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Builder Guide
Builder Basics
Tables & Connections
Plan Your Connections: Complex Example
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About Connections
Plan Your Connections: Simple Example
Connection Types
Plan Your Tables
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Connecting Records Together
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Connections: Troubleshooting & FAQs
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Numeric Equation Functions
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CSV Format Guide for Importing
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Source: Which Records Will the View Display
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Accounts
How do I cancel my Knack account?
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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?
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Managing Apps
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?
App Building
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?
Can I migrate or transfer data from Zoho, Quickbase, or TrackVia?
Can I add chat or messaging to my app?
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Can I create invoices and accept payments?
Can I have an app in a language besides English?
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Can I migrate my Access, Filemaker, SQL, or other databases?
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Other
How secure is Knack?
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Does Knack offer a partner program?
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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?
Imports
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
Forms
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
Customize Views
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
Using Mailchimp
Approve New Records Before Displaying Them
Workflow Tools
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/Time Field
How to Display Multiple Date Formats Using a Single Date Field
Reports, Queries, and Summaries
App Walkthroughs
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
Knack Status
Data Locations
Builder Security Settings for All Knack Plans
Builder Two-Factor Authentication
Performance
Table of Contents
- All Categories
- Builder Guide
- Records
- Export Records
Export Records
Updated
by Lesley
You can export your records into multiple formats from both the Builder and your Live App.
When exporting, you have three format options:
- CSV: CSV stands for Comma Separated Values and is the most common format for manipulating data with a spreadsheet. CSV files can be opened with Microsoft Excel and most other spreadsheet programs. Note: This is the format required for importing back into Knack.
- TXT: Text format separates values with tabs and can also be opened with Excel and other spreadsheet programs.
- JSON: JSON is a special JavaScript format commonly used by programmers and developers. This can be a convenient way to back up the records in your database.
Export from the Builder
You can export your table's records at any time from the Knack Builder. When viewing a table's records, select "Export" from the top menu, then select your preferred format type.
Note that you can only export one table at a time and all fields in that table will be exported.
When exporting from your Knack Builder, you can limit which records are included in that export by filtering the records beforehand. You can learn more about filtering records in the Builder in the Manage Your Records support article.
Export from the Live App
Records can be exported from the Live App by enabling exporting for views that display multiple records, such as grid or list views.
Exporting can be enabled from the "Options" section of the view settings when editing views in the Builder toolbox.
This will add an export link above the view. This is a good option if you wish to allow your users the option to export records directly from your Live App.
When exporting from the Live App, only fields in that view will be exported. For example, if a table has twelve fields, all of those fields are contained in the export from the builder. However, if you add an export link to a grid that only displays four fields, the export will only contain those four fields. This helps you control which users have access to the data within your app.
Exports from the Live App will export all records currently in the view. Though a view may contain 100 records, and the first page of that view only displays the first 25 records, the export will include all 100 records.
Exporting Images & Files
Exporting an image or file field type will provide you with the URL for the file's location in our server. If you wish to batch download all these images, we would suggest using a tool like Download Manager to have it manage all the downloads for you.
Another option would be to use the Image Sniffer tool, that comes with the Download Manager extension, while viewing a listing of your images, in order to automatically find all images on a page, and download them in a batch. Our testing indicates that files download into an HTML format so this tool may not work well for files.
Exporting Names & Addresses
Name and Address field types contain subfields and will be separated into multiple columns when exported. For example, a name field can contain a title, a first name, and a last name so the export will include columns for each of these subfields.
Advanced Exporting
If you need advanced export options not available with export options in the Builder or Live App, we would suggest looking into services like Zapier or Integromat that would allow you to connect with third party services.
Further, we also have an API available that would allow you to build custom export functionality into your app using custom code. You can read more on using custom code and our API here: docs.knack.com
Notes & Troubleshooting
- Exporting paragraph text field values do include the HTML, such as <br /> for line breaks. There is no need to remove any HTML for re-importing to Knack.
- The option to export all of the data in an app at once is not available at this time. You can only export data from one table at a time.