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
Tables & Connections
Plan Your Connections: Complex Example
Working With Tables
Plan Your Connections: Simple Example
Plan Your Tables
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
Grid 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?
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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 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?
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Can I create invoices and accept payments?
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Is Knack GDPR compliant?
Storing sensitive data (credit cards, social security numbers, etc.)
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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?
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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
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 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
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
- All Categories
- How To Guides
- App Walkthroughs
- Build an Orders App
Build an Orders App
Updated by Danielle Kellogg
This article walks you through using Knack to create an Orders app.
The main feature is using a form's Record Rules to copy pricing information from products into order line-items. Equations and Formulas are used to track quantities and totals.
You can see the Orders example app here.
If this your first time creating an app, you'll need to know some basics about adding objects, fields, pages, and views. You can start by reading our Builder Basics section.
Other good resources can be found in our designing the database and building pages sections of the knowledge base.
Define the Objects
1. Add a Products object. This stores all the details about each product that can be ordered, like the Product #, Name, Price, Description, images, etc:
2. Add an Orders object. It should contain details on the Order Date, Order #, and any other order information you'd like to track like the shipping info or any special instructions:
You can read more about adding and managing objects here.
1. Add a Line Items object. Change the first field to an auto increment field and add additional fields for Quantity and Price:
2. Connect Line Items to both the Products and Orders objects. Each Line Item records will connect to a single order record and a single product record:
You can read more about adding connections here.
Equations and Formulas
Add fields to track the total cost of each line item and add those up for each order.
1. In the Line Items object, add a Total equation field to multiply the price by the quantity:
You can read more about using equation fields here.
2. In the Orders object, add a Sum formula for adding up the connected line item totals. This tells each order to find any line items connected to that order and add up the line item totals:
You can read more about using formula fields here.
Build the Live App
1. Add a new Orders page, that displays a table of order records. Also add additional links to:
- Edit each record with a form
- A details page with:
- Details page of the Order
- Table of connected Line Items
- Form to add connected Line Items
2. Add an Add Order form on your new Orders page by first adding a new menu view that links to a new page. Then on that new page, add a form that adds a new Order record.
On that new Order form, change the Submit Rule to redirect to the Order Details page. This way as soon as the order is submitted you can immediately start adding line item records:
3. Edit the Add Line Item form on the Order Details page. Delete the Price and Total inputs, and add a record rule to set the value of the Price to the connected product's price.
By copying the price value this price will be "frozen" in history. Even if you change the product's price in the future, this price will stay locked for this line item:
Extend the App
This is the core functionality needed for a basic order app: adding Products to an Order through a Line Item record that connects to both.
You can easily extend this app to add additional features:
- Add pages to the live app to manage the products.
- Add user logins and track which user added the order.
- Connect each product to a vendor object.
- Add reports to view order totals by product, vendor, or user.
- Add a status field to orders and include workflow to track shipping and fulfillment.