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
Objects & Connections
Plan Your Connections: Complex Example
Working With Objects
Plan Your Connections: Simple Example
Plan Your Objects
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
Table 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 object?
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, objects, 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 object 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 object 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 table, 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?
Does Knack offer access to beta features?
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 objects, 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 object 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 Table
Create a Print-Friendly Invoice Page
How to Click on an Image to Go to Another Page
How to Add Groupings to a Table
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
- What's New?
- Clear Navigation
- Fields & Records
- Getting Help
Updated by Danielle Kellogg
- What's New?
- Clear Navigation
- Fields & Records
- Getting Help
Welcome to the newest version of the Knack Builder! This update adds new features, improvements to existing features, and creates a foundation for additional features and improvements going forward.
The new Builder design adds clear navigation along the side with Schema (previously called objects), Records, Pages, Tasks, and Settings.
- Schema (previously called "Objects"): here you add your objects, fields, and connections.
- Records: here you can edit, import, or run batch updates on records in your app.
- Pages: in this section, you build your Live App by adding pages and views.
- Tasks: here you can add scheduled tasks to run updates or trigger emails. Available on the Pro plan or above.
- Settings: now you can access all of your app settings from the main navigation.
You can also find icons to quickly switch between Schema, Records, and Pages at the top of the Builder.
Fields & Records
Add & Edit Fields in the Records Section
When working in the Records section of the Builder, you can find quick access to edit and add fields directly. You'll now see a dropdown menu that provides field options without having to navigate to your Schema.
You can now use field descriptions to add more context to a field when the name isn't enough.
You'll now see a description input when editing a field. When added, these descriptions will show up as information icons in your field list and record columns. Hovering over the icon reveals the description.
Improved Import Process
We completely overhauled the import process. You can drag and drop your file, with easier mapping to spreadsheet columns, create new fields with specific formats.
Read more on importing records here.
Improved Equation Editor
We improved the equation editor to add more clarity with a larger text window, dropdowns to browse functions and fields, and improved clarity when selecting connected fields.”
Read more about using equation fields here.
On image fields, you can now enable image resizing when images are uploaded, allowing you to ensure images are a web friendly size and reduce overall storage in your app.
Read on how to resize images here
When editing your pages and views, you can now find all settings in the toolbox to the left. The toolbox will display settings for whichever page or view you are working on, so you can view your settings, side by side with your page preview while you are building.
Flexible Page Layouts
When building Pages, flexible layouts are now supported. You can drag and drop your views into one, two or three columns.
Improved Child Page Creation
We have improved the process to create child pages, with no limit to the types of views or how many can be added.
Improved Add View Wizard
Adding new views to your pages is now much more intuitive, with the process broken down into simple steps.
This improvement is particularly helpful in those complex cases where you're working with objects two connections away. Now
you are only dealing with one step at a time, and each choice is very clear.
Improved Connection Clarity
When adding views displaying connected records, the language has been simplified, making it much clearer to select the correct connection when you have many to choose from.
Here's an example of adding a view when you may have multiple connections between the same objects to pick from:
Live View Previews
When editing these views, all edits are now immediately visible in the page preview. So you can make multiple edits in the view settings in the toolbox to the left, and immediately see how it looks in real time in the page preview.
Internal View Names
You can now add and edit internal view names directly in the page preview. You can show and hide view names by using the tag icon in the top menu. When view names are shown, you can edit by clicking on the individual view name in the preview.
Expand Collapse Views in Page Preview
You can now expand and collapse all views in your page preview, making it easier to navigate your pages while building and maintaining your app.
Add & Remove All Fields
You can now remove all fields directly from the preview, or add all the fields from either the preview or the left toolbox. You can also now add a new field directly from the left toolbox without having to navigate back to your object.
Filter Connection Lookups on Tables
In table views, inline editing now allows for filtering connection lookups. This will allow you to filter which options are available for your users to choose while editing inline, similar to the options available in a form input. For example, filtering by connected records with an active status so users can only choose from active records.
Table Record Rules
You can now trigger record rules on tables while inline editing. These rules can update the record being edited, insert a new connected record, update a connected record or send a custom email.
These record rules are similar to form record rules and can be used to do things like track which user last updated a record, send an email when a record is updated, or update/insert connected records when a status has changed.
You can read more about using record rules here.
Details View Layout
Details views now support preset layout options. From the details settings, layouts can be selected to split details into different two column layouts.
Pairing these layouts with field grouping will allow you to display even more record information horizontally.
Learn more about details view layout and grouping here.
Add Views Linked From Menus
You can now a new view linked from a menu view when adding a view to a page. This option is available as a checkbox when adding a new view in the toolbox.
With this option checked, when your new view is added to your app, a menu view is added first which links to your new view on a child page.
Append & Remove Actions
You are now able to use rules to append or remove values from multiple choice fields or connection fields without overwriting the existing values. These rule actions are available on conditional rules, scheduled tasks, record rules, and action links.
For example, when an approval form is submitted, you could use a record rule to append the “approved” tag without overwriting the existing tags.
'Has Changed' Filters
You can now trigger record rules when the value of a field has changed. You can also get more precise by defining when a field has changed to or from a specific value. This is a great way to trigger notifications or alerts if you want to know whenever a critical field value has changed.
If you need any help along the way here are a few helpful resources:
- Knowledge Base: Our knowledge base is full of in-depth how to guides to walk you through every part of building your app.
- Webinars: You can find upcoming webinars and past recordings here.
- How To Videos: You can find weekly Knack Tip & How To videos on our Youtube channel here.
- The Knack Team: As always if you have any questions reach out to us in the messenger in the Builder or email us at firstname.lastname@example.org.