Manage Your Records
How Knack Works
Design Your Database
Do More With Knack
View and Share Your App
Build Your Live Application
Connect Related Data
Reporting & Dashboards
E-Commerce & Payments
Search & Queries
Emails & Notifications
Calculations & Logic
Users & Access
Working with Pages
Deleting a Page That's Being Linked to
Printing Pages & PDFs
Objects & Connections
Plan Your Objects
Plan Your Connections: Complex Example
Plan Your Connections: Simple Example
Connecting Records Together
Use Connections in Your App
Working With Objects
Connections: Troubleshooting & FAQs
Live App Design
Embed Your App
Integrate with Formstack Documents
Integrate with Zapier
Integrate with Integromat
Working with Icons
Other Customization Options
Using Action Links
Using Record Rules
Table Column Settings
Combining Fields from Connected Records in Views
Source: Which Records Will the View Display
Using Display Rules
Using Submit Rules
Working with Records
CSV Format Guide for Importing
Tasks & Emails
Users & Logins
Live App Security Settings
Live App Security Settings: HIPAA Plans
Manage Roles & Permissions
Manage User Records
Users and the Page Menu
Single Sign-On with Google, Facebook, Twitter, and Custom
Logins and Registrations
Working With Support
What is a dedicated support manager?
Is there an option to pay via invoice, check, wire transfer, or something other than a credit card?
Where can I find a copy of my receipt or invoice?
I'm over the storage limit for my account. How do I add more storage or get under the limit?
I'm over the record limit for my account. How do I add more records or get under the limit?
How do I freeze or pause my Knack account?
Need account access or to transfer account access because account owner or colleague left the company
How do I cancel my Knack account?
How do I add more API calls to my account?
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 change the favicon for my app?
How do I backup or export my apps and data?
How do I white label my app?
How do I copy an app from my account to another account?
How can I track what users are doing in my app?
How do I find the most recent date from a connected object?
How do I move or copy fields or data from one object to another?
How do I add a logo to my app?
How can I change the color of something in my app?
The menu isn't showing for my app on mobile devices. How do I fix that?
How do I create a field that always shows today's date?
How do I show multiple dates on a calendar?
Is there a way to add a display rule to multiple columns at one time instead of having to update each column individually?
How can I show a customer's payment history if I'm collecting payments through my Knack app and through cash or check?
Can I combine two date fields into a single date field? For example, combining a start and end date into a single field?
Is it possible to display more than 100 records at a time on a table, list, or search view?
Is there a way to have new users be automatically logged-in after they register?
Do I need a separate user role object for my Vendors, Customers, Employees, Contacts, etc?
How do I create an "If, Then" or conditional equation?
Does Knack offer a service for building apps or have developers I can hire?
How can I set up my app so users see only their own data?
How do I bulk upload or import multiple images?
How do I bulk upload or import multiple files?
How do I merge my apps, or copy pages, objects, or other app elements between my apps?
Can I share or connect data between apps?
Can I customize the look and feel of my Knack pages?
Can I migrate or transfer data from Zoho, Quickbase, or TrackVia?
Can I add Google Analytics to my Knack app?
Do you have a sandbox or developer environment?
Can I integrate Knack with other data, products, and services?
Can I have an app in a language besides English?
Can I use Knack on mobile devices?
Can I create invoices and accept payments?
Can I migrate my Access, Filemaker, SQL, or other databases?
Can I use a barcode or credit card scanner with Knack?
Can I prototype for others?
Can I send SMS or text messages using Knack?
Can I email PDFs or other attachments to users with Knack?
Can I add chat or messaging to my app?
Can I sell my Knack apps?
Does the signature captured through a signature field constitute a legally binding signature?
How does Knack work on mobile devices? Is it mobile-friendly? Can users download my apps?
Storing sensitive data (credit cards, social security numbers, etc.)
How secure is Knack?
Will Knack sign an NDA (Non-Disclosure Agreement)?
Does Knack offer access to beta features?
Does Knack offer a partner program?
Is Knack GDPR compliant?
How do I batch download all of the images and files In my app?
Which browsers do you support?
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?
I'm seeing an odd character when importing data. How can I get rid of it?
Can I import something other than data? Like objects, pages, views, etc?
My import is failing or getting stuck. What do I do?
Can my users import data from the live app, instead of going through the builder/back-end?
Can I schedule or automate imports?
Can I import data into more than one object at the same time?
Can I undo or reverse an import?
I am importing data for the first time. How do I do that?
How do I update existing data using an import?
My import is taking a long time. Can you take a look?
I'm having trouble importing into a specific type of field. What can I do?
I'm getting an error when importing. What do I do?
Do the validation rules on fields trigger when importing data?
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
Updated by Danielle Kellogg
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 object, and connect it to a Customer User.
- A Customer User Role and an Invoice object
- A one-to-many connection between Customer and Invoice where Customer is the parent object (one) and Invoice is the child object (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, label 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 Object 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 object. In our example we want to choose the Invoice object.
After your selection is made, you will assign the fields from Google Sheets to match or “map” to your fields in your Knack object.
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 object 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 objects and many records in those connected objects), 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.