Manage Your Records

Use an Edit Form to Create Records If They Don't Exist

Scenario. You have two connected objects and you want users to use only one form to either create a new connected record or edit the existing connected record. For example, you may want your users to…

Danielle Kellogg
Updated 7 months ago by Danielle Kellogg

Track Which User Last Updated a Record

When an app has numerous users, it may become necessary to track who created a record or last updated a record. By combining connections with logins and record rules , you can automatically log which…

Sarto Jama
Updated 10 months ago by Sarto Jama

Copy a Record Using Record Rules

Scenario. This article will walk you through how to setup the option to copy records in your Live App using record rules on a form. Requirements. If this your first time creating an app, you'll need…

Danielle Kellogg
Updated 7 months ago by Danielle Kellogg

Track When Records are Created and Updated

Scenario. Your app has forms for creating and updating records and you want to track when records are created and updated. Recipe. Add a Date/Time Field to Store when the Record was Created. In the S…

Sarto Jama
Updated 2 weeks ago by Sarto Jama

Create a Version History for Records

This article will review setting up a version history for your records. This will track the User who made the edit, the date edited and the field values changed. Scenario. You have forms that create…

Sarto Jama
Updated 10 months ago by Sarto Jama

Use Zapier to Insert Connected Records

Zapier is a service that allows you to connect third party software to your Knack account for the purpose of automating the transfer of records between these services. This guide will show you how to…

Danielle Kellogg
Updated 7 months ago by Danielle Kellogg

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