Add a subcategory for the intake form
Add a subcategory to an intake form of a practice area to organize legal requests and assignments through the intake form.
Before you begin
Role required: sn_lg_ops.legal_config
About this task
Note:
You can associate a subcategory with the same name
to many intake forms. However, an intake form cannot have multiple subcategories
with the same name.
Procedure
- Navigate to .
- Open a practice area.
- In the Intake Forms related list, open an intake form in which you want to add a subcategory.
- In the Subcategories related list, click New.
- In the Subcategories field, enter a unique name of the subcategory
- Select the Active check box to indicate whether the subcategory is active.
- Click Submit.