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 dataset in which the new record is to be added from this form. If this form is for a custom dataset, select the Dataset scope, and from the drop-down list select that custom dataset.

8. Select Save.

9. Remove all of the default fields from the form.

10. Add form fields 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 or 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.

💡 The steps you take depend on whether the Configurable Joins Record Lookup early access feature has been enabled for your database.

Using Configurable Joins lookup

1. Go to Records.

2. Select the Searcher 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.

Caveat for Inbox Create Record link

The Create Record link in Inbox is determined by the traditional query base settings, even if you have enabled the Configurable Joins Record Lookup early access feature.

This link by default references the new record form link of the Lookup query base, unless a record from a different dataset (such as Organization Contacts) was assigned previously.

Confirm that the form submitted by the Create Record link is associated with the correct scope for the record being created.

Using traditional query bases

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 → 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 for organization contact records, select Organization Contacts.

6. In the Create Record URL field, paste the "New Registration" link copied from Step 2.

7. Select Save.