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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?
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Need account access or to transfer account access because account owner or colleague left the company
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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?
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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?
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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
- In-App Notifications
- Additional Resources
Updated by Danielle Kellogg
- In-App Notifications
- Additional Resources
In order to get the most out of your Knack app, you need to keep your users engaged and informed. One of the best ways to do this is to ensure they are notified of the right information at the right time.
There are two ways that you can notify your users: using emails and in-app notifications.
- Emails are sent to your users after triggering events. Emails can be used to confirm, inform or remind your users. For example, emailing a receipt once a user’s payment has been submitted.
- In-App notifications can be triggered if certain criteria are met. These notifications are displayed directly on the page. For example, displaying a warning on the page if a payment hasn’t been made by a certain date or displaying a notification if data has been incorrectly entered.
There are multiple ways that Knack’s built-in email feature can help keep you and your users informed.
Send Emails When Forms Are Submitted
Once a user submits a form in your app, you can have a follow-up email trigger. This email can be used to notify you of a new form submission or automatically follow-up with the user after they submit the form:
In the example above, the user's name, order ID, and other field inputs from the form are included in the confirmation email.
Rules can be added to your form emails so that you can specify who receives an email, and under what conditions. For example, you can create a rule that will send you a notification whenever your form is submitted and the status of an order changes.
Send Emails When Links Are Clicked
In addition to triggering emails after a form has been submitted, you can also add email triggers to your tables, lists and other views where your data is being displayed.
These triggers display as links in your views and will send an email for that record once the link is clicked:
Send Automated Emails on a Scheduled Basis
Emails can also be scheduled so that they are sent on a recurring basis. These emails will be sent based on the criteria that you choose and the values in your records so that you are only sent information about the records that are relevant to you. You also determine exactly when the email is sent and who the email is sent to.
Leveraging this will allow you to create automated notifications that move workflows forward and keep your business going:
There are a few ways you can leverage scheduled notifications:
- Send a daily email that will inform you of any orders that must be fulfilled.
- Send a weekly email that will notify your users of any upcoming tasks that are due for the week.
- Send a monthly summary of projects and tasks. This could include hours used against hours remaining or a list of tasks that have been completed for the month.
- Use Tasks to Schedule Emails
- How to Send Emails
- How to Notify a User That an Item is Ready for Review
- How to Add Notification & Reminder Emails to Your App
Use Zapier for Advanced Emailing
Knack is not designed to handle group or bulk emails. This is because emails sent via Knack do not include unsubscribe links, spam prevention, delivery maximization, and other features that ensure proper delivery.
Apps like Zapier can be used to connect your Knack app with an email service like MailChimp so that you can send bulk emails and newsletters to your Knack users.
You can also incorporate Zapier's Email by Zapier integration to send emails when events happen in Knack, like record creation or updates.
In addition to sending emails to your users, you can also have notification messages appear directly on your Live App pages. These notification options will immediately engage your users when they are using your Knack app.
Display a Notification on Your Live App Pages
You can display a notification on your Live App page using rules to define exactly when the notification displays and who it displays to.
Notifications can remind users of an upcoming due date or display a warning if that due date is past due.
For example, the following notification will display on the page once the user logs in, warning that a payment due date is past due:
- About Page Rules
- How to Display a Message When a Deadline is Approaching
- How to Create a Registration Form with Limited Availability
Display a Notification When a User Inputs Invalid Data
You can also show notifications when a user attempts to submit a form with incorrect or missing data. This allows you to control what data users submit by enforcing the data standards that you specify.
When triggered, a notification will display on the page notifying the user that the data is not formatted correctly. The user will not be able to submit the form until that data is corrected:
Display a Confirmation Message When a User Submits a Form
In addition to sending a confirmation email once a form has been submitted, you can also display a confirmation on the page. This can be used to notify the user that the form was successfully submitted. It can also be customized to include further instructions or contact information for a follow-up:
These are just a few examples of how you can use Knack’s email and notification features to engage your users and add additional functionality to the workflow of your app.