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
Updated by Danielle Kellogg
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 object 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 tables, 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 object.
For example, if you have a table 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 table 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 table 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 table, 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 tables, 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 table.
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 table 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 table 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.
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 table 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.