Workflow & Automations

Add a Pipeline to Your App

Scenario . You want to add a pipeline into your app. This pipeline will have a defined progression from a common start point to a common endpoint. This way, each record starts at the beginning and go…

Danielle Kellogg
Updated 7 months ago by Danielle Kellogg

Create a Registration Form with Limited Availability

Scenario. You want to prevent users from submitting a form if certain criteria is reached. For example, you’re hosting events with limited seating. Once the seating limit for the event is reached, yo…

Danielle Kellogg
Updated 7 months ago by Danielle Kellogg

Add Stages to Your App

Scenario . You want to add stages into your app. When working through stages in a process, you want to highlight the most useful information for the stage you're currently in. A great example is a pr…

Sarto Jama
Updated 7 months ago by Sarto Jama

Store Multiple Images or Files for Individual Records

Scenario. Your app stores images and you need to store a variable number of images/files for a single record. Example : You have a n app that manages real estate and you want to display multiple imag…

Danielle Kellogg
Updated 7 months ago by Danielle Kellogg

Use Multiple Image Sources for a Single Image Field

Scenario. When using image fields in your app, there are two "Image Source" options available, these determine how users input images: A user can either upload a file stored on his or her computer..…

Danielle Kellogg
Updated 7 months ago by Danielle Kellogg

Create a Button or Link that Updates a Field to a Custom Value

Scenario. You would like to have a single button or link that updates a field to a custom value when clicked. This creates a one-click process that allows users to make quick updates and prevents the…

Danielle Kellogg
Updated 7 months ago by Danielle Kellogg

Notify a User That an Item is Ready for Review

Scenario. This article will discuss using Scheduled Tasks to automatically send notification emails to users whenever a project or item is due. This workflow is ideal for users looking for an automat…

Sarto Jama
Updated 7 months ago by Sarto Jama

Add Assignments to Your App

Scenario . You want users to be assigned to individual records. Records assigned (connected) to a user can then be made viewable only to that user. Users can also be assigned to user roles. Those rol…

Danielle Kellogg
Updated 7 months ago by Danielle Kellogg

Using Mailchimp

You can send group or bulk emails by integrating your Knack app with Mailchimp using Zapier. Why integrate with Mailchimp? Knack is not designed for handling group or bulk emails well. Successful gro…

Danielle Kellogg
Updated 7 months ago by Danielle Kellogg

Approve New Records Before Displaying Them

Scenario. You want users to be able to create new records in your app, but you want to review and approve each new record before it will be displayed. Example: A "Community Events" app displays a lis…

Danielle Kellogg
Updated 7 months ago by Danielle Kellogg

Workflow Tools

Workflow defines the process, steps, and actions that get your work done. In Knack, workflow is what turns your static data into dynamic processes designed to impact your business: it moves jobs to t…

Danielle Kellogg
Updated 2 months ago by Danielle Kellogg

Add Notification & Reminder Emails to Your App

Scenario . You want to add notifications and reminders to your app to keep your users automatically aware of any updates. You want to send customized emails at any step of a workflow process. A commo…

Sarto Jama
Updated 7 months ago by Sarto Jama

Add Status Indicators to Your App

Scenario . You want to add status indicators to your app that quickly gauge which processes are on track and which ones are in need of attention. A great example is tracking inventory levels. You wan…

Sarto Jama
Updated 7 months ago by Sarto Jama

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