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?
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 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 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?
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 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
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/Time 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
- What are User Pages?
- Manage User Pages
- Build a User Page
- User Page Settings
- All Categories
- Builder Guide
- User Pages
Updated by Lesley
- What are User Pages?
- Manage User Pages
- Build a User Page
- User Page Settings
What are User Pages?
A user page is designed to handle administrative user tasks. For example, they can be used to display a logged-in user’s membership information or provide a form for updating account information.
User pages are not included in the Page Menu. Instead, they have their own separate User Menu in the top-right corner of the Live App:
They can have the same page types as standard pages, except for login pages. For more information on standard pages, click here.
Where Do I Access User Pages?
In the Builder, you can access your user pages by clicking on Pages in the left menu. All of your user pages are listed in the User Pages section of the page tree. You can click on any user page in your tree to see its views and settings.
Here is an example of user pages in the Customer Payment Portal app:
Manage User Pages
Add a User Page
You can add a user page by clicking the add “+” icon in the User Pages section of the page tree:
Edit a User Page
When you select a user page from the page tree, you can edit that user page by selecting the “Settings” option from the More Options menu (the down arrow icon) at the top or next to the page’s name in the page tree:
Copy a User Page
You can copy any of the start user pages in your page tree.
Find the start user page you want to copy and click the More Options menu (the down arrow icon) and select the “Copy” option. A new window will pop up where you can give the copied user page a name.
Click “Copy” and your new user page will be immediately copied and accessible in your Live App. All views and child pages will also be copied.
Delete a User Page
You can delete a user page by clicking the More Options menu (the down arrow icon) and selecting the “Delete” option. You'll be asked to confirm the delete.
Build a User Page
You can add as many start user pages as you need by clicking the add “+” icon in the User Pages section of the page tree.
This brings up a new window that will guide you through adding your user page. The Quick Start will ask you to select which user roles should have access to the user page and which table's data you want to work with:
Each start user page created will be added to the user menu. The user menu is the navigation menu your users see in the top-right corner of the Live App:
If you include a password field on an edit/update form, then you can edit the password input field to see some special password actions to further control how passwords are handled:
- Require the logged-in user's current password: When enabled, this action requires that the user enters their current password in order to submit the form.
- Update the password: When enabled, this action allows the user to update their password.
You can set a custom label for each action when enabled.
If both are enabled, then the user will have to provide both the current password and create a new password. So only enable both at the same time if you want users to provide both.
User Page Settings
You can customize other options for a page from the “Settings” section.
You can access page settings by selecting the “Settings” option from the More Options menu (the down arrow icon) at the top or next to the page’s name in the page tree. Here are the Settings options:
The page name will display in menus and links throughout your Live App.
Knack builds a URL for each page by including what you add here, as well as some record identifiers when necessary.
The Page URL follows the app name, so the URL to access the Update My Account page is:
Every view linking to this page will be automatically updated to use this new URL.
Add a Print Link
You can add a print link to your pages. This link will display in the upper right section of the app. Clicking that print link will send a printer-friendly version of that page to the browser's print function:
Display in a modal popup
Enabling this option will cause your entire page to render in a modal popup. This is great for scenarios where you want to view/modify records, but not have to open an entirely new page to do so:
You can choose to make a user page available to all or only selected user roles.
If you select the "Grant permission to every user" option, then all users will have access to that user page from the user menu.
If you select the "Limit permissions to specific user roles" option, then you can select which user roles should have access to the page from the user menu.
Page rules are actions that can be automatically triggered based on conditions you define as soon as a user enters a page.
For example, let's say you want to alert your members when their membership is close to renewal. A page rule can be defined to show users a message reminding them of their upcoming renewal based on the renewal date.