For AI agents: the docs index is at https://docs.knack.com/llms.txt. Append .md to any documentation page URL to get its markdown version.
Jump to Content
Home
Home
Documentation
Developer Documentation
classic
next-gen
knack-flows
Home
Log In
Documentation
Log In
next-gen
Home
Documentation
Developer Documentation
Adding AI to Your App
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
What's Not Available in Next-Gen Apps
BUILDING WITH AI
AI Builder
Knack MCP Server
What the Knack MCP Server Can and Can't Do
Building Custom Frontends
Getting Started
Connecting Lovable to Knack: Complete Setup Guide
Getting Started with the Knack + Lovable Build Kit
Connecting Knack to an Existing Lovable App
Connecting Base44 to Knack: Complete Setup Guide
Migrating an Existing Base44 App to Knack
Connecting Claude Code to Knack
Hosting a Claude Code Frontend for Knack
Troubleshooting Claude Code and Knack
How to Ask Your Frontend Builder to Work with Knack
Authentication & Users
Choosing a Default User Role for a Custom Frontend
Customizing the Knack Sign-In Screen
Checking That Your Access Rules Actually Work
What Decides a User's Role
Multi-Tenant Apps with a Custom Frontend: Choosing the Right Setup
Security Basics for a Custom Frontend
Working with Data
Runtime Data API
Knack MCP Server vs. Runtime Data API
Designing Your Data Model for Access Control
Who Owns a Record Created from a Custom Frontend
Knack Behavior and Automation
Where Your App's Logic Belongs: Knack or Your Custom Frontend
Adding AI to Your App
TABLES & DATA
Tables & Data
Planning Your Tables
Creating & Managing Tables
User System Field Stamps & System Users
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
SUM Fields and Self-Referencing Connections
Text Formula Fields
Text Formula Functions
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
Records
Adding & Managing Records
Right Panel Tools
Validation Rules Overview
Tasks
Data Model
Payments in Next-Gen: Overview
Enabling Payments and Connecting Stripe/PayPal
Your Payment Tables: Customer Transactions and Saved Customer Payments
Adding and Configuring the Accept Payment Element
Adding and Configuring the Save & Edit Payment Method Element
Making Payments in Your Live App
Managing Payments in the Builder
What information is sent to Stripe when a payment is made?
Setting Up Knack Scheduling
Scheduling: Glossary & Table Reference (Next-Gen)
Managing Scheduling Tables
Scheduling and Timezones
Adding & Removing Scheduling
Scheduling & Booking: Plan Availability and Pricing
USERS & LIVE APP ACCESS
User Roles and Permissions
User Management Fundamentals
Managing User Records
Do I Need a Separate User Role Table?
Protected Pages Overview
How to Create a Login-Protected Page
How to Configure Registration Settings for Protected Pages
How to Manage User Role Access
How to Set Up Single Sign-On for Protected Pages
Protected Pages Best Practices
Troubleshooting Protected Pages
About Logins & Registrations
Nested Login Pages
About Profile Pages
How to Configure Profile Pages
Managing Page Access by Role
Common User Access Scenarios
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
Displaying Records Shared Within User Groups
Data Access Control
Understanding the Owned By Field
Setting Up and Enforcing Data Access Control
How Data Access Control Enforcement Works in the Live App and API
Allowing Connected Field Selection Without Table Access
Data Access Control: Frequently Asked Questions
PAGES & LIVE APP
Pages Overview
Page Types and Access Control
How to Create a Page Protected with a Log In
Organizing Pages Under Login Pages
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
Legacy Action Link Styling
Record Actions
Form Elements
Form Submit Actions
Equation Fields in Forms
Forms Record Actions
Forms Email Actions
How to Add Instructions to a Form
How to Allow Users to Add New Options in Forms
How to Add Read-Only Fields to a Form
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
Advanced Search Techniques
Details Element
How to Add a Map to a Details Page
Appointment Element
Require Minimum Notice for Appointment Booking
Duplicate and Move Elements
Page Break Element
Spacer Element
Live App Overview
Sharing Your Live App
Users and the Page Menu
Creating a Universal Welcome Page
About Your Live App
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
Themes: Global Styles: Action Link & Label Customization
Setting Up Navigation Layout
Custom Fonts
Managing Your Brand Assets in the Theme Builder
Previewing Your Theme in the Live App
FLOWS
Knack Flows: Documentation Hub
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
Whitelisting Your Email Sending Domain
Security Settings
Granting Knack Support Access to Your Live App
Script Attack Protection
Restricting App Access by IP Address
Restricting API Response Data
Adaptive Multi-Factor Authentication
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)
Date and Time Display in Equations and Text Formulas with Multi-Timezone Enabled
Enabling Multi-Time Zone Support on Existing Apps
Single Sign-On (SSO) Overview
Implementing Google Single Sign-On (SSO)
Implementing SAML Single Sign-On
Implementing OAuth Single Sign-On
Security & Infrastructure Glossary of Terms
ACCOUNT MANAGEMENT
Knack Dashboard
Why Two-Factor Authentication (2FA) Matters
Builder Two-Factor Authentication
Managing App Storage: Deleting Unused Assets
About Knack Accounts
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
Knack Health & HIPAA Plans
Maps Functionality and Plan Types
Refund Policy
Integrations
Zapier Integration
Make Integration
Formstack Documents Integration
System Users and Integrations
How-To Guides
🍿
Quick Tips
Filter a Table by the Logged-In User
Click to Expand Group Records in Charts
Workflow & Automations
How to Set Up Email Notifications in Knack
Show Records Connected to the Logged-In User
Video: Show Records Connected to the Logged-In User
Show Records Connected To The Logged-In User's Company Or Other Group
Store the Most Recent Child Value Using Record Actions and Mapping Fields
Display the Most Recent Child Record in a Filtered Modal
Display Connected Child Records on a Parent Details Page
How to Create Dynamic Dropdowns in Forms
How to Allow Users to Access Records Without Logging In
How to Display Logged-In User Details on a Page
Create a Version History for Records
Create a Change Log for Records
Tracking Record Changes
Generate Simple Numeric Barcodes Automatically
Display the Most Recent Child Record Value on a Parent Record
Showing Parent-Child Records in the Live App
How to Automatically Generate Expiration Dates
Auto-Capture User Location on Form Submit
FAQ
How Do I White Label My App?
How do I copy an app from my Knack account to another account?
HIPAA Compliance
HIPAA Compliance Overview
Understanding HIPAA
HIPAA Basics for App Builders
Your Responsibilities as a Covered Entity
Protecting PHI in Your Knack App
What Counts as PHI
Minimum Necessary Rule
Secure Data Handling in Knack
PHI Retention and Data Deletion
Access Controls for HIPAA Apps
HIPAA Security Settings
User Roles and Permissions for HIPAA
Authentication Best Practices
HIPAA and the Knack API
Auditability and Record Keeping
Building Audit Trails in Knack
Data Locations and Residency
BAA and Compliance Administration
Business Associate Agreements
Policies and Training Requirements
Flows and Third-Party Compliance
Disaster Recovery for HIPAA Apps
Migrating to the HIPAA Environment
HIPAA Best Practices Checklist
Powered by
BUILDING WITH AI
Adding AI to Your App
Copy Page
