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
This article will cover managing the Apps on your Knack account.
Adding New Apps
To create a new app, login to the Knack Builder at builder.knack.com and select the "Apps" tab on the Knack Dashboard. Then from the “Apps” tab, select the “+ Add App” button.
Next, you will have two options, to build an app from scratch or use one of our pre-made templates.
If you select the "Start From Scratch" option, this will create a new blank app. You will then be prompted to give your new app a name, and set the URL for the app.
After selecting "Add app" this will create an empty app. Then it will redirect you to the Builder for your new app so you can start creating.
If you select "Pick a Template" this will allow you to pick one of our pre-made templates which you can use to learn how to build a specific type of app.
Once you select a template, you will then be prompted to give your new app a name, and set the URL for the app.
You can view all our Example Apps here.
You can copy any app directly from the Knack Dashboard. Some users wish to copy their apps, either to repurpose the app, transfer to another account or to keep a copy as a backup.
Copying to Your Account
To copy your app, navigate to the Knack Dashboard and select the advanced options icon on the app you would like to copy. Then select "Copy" from the dropdown options.
Next, this will open a popup modal, where you can name your new copied app and select a copy option.
- New app name: This is the name for the newly copied app.
- Copy Records: This will copy all records in the app, along with the app structure.
- Copy Tasks: This will copy all tasks in the app, along with the app structure. Tasks are available on the Pro plan and above.
Once you have given your app a name and chosen what to copy, press “Copy app” to start the copying process.
Copying to Another Account
To copy an app to another account, you will need to submit a copy request to email@example.com.
We will need confirmation from both Knack accounts involved, so you will need to CC the email address associated with the recipient's Knack account in this request to help expedite this process.
We will not be able to complete the copy request until a confirmation is sent to us from the email address associated with the account the app is currently on, as well as the email address associated with the Knack account that will be receiving the app.
The request should come from the email address associated with the account the app is currently on and include the following information:
- The name of the app to be copied.
- The email address associated with the account the app is being copied to. Please don't forget to CC this email in the request so that they can confirm that they would like this app copied to their account.
- Whether you would like the records and app structure copied, or just the app's structure.
Sharing Apps with Shared Builders
You can add Shared Builders to your apps, which will allow others to edit your app. They will be able to fully edit the app you share with them, including adding, editing, and deleting elements from both the Data and Pages sections of the Builder.
You can read about adding Shared Builders here.
Records and Storage
When viewing your apps from the Knack Dashboard, you can see the record count and storage used for each app under the app name.
Records: This total represents all the records stored by each object in your app.
Storage: This total represents the size of everything that has been uploaded to your app.
Tasks: This total represents the number of tasks currently on the app. Clicking the task count will break down the total to show the number of active vs paused tasks on your app.
Refresh Record Counts
It may take some time for the record counts to update. So, you can always force a count refresh by selecting the actual count number in your Dashboard, as seen above. Then select the "Refresh Record Count" button to confirm the refresh.
App Storage: Delete Unused Assets
If you need to save space in your app, you can clear out any unused assets. These unused assets are files and images that may not be in use anymore. We keep unused assets in case backups are ever needed.
To clear these unused assets, select the storage size in your Dashboard, as seen above. Then select "Delete Unused Assets" to confirm.
To delete an app, navigate to the Knack Dashboard and select the advanced options icon on the app you would like to delete. Then select "Delete" from the dropdown options.
This will open a page to confirm you are deleting the entire app. If you wish to continue, select the "Delete Application" button and your app will be deleted.
You can edit App Settings in two places in the Knack Builder. Some basic settings can be edited from the Knack Dashboard, by selecting the "App Settings" options from the advanced options. This will open a modal popup where you can edit the App Name, App URL, and Description.
You can edit the complete App Settings, by selecting "builder" from the Knack Dashboard when viewing your apps.
Once in the Knack Builder, select the "Settings" section from the left menu will open the app settings.
On the App Settings - Settings tab you can edit the settings for the individual app:
- App Name: This is the name of your app which will appear in the app header.
- App URL: This is the text which will appear in the URL when viewing the app.
- App Email Address: This is the primary email used for this app, which will be the "from" email the app will use when sending emails. This email address is used for any email or automation that sets a from address, such as:
- Email rules
- For Email Rules, this can be overwritten by adding a different From address in the rule.
- Password reset emails
- New user signups that require approval
- Notifications to the customer about issues in the app (ex. email send failure)
- Email rules
- Timezone: The timezone the app will use for fields using date and time values.
- Daylight Savings: This will enable/disable daylight savings for the fields using date values.
- Language: The default language for the app.
On the App Settings - Security tab you can edit the security settings for the individual app:
- Enable IP Blocking: If enabled, only IP addresses listed here will have access to the app. Leave blank to disable. This is available on Pro and above plans.
- Secure Browser: With this setting enabled, if anyone accesses your Live App on http://, they'll automatically redirect to the https:// version.
On the App Settings - Info tab you can find details for the individual app:
- Data Location: Location of the server your app is hosted on. If needed, a request to EU servers can be made by clicking the "request EU migration" link.
- HIPAA Compliant (US Only): Current HIPAA Compliance status of your app. If you're interested in becoming compliant, click the "become compliant" URL for more details.
- Total Records: A snapshot of the total record count stored in your app.
- Total Storage: A snapshot of the total asset storage used in your app.
Knack uses HERE Maps to display maps and geolocate address fields. This setting can be found on the App Settings > Map Provider page. Details for the settings and options available for maps and Address fields can be found in the "App Settings: Map Provider" article.
The loading of map views and geolocating address fields via HERE Maps is included for Pro and above plans. You can also use Google as your provider by adding your own API key; details can be found in "Using Google Maps as the Map Provider" in this help article.