Quickstart Videos

Learn what you need to get started with the three building blocks of all Knack apps - Data, Pages and Logic

Data

For this tutorial, you can use the sample data already in your app when you sign-up. 

 

Knack can predict the format of most of your columns during import. This format guide to import gives you details. 

More videos and articles: 

Pages & Views

Next, design your app using Pages and Views. Views are the building blocks to design on a Page.

Logic

Automate Workflows with Actions & Rules: 

Actions buttons unlock the ability to update and delete records at the click of a button: 

 

Preview Changes & View Your Live App

Finally, hit the Preview button on the top right of the builder to view your app as your users would:

 


 

Further Exploration: 

Filter Displays to Control What Different Users See

There are five ways to filter what your users see in Knack: 

1. Allow your user to add custom filters: This feature will add a button labeled "add filters" to the grid, giving users the freedom to filter records based on their own criteria. 

Go to Grid Settings > Scroll down to Filter Options > "Allow users to add custom filters"

2. Allow users pre-built filters using Filter Menus: Filter menus allow users to cycle between multiple pre-filtered Views. You could use them to create a pipeline view of your workflow, filter by a 'status' column and more.

Go to Grid Settings > Scroll down to Filter Options > "Use a filter menu"

3. Ensure a user cannot see certain records:  You can add a filter behind the scenes that 
customizes which records are shown and how they are sorted. Users can't change this. 

Go to Grid Source > Add a "Filter Rule" > Create filter conditions for rows as you would in Excel

See more about "All" and "Any" conditions here

4. Ensure a user cannot see certain column fields: You can add a Page Rule that hides an entire View from a specific user group. Duplicate your View on the same page, deleting Columns that this restricted user group should not see in one version. Then, using page rules, hide the version without deleted columns from the restricted user group. 

Page_Rules

5. Filter by the Logged In User:  Display only the record rows that are connected to the user currently logged-in when adding a View. Before you can do so, watch this video.

Logged_inUser

 

More about Pages & Views

Display 'Details' Pages & Views

Allow your users to drill down into specific rows of a Grid View by adding a "View" button to each row. Clicking on "View" takes the user to a "Details Page" that shows details for that one row:

Details_View_v2

As you build out your Pages and add more "Details" Pages, the left hand side panel of your Knack Builder will start to look like layers of nested pages, which you can expand out. 

You have a Top-level page. Each top-level page has nested Details Pages:

 Top-level pages      Details pages
        
  • A Details page allows you to drill down into a specific record in your database, while a top-level page allows you to view all the records in that database.
  • Details Pages and Details Views get created when you add a "View" or "Edit" action button on your Top-level page, usually inside a Grid, List, or Calendar that shows all records. 
  • You can add multiple Details Views to a Details page!
  • Remember the datasources you can display are different on a Details Page. On this type of page, you can display details of a specific record, or records linked via a connected table. For example, if a client order has many 'line items' connected to it, you can display all orders on the top-level page and display just the line items for a specific order on the Details Page. 

Customize Your App Further

At this point, you can see the customizability and speed with which Knack allows you to get your users to interact with data.

There is, however, a lot more to unlock in your workflows. If you wish to add logic, rules, and trigger actions with your views, these articles are a good place to learn: