Custom Dataset New Record Form

As a best practice, create a dataset-scoped form using Form Builder. The form can be added to the Query Base as the "Create Record URL."

Creating the Form
  1. Select Forms on the top navigation bar.
  2. Select New Form.
  3. Enter the following form configurations in the dialog box:
    • Page Title: The Page Title will be the name of the form.
    • Folder: Put the form in a folder to keep things organized. Select Other to create a new folder.
    • Status: Set to Confirmed/Active.

    Skip all other configuration settings for now.

  4. Select Save.
  5. Select Edit Form.
  6. Select Edit Properties.
  7. Change the Scope of the form to Dataset, then select the new dataset from the Dataset list
  8. Select Save.
  9. For each of the default form fields, hover over the field and select the X that appears on the right side of the field. Confirm the deletion by clicking OK on the dialog box.
  10. Add in the desired form fields for the new dataset record, mapping to your new dataset-scoped custom fields.


Make sure to map a form field to the Name and Key or unique-for-merging field.

  • 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. The following example illustrates a typical dialog:


  • Mapping to the Key or unique-for-merging field ensures 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.
Adding Create Record URL to the Query Base
  1. Within the New Record form that was just created, right-click the New Registration link on the registration page, and then select Copy link address.

    New Link Address

  2. Select Database on the top navigation bar and select Query Bases.
  3. Select the Query Base of the new dataset.
  4. In the Create Record URL settings, paste (Ctrl+V) the New Registration link that was previously copied.
  5. 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.

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