms support Matters, Accounts, and Contacts.
- Record Type: determines the type of base object record created with this form.
With AdvoLogix Matter Management v1.151 onward, the Base Object field automatically shows the standard and custom objects from within your organization.
2. Intake Form Wizard - Additional Lookup Records
An intake form can create additional lookup records in addition to the base object. The list of available records is determined by lookup fields from the form's base object (established in step 1).
3. Intake Form Wizard - Related Lists
In addition to the base object and additional lookup records, users can create lists of related information within the intake form. The list of available related information is determined by other objects to which the underlying object is related. These lists are synonymous with related lists within the platform's page layout designer.
4. Intake Form Wizard - Column Layout Style
The selection of the layout style will determine the column formatting for the new form.