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?
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?
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?
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 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
Updated by Lesley
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.