- 01 Jul 2025
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Custom Dataset New Record Form
- Updated 01 Jul 2025
- 1 minute read
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You can make a form that creates 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.
Creating the Form
Select Forms on the top navigation bar
Select New Form.
Select Save.
Select Edit Form.
Select Edit Properties.
Change the Scope of the form to Dataset
Select the appropriate Dataset from the Dataset list.
Select Save.
Delete all of the form’s existing fields.
Add form fields for the new dataset record, mapping to your new dataset-scoped custom fields (detailed in next section).
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.
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.
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.
📝 NoteThese steps depend on whether you have enabled the Configurable Joins Record Lookup early access feature. Traditional query bases are covered in the next section.
Using Configurable Joins lookup
From the main navigation, select Records.
Select the Customized Views icon in the top-right corner. A pop-up appears.
Select the Edit Shared Views link.
On the Shared Views page, select the Edit Lookup button.
Select the record form you created.
Using traditional query bases
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.
Select Database on the top navigation.
Select Query Bases.
Select the Query Base of the new dataset.
In the Create Record URL settings, paste the New Registration link that was previously copied.
Select Save.
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.