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Workflow
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Reporting & Dashboards
E-Commerce & Payments
Builder Guide
Builder Basics
Tables & Connections
Plan Your Connections: Complex Example
Working With Tables
About Connections
Plan Your Connections: Simple Example
Connection Types
Plan Your Tables
Use Connections in Your App
Connecting Records Together
Special Tables
Connections: Troubleshooting & FAQs
Fields
Numeric Equation Functions
Field Types
Validation Rules
Date Equation Settings
Numeric Equation Settings
Formulas
Equations
Conditional Rules
Text Formulas
About Fields
Text Formula Functions
Records
CSV Format Guide for Importing
Delete Records
Import Records
Export Records
Importing Connections
Working with Records
Batch Updates
Pages
Page Menu
User Pages
Deleting a Page That's Being Linked to
Working with Pages
Navigating the Page Preview
Printing Pages & PDFs
Page Rules
Views
Grid Column Settings
Maps
Source: Which Records Will the View Display
Calendars
Grid Settings
Details
Menus
Using Action Links
Reports
Lists
Rich Text
Combining Fields from Connected Records in Views
Using Record Rules
Forms
Using Display Rules
About Views
Using Submit Rules
Searches
Grids
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
About Users
Live App Security Settings: HIPAA Plans
Live App Security Settings
Tasks & Emails
E-Commerce
App Customization
FAQ
Support
Accounts
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?
Managing Apps
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?
App Building
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 table?
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, tables, 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 table 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 table 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 grid, list, or search view?
Can I?
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?
Other
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?
Imports
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 tables, 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 table 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
Forms
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
Customize Views
How to Add a Map to a Details View
How to Add Connection Links to Views
How to Add Inline Editing to a Grid
Create a Print-Friendly Invoice Page
How to Click on an Image to Go to Another Page
How to Add Groupings to a Grid
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
Using Mailchimp
Approve New Records Before Displaying Them
Workflow Tools
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
App Walkthroughs
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
Knack Status
Data Locations
Builder Security Settings for All Knack Plans
Builder Two-Factor Authentication
Performance
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…
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…
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…
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 an app that manages real estate and you want to display multiple images…
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. O…
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…
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…
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…
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…
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…
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…
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…
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…
