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

1. Select Forms on the top navigation bar

2. Select New Form.

3. Configure settings as necessary.

4. Select Save.

   

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.

10. Select Save.

    

11. Delete all of the form’s existing fields.

12. 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.

📝 Note

These 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

1. From the main navigation, select Records.

2. Select the Customized Views icon in the top-right corner. A pop-up appears.

   

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.
   

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.

   

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.