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Plan Your Connections: Complex Example
Plan Your Connections: Simple Example
Connecting Records Together
Use Connections in Your App
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Connections: Troubleshooting & FAQs
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What is a dedicated support manager?
Is there an option to pay via invoice, check, wire transfer, or something other than a credit card?
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The menu isn't showing for my app on mobile devices. How do I fix that?
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Is there a way to add a display rule to multiple columns at one time instead of having to update each column individually?
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Do I need a separate user role object for my Vendors, Customers, Employees, Contacts, etc?
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How To Guides
Users & Logins
Save a User's Payment Method
Force Users to Reset Their Passwords
Create a Single Login Page for Multiple User Roles
Show Records Connected To The Logged-in User's Company Or Other Group
Create an Admin User Role to View All Records
Add Read-Only Access For Users
Show Records Connected to the Logged-in User
Add Functionality to Your Live App
Manage Your Records
Use an Edit Form to Create Records If They Don't Exist
Use Zapier to Insert Connected Records
Copy a Record Using Record Rules
Create a Version History for Records
Track When Records are Created and Updated
Track Which User Last Updated a Record
Workflow & Automations
Add Stages to Your App
Add Status Indicators to Your App
Add Assignments to Your App
Notify a User That an Item is Ready for Review
Create a Registration Form with Limited Availability
Add a Pipeline to Your App
Create a Button or Link that Updates a Field to a Custom Value
Add Notification & Reminder Emails to Your App
Approve New Records Before Displaying Them
Store Multiple Images or Files for Individual Records
Use Multiple Image Sources for a Single Image Field
Work with Connected Records
How to Show Multiple Fields in Your Connection Drop-Down
Showing Parent-Child Records in the Live App
Logic, Equations & Formulas
How to Display Multiple Date Formats Using a Single Date Field
How To Number Line Items
Show Upcoming Birthdays
How to Set a Random ID
Display a Message When a Deadline is Approaching
Generate Simple Numeric Barcodes Automatically
Calculate Age in Years from a Birthday
How to Extract the Start and End Dates from a Date Field
Start an Auto Increment Field from Any Number
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 Connection Links to Views
How to Add a Map to a Details View
How to Add Groupings to a Table
Reports, Queries, and Summaries
Build a Quiz App
Build an Inventory Manager App
Build an Orders App
Build a Warehouse Manager App
Build a Member Directory
Build a Map Directory or Store Locator App
Create a Multi-Part Form
How to Change the Layout of Forms
How to Add Instructions to a Form
How to Customize the Text on a Submit Button
How to Limit an Uploaded File’s Size
How to Automatically Capture a User’s Location on a Form
How to Allow Users to Add New Options in Forms
How to Use URL Variables to Pre-Populate a Form
Add Read-Only Fields to a Form
How to Create Dynamic Dropdowns in Forms
Manage Your Account
Security & Infrastructure
Builder Two-Factor Authentication
Builder Security Settings for All Knack Plans
Security Best Practices
Manage Your Account
Table of Contents
- Connections in the Builder
- Connections in the Live App
Updated by Danielle Kellogg
- Connections in the Builder
- Connections in the Live App
Connections in the Builder
This information is referenced in the About Connections article. If you're just getting started, be sure to start with that article first. This article provides detailed information on the ways you can implement and use connections in your app.
Using Connections with Records
Once you have added your connection and defined how your connection works with your objects, now you can connect your records together.
It is important to note that connecting two objects together does not automatically connect the records in those object. These will need to be individually connected by assigning those connection field's values.
Connection fields work like lookups, sometimes called dropdowns, so when you edit a record, you can use that field to look up which record(s) to connect it to.
Here's an example of connecting a specific contact record to a company record:
Each company record will be available in that dropdown to connect the contact record to.
When editing a connection field, the records from the connected object show in a dropdown with the value from that single field. This is called the display field and each object has a designated display field.
You can change this field by updating the display field for that object. With the object selected in the Schema or Records tab select the "..." more options icon at the top of the Builder. There you will be able to change the Display Field setting. In the example below, the connection's display field is the Company Name field.
The display field value will then appear in any connection fields that work with that object:
You can define connections when importing new records into your app. This is done by matching against a common value during your import. For example, if you are importing Employee records, you could connect each Employee to a Company by using a column like "Company Name" to match against a company record and connect to that record.
Calculate Sums, Averages, and Formulas on Connected Records
Formula fields are special fields that run calculations on connected records and stores the result.
For example, you could store the count of students connected to a class, or the average sale connected to an employee.
Click here for more on formula fields.
Include Connected Values in Equations
Equation fields can include values from connected records. This allows you include values from connected objects in your calculations. When adding fields to an equation in the equation field editor you will notice connected records listed in the field dropdown. The example below shows Vendor fields connected to the Line Item object, denoted as Line Items > Vendors.
Click here for more on equations.
Connections in the Live App
Display Connected Records in Your Live App
One of the best ways to use connections is to show connected records in your Live App. For example, we could show any contacts connected to a single company:
When you add a view on any details page, you'll see options for displaying these connected records:
Click here for more on displaying connected records.
Add Connected Records with Forms
Similar to the example above, you can also add a form view to add a connected record. When you add a new record with a form, that connection is automatically set based on the parent record being viewed.
Combine Connected Records in Views
When you display records in a view (such as a table or list), you can include fields from other connected records.
Any connected objects will be listed above the current fields in a drop-down list. Click the small drop-down arrow to open that list and select another object:
In the example above, you could include fields from the company record each contact record is connected to.
Use Dynamic Dropdowns in Forms
You can use connections to two objects to set up dynamic drop-down lists, like having a country selection automatically update the list of available states/provinces connected to that country:
When you have both connections on your form, you can set the second connection to use the first. Hover over the connection input in the form and click the edit "pencil" icon:
You can learn more about using dynamic dropdowns in your forms in our support article here.
Link to Connected Views
When displaying a connection field in a view, you can display those values as links to view more details about each connected record. In order to add these links, a page capable of displaying details of that record will need to exist. Click on the connection field when editing the view to update the following:
- Connection Separator
- Determines how each value in the connection field will display. Options include Comma-separated, or New Line.
- Connection Link
- Allows you to choose an existing page for the object the connection links to. Adding a link will make each value its own separate link to view more information about that record.
In the following example, the Company column has the Connection Link set to a company details page so each company can be clicked to view more details: