---
title: "Custom Dataset New Record Form"
slug: "custom-dataset-new-record-form"
updated: 2026-03-06T00:44:33Z
published: 2026-03-06T00:44:33Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Custom Dataset New Record Form

Build a data entry form to create new records for custom datasets. This form recreates the functionality of the form that appears when you select **New Record** in **Records**, for example on the *Person*base.****

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/image(42).png)

## Creating the Form

1. Select **Forms** on the top navigation bar
2. Select **New Form**.
3. [Configure settings as necessary.](/v1/docs/form-settings-edit-form)
4. Select **Save.**

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/image(45).png)
5. Select **Edit Form**.
6. Select **Edit Properties**.
7. Change the **Scope** of the form to **Dataset**
8. Select the appropriate Dataset from the **Dataset** list.
9. [Configure settings as necessary.](/v1/docs/form-settings-edit-properties)
10. Select **Save**.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/image-1772732604100.png)

1. Delete all of the form’s existing fields.
2. Add form fields for the new dataset record, mapping to your new dataset-scoped custom fields (detailed in next section).

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/image-JOHVMA5O.png)

## Mapping form fields

Map form fields to the **Name**and **Key**or unique-for-merging field.

#### Record → Name

Mapping to **Record → Name**sets the display name for the dataset record.

If the name is determined by a calculation of form fields (such as first name + last name), include a hidden form field using a calculation formula.

[![Mappin gto Record - Name](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/dpliizv0d0yxkcgpsbcchqmceclip0__20_.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/dpliizv0d0yxkcgpsbcchqmceclip0__20_.png)

#### System Field to Record → Key

When you map a form field to the **Key**or unique-for-merging field, you ensure matching of form submissions based on the established matching criteria.

To map to the Key, set the **System Field** to **Record** > **Key**. To map to the unique-for-merging field, set the **System Field** to **Fields** > the unique-for-merging field for the dataset.

[![Mapping System Field to Record - Key](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/2021-10-29_15-24-40.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/2021-10-29_15-24-40.png)

## Integrating the new record form

Now that you have created a record creation form, you can use it to replace the default New Record button functionality.

> [!WARNING]
> 📝 Note
> 
> These steps depend on whether you have enabled the [Configurable Joins Record Lookup](/v1/docs/customizing-the-record-lookup-page) early access feature. Traditional query bases are covered in the next section.

### Using Configurable Joins lookup

1. From the main navigation, select **Records.**
2. Select the **Customized Views**icon in the top-right corner. A pop-up appears.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/image(47).png)
3. Select the **Edit Shared Views**link.
4. On the Shared Views page, select the **Edit Lookup**button.
5. Select the record form you created.
6. Select **Save**. [![Edit_Shared_Views_Link.png](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/edit_shared_views_link.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/edit_shared_views_link.png)

### Using traditional query bases

1. Within the **New Record** form that was just created, right-select the **New Registration** link on the registration page, and then select **Copy link address**.
2. Select **Database** on the top navigation.
3. Select **Query Bases**.
4. Select the Query Base of the new dataset.
5. In the **Create Record URL** settings, paste the **New Registration** link that was previously copied.
6. Select **Save**.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/image-YT88GQ8X.png)

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/image-6T6IMFE0.png)

When manually adding a record to the custom dataset, if an error appears that reads "Resource not available," this indicates that the query base has not been properly configured. Go to the **Query Base** with the **Database** tool and complete the **Create Record URL** setting.