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?
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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?
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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
- 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 to 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: