Jump to Content
Home
Home
Documentation
Developer Documentation
v3
v4
Home
Log In
Documentation
Log In
next-gen
Home
Documentation
Developer Documentation
About Workflows
All
Pages
Start typing to search…
GET STARTED (Next Gen)
Introduction to Knack
Quick Start Video Guides
How to Add Your First Table in Knack
How To Create Your First Field in Knack
How to Add Records in Knack
Create Your First User Table in Knack
What are Connections?
How to Create Connections in Knack
How to Add Your First Page & Element in Knack
How to Customize Your App's Theme
3 Ways to Share Your Knack App
How to View and Share Your Live App
Key Concepts and Terminology
Knack Support Resources
Creating Your First Knack App
Live App Overview
🤩
Next-Gen Knack: Now Available to Everyone
Classic & Next-Gen Differences Guide
Coming Soon in Next-Gen
BUILDING WITH AI
✨
AI Builder
TABLES & DATA
Tables & Data
Planning Your Tables
Creating & Managing Tables
Records Overview
Batch Updates and Deletes
Importing Data
Preparing Data for Import
The Import Process
Importing Special Data Types
Limited Use Disclosure
Fields
Creating & Managing Fields
Field Types & Settings
Text Fields
Number Fields
Choice Fields
Date/Time Fields
File & Image Fields
Personal Fields
System Fields
Other Fields
Formula Fields
Text Formula Fields
Equation Fields
Choosing the Right Equation Type: Numeric vs. Date
Date Equation Settings
Numeric Equation Settings
Field Rules
Validation Rules
Adding & Managing Validation Rules
Advanced Validation with Regular Expressions
Conditional Rules
Adding & Managing Conditional Rules
Order of Operations and Best Practices
Connections
Mastering Connections in Knack: A Complete Guide
Display Fields
Connection Types
Creating Connections
Managing Connections
Best Practices for Connections
🆕
Connection Updates: What's Changed and Why
Tasks
Data Model
USERS & LIVE APP ACCESS
User Management Fundamentals
Do I Need a Separate User Role Table?
User Roles & Permissions
How to Create Protected Pages
About Logins & Registrations
About Profile Pages
Managing Page Access by Role
PAGES & LIVE APP
Pages Overview
Page Types and Access Control
How to Create a Page Protected with a Log In
Implementing Single Sign-On
Create and Manage Profile Pages
Page Rules
Page Rules and Data Security
Users and the Page Menu
Page Menus & Dropdowns
Profile Pages
Elements Overview
Source Filters
Display Rules
Display Rules and Data Security
Actions
Record Actions
Form Elements
Form Submit Actions
Equation Fields in Forms
Record Actions and Email Actions
How to Add Instructions to a Form
How to Allow Users to Add New Options in Forms
Table Elements
Table Element Settings
Table Column Settings
Adding Inline Editing to Tables
Table Elements: Restricted Connection Filters
Link Group Elements
Charts
Interactive Chart Data Exploration
Pivot Tables Overview
Quick Start: Create Your First Pivot Table
Configuring Row Groupings
Configuring Column Groupings
Values and Calculations
Pivot Tables: Tips and Best Practices
Pivot Tables: Classic & Next-Gen Compatibility
Pivot Table Examples
Rich Text Elements
Map Elements
List Elements
Calendar Element
Calendar General Settings
Calendar Data Display - Source Settings & Filtering
Calendar Event Details
Calendar Add Event Form
Search Elements
Details Element
How to Add a Map to a Details Page
Duplicate and Move Elements
Live App Overview
Sharing Your Live App
Users and the Page Menu
Creating a Universal Welcome Page
User Access - How To
Create a Single Login Page for Multiple User Roles
How to Create an Admin User Role to View All Records
Adding Read-Only Access For Users
Test As: Quickly Preview & Test Your App as Any User
Themes
Customizing Your App's Visual Identity with the Theme Builder
Themes: General Layout
Setting Up Navigation Layout
Custom Fonts
Managing Your Brand Assets in the Theme Builder
Previewing Your Theme in the Live App
FLOWS
Understanding Knack Flows: An Overview
Flows: Getting Started
Flows Terminology
List of all connectors in Flows
Managing Your Flows
Flows Triggers
Flows Action Setup
Knack Flows: Support Scope
Flows for HIPAA / GovCloud customers
Flows Billing & Usage
Flows Billing, Add-Ons, & Transactions Overview
Flows Billing, Add-Ons, & Transactions FAQs
'Transactions' in Flows for billing / usage
What happens if I run out of Transactions?
SETTINGS
App Settings Overview
General Settings
Map Provider Settings
Data & Compliance
Generate Code to Embed Your Knack App
Custom Domains for Your Next-Gen Live App
Security Settings
Security and Privacy Settings
App User Login and Security
Two-Factor Authentication (2FA): Setup, Management & Live App Experience
Knack API Settings
System Requirements & Compatibility
Timezone Support in Next-Gen Knack Apps
Timezone Technical Implementation (For API Users)
ACCOUNT MANAGEMENT
Knack Dashboard
Setting Your Default Builder and Live App Experiences
Managing Your Account Settings
Shared Builders
Account Plans & Billing
Knack Trial Accounts
Acquiring or Transferring Account Access
Adding additional API calls
How to Cancel Your Knack Account
Knack Plans & Pricing
Refund Policy
Integrations
Zapier Integration
Make Integration
Formstack Documents Integration
Powered by
About Workflows
Updated 4 months ago
Introduction to Knack
Ask AI
