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How Knack Works
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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/Time 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
Views
Grid Column Settings
This article reviews how to use the column settings for grid views. You can read more about Grid views here. Column Settings. To access the column settings for an individual column, hover over a colu…

Maps
What are Maps? A maps view is used to display records from your database on a map in your Live App. Knack uses HERE Maps to display maps and geocode Address field values. You can also use Google as y…

Source: Which Records Will the View Display
All views will note which records are being shown in the view editor. However, in views that display multiple records, you have the option to customize which records are displayed. In the “Source” ta…

Calendars
What are Calendars? A calendar view is used to display multiple records from your database in a Calendar viewable from your live app. What do Calendars look like in the Live App? Calendars display mu…

Grid Settings
This information expands on settings available in a Grid view. The grid settings section is available when editing a grid view and provides additional options for your grid. Options. The Options sect…

Details
What are Details Views? A Details View is used to display fields of a single record in a flexible layout in your Live App. Any fields from the record's table can be used in the details layout. You ca…

Menus
A menu is used to display links to other pages in your app or other websites. How Menus Work. Menus contain links the user can click to navigate to other pages in the app, or to other websites entire…

Using Action Links
What are Action Links? Action Links are a special type of link that you can add to details, grids, searches, lists, maps, or calendar views that trigger actions. These links allow your Live App users…

Reports
What are Reports? Reports are views that allow you group the records in your tables and display them as charts or graphs so that you can see trends and compare values based on calculations. A great e…

Lists
What are Lists? List views are used to display multiple records from a table in your database using a flexible layout of rows. Any of the fields from that table can be used as details in the list. Ea…

Rich Text
What are Rich Text Views? Rich Text views are static views that allow you to add formatted text and images to your app that are not stored within records in your app. It's often used for: Welcome tex…

Combining Fields from Connected Records in Views
When building your Live App, views have options to add fields from connected records without those fields being available directly in the source table. For example, if you have a grid view displaying…

Using Record Rules
What are Record Rules? Record rules are a type of rule, which allow you to automate specific actions behind-the-scenes when a form is submitted or a grid is edited inline in the Live App. These rules…

Forms
What are Forms? A form view is used to add or edit a record in your app. This means creating a record or editing an existing record from a table within your app. What do Forms look like in a Live App…

Using Display Rules
What are Display Rules? Display rules control how a the fields on a view are displayed. Using display rules, you can hide or show form inputs, change input labels based, add icons, change text and ba…

About Views
What are Views? . Knack uses views to display the data in your app. A view is a visual element, like grids, maps, or calendars that are displayed on your Live App pages. What do views look like in th…

Using Submit Rules
What are Submit Rules? Submit rules determine where the user is redirected after they submit a form successfully. This is often a crucial piece of setting up workflow, as you can redirect a user from…

Searches
What are Searches? A search view is a visual element in your Live App used to search and display multiple records from your app. Each search view displays records from a single table in your app. Any…

Grids
What are Grids? Grids are a type of view that displays multiple records from tables in your Live App. Each column in your grid will correspond to a field in a table. Then each row in your grid will c…
