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
Objects & Connections
Plan Your Connections: Complex Example
Working With Objects
Plan Your Connections: Simple Example
Plan Your Objects
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
Table 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 object?
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, objects, 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 object 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 object 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 table, 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?
Does Knack offer access to beta features?
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 objects, 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 object 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 Table
Create a Print-Friendly Invoice Page
How to Click on an Image to Go to Another Page
How to Add Groupings to a Table
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
Updated by Ro Chittick
What is the Page Menu?
The Page Menu is the main menu that appears at the top of your Live App and contains a link to each one of your starting pages. Using the page menu your Live App users can easily navigate between the main pages of your app.
The page menu will stay visible regardless of which page is being viewed unless the menu has been disabled or a user does not have permission to access that page.
Here's an example of a page menu for the CRM template when logged in as a Sales Manager:
Activate the Page Menu
By default, the page menu is enabled for every starting page added to your app. However, you can enable and disable the page menu at any time from your app settings. From the Settings section of the Builder, click the “App Settings” option. There, select “Live App Design” and then “Header” to manage the page menu.
There you can enable or disable the page menu for every start page. In addition, you can enable user based menu items, which only shows menu options the user has access to.
Manage the Page Menu
The page menu displays a link for each starting page in your Live App. So to add a new link to your page menu, this requires adding a new page to your app.
To add a new page to your app, click the green “+” button in the Pages section of the Builder. This will open dropdown giving you the option to add a public page, login page, or dropdown menu.
- Public Page: this option will add a new page to your app that does not require a login. Anyone with the link will be able to access this page.
- Login Page: this option will add a page that requires a user to login before accessing. You will choose which user roles are able to login.
- Dropdown Menu: this option will allow you to group pages from your page menu into a new dropdown on your page menu.
As soon as you add the new page, it will be available as the last link in the page menu:
Hide Individual Links
While each starting page is included in the page menu by default, you may not want every page to be visible from the page menu. Each individual page’s visibility can be controlled from the Settings tab of the specific page.
To hide a page from the page menu, uncheck the "Include this page in the Page Menu" option in the Page settings for a specific page.
Hide the Page Menu from a Page
It is also possible to hide the entire page menu from a specific page. To remove the page menu from the page, uncheck the "Display the Page Menu when viewing this page" option from the page’s settings.
Change the Order of the Links
The order of the menu is set by the order of the starting pages in your pages list. To change that order you can drag a starting page and drop it in a new order.
You can add icons to the page menu links by editing the icon option in the Settings for each page. Open the settings by clicking the more options icon (the “...” icon) then click the “add icon” link and you will be able to choose an icon.
When selecting an icon, you can also edit the alignment.
- Left: the icon will appear on the left side of the button text.
- Right: the icon will appear on the right side of the button text.
You can group pages on the page menu into dropdown menus. This helpful for consolidating related links in your page menu:
You can watch a quick overview of adding dropdown menus here:
Add a Dropdown Menu
To add a new dropdown menu, navigate to the Pages section of the Builder and click the green "+" button above the page list. Then click the “Dropdown Menu” option.
This will prompt you to select which starting pages to include in the dropdown menu in the toolbox. Check the pages you wish to include and then click “Continue”. Next give your dropdown menu a name and click “Add Page”.
This will add your dropdown menu to the page tree on the left side of the Builder.
Now your dropdown menu will be visible in the page menu when viewing your Live App.
Manage Dropdown Menus
To add or remove pages from an existing dropdown menu, click on the dropdown menu in the pages tree. There you can edit the pages included in the dropdown on the right or open the "Settings" for that menu to edit the pages or change the name of the dropdown menu.
Delete a Dropdown Menu
To delete a dropdown menu, click on the more options icon (the “...” icon) next to the dropdown menu in the page list. Then select "Delete" and the dropdown menu will be removed from the page menu. Note, that deleting a dropdown menu will not delete pages from the app.
Use Page Menus in Your App
User Roles and the Page Menu
If your app is set up with user roles, you can set the page menu so that the page links will show based on the user roles.
This means that when a user logs in they will only see page links for pages that are accessible by a user role they are assigned to. They will also see page links for any pages that are not protected with a login.
For example, let's say you have one start page that only Sales Manager user roles can access, and another page that only Sales Rep user roles can access. When a Sales Manager logs in they will only be able to see a page link to that Sales Manager page (since they've been assigned that user role). They won't see the link to the Sales Rep page.
To enable/disable user-based page links, navigate to the Live App Design > Header section of the Settings section of the Builder. There you can edit the “User-based menu items” option.