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 Lesley
What are Lists?
List views are used to display multiple records from an object in your database using a flexible layout of rows.
Any of the fields from that object can be used as details in the list. Each record in a list can be linked to a child scene to edit or view more details about that record.
Manage List Views
Adding, editing and deleting views are managed the same regardless of view type. To learn how to add, edit, and delete list views from your app, see About Views.
To access the settings of a list view, hover your mouse over the view and click on the pencil icon that appears at the top left of the view. This will open options for Source, List Settings and List Details which can be edited in the toolbox to the left of the page preview.
The source section is used to control which records the list will display and how they will be displayed. Here you can add filters to limit records, define the sorting and limit the number of records shown.
- Data: the table will display all the object's records by default. Use the data section to add rules to limit which records will be displayed.
- Sort: control the default sort order of which records will be displayed first.
- Limit: show all the available records or limit to a specific number.
The List Settings section provides options for formatting your list and how users will be able to interact with your list in the Live app.
The list layout allows you to display the records in your list in 1, 2, or 3 columns.
Hide Fields Without Values
Enabling this option will hide any fields from the list view that do not have a value in that record.
Displaying a keyword search will present a search field above the table for the user to enter keywords to filter which records will display. These keywords will search the entire record.
On the search results display, a “reset” link will appear. Clicking this will reset all search criteria to easily search again with new criteria.
Enabling exporting allows the user to export all the data from the list into another format. An export link will appear in the top left, with options for downloading in a CSV, Text, or JSON format.
With this option you set the label formatting with the options: Left aligned, Right aligned, Top - above the value, and None - hide label.
Empty List Text
Here you can customize the text that will display with there are no records in your list view. The default text is “no data”.
Pagination determines how many records will show at one time. If the total number of records exceeds the number set here, then links will be added to the list to navigate to additional pages, displaying more records.
The pagination section contains three features that you can enable to customize your list view:
- Set how many records (10, 25, 50, or 100) to view at a time
- Let the user set how many records to view per page: This allows the user to change how many records they are viewing per page.
- Show pagination controls at the bottom of the list: this will display pagination controls at the bottom of the list as well as at the top. By default this will be the "page X of X" display. If the feature to allow users to set how many records to view per page is enabled (see previous bullet point) this option will also show at the bottom of the list.
The options in the Filters section allow you enable or disable filters for your users. Filters give the user tools to further refine which records the list will show.
- Don’t allow records to be filtered: this option will remove filter options from the list view and your users will not be able to filter the records.
- Allow users to add custom filters: this options will allow your users to add their own custom filters. You can refine this to allow all fields in the object to be filtered or only fields present in the list view. In addition you can add starting filters that will automatically be applied when the page is loaded.
- Use a filter menu: this allows you to set a predefined filter menu that your users can navigate through. With this option users can’t add their own custom filters.
Title & Description
This section allows you to customize the title and description for the list view. The title will be added directly above the view in your Live App. The description will be added above your view below the title. Descriptions can be used to give your users more context about how to use a view.
The “List Details” section is where you control what content is available in the list view. Here you can add and remove fields, add action links and static elements to the list view.
This section is split into four areas:
- Fields: Here you can add and remove fields from the primary object of the record being displayed.
- Connections: Here you can add and remove fields from any connected objects which are connected to the primary object of the record being displayed.
- Actions: Here you can add links to perform actions like, editing, deleting, viewing more details, triggering an action or linking to another page.
- Static: Here you can add additional titles, instructions, or dividers within your list view.
Fields: Adding & Editing Fields
The “Fields” tab on the “List Details” section when editing a details view contains all fields available in the primary object which is being used for this view.
To add a field to your list view, you can either click on the field in the list in the toolbox, or drag and drop the field into your details view in the preview.
To edit a field on the list view, hover over the field in the preview and click the pen icon. This will open the Item Properties for that field in the toolbox to the left. Here you can update the label format, label title and styling.
- Label Format: use the label format set for the group or use "Hide Label" to hide the label and just show the field value.
- Label: the label displayed with the field value. This defaults to the field name.
- Style: this allows you to style the field with header 1, header 2, bold or italics.
- Map: this option only appears for Address field types and will show a map of the address above the listed address. Once you’ve selected this option, you can customize the size of the map.
Fields can also be rearranged in the details view by clicking and dragging a field to a new place.
To remove fields from your list view, hover over the field in the page preview and click the trash can icon.
Connections: Adding & Removing Connected Fields
The connections tab allows you to add fields from objects connected to the primary object being displayed. So you can display connected values without having to include those values directly in the primary object’s record.
The actions tab allows you to add links which trigger actions to your list view. Action links can be used to do things like add links to edit or delete the record, link to another page, or trigger an action.
These are the following action links available:
- Edit record: this will create a new child page with a form to edit this record. Clicking on the link will go to that page to edit the record.
- View record details: this will create a new child page displaying all the details for this record. Clicking on the link will go to that page to view those details.
- Delete record: this will add a link to delete a record. When the user clicks on the link they will be asked to confirm the delete. Clicking yes will then remove the record from the app.
- Link to another page: reuse another page you've already created by linking to it. For example, if you already had a complex scene that was showing details about a contact record, we could link to that scene instead of recreating it.
- Trigger an action: this option adds a link which will trigger an action, such as updating a record, updating a connected record, inserting a connected record or sending a custom email
Adding Static Elements
In addition to fields from your objects, you can also add static elements to your list. This includes additional title/copy and dividers to help add more context to your list view.
- Title/Copy: This will add a section to display additional text content as either a section title or description.
- Divider: This will display a divider on the list view wherever this is placed. This is great for separating your list view into sections.