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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?
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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
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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
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How to Click on an Image to Go to Another Page
How to Add Groupings to a Grid
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Force Users to Reset Their Passwords
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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
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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 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
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About Knack Accounts
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App Settings: Map Provider
Script Attack Protection: Whitelisted Custom Code Elements and Attributes
Script Attack Protection: Protected Areas
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Security Best Practices
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Builder Security Settings for All Knack Plans
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Performance
Table of Contents
- All Categories
- Builder Guide
- Views
- Using Submit Rules
Using Submit Rules
Updated
by Lesley
What are Submit Rules?
Submit rules determine where the user is redirected after they submit a form successfully. This is often a crucial piece of setting up workflow, as you can redirect a user from one form to another - or to any other page in your app which your user can access.
Build Submit Rules
Submit rules can be accessed in the Settings menu for your form. Select the Rules option under the Form Menu and Submit Rules on the following menu:
Add a Submit Rule
Each form will include one submit rule by default. This rule cannot be removed. You can add additional submit rules by clicking the Add Rule button below your default submit rule:
Edit an Existing Submit Rule
The criteria for your submit rule can be edited directly in the settings screen. You can also rearrange the order of your submit rules by clicking the ‘move’ icon for that rule and dragging it above or below your existing rules:
Copy a Submit Rule
You can copy existing submit rules by selecting the copy icon in the top right corner of the rule.
Submit Actions
There are 5 actions that you can choose for your submit rule. The action that is chosen is what determines what occurs once your form is submitted.
Show a confirmation message
After submission, the form will fade out and the confirmation text will appear.
There are two additional options here:
- Show a link to reload a form
- Automatically reload the form
Below is an example of a form that displayed a confirmation message and a link to reload the form once the form was submitted:
Redirect to an existing page
After submission, the user will be redirected to an existing page in your app that you have specified. Submit rules can redirect the user to existing parent/top-level pages and any child page that shared the same data source as the form.
Redirect to the parent page
After submission, the user will be redirected to a parent page. This is perfect if your form adds a child record, and you want to send your users back to a page showing all parent records.
Examples
- After a user creates a record, send him/her back to the parent page with a grid showing all records for that table.
- Upon form submission, redirect the user to a page with a rich text view which serves as a "thank you" page.
Redirect to another website's URL
After submission, the user will be redirected to any URL of your choosing. For example, upon form submission, send the user to an existing "thank you" page at the end of their workflow.
Redirect to a new child page
Create a new child page to which to direct the user.
You can add any views you wish to this page, and it will automatically work with the form's record. This means you can have a user insert a new record and immediately be redirected to that records relevant views (a details view, for instance).
When
This is the condition(s) that triggers the submit rule:
You can add multiple conditions for each rule based on field values by clicking on the green ‘+’ button next to your rule. Please note that if you do add multiple conditions here, all conditions must be true in order for your submit rule to trigger.
Notes & Troubleshooting
- If a submit rule does not seem to be working, make sure you don’t have a second one with the same trigger, as the second one will take precedence over the first.
- You will not be able to add ‘When’ conditions to your first, or default, submit rule. Your default submit rule will trigger with every form submission that doesn't match another submit rule.