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
- What are Page Rules?
- Manage Page Rules
- Build Page Rules
Updated by Sarto Jama
- What are Page Rules?
- Manage Page Rules
- Build Page Rules
What are Page Rules?
Page rules are actions that can be automatically triggered based on conditions you define as soon as a user enters a page.
For example, let's say your users can register for a specific event with limited availability. A page rule can be defined to hide the registration form when availability reaches zero.
Here are a few other examples of how you could use page rules:
- Hide a form to edit a record if the user role of the logged-in user is not an “Editor”.
- Hide a form to register for a class if the class attendance has exceeded a specific size.
- Redirect to a registration form if the logged-in user hasn’t registered.
- Warn the user if they need to update their data or complete some information.
Page rules are eligible to be added to child pages, or a start page with user logins enabled. Page rules cannot be triggered from values in multi-record views such as tables, lists, maps, calendars, etc.
Manage Page Rules
Add a Page Rule
You can access Page Rules in the Builder by clicking on the three-dot menu option next to the page’s name and select the option from the dropdown menu. This will open the page rules settings in the toolbox to the left. There you can add a new rule by selecting "Add Rule".
Edit a Page Rule
Existing page rules can be accessed and edited at any time from the same "..." menu when view ing a page. When editing a page rule any criteria can be added or removed with the " + “ or “ - " icons.
You can drag/drop each individual rule using the left anchor bar to keep your rules organized. You must press the "Save Changes" button in order for your changes to take effect.
Delete a Page Rule
To get rid of a page rule entirely, use the trashcan delete icon to the right of the rule panel. You must press the "Save Changes" button in order to save your changes permanently.
Build Page Rules
Define the Criteria
Page rules are triggered when specific criteria you define are true when a page loads. This criteria is added under the section titled "When the following criteria is true".
To set your criteria you select a specific field then define the criteria for that field. For example, when a status field in overdue, perhaps you want to display a message. In this case the criteria would need to check is the status field is set to overdue in order to trigger the rule.
The fields available to use will depend on the page. Child pages will let you choose fields from the object that page is based on or a connected object's fields. If the page is protected by a login, you will also be able to use fields from the account object and other user roles associated with that page's login.
In other words, fields from the source object of the page as well as fields from the user roles that have access to the page will be available to use in your page rules. If no fields are available, the "Rules" link will not be available.
You need to check for at least one criteria, but you can add as many as you need in a single rule. If you have multiple fields selected, they must all be true in order for the rule to trigger.
Define the Action
Each rule can only perform one action. This is added in the section titled "Run the following action". Select the action that you want your page rule to perform.
There are four main actions a page rule can perform:
- Hide views
- Show a message
- Redirect to an existing page in your app
- Redirect to another website URL
This action will hide any selected views when your criteria matches.
Show a Message
The show a message option will display a message of your choice. The message will be displayed at the top of the page, above any views.
There are 4 different message styles available; they each have a unique background color for different effects: "Neutral," “Confirmation,” “Warning,” and “Red Alert”.
You can choose whether the message can be dismissed by the user or not. If toggled, an "X" icon on the top-right corner of the message will be displayed.
Redirect to the parent page
Once set, the user will be redirected back to the page that the child page originates from (otherwise referred to as the parent page).
Redirect to an existing page
This action will redirect the user to a specific page within your app of your choosing. All starting pages are available as well as any other child page that has the same object as a source. If the child page is meant to display a specific record, the same record as the current page will be used.
Redirect to Another Website URL
With this action you add an external website URL to redirect your users to.
How Multiple Rules Work
It’s important to note that when you have multiple rules, all matching rules will be triggered at the same time. This is also true for rules that happen to have the same criteria. Knack will not stop triggering rules after the first rule matches.
Take the following scenario for example:
There are two-page rules that will trigger when the Customer’s User Status is Active. The first rule will hide a view and the second rule will display a message. In this scenario, both rules will trigger, so the user will see a message and the view will be hidden as well.
Tweaking that scenario, the second rule will now redirect the user instead:
Technically both rules are still going to trigger, but since the user is being redirected out of the page they are never going to see the first message.
The following is a step-by-step guide to creating a registration form with limited availability and using page rules to hide that form and display a message when availability reaches zero.
Notes & Troubleshooting
- If you have multiple fields selected, they must all be true in order for the rule to trigger.
- Page rules run before views on the page are rendered in the Live App. That allows for re-directs to be put in motion or only 'show' views to be displayed.