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
Logins and Registrations
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?
Is there an option to pay via invoice, check, wire transfer, or something other than a credit card?
How do I freeze or pause my Knack account?
Where can I find a copy of my receipt or invoice?
How do I add more API calls to my account?
How do I change the favicon for my app?
How do I backup or export my apps and data?
How can I track what users are doing in my app?
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?
How do I bulk upload or import multiple files?
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?
How can I change the color of something in my app?
Is it possible to display more than 100 records at a time on a grid, list, or search view?
Can I migrate or transfer data from Zoho, Quickbase, or TrackVia?
Can I add chat or messaging to my app?
Can I sell my Knack apps?
Can I use Knack on mobile devices?
Do you have a sandbox or developer environment?
Can I send SMS or text messages using Knack?
Can I integrate Knack with other data, products, and services?
Can I create invoices and accept payments?
Can I have an app in a language besides English?
Can I email PDFs or other attachments to users with Knack?
Can I add Google Analytics to my Knack app?
Can I migrate my Access, Filemaker, SQL, or other databases?
Can I prototype for others?
Can I customize the look and feel of my Knack pages?
Can I use a barcode or credit card scanner with Knack?
How secure is Knack?
Does the signature captured through a signature field constitute a legally binding signature?
Does Knack offer a partner program?
How does Knack work on mobile devices? Is it mobile-friendly? Can users download my apps?
Is Knack GDPR compliant?
Storing sensitive data (credit cards, social security numbers, etc.)
Will Knack sign an NDA (Non-Disclosure Agreement)?
Which browsers do you support?
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?
How do I update existing data using an import?
My import is failing or getting stuck. What do I do?
Can I undo or reverse an import?
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?
My import is taking a long time. Can you take a look?
I'm getting an error when importing. What do I do?
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
- Learn More
- Search & Queries
Search & Queries
Updated by Lesley
Your data is only as valuable as the meaning you can get out of it. Search and queries are powerful tools that can help uncover that meaning by revealing the precise information you need at the right moment.
Search features in Knack can be used for:
- Basic searches with keyword search, filters, and sorting
- Advances searches with multiple criteria, exact matches, and any/all logic
- Searching connected data
- Searching locations on a map
In this example app, you can see advanced search options available in a search view showing Contact records.
Here are a few different searches you can try out in that example app to see how search works in Knack:
- Search for where the Title contains "Sales"
- Search for the keyword "Director" and where Status is “Lead”
- Search for where "Address" is near (a zip code) “93102”
- Search for where "Date of Initial Contact" is before “04/09/2017”
This article shows examples of the types of search options that are available in Knack.
Search In The Builder
For quick, one-time searches you can search directly in your Knack Builder. There you can quickly dig into your data with keyword searches and filters. Searching in the Builder is great for checking your data while building or managing your application.
You can find these quick search options by accessing your table records in the Records section of the Builder. For example, in this Event Calendar app, you can quickly search for Event records that are not Featured. In the search below, you can see we have added a filter to only show records where "Featured is No":
- About the Knack Builder
- Learn more about managing records in the Knack BuilderSearch In Your Live Application
In the Live Application, you can add traditional search options like keyword search, filters, sorting, and pagination. You can also add more robust functionality by showing results from connected records, querying by the logged-in user, geospatial search with maps, and combining search with reports.
Basic Search Options
Basic search options can be added to views like grids, lists, calendar, and maps to give your users multiple ways to search your data. You can even predefine these search options to present data that match your exact search criteria.
Basic search options include:
- Keyword search
- User-defined filters
- Preset filter menus
- Predefined options with internal filters, sorting, and grouping
With keyword searches, you can quickly search through your data to target a specific keyword. This is one of the most common search types which allows users to easily filter data.
In Knack, the keyword search option will search every field in a single grid.
For example, if you have a grid listing multiple Company records, you can search for the keyword "Coffee" to return all the Company records which contain the word “Coffee”.
User-defined filters can be enabled to allow your users to dig into your data with their own criteria.
For example, on a grid showing Inventory records, users can filter by a specific Supplier.
Filter menus allow your users to apply predefined filters by simply clicking a link in a menu.
For example, you can create a predefined filter menu to easily view different stages of a project pipeline. Projects will be filtered based on the filter menu items created to correspond with different project stages.
Predefined Search Criteria
With the data source options, you can control exactly how your data is presented to your users in views.
This allows you to enforce internal criteria on what data will show in those views by adding:
- Sort settings
- Limiting how many records are displayed.
For example, in this Equipment tracker, you can create a grid only showing the ten most recent borrowed or returned items records.
Sorting, Grouping, and Pagination
You can also customize how the user interacts with the queried data with tools like sorting, pagination, and grouping.
For example, in this grid, you can see Donation records grouped by Campaign. You can also see pagination options and sort options have been applied.
- About Views
- Learn more about grids, lists, search, calendar, and map views.
- Learn more about which records will display by using the Data Source options.
- Learn more about how to add groupings to a grid.
Search By The Logged-in User
Searching sometimes needs to be done on a per-user basis. In these cases, you can build views only showing records connected to the logged in user.
For example, you can build a grid only showing Lead records connected to that logged in Sales Rep. This will allow users to search within this set of records without accessing records of other Sales Reps.
Knack has a search view that includes more options for advanced searches:
- Complex searches with multiple criteria and exact matches
- Apply any/all logic to multiple choice and lookup options
- Layout options to display multiple filters in columns
More complex searches are possible by combining multiple filters and keywords with more precise matching criteria. For example, you can limit the search to target specific fields with filters. You can also allow your users to select checkboxes to quickly narrow down by multiple choice or connected values.
Even more powerful is the ability to search with exact matches. This allows your users to only find what they need and in some instances protect data that they don’t need to see.
For example, in a search view showing Orders, you can add advanced search options to only return a single record that is an exact match for the "Tracking Number" field.
Advanced search options can also allow you to run specific searches on multiple fields at once. For example, in a grid of Employee records, you can search the Department field for "Marketing" and the Date of Hire field for values during the last month. In this search, both criteria would need to be true to return a record. So this search would only return records for new marketing employees hired in the past six months.
- Learn more about using search views.
- How to simulate a login with a search view
Search Connected Data
Beyond searching for a single set of records, you can also search connected data. When views display connected fields, your users can filter based on those connected fields.
For example, let's say you have a grid showing Student records that include a "Class Name" field with their connected Class. Your users could filter the data based on that connected “Class Name."
- Learn more about using connections in your app.
Search Maps By Location
With map views, you can harness the power of geospatial searches by searching based on addresses in your records. For example, you can search by zip code or postal code to return records within a set distance.
Note: Map searches only available on the Pro plan and above.
- Learn more about using map views to search.
Search Options For Reports
Knack report features enable you to group your records together and run reports on those groups. For example, you could group orders by month and then run reports on the total orders for each month.
Reports include the same search options to filter which records are included in these groups. You can control which records are shown using source filters, queries based on the logged in user, user-added filters, and predefined filter menus.
- Learn more about using report views with Knack.