How Knack Works
Design Your Database
Manage Your Records
Build Your Live Application
View and Share Your App
Do More With Knack
Connect Related Data
Users & Access
Calculations & Logic
Emails & Notifications
Search & Queries
Reporting & Dashboards
E-Commerce & Payments
Tables & Connections
Plan Your Connections: Complex Example
Working With Tables
Plan Your Connections: Simple Example
Plan Your Tables
Use Connections in Your App
Connecting Records Together
Connections: Troubleshooting & FAQs
Numeric Equation Functions
Date Equation Settings
Numeric Equation Settings
Text Formula Functions
CSV Format Guide for Importing
Working with Records
Deleting a Page That's Being Linked to
Working with Pages
Navigating the Page Preview
Printing Pages & PDFs
Grid Column Settings
Source: Which Records Will the View Display
Using Action Links
Combining Fields from Connected Records in Views
Using Record Rules
Using Display Rules
Using Submit Rules
Users & Logins
Users and the Page Menu
Manage Roles & Permissions
Single Sign-On with Google, Facebook, Twitter, and Custom
Manage User Records
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Live App Security Settings: HIPAA Plans
Live App Security Settings
Tasks & Emails
How do I cancel my Knack account?
I'm over the storage limit for my account. How do I add more storage or get under the limit?
Need account access or to transfer account access because account owner or colleague left the company
I'm over the record limit for my account. How do I add more records or get under the limit?
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How do I remove the "Powered by Knack" logo at the bottom of my app?
How do I give Builder access to a colleague or developer for one of my apps?
How do I white label my app?
How do I copy an app from my account to another account?
How do I show multiple dates on a calendar?
How do I add a logo to my app?
How do I find the most recent date from a connected table?
How do I create a field that always shows today's date?
Can I share or connect data between apps?
How do I create an "If, Then" or conditional equation?
How do I merge my apps, or copy pages, tables, or other app elements between my apps?
The menu isn't showing for my app on mobile devices. How do I fix that?
Is there a way to have new users be automatically logged-in after they register?
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How do I move or copy fields or data from one table to another?
How can I show a customer's payment history if I'm collecting payments through my Knack app and through cash or check?
Is there a way to add a display rule to multiple columns at one time instead of having to update each column individually?
Do I need a separate user role table for my Vendors, Customers, Employees, Contacts, etc.?
How can I set up my app so users see only their own data?
Can I combine two date fields into a single date field? For example, combining a start and end date into a single field?
Does Knack offer a service for building apps or have developers I can hire?
How do I bulk upload or import multiple images?
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Is it possible to display more than 100 records at a time on a grid, list, or search view?
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Does the signature captured through a signature field constitute a legally binding signature?
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Storing sensitive data (credit cards, social security numbers, etc.)
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How do I batch download all of the images and files In my app?
I'm seeing an odd character when importing data. How can I get rid of it?
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My import is failing or getting stuck. What do I do?
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I'm having trouble importing into a specific type of field. What can I do?
Some of my fields aren't importing correctly. How can I fix that?
I'm having trouble importing into a connection field. What can I do?
Can I import something other than data? Like tables, pages, views, etc?
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Do the validation rules on fields trigger when importing data?
Can I schedule or automate imports?
Can my users import data from the live app, instead of going through the builder/back-end?
I am importing data for the first time. How do I do that?
Can I import data into more than one table at the same time?
How To Guides
Add Functionality to Your Live App
How To Create Discount Codes
Create an Add To Favorites Feature
How to Access Private Records Without a Login
Accept Payments in a Live App
Manage Your Records
Use an Edit Form to Create Records If They Don't Exist
Track Which User Last Updated a Record
Copy a Record Using Record Rules
Track When Records are Created and Updated
Create a Version History for Records
Use Zapier to Insert Connected Records
Work with Connected Records
How to Show Multiple Fields in Your Connection Drop-Down
Showing Parent-Child Records in the Live App
How to Create Dynamic Dropdowns in Forms
Add Read-Only Fields to a Form
How to Change the Layout of Forms
Create a Multi-Part Form
How to Allow Users to Add New Options in Forms
How to Add Instructions to a Form
How to Customize the Text on a Submit Button
How to Automatically Capture a User’s Location on a Form
How to Use URL Variables to Pre-Populate a Form
How to Add a Map to a Details View
How to Add Connection Links to Views
How to Add Inline Editing to a Grid
Create a Print-Friendly Invoice Page
How to Click on an Image to Go to Another Page
How to Add Groupings to a Grid
Users & Logins
Force Users to Reset Their Passwords
Save a User's Payment Method
Create a Single Login Page for Multiple User Roles
Add Read-Only Access For Users
Show Records Connected To The Logged-in User's Company Or Other Group
Show Records Connected to the Logged-in User
Create an Admin User Role to View All Records
Workflow & Automations
Add a Pipeline to Your App
Create a Registration Form with Limited Availability
Add Stages to Your App
Store Multiple Images or Files for Individual Records
Use Multiple Image Sources for a Single Image Field
Create a Button or Link that Updates a Field to a Custom Value
Notify a User That an Item is Ready for Review
Add Assignments to Your App
Approve New Records Before Displaying Them
Add Notification & Reminder Emails to Your App
Add Status Indicators to Your App
Logic, Equations & Formulas
Start an Auto Increment Field from Any Number
Display a Message When a Deadline is Approaching
Generate Simple Numeric Barcodes Automatically
How to Set a Random ID
Calculate Age in Years from a Birthday
How To Number Line Items
Show Upcoming Birthdays
How to Extract the Start and End Dates from a Date Field
How to Display Multiple Date Formats Using a Single Date Field
Reports, Queries, and Summaries
Build an Inventory Manager App
Build a Quiz App
Build a Warehouse Manager App
Build a Member Directory
Build an Orders App
Build a Map Directory or Store Locator App
Images & Files
Manage Your Account
Manage Your Account
About Knack Accounts
Account Plans and Billing
Managing Your Apps
Managing Your Account Settings
Sharing Apps with Shared Builders
App Settings: Map Provider
Script Attack Protection: Whitelisted Custom Code Elements and Attributes
Script Attack Protection: Protected Areas
Security & Infrastructure
Security Best Practices
Builder Security Settings for All Knack Plans
Builder Two-Factor Authentication
Table of Contents
- All Categories
- How To Guides
- Workflow & Automations
- Add a Pipeline to Your App
Add a Pipeline to Your App
Updated by Lesley
You want to add a pipeline into your app. This pipeline will have a defined progression from a common start point to a common endpoint. This way, each record starts at the beginning and goes through a series of actions to progress through the pipeline.
A common example is a sales or customer pipeline. The potential customer may begin as a “lead” and follow a specific path on the way to becoming a "customer."
If this your first time creating an app, you'll need to know some basics about adding tables, fields, pages, and views. You can start by reading our Builder Basics section.
Other good resources can be found in our About Your Database and Working With Pages sections of the knowledge base.
In this example, you will be creating a sales pipeline where a contact can go through three stages:
Create a Contacts Table
In the Data section of the Builder, create a table to store your Contacts.
For this tutorial, you'll need at least one field for the contact's name, but you can feel free to include any other fields you'd like:
Add a Status Field
In the Contacts table, add a multiple choice field called "Status." This field will track which stage a Contact is in.
Include the following options:
Create a Leads Page and Grid
In the Pages section of the Builder, add a new page using the Contacts table. You'll choose a grid view and call the page "Leads."
Once the page and grid are created, click on the grid view to open the editor. Then, go to the Source section and add a filter rule to your data that says to display only the contacts whose status is "Lead":
Add a Link to Move the Contact to the Next Stage
First, click on the grid to open the view editor. Then, in the "Add Columns" section, go to the "Actions" tab. Next, click on the "Trigger an action" option to add it as a new column to the grid. This creates a link that will trigger an action directly from the view.
Now, hover over the new column and click on the pencil edit icon to edit the new action link. Update the Column Header to say "Next" and change the Link Text to say "Update to Proposal".
Then, update the action criteria to update the status field to "Proposal".
When clicked link will automatically update the Contact from a Lead to the next status: Proposal.
You can read more about adding and managing action links here.
Repeat the Steps for the Next Stage
Now that the Leads page is done, you can repeat this process for the next stage, Proposal, that moves contacts to the Customer/Won stage.
Here's how your app will look now:
Extend This Workflow
- Send email notifications to users when a record moves to a new part of the pipeline