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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?
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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?
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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
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- Workflow
Workflow
Updated
by Danielle Kellogg
Workflow defines the process, steps, and actions that get your work done.
In Knack, workflow is what turns your static data into dynamic processes designed to impact your business: it moves jobs to the right employee, it alerts customers when an order is ready, it requests approvals from a manager.
Knack doesn’t have one specific workflow feature. Instead, workflow is included in many features throughout the Knack platform.
This article shows examples of the types of workflow available and resources for adding these to your apps.
Workflow Examples
Pipelines
A pipeline is a defined progression with a common start and a common end point. Each record starts at the beginning and through a series of actions progresses through the pipeline.
The most common example is a sales or customer pipeline. The potential customer may begin as a “lead” and follow a specific path on the way to becoming a "customer." Here's how that works in our CRM template:
Learn More
- See it in action with the Custom CRM Example App
- How to Add a Pipeline to Your App
- How to Create a Button that Updates a Field to a Custom Value
- About the Data Source: Only Show Records With a Specific Field Value
Stages
When working through stages in a process, you want to highlight the most useful information for the stage you're currently in.
A great example is a project management app. The project may begin with sales and budget information in the planning stage and then focus on milestones and tasks in the production stage. Here’s how that can work in our Project Management template:
Learn More
- See it in action with the Project Management Example App
- How to Add Stages to Your App
- About Display Rules in Detail Views
- About Page Rules
Approvals
Approvals require information to be reviewed in order to move through a process with defined stages. Each user will see their pending approvals and next steps.
A basic example is approving events before posting them to an event calendar. All events start out with a status of “Pending” until managers have reviewed them and either approved or rejected them. Here’s how that works in our Event Calendar template:
Learn More
- See it in action with the Event Calendar Example App
- How to Approve New Records Before Displaying Them
- About Users
- How to Send Emails
Assignments
Users can be assigned to individual records. Records assigned (connected) to a user can then be made viewable to only that user.
Users can also be assigned to user roles. Those roles can then be used to specify what information and functionality users have access to.
A common example of assignments is a task management app where supervisors and employees perform different actions and view different sets of information. Here’s how that works in our Mobile Workforce template:
Learn More
- See it in action with the Mobile Workforce Example App
- How to Add Assignments to Your App
- About Users
- How to Show Records Connected to the Logged-in User
Status Indicators
Status indicators help you quickly gauge which processes are on track and which ones are in need of attention.
A great example is tracking inventory levels. There needs to be a quick way to see which inventory items are running low and need to be re-ordered. Here’s how that can work in our Inventory Manager template:
Learn More
- See it in action with the Inventory Manager Example App
- How to Add Status Indicators to Your App
Notifications & Reminders
Notifications and reminders keep your users automatically updated of any workflows. You can send customized emails at any step of the process.
A common example is sending a customer an email notification letting them know that they need to pay an invoice. Here’s how that can work in our Customer Portal template:
Learn More
Create Your Own Unique Workflows
The examples above are only a sample of the workflows you can build into your apps.
Take a look at our commonly used features for creating your own unique workflows here: Workflow Tools.