Invoking an Intake Form for Data Entry

Intake forms may be completed by internal staff, community users, or external users (through Sites pages). The options described below support a wide variety of use cases ranging from new client intake to corporate legal service requests.

1. Options for Invoking Intake Forms

1.1. The Intake Launcher Lightning Component

The Intake Form Launcher is a Lightning component capable of being docked on the home page, the application utility bar, or a Lightning application page.

Please see this article for more information on the Intake Launcher component. 

1.2. The Intake Form Launch Button

Each intake form's record page has a Launch Form button, allowing users to invoke the underlying intake for data entry.

1.3. The Intake Form Launcher API

The intake launcher API allows organizations to launch the intake form in  a variety of ways. Various API options allows organizations a wide range of behavior and run-time form control.

Please see this article for more information on the intake API. 

2. Use Cases

Internal Users

The most common method for launching an intake for an internal user would be the Intake Launcher Lightning component. 

Community Users

The most common method for invoking an intake form for community users is via the intake launcher API.

Sites Users

Sites users are unauthenticated therefor organizations must ensure appropriate access to the underlying data within the forms has been established for the Site's "running as" user.

The most common method for invoking an intake form for community users is via the intake launcher API.