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
Tables & Connections
Plan Your Connections: Complex Example
Working With Tables
Plan Your Connections: Simple Example
Plan Your Tables
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
Grid 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 table?
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, tables, 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 table 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 table 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 grid, 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?
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 tables, 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 table 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 Grid
Create a Print-Friendly Invoice Page
How to Click on an Image to Go to Another Page
How to Add Groupings to a Grid
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
- All Categories
- How To Guides
- Manage Your Records
- Use Zapier to Insert Connected Records
Use Zapier to Insert Connected Records
Updated by Lesley
Zapier is a service that allows you to connect third party software to your Knack account for the purpose of automating the transfer of records between these services.
This guide will show you how to use Zapier to insert records into your Knack database and establish a relationship with existing records.
In this example, we will insert Invoice records connected to Customer Users allowing visualization of Invoices linked to a specific Customer.
For the purposes of this example, we will use Zapier to connect Google Sheets and Knack to create our "Zap."
This “Zap” will trigger when we add a new Invoice record (a row) to a Google Sheet. Zapier will then insert this record into your Knack database, specifically the Invoice table, and connect it to a Customer User.
- A Customer User Role and a Invoice table
- A one-to-many connection between Customer and Invoice where Customer is the parent table (one) and Invoice is the child table (many)
- A Zapier account
Setup Google Sheets
You will need a minimum of two fields (columns). An Account ID field and an Invoice Total field.
Setup Customer User Role
A short text field with an Account ID will be the easiest way to ensure records from Google Sheets will be connected to the Customer User record. Any unique field will work, however, the name field will not work.
Add a short text field and name it "Account ID".
Set the Display Field to use the Account ID field. This is required in order for the Invoice records to connect to the Customer.
Choose Account ID in the display field setting.
Assign Unique IDs
In the Records tab, assign an Account ID number to each customer. Ensure that the Account ID you assign is the same as the Account ID in your invoice records that you will be entering in the Google Sheet.
Check your Invoice table to be sure you have your connection established. The Account ID will appear in this connection field as your records are inserted from Zapier.
Once you have created an account at www.zapier.com, you can create your first “Zap.” In your dashboard, click “Make a New Zap”.
Choose Trigger App
Follow the prompt to choose a trigger app. In this case, Google Sheets.
Zapier will help you to choose the correct sheet and test it to be sure it works.
Choose Action App
In this step, you will select Knack as the action app. There are a few standard steps to follow such as selecting the action and choosing your Knack app.
You will need your Application ID and API Key from your Knack app. This is found in the API and Code tab of the main app settings menu:
Next you will choose “Edit Template” in which you will choose your table. In our example we want to choose the Invoice table.
After your selection is made, you will assign the fields from Google Sheets to match or “map” to your fields in your Knack table.
The invoice field is relatively simple to add.
With the Invoice field chosen, you will need to assign the customer field. Since this is going to map to a connection field in Knack, we need to enter a two-step process.
First, in the Customer Field set it to “Use a Custom Value”. This will automatically create a new, second field called “Custom Value for Customer.”
In the selector, choose the field for your Account ID:
Zapier will prompt you to test the setup to be sure it will function properly. Once test is successful, you can add a new record to Google Sheets.
The test record should appear in your Knack table records.
Confirm in your app
Finally, you can view the Customer Details and the connected Invoice records in the app.
Notes & Troubleshooting
- Time-out Errors: Zapier searches Knack for approximately 1 minute when (a) making a connection upon a Zap set up and (b) in downloading details from a record when running a Zap.
If your app is complex enough (many connections between tables and many records in those connected tables), the Zap will try to search all of these records and connection fields to make the 'link' in the Zap and may not be able to do that in the time allotted.
In this case, the only workaround is to reduce the record count and / or the app complexity with connection fields so that all of this searching can be done with in that time. This may not be a workable option for your app. If not, using the Knack API to retrieve and insert records may be a better solution for your workflow.
- Changes to Knack Builder: If you make any changes in Knack to fields (deleting fields and re-adding them under new names, changing field types, etc.), make sure to "Refresh fields" on the Edit Template step of your Zap so that these fields can be reconnected properly in your Zap. You may find that you get a message such as the one below that will help clear up any data corruption issues when importing in to Knack.