---
title: "Customizing the New Record Lookup Link"
slug: "customizing-the-new-record-lookup-link"
updated: 2026-03-27T16:59:51Z
published: 2026-03-27T16:59:51Z
---

> ## 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.

# Customizing the New Record Lookup Link

Follow the steps in this article to customize and replace the **New Record form** for Person, Organization, Organization Contacts, and custom datasets.

## Creating a new record form

1. Go to **Forms**.
2. Select **New Form**.
3. Configure the following settings:
  - **Page Title:**Enter a name for the form.
  - **Folder:** Select an existing folder, or select *Other* to create a new one.
  - **Status:** Confirmed/Active
4. Select **Save**.
5. Select **Edit Form**.
6. Select **Edit Properties**.
7. From the **Scope** list, select the scope that matches the record type you are creating the form for (for example, Person). If this form is for a custom dataset, select Dataset, then select the custom dataset from the dropdown.
8. Select **Save**.
9. Remove and add [form fields](/v1/docs/form-palette) as necessary, including matching criteria described in the following section.

#### Matching criteria

For any record creation form, Slate determines whether incoming data matches an existing record using the matching criteria for [person records](/v1/docs/matching-criteria-for-person-records) or [dataset records](/v1/docs/matching-criteria-for-dataset-records).

To ensure records match, record creation forms must contain the following fields:

- **Person**: First Name + Last Name + Email address **or** First Name + Last Name + DOB
- **Organization**: CEEB or other unique identifier
- **Organization Contact**: The dataset row key or "unique for merging" field
- **Custom or Advancement Datasets**: The dataset row key or "unique for merging" field

## 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.

### Using Configurable Joins lookup (most situations)

1. Go to **Records.**
2. Select the **Customized Views** icon at top-right.
3. Select **Edit Shared Views.**
4. Select **Edit Lookup**.
5. Select the new record form you created in the dropdown menu.
6. Select **Save**.

### Using legacy query bases (for Inbox)

The Create Record link in Inbox is determined by the legacy query base settings.

1. Go to the new record form you created earlier.
2. Select **New Registration**.
3. In the webpage URL, copy the URL from `/manage` onward, leaving out the domain.
4. Go to **Database**, then select **Query Bases**
5. Select the query base to associate with the form. For example:
  - To customize the *New Person*button for person records, select **Lookup**.
  - To customize the *New Record* button for organization records, select **Organizations**.
  - To customize or add the [New Record button](/v1/docs/organization-contact-new-record-form) for organization contact records, select **Organization Contacts**.
  - To customize or add the New Record button for a different or custom dataset, [create its query base first](/v1/docs/query-base-settings).
6. In the **Create Record URL** field, paste the "New Registration" link copied from Step 2.
7. Select **Save**.