Manage Your Records
How Knack Works
Design Your Database
Do More With Knack
View and Share Your App
Build Your Live Application
Connect Related Data
Reporting & Dashboards
E-Commerce & Payments
Search & Queries
Emails & Notifications
Calculations & Logic
Users & Access
Working with Pages
Deleting a Page That's Being Linked to
Printing Pages & PDFs
Objects & Connections
Plan Your Objects
Plan Your Connections: Complex Example
Plan Your Connections: Simple Example
Connecting Records Together
Use Connections in Your App
Working With Objects
Connections: Troubleshooting & FAQs
Live App Design
Embed Your App
Integrate with Formstack Documents
Integrate with Zapier
Integrate with Integromat
Working with Icons
Other Customization Options
Using Action Links
Using Record Rules
Table Column Settings
Combining Fields from Connected Records in Views
Source: Which Records Will the View Display
Using Display Rules
Using Submit Rules
Working with Records
CSV Format Guide for Importing
Tasks & Emails
Users & Logins
Live App Security Settings
Live App Security Settings: HIPAA Plans
Manage Roles & Permissions
Manage User Records
Users and the Page Menu
Single Sign-On with Google, Facebook, Twitter, and Custom
Logins and Registrations
Working With Support
What is a dedicated support manager?
Is there an option to pay via invoice, check, wire transfer, or something other than a credit card?
Where can I find a copy of my receipt or invoice?
I'm over the storage limit for my account. How do I add more storage or get under the limit?
I'm over the record limit for my account. How do I add more records or get under the limit?
How do I freeze or pause my Knack account?
Need account access or to transfer account access because account owner or colleague left the company
How do I cancel my Knack account?
How do I add more API calls to my account?
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 change the favicon for my app?
How do I backup or export my apps and data?
How do I white label my app?
How do I copy an app from my account to another account?
How can I track what users are doing in my app?
How do I find the most recent date from a connected object?
How do I move or copy fields or data from one object to another?
How do I add a logo to my app?
How can I change the color of something in my app?
The menu isn't showing for my app on mobile devices. How do I fix that?
How do I create a field that always shows today's date?
How do I show multiple dates on a calendar?
Is there a way to add a display rule to multiple columns at one time instead of having to update each column individually?
How can I show a customer's payment history if I'm collecting payments through my Knack app and through cash or check?
Can I combine two date fields into a single date field? For example, combining a start and end date into a single field?
Is it possible to display more than 100 records at a time on a table, list, or search view?
Is there a way to have new users be automatically logged-in after they register?
Do I need a separate user role object for my Vendors, Customers, Employees, Contacts, etc?
How do I create an "If, Then" or conditional equation?
Does Knack offer a service for building apps or have developers I can hire?
How can I set up my app so users see only their own data?
How do I bulk upload or import multiple images?
How do I bulk upload or import multiple files?
How do I merge my apps, or copy pages, objects, or other app elements between my apps?
Can I share or connect data between apps?
Can I customize the look and feel of my Knack pages?
Can I migrate or transfer data from Zoho, Quickbase, or TrackVia?
Can I add Google Analytics to my Knack app?
Do you have a sandbox or developer environment?
Can I integrate Knack with other data, products, and services?
Can I have an app in a language besides English?
Can I use Knack on mobile devices?
Can I create invoices and accept payments?
Can I migrate my Access, Filemaker, SQL, or other databases?
Can I use a barcode or credit card scanner with Knack?
Can I prototype for others?
Can I send SMS or text messages using Knack?
Can I email PDFs or other attachments to users with Knack?
Can I add chat or messaging to my app?
Can I sell my Knack apps?
Does the signature captured through a signature field constitute a legally binding signature?
How does Knack work on mobile devices? Is it mobile-friendly? Can users download my apps?
Storing sensitive data (credit cards, social security numbers, etc.)
How secure is Knack?
Will Knack sign an NDA (Non-Disclosure Agreement)?
Does Knack offer access to beta features?
Does Knack offer a partner program?
Is Knack GDPR compliant?
How do I batch download all of the images and files In my app?
Which browsers do you support?
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?
I'm seeing an odd character when importing data. How can I get rid of it?
Can I import something other than data? Like objects, pages, views, etc?
My import is failing or getting stuck. What do I do?
Can my users import data from the live app, instead of going through the builder/back-end?
Can I schedule or automate imports?
Can I import data into more than one object at the same time?
Can I undo or reverse an import?
I am importing data for the first time. How do I do that?
How do I update existing data using an import?
My import is taking a long time. Can you take a look?
I'm having trouble importing into a specific type of field. What can I do?
I'm getting an error when importing. What do I do?
Do the validation rules on fields trigger when importing data?
How To Guides
Users & Logins
Save a User's Payment Method
Force Users to Reset Their Passwords
Create a Single Login Page for Multiple User Roles
Show Records Connected To The Logged-in User's Company Or Other Group
Create an Admin User Role to View All Records
Add Read-Only Access For Users
Show Records Connected to the Logged-in User
Add Functionality to Your Live App
Manage Your Records
Use an Edit Form to Create Records If They Don't Exist
Use Zapier to Insert Connected Records
Copy a Record Using Record Rules
Create a Version History for Records
Track When Records are Created and Updated
Track Which User Last Updated a Record
Workflow & Automations
Add Stages to Your App
Add Status Indicators to Your App
Add Assignments to Your App
Notify a User That an Item is Ready for Review
Create a Registration Form with Limited Availability
Add a Pipeline to Your App
Create a Button or Link that Updates a Field to a Custom Value
Add Notification & Reminder Emails to Your App
Approve New Records Before Displaying Them
Store Multiple Images or Files for Individual Records
Use Multiple Image Sources for a Single Image Field
Work with Connected Records
How to Show Multiple Fields in Your Connection Drop-Down
Showing Parent-Child Records in the Live App
Logic, Equations & Formulas
How to Display Multiple Date Formats Using a Single Date Field
How To Number Line Items
Show Upcoming Birthdays
How to Set a Random ID
Display a Message When a Deadline is Approaching
Generate Simple Numeric Barcodes Automatically
Calculate Age in Years from a Birthday
How to Extract the Start and End Dates from a Date Field
Start an Auto Increment Field from Any Number
How to Add Inline Editing to a Table
Create a Print-Friendly Invoice Page
How to Click on an Image to Go to Another Page
How to Add Connection Links to Views
How to Add a Map to a Details View
How to Add Groupings to a Table
Reports, Queries, and Summaries
Build a Quiz App
Build an Inventory Manager App
Build an Orders App
Build a Warehouse Manager App
Build a Member Directory
Build a Map Directory or Store Locator App
Create a Multi-Part Form
How to Change the Layout of Forms
How to Add Instructions to a Form
How to Customize the Text on a Submit Button
How to Limit an Uploaded File’s Size
How to Automatically Capture a User’s Location on a Form
How to Allow Users to Add New Options in Forms
How to Use URL Variables to Pre-Populate a Form
Add Read-Only Fields to a Form
How to Create Dynamic Dropdowns in Forms
Manage Your Account
Security & Infrastructure
Builder Two-Factor Authentication
Builder Security Settings for All Knack Plans
Security Best Practices
Manage Your Account
Table of Contents
- Users & Logins
Updated by Danielle Kellogg
- Users & Logins
The Knack Dashboard is where you manage your account, as well as access and share all apps on your account.
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.
The Live Application, or Live App for short, is where your users will interact with the data in 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, tables, and menus.
The App Settings are located within individual apps and define the settings for the app, like layout & colors, e-commerce, user logins, and embedding.
Objects are used to separate your data into common groups and are composed of fields and records. You can think of an object like a spreadsheet or a database table.
When object records are shown in connection fields, the value representing the object in the connection field is the display field.This is a specific field chosen to represent that object. By default this is the first field in the object.
Fields are used to define the types of data used in an object. 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 object.
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.
A connection is a type of field used in objects, which links two related objects together. This allows the records in those object to work together in your app.
A connection type where 2 object can only be connected by one record from each object.
Ex. In a connection between the Contact object and the Company object. Each Contact record connects to one Company record and each Company record connects to one Contact records.
A connection type between two objects, where many records from one object connect to a single record from the other object.
Ex. In a connection between the Contact object and the Company object. Each Contact record connects to one Company record and each Company record connects to many Contact records.
A connection type where 2 object can be connected by many records from each object.
Ex. In a connection between the Contact object and the Company object. Each Contact record connects to many Company records and each Company record connects to many Contact records.
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:
Pages in the Live App:
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.
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.
A page that is password protected and requires a user to login.
Single Record Page
Any child page that knows about a single record and will display Details Views, Edit Forms, connected records.
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.
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 table is a view that can be used to display existing data.
The section in the Builder for editing the settings for individual views. You access the View Editor by clicking on the gear icon that contains the view name.
There are multiple view types which format the data in your app differently. These include tables, lists, searches, forms, calendars, maps, reports, menus and rich text.
The primary source is the main object used by a view. For example, if a form view created a new record for the Contact object, the Contact object will be the form’s primary source.
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.
Display Rules are a type of form rule. Display rules control how a form is displayed. Form inputs can be shown or hidden, input labels can be updated based on other form and record values.
Record rules are a type of form and table 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.
Conditional rules are used to set the value of a field based on defined conditions.
Validation rules define which values are or are not allowed to be set in a field via a form.
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.
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.
Users & Logins
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 object in your database.
The account user object stores all user records, regardless of assigned user role.
Users roles are a specific type of user, common examples are Administrator and Employee.
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.
The primary owner of the Knack account, this person has access to all apps and settings on the account.
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 Schema, Records and Pages section of the Knack Builder. However, Shared Builders won't be able to access other apps or settings on your account, delete your app or add new apps.