Knack Glossary

In this article, you will find general information about Knack's main features and links to learn more about them.

Overview

Knack Dashboard

The Knack Dashboard is where you manage your account, as well as access and share all apps on your account.

Image of the Knack Dashboard

 

Knack Builder

The Knack Builder, also called the Builder, is where you design and create your app. Here you define what type of data your app uses and how it will present that data to your users.

Image of the Knack Builder

Tip: You can learn more about the Knack Dashboard and Builder here

 

Live Application

The Live Application, or Live App for short, is where your users will interact with the data defined in the Knack Builder. The Live App is composed of pages, which are made of visual elements called "Views".

Think of the live application like a website, which includes pages and different visual elements like forms, grids, and menus.

Image of an example Live Application

Tip:  You can learn more about your Live App here.

 

 

App Settings

The App Settings can be found within each individual app and are used to define various settings for the app, such as layout, colors, E-commerce functionality, security settings, API & custom code, user logins, and embedding.

Image of the App Settings in the Knack Builder

Tip: To learn about Live App Security settings found in the app settings, see our article here. 

 

 

Data

Tables

Tables are used to separate your data into common groups and are composed of fields and records. You can think of a table like a spreadsheet or a database table.

Image of tables highlighted in the Knack Builder

Tip: You can learn more about working with tables here

 

Display Field

When table records are shown in connection fields, the value representing the table in the connection field is the display field. This is a specific field chosen to represent that table.

By default this is the first field listed in the table's fields. To change this field, you can do so by going into a table's settings:Image of a table's settings in the Knack Builder

Fields

Fields are used to define the types of data used in a table. You can think of fields like columns in a spreadsheet where each field is an individual column.

You'll want to add a field for each different type of data you want to store for your table.

Image of fields highlighted in a table from the Knack Builder

Tip: You can learn more about fields here

 

Records

You can think of records as rows in a spreadsheet where each row is an individual record. This looks like a table in a traditional sense, but each individual row is a record.

Image of records highlighted in the Knack Builder

Tip: You can learn more about working with records here

 

Connections

A connection is a type of field used in tables which links two related tables together. This allows the records in those tables to work together in your app.Image of connection fields highlighted from the Knack Builder

Connection Field Types

  • One-to-one connection: 

    A connection type where two tables can only be connected by one record from each table.

    Example: In a connection between a Contact table and a Company table, each Contact record connects to one Company record and each Company record connects to one Contact record.

  • One-to-many connection: 

    A connection type between two tables, where many records from one table connect to a single record from the other table.

    Example: In a connection between a Contact table and a Company table, each Contact record connects to one Company record and each Company record connects to many Contact records.

  • Many-to-many connection: 

    A connection type where two tables can be connected by many records from each table.

    Example: In a connection between a Contact table and a Company table, each Contact record connects to many Company records and each Company record connects to many Contact records.

Tip:  To learn more about connections, see the following articles:

 

Pages

A page is used to group multiple views which visually display the data in your app. Your Live Application can have multiple pages that your users can navigate with menus and links.

Pages in the Builder:Image of an example page tree shown in the Knack Builder

Pages in the Live App:

Image of pages shown in an example Live Application

 

Page Tree

The page tree is the listed page structure in the left hand menu when viewing the Pages section of the Knack Builder. This includes different types of pages like Login pages, Starting pages, and Parent & Child Pages.

Image of an example page tree in the Knack Builder showing different page types

Page Types:

  • Start Page: A start page is a starting point into your app. A start page is always a parent page.
  • Parent & Child Pages: A parent page is one that has other pages (child pages) that it links to.
  • Login Page: A page that is password protected and requires a user to login.
  • Single Record Page: Any child page that has the data for a single record and can display Details Views, Edit Forms, and/or connected records.

Tip: You can learn more about working with pages here

 

Page Menu

The page menu appears at the top of your Live App where it displays page links to the starting pages in your app. This is managed within the "Pages" section of your Builder.

Image of a page menu shown highlighted in an example Live Application

Tip: You can learn more about page menus here

 

Views

A view is a visual element that works with the records in your database. For example, a Form is a view that can be used to capture data and a Grid is a view that can be used to display existing data.

View Editor: The section in the Builder for editing the settings for individual views. You access the View Editor by clicking on the pencil icon that contains the view name.

View Types: There are multiple view types which format the data in your app differently. These include grids, lists, searches, forms, calendars, maps, reports, menus, and rich text.

SourceThe primary source is the main table used by a view. For example, if a Form view created a new record for the Contact table, the Contact table will be the form’s primary source.

Tip: You can learn more about views here

 

Rules

Submit Rules

Submit Rules are a type of form rule. They determine where the user is taken upon successful form submission, such as display a message or redirect a user to another page.

Image of an example submit rule in the Knack Builder

 

 Tip: You can learn more about submit rules here

 

Display Rules

Display Rules are a type of form rule. Display rules control how a form is displayed. For example, form inputs can be shown or hidden and input labels can be updated based on other form and record values.

Image of an example display rule shown in the Knack Builder

Tip: You can learn more about display rules here.

 

Record Rules

Record rules are a type of form and grid rule. These rules allow you to perform specific actions behind the scenes when a form is submitted in the live app.

These rules can update the record the form is using, update connected records, and insert new connected records.

Image of an example record rule shown in the Knack Builder

Tip: You can learn more about record rules here.

 

Conditional Rules

Conditional rules are used to set the value of a field based on defined conditions.

Image of an example conditional rule shown in the Knack Builder

Tip: You can learn more about conditional rules here

 

Validation Rules

Validation rules define which values are or are not allowed to be set in a field via a form, by adding a record manually from the Builder, or by inline editing a field's value.

Image of an example validation rule shown from the Knack Builder

Tip: You can learn more about validation rules here.

 

 

Page Rules

Page rules are actions that can be automatically triggered based on conditions you define as soon as a user enters a page. Page rules can hide views, show a message, redirect to the parent page, redirect to an existing page or redirect to another website URL.Image of an example page rule shown in the Knack Builder

Tip: You can learn more about page rules here.

 

 

Scheduled Tasks

Tasks are automated actions that can be applied to your app records on a scheduled basis (daily/weekly/monthly). These actions can drive your app’s workflow in powerful ways, such as sending automatic reminders when a deadline is coming up or automatically adding your to-do records periodically.

Image of an example task in the Knack Builder

Tip: You can learn more about tasks here

 

 

Users & Logins

User

A user is anyone that has an email and password to login and access your live app. Each user is stored as a record in the Account table in your database.

Image of the Accounts table highlighted in the Knack Builder

Account

The Account user table stores all user records regardless of assigned user roles.

User Roles

Users roles are a specific type of user, common examples are Admins and Employee.

Image of user role tables highlighted in the Knack Builder

Logins

Logins require a user email and password to access pages in the app. This can be used to restrict or allow access to different pages and views in the app, based on the user type, or user role.

Image of an example login page shown in the Knack Builder

Tip: You can read more about users & logins here.

 

Other

Account Owner

The account owner is the primary owner of the Knack account. This person has access to all apps and settings on the account.

Shared Builder

A Shared Builder is an additional user, which has access to the Knack Builder for an individual app. These Shared Builders are added to individual apps, rather than an entire Knack account.

These users will be able to fully edit the app shared with them, including adding, editing, and deleting elements from both the Data, Records, and Pages section of the Knack Builder.

Tip: You can learn more about sharing apps with shared builders here