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
- 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.