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
Go to Forms.
Select New Form.
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
Select Save.
Select Edit Form.
Select Edit Properties.
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.
Select Save.
Remove and 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.
Using Configurable Joins lookup (most situations)
Go to Records.
Select the Customized Views icon at top-right.
Select Edit Shared Views.
Select Edit Lookup.
Select the new record form you created in the dropdown menu.
Select Save.
Using legacy query bases (for Inbox)
The Create Record link in Inbox is determined by the legacy query base settings.
Go to the new record form you created earlier.
Select New Registration.
In the webpage URL, copy the URL from
/manageonward, leaving out the domain.Go to Database, then select Query Bases
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.
To customize or add the New Record button for a different or custom dataset, create its query base first.
In the Create Record URL field, paste the "New Registration" link copied from Step 2.
Select Save.