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 Sarto Jama
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:
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.