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
Before you get started on your app, it helps to have a solid understanding of how the Knack Dashboard and Builder work. In this article, we’ll cover all the basics you need to know before diving into your app.
The Knack Dashboard
Think of your dashboard as your Knack "home page." It’s here that you can manage all your apps, as well as your account and billing settings.
From the Apps tab, you can view, share, or delete current apps, add a new app, or view apps that have been shared with you. You’ll also see an overview of your plan usage:
From the Account tab, you can set your account name and URL. This is used in the URLs for all of your apps that aren’t embedded. You may also temporarily freeze or delete your account from this page.
The User tab manages your Knack user settings. Click "edit" to change your profile (name and email) or password:
Finally, your Billing tab allows you to manage your Knack billing details. From here, you can update payment information, upgrade your plan, and access past receipts.
Note that you can return to your Knack dashboard from any of your apps by clicking the user icon in the upper right-hand corner, then selecting Account:
You can also access the Knack dashboard from the dropdown menu under the app’s name:
The Schema section of your Builder is where you build your app’s structure and define how your app’s data will be organized. This is done using objects, user roles, and connections.
In Knack, data is separated into groups called objects. Think of an object as a spreadsheet or a database table. You’ll see your app’s objects listed along the left-hand side of your data section.
Each object includes various fields. Fields define specific attributes of an object, similar to columns in a spreadsheet. Knack has several different field types that can be added depending on the type of data you are managing.
Knack apps also offer the option to define groups of users who will have access to your app. This is done using user roles that are similar to objects, with fields.
- Objects: Your objects are listed on the left. Click an object to view, edit or add new fields. Edit the settings, copy or delete an object by clicking the more icon (the “...” icon) next to the object name. Add a new object by clicking the green “+” button.
- User Roles: All the user roles for your app are listed here. Add or edit fields just as you do with objects. Note that user roles have several fields that cannot be deleted: Name, Email, Password, User Status, and User Roles.
- Payments: When e-commerce is enabled on your app, payment objects will appear allowing you to view and manage payments that have been made in your app.
- Fields: All the fields for the selected object or user role are listed on the right side of the Builder. To edit a field, click on the field box, or click the “...” more icon to reveal options. Add a new field by selecting the “+ Add Field” button from the top menu.
All the records for each object and user role are available to view and manage in the Records section of your Builder. Records can be added here directly or with forms in your Live App.
You can view the records in an object by clicking the Records section of the Builder and selecting one of the objects or user roles.
- Click the "Add Record" button to add records manually.
- The top bar contains options to import or export records, run a batch update, or delete records.
- Edit each record by clicking directly onto the field you’d like to change.
Read more about working with the Schema and Records section of your Builder here.
The Pages section of your builder is where you build the visual elements of your app and define how your data will appear and be managed in your Live App. This is done by adding views to your app, that may include forms, tables, lists, and calendars.
Pages and Views
Each page in your app contains views that define how your data is displayed and managed by your users. These views will work with the app structure and data that you defined in the Schema and Records section of your Builder. Types of views include:
- Forms to add or edit records
- Tables, lists, and calendars to display multiple records
- Searches to find specific records
- Details to view a specific record
- Reports to view summaries and calculations of multiple records
In the Pages section, you can see all pages listed in the page tree on the left side and a preview of your page to the right. As you build your pages, your page preview will update automatically to show you a preview of your most recent page updates.
- All the pages are listed on the left and displayed in a page tree. You can select and expand starting pages to show the connected child pages. Click the green "+" button to add a new page.
- Click on a specific page to see a preview of how that page appears in your Live App. In the above examples, the page has a Details view showing an individual Contact record.
You can hover over a view in the page preview to move, copy, edit or delete the view. When editing the view, the toolbox will open on the left side of the Builder with view settings.
Each view will work with fields from one of your objects. For example, here you can control which fields from the Contact object display as fields in the Details view:
Each view works with records from a specific object. When you add a new view, you can choose which object you want that view to work with.
Read more on working with the Pages section of your builder and the Live App.
The Tasks section of the Builder is where scheduled tasks can be added and managed for your objects and user roles. A scheduled task can be used to automate record updates, insert a connected record or send a custom email based on specific pre-defined criteria at a set schedule of daily, weekly, or monthly.
View or add a task by selecting an object or user role from the right side of the Builder. Any existing tasks will appear to the right side of the Builder. Use the “+ Add Task” button in the top navigation to add a new task.
Read more on using tasks with your app here.
The Settings section of your Knack Builder is where you manage settings specific to the app you are working in. Here you can manage basic settings like the App Name and URL, as well as adding custom code to your app.
- App Settings: In the App Settings section you can manage general details like app name, as well as security, view details, and map provider.
- Live App Design: The Live App section contains options to customize the look and feel of the app by choosing the design settings for buttons, page layout, text, and headers.
- User Logins: The User Logins section allows you to enable users and logins for your app as well as manage security settings for your Live App.
- E-Commerce: The E-Commerce section allows you to enable e-commerce and manage payment processors so you can take payments in your Live App.
- Embed: Here you can generate embed codes to embed your app into an external web page.