# Knack Documentation ## Guides - [About Knack Accounts](https://docs.knack.com/docs/about-knack-accounts.md): Learn how to create a Knack account, what's included during the trial, how to purchase a plan, and how account data, backups, and restores work. - [Adding additional API calls](https://docs.knack.com/docs/adding-additional-api-calls.md): Managing your API call limits is essential for applications with high usage requirements. This article explains how to purchase additional API calls for your Knack account. - [Acquiring or Transferring Account Access](https://docs.knack.com/docs/how-to-acquire-or-transfer-account-access.md): Managing access to your Knack account is an important security consideration, especially during personnel changes. This article explains how to properly transfer ownership when needed. - [How to Cancel Your Knack Account](https://docs.knack.com/docs/how-to-cancel-your-knack-account.md): While we value your business and hope our partnership continues, we understand there are times when you may need to cancel your Knack account. This article explains the process and implications of account cancellation. - [Account Plans & Billing](https://docs.knack.com/docs/account-plans-billing.md): Account plans and billing management helps you select the right subscription, manage payments, and handle account-related financial matters. This article covers everything you need to know about managing your Knack account's financial aspects. - [Knack Plans & Pricing](https://docs.knack.com/docs/knack-plans-pricing.md): This document provides a consolidated overview of Knack's pricing plans and features, based on information from the official Knack pricing page and the knowledge base article as of April 29, 2025. Please note that the pricing page may reflect current promotional offers not detailed here. - [Knack Health & HIPAA Plans](https://docs.knack.com/docs/knack-health-hipaa-plans.md): Overview of Knack Health, HIPAA-ready plans, pricing, and compliance features for healthcare organizations. - [Maps Functionality and Plan Types](https://docs.knack.com/docs/maps-functionality-and-plan-types.md) - [Knack Trial Accounts](https://docs.knack.com/docs/knack-trial-accounts.md): Knack offers a 14-day trial period that lets you explore the platform's capabilities before committing to a paid plan. This article explains how to get started with your trial and what to expect. - [Builder Two-Factor Authentication](https://docs.knack.com/docs/builder-two-factor-authentication.md): Two-factor authentication (2FA) adds an extra layer of security to your Knack account by requiring a verification code in addition to your email and password when logging into the Knack Builder. - [Knack Dashboard](https://docs.knack.com/docs/dashboard.md): The Knack Dashboard serves as the central hub for managing all aspects of your Knack account, applications, and settings. This article introduces you to the Dashboard interface and provides an overview of its key functions. - [Why Two-Factor Authentication (2FA) Matters ](https://docs.knack.com/docs/why-two-factor-authentication-2fa-matters.md): Two-factor authentication (2FA) is one of the most effective ways to protect your Knack account and your live app users from unauthorized access. It requires a second form of verification beyond a password, making it significantly harder for attackers to gain entry — even if a password is compromised. - [Managing Your Account Settings](https://docs.knack.com/docs/managing-your-account-settings.md): Your account settings control key aspects of your Knack account, including your organization details, security options, and account status. This article explains how to manage these settings from your Knack Dashboard. - [Refund Policy](https://docs.knack.com/docs/refund-policy.md) - [Setting Your Default Builder and Live App Experiences](https://docs.knack.com/docs/setting-your-default-builder-and-live-app-experience.md): Learn how to seamlessly navigate between Classic Knack and Next-Gen experiences, set your preferences, and explore new features at your own pace. - [Shared Builders](https://docs.knack.com/docs/shared-builders.md): Shared Builders allow multiple people to work on the same Knack app, making collaborative development possible. This article explains how Shared Builders work and how to manage them in your apps. - [AI Builder](https://docs.knack.com/docs/ai-builder.md): Start building your perfect app by simply describing what you need. The AI Builder transforms your ideas into a customized Knack application automatically, complete with tables, fields, pages, and more. - [Knack Flows: Documentation Hub](https://docs.knack.com/docs/knack-flows-documentation-hub.md): Find all Knack Flows documentation — getting started guides, triggers, actions, and how-to walkthroughs — in the Flows dedicated docs hub. - [Creating Your First Knack App](https://docs.knack.com/docs/creating-a-new-app-in-knack.md): This guide walks you through the four different methods for creating a new Knack application. You'll learn which approach works best for different situations and how to get started quickly with your first app - [ Classic & Next-Gen Differences Guide](https://docs.knack.com/docs/classic-next-gen-differences-guide.md): Next-Gen Builder introduces significant improvements in security, consistency, and user experience. While many features work similarly to Classic Builder, some have been redesigned or temporarily removed to provide a stable foundation for future development. This guide covers the key changes you'll encounter when discovering differences from Classic to Next-Gen Builder and provides practical steps for adapting your existing applications. - [Next-Gen Knack: Now Available to Everyone](https://docs.knack.com/docs/faqs.md): We're thrilled to announce that Next-Gen Knack is now available to all our Classic Knack users! This represents a major milestone in our journey to provide you with the most powerful and intuitive no-code app development platform. - [What's Not Available in Next-Gen Apps](https://docs.knack.com/docs/not-in-next-gen.md): Your transition to Next-Gen Apps unlocks powerful new capabilities, but some features from Knack Classic are not available. - [Live App Overview](https://docs.knack.com/docs/getting-started-live-app.md): Your Live App is where users interact with your application and its data. This article covers the essential components needed to build an effective Live App, including how to create and organize pages, add interactive elements, set up navigation, and customize the user experience. - [Key Concepts and Terminology](https://docs.knack.com/docs/key-concepts-and-terminology.md): Knack is a powerful no-code platform that enables you to create custom web applications without writing code. This guide introduces the essential components of the Knack ecosystem and explains how they work together to help you build functional, user-friendly applications.erms and concepts for building with Knack - [Introduction to Knack](https://docs.knack.com/docs/knack-overview.md): Knack is a powerful no-code platform that enables you to create custom web applications without writing any code. This guide provides a high-level overview of Knack's core components and how they function together to help you build powerful applications. - [3 Ways to Share Your Knack App](https://docs.knack.com/docs/3-ways-to-share-your-knack-app.md): Before your app goes live, you’ll need to choose how to share it with others. Knack gives you three flexible options depending on your needs — from a standard Knack URL to a fully branded experience. - [Create Your First User Table in Knack](https://docs.knack.com/docs/create-your-first-user-table-in-knack.md): User roles are the foundation of your app’s security system. They control who can log in, what data they can access, and which pages they can see. - [How to Add Records in Knack](https://docs.knack.com/docs/how-to-add-records-in-knack.md): You've built your table and fields — now it’s time to bring your data to life by adding records. Records are the rows of data that live inside your tables. - [How to Add Your First Page & Element in Knack](https://docs.knack.com/docs/how-to-add-your-first-page-element-in-knack.md): Pages are where your users interact with your app — think of them like screens on a website, each one showing data or letting users take action. Elements are the building blocks you place on pages to display or collect that data. - [How to Add Your First Table in Knack](https://docs.knack.com/docs/how-to-add-your-first-table-in-knack.md): Tables are the foundation of every Knack app — they store your records, just like rows in a spreadsheet. - [How to Create Connections in Knack](https://docs.knack.com/docs/how-to-create-connection-in-knack.md): Connections link your tables together and unlock the relational database power of Knack. Best practice is to place the connection field in the **child table** — the “many” side of the relationship. - [How To Create Your First Field in Knack](https://docs.knack.com/docs/how-to-create-your-first-field-in-knack.md): Fields define what data you can store in your tables — like names, dates, or status. Adding the right fields makes your tables useful and meaningful. - [How to Customize Your App's Theme](https://docs.knack.com/docs/how-to-customize-your-apps-theme.md): Themes let you transform your app with professional branding and layout options. From colors and fonts to navigation and logos, your theme settings bring polish and personality to your Live App. - [How to View and Share Your Live App](https://docs.knack.com/docs/how-to-view-and-share-your-live-app.md): Your Live App is the front end your users will interact with — and you can preview it anytime while building. Previewing often helps catch issues early and ensures your app looks and works the way you expect. - [Quick Start Video Guides](https://docs.knack.com/docs/quick-start-videos.md) - [What are Connections?](https://docs.knack.com/docs/what-are-connections.md): Connection fields are one of the most powerful features in Knack. They unlock the relational database power that makes your apps dynamic and connected. - [Knack Support Resources](https://docs.knack.com/docs/support-resources.md): An overview of all the support options available to help you succeed with your Knack application. From direct expert assistance to community-based learning, we've got you covered throughout your journey. - [Authentication Best Practices](https://docs.knack.com/docs/authentication-best-practices.md): HIPAA authentication best practices for Knack apps — including two-factor authentication (2FA), single sign-on (SSO), password policies, and API key management. - [HIPAA and the Knack API](https://docs.knack.com/docs/hipaa-and-the-knack-api.md): Understand the security risks and responsibilities of using the Knack API with PHI — including the USGC endpoint, field-level access limitations, key rotation, and third-party integrations. - [HIPAA Security Settings](https://docs.knack.com/docs/hipaa-security-settings.md): Configure live app security settings for your Knack HIPAA plan — including inactivity logout, password policies, failed login lockout, IP whitelisting, and secure browser. - [User Roles and Permissions for HIPAA](https://docs.knack.com/docs/user-roles-and-permissions-for-hipaa.md): Learn how to use Knack's user roles and permissions to control access to PHI in your HIPAA app — from role design to page permissions to record-level filtering. - [Building Audit Trails in Knack](https://docs.knack.com/docs/building-audit-trails-in-knack.md): Learn how to build audit trails in your Knack app using record history, system fields, and version history tables to track access and changes to PHI. - [Data Locations and Residency](https://docs.knack.com/docs/data-locations-and-residency.md): Understand where your Knack app data is stored, what data locations are available, and how data residency applies to HIPAA and GovCloud apps. - [Business Associate Agreements](https://docs.knack.com/docs/business-associate-agreements.md): Understand what a Business Associate Agreement (BAA) covers, who it applies to, and how third-party consultants and vendors fit into your HIPAA compliance on Knack. - [Flows and Third-Party Compliance](https://docs.knack.com/docs/flows-and-third-party-compliance.md): Understand HIPAA compliance considerations when using Knack Flows and third-party integrations, including BAA requirements, data handling, and your responsibilities. - [Policies and Training Requirements](https://docs.knack.com/docs/policies-and-training-requirements.md): Learn about the organizational policies, employee training, and documentation requirements you need to maintain HIPAA compliance alongside your Knack app. - [HIPAA Best Practices Checklist](https://docs.knack.com/docs/hipaa-best-practices-checklist.md): A single-page reference of key action items for building and running a HIPAA-compliant app on Knack, organized by category. - [HIPAA Compliance Overview](https://docs.knack.com/docs/hipaa-compliance-overview.md): Learn how Knack supports HIPAA-compliant app development. This section covers protecting PHI, access controls, auditability, BAAs, and best practices for healthcare apps. - [Migrating to the HIPAA Environment](https://docs.knack.com/docs/migrating-to-the-hipaa-environment.md): Learn what to expect when migrating your Knack app to the HIPAA environment, including downtime, API endpoint changes, and steps to prepare before and after migration. - [Minimum Necessary Rule](https://docs.knack.com/docs/minimum-necessary-rule.md): Understand the HIPAA Minimum Necessary Rule and how to apply it when building your Knack app — from table design to user roles to API access. - [PHI Retention and Data Deletion](https://docs.knack.com/docs/phi-retention-and-data-deletion.md): Understand how Knack handles PHI deletion, backup retention timelines, and what happens to your data if an account is deleted or becomes delinquent. - [Secure Data Handling in Knack](https://docs.knack.com/docs/secure-data-handling-in-knack.md): Learn how to protect PHI in your Knack app — from login-protected pages and default view fields to working with Knack support without exposing patient data. - [What Counts as PHI](https://docs.knack.com/docs/what-counts-as-phi.md): Learn what qualifies as protected health information (PHI) under HIPAA and how to identify PHI in your Knack app so you can protect it properly. - [HIPAA Basics for App Builders](https://docs.knack.com/docs/hipaa-basics-for-app-builders.md): A plain-language guide to what HIPAA requires, who needs to comply, and how HIPAA applies when you're building apps on a no-code platform like Knack. - [Knack Health & HIPAA Plans](https://docs.knack.com/docs/knack-health-hipaa-plans-1.md): Overview of Knack Health, HIPAA-ready plans, pricing, and compliance features for healthcare organizations. - [Your Responsibilities as a Covered Entity](https://docs.knack.com/docs/your-responsibilities-as-a-covered-entity.md): Understand the division of responsibility between Knack and your organization, including access controls, PHI handling, patient data requests, and working with third-party consultants. - [Auto-Capture User Location on Form Submit](https://docs.knack.com/docs/auto-capture-user-location-on-form-submit.md): Use a Record Action to automatically capture a user's location when they submit a form. Useful for HIPAA clock in and out, field service check-ins, incident reporting, and audit trails. --- - [Create a Change Log for Records](https://docs.knack.com/docs/create-a-change-log-for-records.md): Learn how to build a change log in your Knack app that tracks who made changes to a record and when, using a Logs table and record actions. - [Create a Version History for Records](https://docs.knack.com/docs/create-a-version-history-for-records.md): Learn how to build a version history in your Knack app that captures the actual field values each time a record is created or edited, giving you a full before-and-after trail. - [Display the Most Recent Child Record Value on a Parent Record](https://docs.knack.com/docs/display-the-most-recent-child-record-value-on-a-parent-record.md): Learn the three approaches for surfacing the most recent child record value on a parent record in Knack, and how to choose the right one for your use case. - [Generate Simple Numeric Barcodes Automatically](https://docs.knack.com/docs/generate-simple-numeric-barcodes-automatically.md): Learn how to automatically generate scannable barcodes from a number field in your Knack app using a text formula field and custom CSS. - [How to Allow Users to Access Records Without Logging In](https://docs.knack.com/docs/how-to-allow-users-to-access-records-without-logging-in.md): Learn how to use a search view with a unique ID field to let users look up their own records in a Knack app without requiring a login or user account. - [How to Automatically Generate Expiration Dates](https://docs.knack.com/docs/how-to-automatically-generate-expiration-dates.md): Use a date field, a number field, and an equation field to auto-calculate expiration dates on records in your Knack app. - [How to Display Logged-In User Details on a Page](https://docs.knack.com/docs/how-to-display-logged-in-user-details-on-a-page.md): Learn how to use a Details element to show a logged-in user's information - like name, title, and department - on any login-protected page in your Knack app. - [Click to Expand Group Records in Charts](https://docs.knack.com/docs/click-to-expand-group-records-in-charts.md): Learn how to enable Click to Expand Group Records on your Knack charts to reveal the data behind any grouped segment in an interactive pop-up modal. - [Filter a Table by the Logged-In User](https://docs.knack.com/docs/filter-a-table-by-the-logged-in-user.md): Ever open a table and see everyone's records when you only want your own? This sKnackable shows you how to filter a table so that each user only sees the records connected to them when they're logged in. - [Quick Tips](https://docs.knack.com/docs/quick-tips.md): Get more out of Knack in 60 seconds or less. - [Showing Parent-Child Records in the Live App](https://docs.knack.com/docs/showing-parent-child-records-in-the-live-app.md): Learn how to display parent-child records in your Live App by setting up a parent details page with connected child records. - [Tracking Record Changes](https://docs.knack.com/docs/tracking-record-changes.md): Learn how to track when records are created and updated and which user made the change using system fields and record actions in your Knack app. - [How to Set Up Email Notifications in Knack](https://docs.knack.com/docs/how-to-set-up-email-notifications-in-knack.md): Email notifications are a powerful way to keep your users informed automatically. In this video, you'll learn how to configure custom email notifications that trigger when specific actions occur—like assigning a task to an employee in a project management app. - [Show Records Connected to the Logged-In User](https://docs.knack.com/docs/show-records-connected-to-the-logged-in-user.md): Configure login-protected pages to display only the records connected to the currently logged-in user, such as their invoices, jobs, or contacts. - [Video: Show Records Connected to the Logged-In User](https://docs.knack.com/docs/video-show-records-connected-to-the-logged-in-user.md): In this video, you'll learn how to build a login portal that displays only the records connected to each logged-in user. This is essential for creating personalized dashboards for employees, clients, or team members who should only access their own data. - [Display Connected Child Records on a Parent Details Page](https://docs.knack.com/docs/display-connected-child-records-on-a-parent-details-page.md): earn how to display the full history of connected child records on a parent details page in Knack, sorted so the most recent entry appears first. - [Display the Most Recent Child Record in a Filtered Modal](https://docs.knack.com/docs/display-the-most-recent-child-record-in-a-filtered-modal.md): Learn how to display the most recent child record on a parent record's table in Knack using a filtered view inside a modal, without adding any fields to the parent table. - [Show Records Connected To The Logged-In User's Company Or Other Group](https://docs.knack.com/docs/show-records-connected-to-the-logged-in-users-company-or-other-group.md): Set up group-level filtering so logged-in users see records shared within their company, department, division, or other group. - [Store the Most Recent Child Value Using Record Actions and Mapping Fields](https://docs.knack.com/docs/store-the-most-recent-child-value-using-record-actions-and-mapping-fields.md): Learn how to store the most recent child record value on a parent record in Knack using mapping fields and a record action, so the value can drive emails, filters, and other logic. - [Formstack Documents Integration](https://docs.knack.com/docs/formstack-documents-integration.md): Formstack Documents (previously Webmerge) is a document automation service that can dynamically generate documents like Word, Excel or PDFs using data you provide. In addition to printing Live App pages as PDFs from Knack, Formstack Documents offers the flexibility to create advanced documents with various file types and advanced options. - [Make Integration](https://docs.knack.com/docs/make-integration.md): Make is a third-party automation tool that allows you to connect Knack to other third-party services. With Make, you build simple automation for repetitive tasks that move your data from one app to another or trigger events in other apps automatically. - [Zapier Integration](https://docs.knack.com/docs/zapier-integration.md): Zapier is a user-friendly third-party automation tool that seamlessly connects Knack to various other apps you use in your daily workflow. With Zapier, you can effortlessly create "Zaps" - simple automations that require no coding - to transfer data from one app to another or trigger actions in different apps automatically - [Actions](https://docs.knack.com/docs/action-links.md): Actions enable you to add interactive elements to your app that trigger specific actions when clicked. This powerful feature helps streamline user workflows and automate processes throughout your application. - [Legacy Action Link Styling](https://docs.knack.com/docs/legacy-action-link-styling.md): This guide provides a quick overview of the updated styling for action links in your applications. It covers how existing links are affected, the new default styles, and your customization options. - [Calendar Add Event Form](https://docs.knack.com/docs/calendar-add-event-form.md): When you enable the "Allow adding events" option in your Calendar Element, users can add new records directly from the calendar interface. This article explains how to configure the form that appears when users click to add a new event. - [Calendar General Settings](https://docs.knack.com/docs/calendar-configuration.md): This guide covers how to configure your Calendar Element settings to customize its appearance, functionality, and data display. - [Calendar Data Display - Source Settings & Filtering](https://docs.knack.com/docs/calendar-events-feeds.md): This article covers how to control which records appear in your Calendar Element using source filters and record limits. - [Calendar Event Details](https://docs.knack.com/docs/calendar-filtering-advanced-options.md): Learn how to set up filterWhen you enable the option to show event details in your Calendar Element, users can click on events to view additional information. This article explains how to configure what information appears in these event detail popups.ing capabilities and advanced options for your Calendar Element. - [Calendar Element](https://docs.knack.com/docs/calendar-element.md): Calendar Elements allow you to display your data in an interactive, time-based format. Users can visualize events, appointments, deadlines, and other date-based information in daily, weekly, or monthly layouts. - [Charts ](https://docs.knack.com/docs/chart-elements.md): Transform your app data into compelling visual stories with Knack's powerful Charts feature. Create interactive dashboards, monitor key metrics, and help users discover insights through professional-quality data visualizations. - [Interactive Chart Data Exploration](https://docs.knack.com/docs/interactive-chart-data-exploration.md): Enable users to click chart elements and instantly view the underlying records in a detailed table view. - [Source Filters](https://docs.knack.com/docs/customize-which-records-display.md): Source filters determine which records appear in your elements, allowing you to customize what information your users see. - [How to Add a Map to a Details Page](https://docs.knack.com/docs/how-to-add-a-map-to-a-details-page.md) - [Details Element](https://docs.knack.com/docs/details-element.md): Detail Elements allow you to present the fields of a single record in a versatile layout within your Live App, giving users a comprehensive view of record information. - [Display Rules and Data Security](https://docs.knack.com/docs/display-rules-and-data-security-what-you-need-to-know.md): Understanding how display rules work behind the scenes is crucial for maintaining proper data security in your Knack applications. - [Display Rules](https://docs.knack.com/docs/display-rules-overview.md): Learn how to use display rules on forms, details, and table elements to control field visibility, apply conditional formatting, and create responsive interfaces based on data conditions. - [Duplicate and Move Elements](https://docs.knack.com/docs/duplicate-and-move-elements.md): Efficiently organize your app's interface by copying or moving elements within and between pages while maintaining their settings and configurations. - [How to Add Instructions to a Form](https://docs.knack.com/docs/add-form-instructions.md): Learn how to add field-level and form-level instructions to Form Elements to guide users toward providing accurate information and reducing data errors. - [Equation Fields in Forms](https://docs.knack.com/docs/equation-fields-in-forms.md): Form views can display read-only equation fields that calculate values automatically. When you include the source fields used in the calculation, these equations update in real-time as users enter data in your Live App. - [How to Allow Users to Add New Options in Forms](https://docs.knack.com/docs/forms-add-new-options.md): Learn how to let users add new choices to multiple choice fields and new records to connection fields directly from a form, without needing a builder to predefine every option. - [Forms Email Actions](https://docs.knack.com/docs/forms-email-actions.md): Learn how to set up Email Actions on forms to automatically send custom emails or notifications when a form is submitted in Knack. - [Forms Record Actions](https://docs.knack.com/docs/forms-record-actions.md): Use Record Actions to automate behind-the-scenes data updates when a form is submitted or an inline edit is saved on a Table Element. - [Form Submit Actions](https://docs.knack.com/docs/forms-submit-actions.md): Submit actions determine where users will be directed after successfully submitting a form. They're a critical component for establishing seamless workflows in your application, allowing you to guide users through a logical sequence of steps. - [Form Elements](https://docs.knack.com/docs/form-elements.md): Learn how to add and configure form elements in Knack to create, update, and connect records in your Live App. - [Elements Overview](https://docs.knack.com/docs/elements-overview.md): Elements are the visual components that showcase data within your app. These building blocks make up your Live App pages - like grids, maps, calendars, forms, and more - handling everything from displaying records to collecting user input. - [Link Group Elements](https://docs.knack.com/docs/link-group-elements.md): Link Groups provide a way to organize navigation within your Knack app, helping users find and access different pages easily. With various styling options and link types, menus can be customized to fit your app's design and functionality needs. - [List Elements](https://docs.knack.com/docs/list-elements.md): List elements are used to display multiple records from a table in your database using a flexible layout of rows. This article provides a comprehensive overview of list elements and their customizable settings. - [Map Elements](https://docs.knack.com/docs/map-elements.md): Map Elements visualize your location-based data on interactive maps, allowing users to easily find and explore geographic information in your Knack app. These elements transform address data into visual points on a map that can be searched, filtered, and customized. - [Configuring Column Groupings](https://docs.knack.com/docs/configuring-column-groupings.md): Column groupings define horizontal categories in your pivot table. Choose a field with a limited number of distinct values (typically under 10-15) to keep the table readable. Unlike row groupings, column groupings typically use a single field rather than hierarchical levels. - [Configuring Row Groupings](https://docs.knack.com/docs/configuring-row-groupings.md): Row groupings determine vertical organization in your pivot table. Add a primary row group to categorize data, then optionally add secondary groups to create expandable hierarchies. Each grouping level can be sorted independently. The total number of groupings across rows and columns cannot exceed 3,000. - [Pivot Tables Overview](https://docs.knack.com/docs/pivot-tables.md): Pivot tables transform detailed records into summary views by grouping data across rows and columns and calculating values like sums, averages, and counts. They're available in Next-Gen Apps only—Classic pivot tables must be rebuilt. - [Pivot Table Examples](https://docs.knack.com/docs/pivot-table-examples.md): This article provides ready-to-use pivot table configurations for common business scenarios. Each example includes the recommended row groupings, column groupings, value fields, and an explanation of what insights the configuration reveals. - [Pivot Tables: Classic & Next-Gen Compatibility](https://docs.knack.com/docs/pivot-tables-classic-next-gen-compatibility.md) - [Pivot Tables: Tips and Best Practices](https://docs.knack.com/docs/pivot-tables-tips-and-best-practices.md): Effective pivot tables start with clear questions, use appropriate field selections, and balance detail with readability. Plan before building, test with real data, and create multiple views for different audiences rather than one complex table that tries to do everything. - [Quick Start: Create Your First Pivot Table](https://docs.knack.com/docs/quick-start-create-your-first-pivot-table.md): To create a pivot table: add the pivot table element to a page, select your data source table, configure at least one row grouping, one column grouping, and one value field, then save. Your cross-tabulated summary appears immediately. - [Values and Calculations](https://docs.knack.com/docs/values-and-calculations.md): Value fields determine what numbers appear in your pivot table cells. Select numeric fields from your data source, choose a summarization method (Sum, Average, Count, Min, Max), and optionally enable row and column summaries. You can display multiple value fields simultaneously to show different metrics side by side. - [Rich Text Elements](https://docs.knack.com/docs/rich-text-element.md): Rich Text Elements enable you to add formatted content and images to your Knack app without storing them in your database. These versatile elements help you create welcoming introductions, add branding, and provide instructions to your users. - [Search Elements](https://docs.knack.com/docs/search-elements.md): Search elements are powerful components that enable your users to find exactly what they're looking for in your app. Whether you need a simple keyword search or complex multi-field filtering, search elements provide the flexibility to create intuitive search experiences tailored to your data and users' needs. - [Adding Inline Editing to Tables](https://docs.knack.com/docs/adding-inline-editing-to-tables.md): Enable inline editing on a Table Element to let users edit record values directly in the table, and learn how to control which columns allow inline editing. - [Table Elements](https://docs.knack.com/docs/table-elements.md): Learn what Table Elements are, how they display data in your Live App, and how to configure and customize them using Knack's builder. - [Table Column Settings](https://docs.knack.com/docs/table-column-settings.md): Learn how to add, manage, and configure columns in a Knack Table Element, including column headings, grouping, connection settings, display rules, and field formatting. - [Table Element Settings](https://docs.knack.com/docs/table-element-settings.md): Configure Table Element settings in Knack to control inline editing, column resizing, keyword search, record exporting, pagination, filtering, column summaries, and empty state display. - [Table Elements: Restricted Connection Filters](https://docs.knack.com/docs/table-elements-restricted-connection-filters.md): Use Restricted Connection Filters to control which connected records appear in a dropdown when users edit a connection field inline in a Table Element. - [About Your Live App](https://docs.knack.com/docs/about-your-live-app.md) - [Creating a Universal Welcome Page](https://docs.knack.com/docs/creating-a-universal-welcome-page.md): Instead of having separate entry points for different user types, you can create a universal welcome page that serves as a single entry point for all users. This approach simplifies access while still providing role-specific experiences. - [Live App Overview](https://docs.knack.com/docs/live-app-overview.md): Your Live App serves as the interactive interface where users engage with your application's data. This guide walks you through the foundational components of creating an intuitive Live App experience. - [Users and the Page Menu](https://docs.knack.com/docs/page-menu-essentials.md): This article explains how to manage page visibility in your app's navigation menu based on user roles. - [Sharing Your Live App](https://docs.knack.com/docs/view-and-share-your-live-app.md): Once you've built your app, it's time to share it with your intended audience. This guide covers everything you need to know about previewing, configuring, and distributing your Live App to users. - [Pages Overview](https://docs.knack.com/docs/pages-overview.md): Pages are the foundation of your Knack Live App, serving as containers for elements that display and interact with your data. This overview will help you understand how pages work and how to manage them effectively. - [Page Menus & Dropdowns](https://docs.knack.com/docs/page-menus-dropdown-menus.md): Page Menus provide the primary navigation for your Knack app, allowing users to easily move between different areas of your application. This article explores how to effectively set up and customize your app's navigation experience. - [Profile Pages](https://docs.knack.com/docs/profile-pages-1.md): Profile Pages provide a dedicated space for users to manage their account settings and access administrative functions in your Knack app. They create a personalized experience that keeps administrative tasks separate from your main application flow. - [How to Create a Page Protected with a Log In](https://docs.knack.com/docs/create-protected-page.md): Learn how to create and configure login pages, manage user registration, and control access to your app - [Implementing Single Sign-On](https://docs.knack.com/docs/implementing-single-sign-on.md): Enable Live App users to log in with their Google account. This secure authentication method allows users to access your app seamlessly using their existing Google credentials. - [Page Types and Access Control](https://docs.knack.com/docs/types-of-pages.md): Learn about standard and profile pages, and how to control user access in your Live App. - [Organizing Pages Under Login Pages](https://docs.knack.com/docs/organizing-pages-under-login-pages.md): Knack now supports more flexible organization of login-protected pages. - [Page Rules and Data Security](https://docs.knack.com/docs/page-rules-and-data-security.md): Page rules are powerful user experience tools, but they should never be your primary method for protecting sensitive data or controlling access to information. - [Page Rules](https://docs.knack.com/docs/page-rules.md): Page rules allow you to create automatic actions that trigger when specific conditions are met as soon as a user opens a page. They're powerful tools for creating dynamic, responsive pages that adapt to user roles and data conditions. - [Create and Manage Profile Pages](https://docs.knack.com/docs/profile-pages.md): Learn how to set up and customize profile pages to help users manage their accounts and access important features. - [Users and the Page Menu ](https://docs.knack.com/docs/users-and-the-page-menu.md): This article explains how to manage page visibility and accessibility in the page menu based on user roles, helping you create a personalized navigation experience for different types of users. - [Adding and Configuring the Accept Payment Element](https://docs.knack.com/docs/adding-and-configuring-the-accept-payment-element.md): Add a checkout to any page that displays a single record, and configure how the payment is collected, processed, and followed up. - [Adding and Configuring the Save & Edit Payment Method Element](https://docs.knack.com/docs/adding-and-configuring-the-save-edit-payment-method-element.md): Let logged-in users securely save and update a card on file, so future checkouts are faster. - [Enabling Payments and Connecting Stripe/PayPal](https://docs.knack.com/docs/enabling-payments-and-connecting-stripe.md): Turn on Payments for your app and connect your Stripe account so you can start accepting payments. - [Payments in Next-Gen: Overview](https://docs.knack.com/docs/payments-overview.md): Accept payments directly in your Next-Gen app by connecting Stripe and adding payment elements to your live app pages. - [Making Payments in Your Live App](https://docs.knack.com/docs/making-payments-in-your-live-app.md): A walkthrough of what your users experience when they pay, save a card, or update their saved payment methods in your live app. - [Managing Payments in the Builder](https://docs.knack.com/docs/managing-payments-in-the-builder.md): View and work with your payment data, transactions and saved cards, directly in the Builder. - [Your Payment Tables: Customer Transactions and Saved Customer Payments](https://docs.knack.com/docs/payment-tables.md): Understand the two tables Knack creates for you when you connect Stripe, and what you can and can't change in them. - [What information is sent to Stripe when a payment is made?](https://docs.knack.com/docs/what-information-is-sent-to-stripe-when-a-payment-is-made.md) - [Test As: Quickly Preview & Test Your App as Any User](https://docs.knack.com/docs/test-as-quickly-preview-test-your-app-as-any-user.md): Use Knack's Test As feature to preview your live app as any user or role directly from the Builder, without needing passwords or logging in as that user. - [Adding Read-Only Access For Users](https://docs.knack.com/docs/adding-read-only-access-for-users-copy.md): This article provides instructions on how to enable read-only access for users in the Live App. - [Create a Single Login Page for Multiple User Roles](https://docs.knack.com/docs/create-a-single-login-page-for-multiple-user-roles-copy.md): This step-by-step guide shows you how to create a login welcome page that enables users to access the app seamlessly, regardless of their assigned user roles. - [How to Create an Admin User Role to View All Records](https://docs.knack.com/docs/how-to-create-an-admin-user-role-to-view-all-records-copy.md): This guide walks you through the process of creating an admin user role, allowing administrators to have complete and unrestricted access to all records within the Live App. - [User Access - How To](https://docs.knack.com/docs/user-access-how-to-copy.md): This section presents proven patterns for implementing user access in common business scenarios. Each guide addresses a specific user access requirement that frequently arises in real-world applications. By adapting these patterns to your specific needs, you can implement sophisticated user access models without having to design each solution from scratch. These battle-tested approaches will help you build more powerful, user-friendly applications. - [General Settings](https://docs.knack.com/docs/core-settings.md): The General settings section is divided into four tabs: Core Settings, Security, Map Provider, and Data & Compliance - [Custom Domains for Your Next-Gen Live App](https://docs.knack.com/docs/custom-domains.md): Set up professional, branded URLs for your Next-Gen apps with full domain control and flexibility. - [Data & Compliance](https://docs.knack.com/docs/data-compliance.md): This document explains the data storage, usage tracking, and compliance features available for your application. - [Generate Code to Embed Your Knack App](https://docs.knack.com/docs/embedding-your-knack-app.md) - [App Settings Overview](https://docs.knack.com/docs/app-settings-overview.md): App Settings serve as the central control panel for configuring your Knack application's core behaviors and properties. These settings affect how your app functions, appears to users, and handles security. - [Map Provider Settings](https://docs.knack.com/docs/map-provider-settings.md): Map Providers allow you to display geographic data and location information within your application. This document explains how to configure map settings, understand usage limits, and choose between available map provider options. - [Two-Factor Authentication (2FA): Setup, Management & Live App Experience](https://docs.knack.com/docs/2fa-setup-and-management.md): Learn how to enhance your app's security with two-factor authentication, protecting sensitive data and building user trust. - [App User Login and Security](https://docs.knack.com/docs/app-settings-user-logins.md): This document outlines security settings for managing user logins, access control, and authentication in your application. - [Knack API Settings](https://docs.knack.com/docs/knack-api-settings.md): Managing API Credentials & Usage - [Adaptive Multi-Factor Authentication](https://docs.knack.com/docs/adaptive-multi-factor-authentication.md): Enhanced account security that adapts to your login patterns—MFA only when you need it. - [Security Settings](https://docs.knack.com/docs/security-and-privacy-settings-overview.md): Manage your app's Security settings in Settings > General > Security - [Security and Privacy Settings](https://docs.knack.com/docs/security-and-privacy-settings.md): The Script Attack Protection setting is a security feature that prevents the storage and execution of specific custom code elements and attributes that are not on the allowlist. - [Implementing Google Single Sign-On (SSO)](https://docs.knack.com/docs/implementing-google-sso.md): Enable your Live App users to log in with their Google account. This secure authentication method allows users to access your app seamlessly using their existing Google credentials — no separate username and password required. - [Implementing OAuth Single Sign-On](https://docs.knack.com/docs/implementing-oauth-single-sign-on.md): Adding Single Sign-On (SSO) to your Knack app allows your users to log in securely using their existing credentials. - [Implementing SAML Single Sign-On](https://docs.knack.com/docs/implementing-saml-sso.md): Single Sign-On (SSO) lets your users log in to your Knack app using credentials they already have - no separate username and password required. - [Single Sign-On (SSO) Overview](https://docs.knack.com/docs/single-sign-on-overview.md): Single Sign-On (SSO) allows your app's users to authenticate using an existing identity provider, removing the need to manage separate usernames and passwords in Knack. This simplifies the login experience and gives your organization centralized control over access. - [System Requirements & Compatibility](https://docs.knack.com/docs/system-requirements-compatibility.md): Knack is designed to work smoothly across a variety of modern web browsers, ensuring that both builders and end-users have a consistent experience regardless of their preferred browser. - [Date and Time Display in Equations and Text Formulas with Multi-Timezone Enabled](https://docs.knack.com/docs/date-and-time-display-in-equations-and-formulas-with-multi-timezone-enabled.md): When using multi-timezone functionality, you may notice unexpected date or time values in Equation fields, Text Formula fields, or Date fields when there is a mismatch between date-only and date+time configurations. This article explains why this happens and how to avoid it. - [Timezone Support in Next-Gen Knack Apps](https://docs.knack.com/docs/timezone-support-in-next-gen-knack-apps.md): Knack's automatic timezone support ensures dates and times display correctly for users worldwide, eliminating timezone confusion and manual calculations while maintaining data consistency - [Timezone Technical Implementation (For API Users)](https://docs.knack.com/docs/technical-implementation-for-api-users.md) - [Connections](https://docs.knack.com/docs/connections-guide.md): Connections establish relationships between different tables, allowing your application to work with related data across your database. - [Best Practices for Connections](https://docs.knack.com/docs/best-practices-for-connections.md): Learn the recommended approaches for designing and implementing effective connections in your Knack application. - [Connection Types](https://docs.knack.com/docs/connection-types.md): Understanding the different types of connections available in Knack helps you design effective data relationships. - [Connection Updates: What's Changed and Why](https://docs.knack.com/docs/connection-updates-whats-changed-and-why.md): July 2025 : Making Connection Fields More Intuitive - [Creating Connections](https://docs.knack.com/docs/creating-connections.md): Learn how to add connection fields to your tables and establish relationships between different types of data. - [Display Fields](https://docs.knack.com/docs/display-fields.md): Display fields control how connected records appear in dropdown menus, making it easier to identify and select the right records when creating connection - [Mastering Connections in Knack: A Complete Guide](https://docs.knack.com/docs/understanding-table-relationships.md): This comprehensive guide will help you understand, plan, and implement table relationships that grow with your needs while avoiding common pitfalls that can complicate your application later. - [Managing Connections](https://docs.knack.com/docs/managing-connections.md): Learn how to maintain and modify your table connections over time as your application evolves. - [Data Model](https://docs.knack.com/docs/data-model.md) - [Adding & Managing Conditional Rules](https://docs.knack.com/docs/adding-and-managing-conditional-rules.md): Learn how to create, edit, and manage conditional rules to automate field values in your Knack application. - [Conditional Rules](https://docs.knack.com/docs/conditional-rules.md): Conditional rules automatically set field values based on conditions you define. Each rule uses one of two trigger types that control when the rule runs and whether the field can still be edited. - [Order of Operations and Best Practices](https://docs.knack.com/docs/order-of-operations-and-best-practices.md): Learn important considerations for implementing conditional rules effectively in your Knack application. - [Field Rules](https://docs.knack.com/docs/field-rules.md): Field rules govern how data is entered in your app, ensuring quality and automating values based on specific conditions. - [Adding & Managing Validation Rules](https://docs.knack.com/docs/adding-and-managing-validation-rules.md): Learn how to create, edit, and manage validation rules to ensure data quality in your Knack application. - [Advanced Validation with Regular Expressions](https://docs.knack.com/docs/advanced-validation-with-regular-expressions.md): Learn how to use regular expressions (regex) to create powerful, flexible validation rules for your fields. - [Validation Rules](https://docs.knack.com/docs/validation-rules.md): Validation rules ensure data accuracy by defining conditions that must be met before information can be submitted or saved. - [Creating & Managing Fields](https://docs.knack.com/docs/creating-fields.md): Fields are the individual data components within your Knack tables that define how your information is structured and stored. This guide will walk you through the essential processes of creating, editing, and organizing fields. - [Choosing the Right Equation Type: Numeric vs. Date](https://docs.knack.com/docs/choosing-the-right-equation-type-numeric-vs-date.md): When creating equation fields in Knack, selecting the appropriate equation type is essential for ensuring accurate calculations. This article explains when to use numeric versus date equation types and provides practical examples for each. - [Date Equation Settings](https://docs.knack.com/docs/date-equation-functions.md): Date equation fields allow you to perform calculations with dates and display results in either date format or as numeric values. These powerful fields enable you to calculate deadlines, determine timeframes, and automate date-based logic in your application. - [Equation Fields](https://docs.knack.com/docs/equations-overview.md): Equation fields are powerful tools that allow you to perform calculations within your Knack app by combining field values, numbers, and mathematical functions. - [Numeric Equation Settings](https://docs.knack.com/docs/numeric-equation-settings.md): When configuring numeric equation fields in Knack, you have various formatting options to control how calculated results appear to users. This article explains the available settings and how they impact the display of your equation results. - [Date/Time Fields](https://docs.knack.com/docs/datetime-fields.md) - [Choice Fields](https://docs.knack.com/docs/field-management-editing-a-multiple-choice-field.md) - [File & Image Fields](https://docs.knack.com/docs/file-fields.md) - [Field Types & Settings](https://docs.knack.com/docs/field-types.md): Fields in Knack come in various types, each designed for specific kinds of data. This guide explores the different field types available and how to configure their settings for optimal use. - [Number Fields](https://docs.knack.com/docs/number-fields.md) - [Other Fields](https://docs.knack.com/docs/other-fields.md) - [Personal Fields](https://docs.knack.com/docs/personal-fields.md) - [Text Fields](https://docs.knack.com/docs/short-text-fields.md) - [System Fields](https://docs.knack.com/docs/system-fields.md): System fields provide essential record metadata that tracks when records are created and modified, giving you powerful insights into your data's lifecycle. - [Formula Fields](https://docs.knack.com/docs/formulas-overview.md): This guide provides information on how to use formula fields in your Knack app to perform calculations on connected records and automate data aggregation across your tables. - [SUM Fields and Self-Referencing Connections](https://docs.knack.com/docs/sum-fields-and-self-referencing-connections.md): Understand how SUM fields behave when used with self-referencing connections, and learn the recommended approach for accurate calculations. - [Fields](https://docs.knack.com/docs/fields-overview.md): Fields are the fundamental building blocks of your Knack database that define how your data is structured and stored. Each field represents a specific piece of information in your tables, similar to columns in a spreadsheet - [Text Formula Fields](https://docs.knack.com/docs/text-formula-fields.md): This guide explains how to implement and manage text formula fields in your Knack app, providing you with powerful tools to combine and manipulate text values across your data. - [Text Formula Functions](https://docs.knack.com/docs/text-formula-functions.md) - [Batch Updates and Deletes](https://docs.knack.com/docs/batch-updates-and-deletes.md): When working with multiple records in your DataTable, you can save time by performing batch operations to update or delete several records at once. These powerful features allow you to make changes across multiple records simultaneously, streamlining your data management workflow. - [Creating & Managing Tables](https://docs.knack.com/docs/creating-managing-tables.md): Learn how to create new tables, adjust table settings, and manage your tables effectively. This article covers everything from creating your first table to maintaining multiple tables as your app grows. - [Tables & Data](https://docs.knack.com/docs/getting-started-tables.md): Tables are the foundation of your Knack application's data structure. Understanding how to effectively structure and manage your data will help you build powerful, efficient applications. You'll discover how to create and organize tables, manage records, define fields, and establish connections between different types of information. - [Planning Your Tables](https://docs.knack.com/docs/planning-tables-in-knack.md): Planning your tables is a crucial foundation for any successful Knack app. This article will walk you through the process of properly structuring your database to ensure your app runs efficiently and meets your needs. - [Records Overview](https://docs.knack.com/docs/records-overview.md): This guide helps you work with records in the DataTable. You'll learn how to create, save, edit, and remove records effectively within your application. - [User System Field Stamps & System Users](https://docs.knack.com/docs/system-users.md): User System Field Stamps automatically track who created, updated, and owns each record in your Knack app. System Users represent automated actions like API calls, Flows, and Builder changes. - [Importing Special Data Types](https://docs.knack.com/docs/importing-special-data-types.md): Learn how to properly format and import special data types like dates, connections, and images. - [Importing Data](https://docs.knack.com/docs/importing-data.md): Importing data allows you to quickly add records to your Knack application from spreadsheets and other external sources. - [Limited Use Disclosure](https://docs.knack.com/docs/limited-use-disclosure.md) - [Preparing Data for Import](https://docs.knack.com/docs/preparing-data-for-import.md): Before uploading your data to Knack, proper preparation ensures a smooth and successful import process. - [The Import Process](https://docs.knack.com/docs/the-import-process.md): Learn the step-by-step workflow for importing data into your Knack application. - [Tasks](https://docs.knack.com/docs/tasks-overview.md): Tasks are powerful automation tools that let you schedule actions to run on records in your Knack app. This feature helps you streamline workflows and reduce manual data management. - [Custom Fonts](https://docs.knack.com/docs/custom-fonts.md): Transform your app's typography by adding custom fonts that align with your brand identity. Knack supports custom fonts through Font Style Sheet URLs, giving you the flexibility to use any web font service or self-hosted font files. - [Customizing Your App's Visual Identity with the Theme Builder](https://docs.knack.com/docs/customizing-your-apps-theme.md): Learn how to create a cohesive, on-brand look for your app using Knack's Theme Builder—from colors and fonts to layouts and accessibility features. - [Themes: General Layout](https://docs.knack.com/docs/layout-customization-overview.md): This guide covers the **Layout** settings in the Knack Theme Builder. A well-designed layout is crucial for creating an intuitive and user-friendly application. These settings allow you to control your app’s navigation, structure, and overall presentation. - [Managing Your Brand Assets in the Theme Builder](https://docs.knack.com/docs/managing-your-brand-assets-in-the-theme-builder.md): Learn how to upload and configure your logos and favicon to create a professional, recognizable app that reflects your organization's visual identity. - [Previewing Your Theme in the Live App](https://docs.knack.com/docs/previewing-your-theme-in-the-live-app.md) - [Setting Up Navigation Layout](https://docs.knack.com/docs/setting-up-navigation-layout.md): The Navigation tab is your control center for the main menu that helps users move through your app - [Themes: Global Styles: Action Link & Label Customization](https://docs.knack.com/docs/themes-global-styles.md): Customize the appearance of action links and labels across your app to create a polished, on-brand experience. - [Adding Read-Only Access For Users](https://docs.knack.com/docs/adding-read-only-access-for-users.md): Configure your Knack app so users can view records without the ability to edit or delete them, using user roles, connections, and login-protected pages. - [Create a Single Login Page for Multiple User Roles](https://docs.knack.com/docs/create-a-single-login-page-for-multiple-user-roles.md): Create a unified login page that lets all user roles access your Knack app from a single entry point, with automatic navigation based on role permissions. - [Displaying Records Shared Within User Groups](https://docs.knack.com/docs/displaying-records-shared-within-user-groups.md): Set up group-based record sharing in Knack so multiple users within the same company, division, or team can view the same set of shared records. - [How to Create an Admin User Role to View All Records](https://docs.knack.com/docs/how-to-create-an-admin-user-role-to-view-all-records.md): Set up a dedicated admin user role in Knack with unrestricted access to all records, and manage users directly from the Live App. - [Common User Access Scenarios](https://docs.knack.com/docs/common-user-access-scenarios.md): Step-by-step guides for implementing common user access patterns in Knack, including admin roles, read-only access, shared login pages, and group-based record sharing. - [Data Access Control: Frequently Asked Questions](https://docs.knack.com/docs/data-access-control-frequently-asked-questions.md) - [Data Access Control](https://docs.knack.com/docs/data-access.md): This guide will help you understand how Data Access Control works, how to configure it for different User Roles, and how to enable enforcement in your Live App. - [About Logins & Registrations](https://docs.knack.com/docs/about-logins-registrations.md): This article explores login elements and registration elements and provides instructions on how to incorporate them into your Knack app. - [How to Configure Profile Pages](https://docs.knack.com/docs/how-to-configure-profile-pages.md): Set up profile pages in your Knack app, including page settings, access controls, password management, and page rules. - [About Profile Pages](https://docs.knack.com/docs/about-profile-pages.md): Profile pages provide user account management and administrative tools in a dedicated menu, separate from your app's main navigation. - [User Roles and Permissions](https://docs.knack.com/docs/user-roles-and-permissions.md): Control what each user can see and do in your Knack application with role-based permissions. - [Managing Page Access by Role](https://docs.knack.com/docs/managing-page-access-by-role.md): Use the Page Access tab in the Knack Builder to audit, view, and edit which user roles can access which pages in your app. - [How to Configure Registration Settings for Protected Pages](https://docs.knack.com/docs/how-to-configure-registration-settings-for-protected-pages.md): Control whether new users can register for access to your protected pages, and configure approval workflows for new account requests. - [How to Create a Login-Protected Page](https://docs.knack.com/docs/how-to-create-a-login-protected-page.md): Step-by-step instructions for creating login-protected pages in Knack, including adding protection to new and existing pages. - [How to Manage User Role Access](https://docs.knack.com/docs/how-to-manage-user-role-access.md): Restrict protected pages to specific user roles in Knack. Configure page-level access settings and use page rules to control element visibility by role. - [How to Set Up Single Sign-On for Protected Pages](https://docs.knack.com/docs/how-to-set-up-single-sign-on-for-protected-pages.md): Enable Google Single Sign-On (SSO) for your Knack protected pages so users can log in with their existing Google accounts. - [Protected Pages Overview](https://docs.knack.com/docs/protected-pages-overview.md): Control who can access specific content in your Knack app by requiring users to log in with valid credentials before viewing protected pages. - [Protected Pages Best Practices](https://docs.knack.com/docs/protected-pages-best-practices.md): Recommended approaches for security, user management, access control, and ongoing maintenance of protected pages in Knack. - [Troubleshooting Protected Pages](https://docs.knack.com/docs/troubleshooting-protected-pages.md): Solutions for common issues with login access, user permissions, registration, SSO integration, and element display on protected pages in Knack. - [Do I Need a Separate User Role Table?](https://docs.knack.com/docs/do-i-need-a-separate-user-role-table.md): Determine whether your Knack app needs a user role table, a user role table plus a data table, or multiple user role tables based on how your users relate to your data. - [User Management Fundamentals](https://docs.knack.com/docs/user-management-fundamentals.md) - [Managing User Records](https://docs.knack.com/docs/managing-user-records.md): Learn how to add, edit, and manage user accounts in your Knack app, including handling user statuses, roles, and email communications. ## API Reference - [Constructing Your Payload](https://docs.knack.com/reference/constructing-your-payload.md) - [Creating Records](https://docs.knack.com/reference/creating-records.md) - [Object-Based POST](https://docs.knack.com/reference/object-based-post.md) - [View-Based POST for Inserting a Connected Record](https://docs.knack.com/reference/view-based-post-for-inserting-a-connected-record.md) - [View-Based POST](https://docs.knack.com/reference/view-based-post.md) - [Deleting Records](https://docs.knack.com/reference/deleting-records.md) - [Object-Based DELETE](https://docs.knack.com/reference/object-based-delete.md) - [View-Based DELETE](https://docs.knack.com/reference/view-based-delete.md) - [File/Image Uploads](https://docs.knack.com/reference/fileimage-uploads.md) - [Constructing Filters](https://docs.knack.com/reference/constructing-filters.md) - [Filtering by a Connected Record](https://docs.knack.com/reference/filtering-by-a-connected-record.md) - [Filters & Field Types](https://docs.knack.com/reference/filters-field-types.md) - [Filters](https://docs.knack.com/reference/filters.md) - [Formatting](https://docs.knack.com/reference/formatting.md) - [Formatting, Sorting, Pagination](https://docs.knack.com/reference/formatting-sorting-pagination.md) - [Pagination](https://docs.knack.com/reference/pagination.md) - [Sorting](https://docs.knack.com/reference/sorting.md) - [Introduction to the API](https://docs.knack.com/reference/introduction-to-the-api.md) - [Retrieving Records](https://docs.knack.com/reference/retrieving-records.md) - [Retrieving Multiple Records](https://docs.knack.com/reference/retrieving-multiple-records.md) - [Retrieving One Record](https://docs.knack.com/reference/retrieving-one-record.md) - [Finding Record IDs](https://docs.knack.com/reference/finding-record-ids.md) - [Updating Records](https://docs.knack.com/reference/updating-records.md) - [Object-Based PUT](https://docs.knack.com/reference/object-based-put.md) - [View-Based PUT](https://docs.knack.com/reference/view-based-put.md) - [Users, Sessions & Remote Logins](https://docs.knack.com/reference/users-sessions-remote-logins.md) - [Remote User Logins](https://docs.knack.com/reference/remote-user-logins.md) - [User Tokens](https://docs.knack.com/reference/user-tokens.md): Next-Gen and Classic Examples - [Utilize Remember Me Option](https://docs.knack.com/reference/utilize-remember-me-option.md) - [API Key & App ID](https://docs.knack.com/reference/api-key-app-id.md) - [API Limits](https://docs.knack.com/reference/api-limits.md) - [Using the API](https://docs.knack.com/reference/using-the-api.md) - [Object-Based Requests](https://docs.knack.com/reference/object-based-requests.md) - [Response Format](https://docs.knack.com/reference/response-format.md) - [View-Based Requests](https://docs.knack.com/reference/view-based-requests.md) - [Working with Fields](https://docs.knack.com/reference/working-with-fields.md) - [CSS Examples](https://docs.knack.com/reference/css-examples.md) - [Identifying Elements to Change](https://docs.knack.com/reference/identifying-elements-to-change.md) - [Prioritize your Styles](https://docs.knack.com/reference/prioritize-your-styles.md) - [Styling Embedded Apps](https://docs.knack.com/reference/styling-embedded-apps.md) - [Using CSS with Knack](https://docs.knack.com/reference/using-css-with-knack.md) - [Custom CSS: Differences in Classic and Next-Gen](https://docs.knack.com/reference/custom-css-differences-in-classic-and-next-gen.md) - [Best Practices](https://docs.knack.com/reference/best-practices.md) - [Common CSS Customization Examples](https://docs.knack.com/reference/common-css-customizations.md): Quick examples of popular customizations using Next-Gen CSS classes. Copy and paste these into your custom CSS. - [CSS Override Techniques](https://docs.knack.com/reference/css-override.md) - [Next-Gen Apps: CSS Implementation Guide](https://docs.knack.com/reference/next-gen-apps-css-implementation-guide.md) - [Troubleshooting & Getting Help](https://docs.knack.com/reference/troubleshooting-techniques.md) - [Next-Gen Apps: Quick Start + CSS Reference](https://docs.knack.com/reference/using-css-with-next-gen-knack.md): This architecture provides a modern, semantic approach to customizing your Knack applications with predictable CSS classes and clean HTML structure - [Using Developer Tools to Inspect CSS Classes and IDs](https://docs.knack.com/reference/using-developer-tools-to-inspect-css-classes-and-ids.md) - [Getting Help with Custom Code](https://docs.knack.com/reference/get-help.md) - [Welcome to Knack's Developer Docs!](https://docs.knack.com/reference/getting-started.md): Learn Knack's API, CSS code format / examples, and Javascript code format / examples - [How to Add Custom Code - Classic Knack](https://docs.knack.com/reference/how-to-add-custom-code.md) - [Interface Events](https://docs.knack.com/reference/interface-events.md) - [Page Render](https://docs.knack.com/reference/page-render.md) - [View Render](https://docs.knack.com/reference/view-render.md) - [JavaScript & jQuery Examples](https://docs.knack.com/reference/javascript-jquery-examples.md) - [Javascript Utility Functions](https://docs.knack.com/reference/javascript-utility-functions.md) - [Retrieving User Properties](https://docs.knack.com/reference/retrieving-user-properties.md) - [Load External JavaScript Files](https://docs.knack.com/reference/load-external-javascript-files.md) - [Checkout Submit (Payment Complete)](https://docs.knack.com/reference/checkout-submit-payment-complete.md) - [Form Submit](https://docs.knack.com/reference/form-submit.md) - [Records Events](https://docs.knack.com/reference/records-events.md) - [Record Create](https://docs.knack.com/reference/record-create.md) - [Record Delete](https://docs.knack.com/reference/record-delete.md) - [Record Update (Form)](https://docs.knack.com/reference/record-update-form.md) - [Record Update (Inline Table Edit)](https://docs.knack.com/reference/record-update-inline-table-edit.md) - [Records Render](https://docs.knack.com/reference/records-render.md) - [Using Javascript with Knack](https://docs.knack.com/reference/using-javascript-with-knack.md) - [CSS-First Customization](https://docs.knack.com/reference/css-first-customization.md): All visual customizations in Next-Gen Knack should be handled with CSS using the official class names, not JavaScript DOM manipulation. This approach provides good performance, maintainability, and user experience. - [Custom Code: Classic & Next-Gen FAQ](https://docs.knack.com/reference/custom-code-classic-next-gen-faq.md): This FAQ addresses common questions about using custom code in both Classic and Next-Gen versions of Knack applications. - [Custom JavaScript: Differences in Classic and Next-Gen Apps](https://docs.knack.com/reference/custom-javascript-differences-in-classic-and-next-gen-apps.md): Understand the fundamental differences between JavaScript customization in Classic and Next-Gen Knack applications, including migration strategies and side-by-side code comparisons. - [Constructing View URLs in Next-Gen Apps](https://docs.knack.com/reference/constructing-view-urls-in-next-gen-apps.md): **Get your app's base URL programmatically to build dynamic view links and redirects in custom JavaScript code.** - [Event System Overview](https://docs.knack.com/reference/event-system-overview.md): Next-Gen Knack features a comprehensive event system built around the `Knack.on()` method, providing structured data and modern JavaScript patterns for business logic. - [All Interface Events](https://docs.knack.com/reference/interface-events-1.md): An at-a-glance summary of all events - [Page and View Events](https://docs.knack.com/reference/page-and-view-events-1.md): Page and view events provide the foundation for triggering business logic when users navigate your application and when content is displayed. - [Record and Form Events](https://docs.knack.com/reference/record-and-form-events.md): Record and form events provide powerful hooks for processing data operations and user interactions with your application's forms. - [External Resource Loading](https://docs.knack.com/reference/external-resource-loading.md): Next-Gen Knack provides a modern resource loading system with duplicate prevention and promise-based architecture. This system allows you to safely load external JavaScript libraries and CSS files that enhance your application's functionality. - [Bulk Update Status for Knack Tables](https://docs.knack.com/reference/bulk-status-update.md): Learn how to add bulk update functionality to your Knack table elements with this comprehensive JavaScript implementation guide. This script enables users to select multiple records using checkboxes and update their status fields simultaneously, dramatically improving workflow efficiency. Includes complete code with detailed explanations, step-by-step customization instructions, and troubleshooting tips for common issues. - [Event Capacity Check](https://docs.knack.com/reference/event-capacity-check.md): This script automatically displays real-time capacity information on your event pages. When someone views an event, it shows how many spots are remaining, indicates when an event is full, and dynamically updates as registrations come in. - [Javascript Examples](https://docs.knack.com/reference/javascript-examples.md): Welcome to our collection of JavaScript examples! This section is designed to provide you with practical, real-world code snippets that you can adapt and use in your own Knack applications. These examples demonstrate how to extend Knack's functionality to meet your specific needs. Our goal is to empower you to build more powerful and customized applications. We will continue to expand this library with new and useful examples over time. - [Schema Access Methods](https://docs.knack.com/reference/schema-access-methods.md): The Knack object provides comprehensive methods to access your application's schema and structure programmatically. - [The Next-Gen Knack Object API](https://docs.knack.com/reference/the-next-gen-knack-object-api.md): The global Knack object provides programmatic access to your application through a clean, promise-based API with lazy loading and caching for optimal performance. - [Getting Started with JavaScript](https://docs.knack.com/reference/using-js-with-next-gen-knack.md): JavaScript customization in Next-Gen Knack opens up powerful possibilities for enhancing your application's functionality and user experience. This modern implementation uses React-based architecture with promise-driven APIs. - [Getting Help With Regular Expressions](https://docs.knack.com/reference/getting-help-with-regular-expressions.md) - [Using Regular Expressions With Your App](https://docs.knack.com/reference/using-regular-expressions-with-your-app.md) - [Third-Party Wrappers - Classic Knack](https://docs.knack.com/reference/third-party-wrappers.md)