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
- Supported Processors
- Manage Payment Processors
Updated by Sarto Jama
- Supported Processors
- Manage Payment Processors
In order to accept payments, you need an account with one of our supported processors to process the payment. The user will submit their credit card information using one of these processors, which will then charge the card and transfer the money to your account; this means that Knack does not store any credit card information.
Knack currently supports the following two processors:
We recommend Stripe because it offers a more seamless experience. Your user can complete the entire payment process directly from Knack and you can implement features for a customer to store their card information to make easy future payments.
You can also sync your customers between Knack and Stripe by storing a customer's payment method. You can learn more about this in Store Payment Method.
We use the Stripe.js v2 library to send the card data from our front end, we never allow credit card data to touch our servers.
PayPal Express Checkout
The other payment processor available is PayPal. With this processor, your app users can use their own PayPal account to make a payment. If your user chooses PayPal during the payment process, they will be redirected to a new PayPal page and then redirect back to the Completion Page in the Live App.
From the PayPal page the user can choose to use a credit card or their PayPal funds to make the payment.
Manage Payment Processors
Add Payment Processors
Payment processors can be added in the E-Commerce section of your App Settings:
You can add multiple processors of the same type (2 different Stripe accounts, for example). To add a new processor, click on the ‘Add Processor’ button and Select a Processor Type:
Depending on the Processor selected, you’ll need to enter the following credentials:
The following credentials are required. You can retrieve your all of these from your Stripe API Keys page
- Test Secret Key
- Test Publishable Key
- Live Secret Key
- Live Publishable Key
- Default Currency
To get your Stripe Live & Test Credentials, follow these steps here.
The following credentials are required.
- Test Username
- Test Password
- Test Signature
- Default Currency
You can retrieve these from the Account Settings page on your PayPal business account.
From there go to Settings > Account Settings. Next select "Account access" and then choose to update the "API Access".
Navigate to the section called "NVP/SOAP API integration (Classic)". From there, it lets you request an API signature and the username, password and the signature to use are displayed.
Edit Payment Processors
Once a payment processor has been added, you can edit your payment processor at any time by clicking on the edit icon next to the processor name.
Delete Payment Processors
Payment processors can be deleted from your app’s E-Commerce Settings. If you delete a Processor that’s currently being used in a Payment View, you’ll need to assign a new Payment Processor before the view can be used again.
Click on the delete icon to delete a specific processor:
Use Payment Processors in your Apps
Now that you have added at least one payment processor, you can use it in any Payment view. You can control an existing payment view’s payment processor at any time from the Settings tab:
Multiple Payment Processors in a single Payment View
One of each payment processor type can be enabled in a payment view:
The only exception is in a customer view, where only Stripe processors can be used.
When more than one processor type is enabled, the user has the option to choose a processor at the time of payment:
Notes & Troubleshooting
- If you delete a Processor that’s currently being used in a payment view, you’ll need to assign a new payment processor before the view can be used again.