For AI agents: visit https://docs.knack.com/v3/llms.txt for an index of all pages formatted in Markdown and endpoints in OpenAPI.
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GET STARTED (Classic)
Getting Started Overview
Quickstart Videos
Working with Support
Knack Glossary
How Knack Works
Design Your Database
Navigating the Knack Platform
Scaling Your App
Do More With Knack
Managing Your App's Performance
How can I reduce the complexity of my app?
Routine App Maintenance
Live App
Build Your Live Application
Live App Design
View & Share Your App
Reporting & Dashboards
The menu isn't displaying for my app on mobile devices. How do I fix that?
How do I add a logo to my Knack app?
About Your Live App
How-To Videos
How to Enable Users and Add User Roles
How to Update Your Table's Settings
How to Add an Action Link to a Grid View
How to Update Your Page's Settings
How to Perform Batch Updates to Records
How to Copy a Table's Fields
How to Add or Remove Shared Builders
How to Add Validation Rules to Fields
How to Create an App with AI
How to Add SAML SSO Credentials
Learn More
Builder Guide
Builder Guide
About Your Database
The Knack Dashboard & Builder
Search & Queries
Records
Working with Records
Managing Your Records
Exporting Records
Deleting Records
Batch Updates
Date/Time Filters
Utilize an Edit Form to Create Records That Don't Already Exist
Moving or Copying Fields/Data from One Table to Another
Fields
About Fields
Field Types
Using Conditional Rules
Using Validation Rules
Field Type Conversions
About Equations
Choosing the Right Equation Type: Numeric vs. Date
Date Equation Settings
Numeric Equation Settings
Numeric Equation Functions
Date Equation Functions
About Formula Fields
About Text Formulas
Text Formula Functions
System Fields
Tables & Connections
Table Settings
Planning Your Tables
Special Tables
About Connections
Connection Types
Using Connections in Your App
Connections: Troubleshooting & FAQs
Planning Your Connections: Simple Example
Planning Your Connections: Complex Example
Connecting Related Data
Connecting Records Together
Working with Tables
Data Model
Pages
Working with Pages
Page Settings
Using Page Rules
Page Rules and Data Security
Printing Pages & PDFs
Views
Record Views
About Grid Views
Grid View Settings
Grid Column Settings
About Form Views
About Details Views
About List Views
About Search Views
Advanced Searches
About Map Views
About Calendar Views
Grid Views: Inline Edit Filters
Static Views
About Rich Text Views
About Menu Views
Reports Views
About Reports
E-Commerce Views
About Payment Method Views
About Payment Views
Customize Views
Using Display Rules
Using Record Actions
Using Submit Actions
Using Action Links
Real-Time Equation Calculations in Forms
Combining Fields from Connected Records in Views
How to Add Connection Links to Views
How to Add Inline-Editing to a Grid
How to Add a Map to a Details View
Source: Which Records Will the View Display
How do I show multiple dates on a Calendar view?
E-Commerce
About E-Commerce
E-Commerce & Payments
Using Payment Processors
Payments Table & Records
What information is sent to Stripe when a payment is processed?
Tasks & Emails
Scheduled Tasks
Sending Emails (Email Rules)
Emails & Notifications
Understanding the Email History
App Customization
App Settings: Map Provider
Using a Custom Domain For Your App
Embedding Your App
Working with Icons
Getting Help with Custom Code
Using Regular Expressions (Regex) With Your App
USERS & LOGINS
The Basics
About Users
Users & Access
Managing User Roles & Permissions
Managing User Records
About Logins & Registrations
About Utility Pages
Users and the Page Menu
How-To Guides
Enabling Users & Permissions for Further Functionality
How to Create an Admin User Role to View All Records in the Live App
Adding Read-Only Access For Users in the Live App
Create a Single Login Page for Multiple User Roles
Show Records Connected to the Logged-In User
Show Records Connected To The Logged-In User's Company Or Other Group
Enable Your Users to Save Their Payment Method
Configuring SAML SSO with Microsoft Entra ID (formerly Azure AD)
Updating Your App’s SSO Configuration to Include Knack.com
Two-Factor Authentication (2FA): Setup, Management & Live App Experience
FAQ
Is there a way to have new users be automatically logged-in after they register?
Do I need a separate user role table for my Vendors, Customers, Employees, Contacts, etc.?
IMPORTING DATA
Improved Experience for Importing Data and Creating Tables
Limited Use Disclosure
The Basics
New! Importing Data from Google Sheets
Importing Records
File Format Guide for Importing
Importing .XLSX or .XLS Files
How to Import into a Connection Field
Importing Connections
Importing FAQ
Can I import anything other than data such as, tables, grids, pages, views, etc.?
Can I schedule or automate imports?
Can I import data into more than one table at the same time?
Can I undo or reverse an import?
Can the users of my apps import data from the Live App instead of importing only from the Knack Builder?
How can I remove an odd character when importing data?
How do I update existing data using an import?
I am importing data for the first time. How do I do that?
I'm getting an error when importing. What do I do?
My import is taking a long time. Can you take a look?
My import is failing or is stalled. What can I do?
Some of my fields aren't importing correctly. How can I fix that?
Guides on Importing
How to Import Data Using Google Sheets
How to Import Your Data to Create a New Table
How to Import Your Data into an Existing Table
How to Import Address & Person Data
How-To Guides
How-To Guide Overview
Add Functionality to Your Live App
How to Send an Email with a Click of a Button
How to Access Private Records Without a Login
App Walkthroughs
How to Create a Class Catalog & Enrollments App
Getting Started Guide: Building Your Education App
How to Build an Inventory Manager App
How to Build a Task Management App
How to Build a Map Directory or Store Locator App
How to Build a Quiz App
How to Build a Member Directory App
How to Build an Orders App
How to Setup a Start/Stop Timer Guide
Customize Views
How to Add Groupings to a Grid
How to Click on an Image to Go to Another Page
How to Find an Exact Match Using a Search View
Forms
How to Add Read-Only Fields to a Form
How to Create a Multi-Part Form
How to Add Instructions to a Form
How to Allow Users to Add New Options in Forms
How to Automatically Capture a User’s Location on a Form
How to Change the Layout of Forms
How to Create Dynamic Dropdowns in Forms
How to Customize the Text on a Submit Button
How to Use URL Variables to Pre-Populate a Form
Image & Files
How to Automatically Resize Images
How to Limit an Uploaded File’s Size
Store Multiple Images or Files for Individual Records
How do I bulk upload or import multiple files?
Logic, Equations, & Formulas
Equation Types & Logic
Calculations & Logic
How to Include Connected Values in Equations
How to Calculate the Numeric Week of the Year from a Date
How to Automatically Generate Expiration Dates/End Dates
How to Extract the Start and End Dates from a Date/Time Field
Calculate Age in Years from a Birthday
How to Create Discount Codes
How do I create a field that always displays today's date?
Display a Message When a Deadline is Approaching
Generate Simple Numeric Barcodes Automatically
How to Display Multiple Date Formats Using a Single Date Field
How do I create an "If, Then" or conditional equation?
How to Number Line Items
How to Set a Random ID
Start an Auto Increment Field from Any Number
Manage Your Records
How to Add Conditional Rules to Fields
Create a Version History for Records
Copy a Record Using Record Actions
Track When Records are Created and Updated
Track Which User Last Updated a Record
Use Zapier to Insert Connected Records
Pages
Create a Print-Friendly Invoice Page
How to Display a Page in a Modal Popup
How to Add a View to a New Page
Create a Registration Form with Limited Availability
Create a Button or Link that Updates a Field to a Custom Value
About Page Menus & Dropdown Menus
Reports, Queries, & Summaries
How to Add Numerical Summaries to a Grid
Users & Logins
SAML SSO Security Update: Identity Provider Certificate
How to Display Links in Your App's Page Menu Based on User Access
Single Sign-On (SSO) with Google and Custom SSO
Work with Connected Records
How to Show Multiple Fields in Your Connection Drop-Down
Create an Add To Favorites Feature
Showing Parent-Child Records in the Live App
How do I find the most recent date from a connected table?
Workflows & Automations
How to Build AI Assistants in Knack Using OpenAI and Flows
About Workflows
Workflow Tools
Add Notification & Reminder Emails to Your App
Add a Pipeline to Your App
Adding Stages to Your App
Add Status Indicators to Your App
Approve New Records Before Displaying Them
Knack Dashboard
How to Create a Template App
Working with Our Support Team
How to Use the Browser Console to Share Errors with Our Support Team
App Settings
Timezone Support in Next-Gen Knack Apps
Date and Time Display in Equations and Formulas with Multi-Timezone Enabled
EXTEND YOUR APP
Integrate with Zapier
Integrate with Make
Integrate with Mailchimp
Integrate with Formstack Documents
Other Customization Options
Does Knack offer a service for building apps or have developers I can hire?
FAQ
FAQ Overview
Can I?
Can I integrate Knack with other data, products, and services?
Can I use a barcode or credit card scanner with Knack?
Can I customize the look and feel of my Knack pages?
Can I have an app in a language besides English?
Can I prototype for others?
Can I migrate my Access, Filemaker, SQL, or other databases?
Can I email PDFs or other attachments to users with Knack?
Does Knack offer a Sandbox or Developer Environment?
Can I migrate or transfer data from Zoho, Quickbase, or TrackVia?
Can I use Knack on mobile devices?
Can I add chat or messaging to my app?
Managing Apps
How do I copy an app from my Knack account to another account?
How do I white label my app?
How do I give Builder access to a colleague or developer for one of my apps?
How do I remove the "Powered by Knack" logo at the bottom of my app?
How can I track what users are doing in my app?
How do I backup or export my apps and data?
How do I change the favicon for my app?
How do I merge my apps, or copy pages, tables, or other app elements between my apps?
Can I share or connect data between apps?
How can I restore my app structure/data to a previous version?
App Building
How can I change the color of an element in my app?
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?
Is there a way to add a display rule to multiple columns at one time instead of having to update each column individually?
How to View a Customer's Payment History
Account FAQ
Where can I find a copy of my receipt or invoice?
How do I freeze or pause my Knack account?
Is there an option to pay via invoice, check, wire transfer, or something other than a credit card?
I'm over the record limit for my account. How do I add more records to my account or get under the limit?
How do I add more API calls to my account?
Other
Which browsers does Knack support?
How does Knack work on mobile devices? Is it mobile-friendly?
Is Knack GDPR compliant?
Will Knack sign an NDA (Non-Disclosure Agreement)?
Does the signature captured through a signature field constitute a legally binding signature?
ACCOUNT MANAGEMENT
Account Management Overview
Managing Your Account Settings
About Knack Accounts
Sharing Apps with Shared Builders
How to Acquire or Transfer Account Access
How do I cancel my Knack account?
Account Plans & Billing
Refund Policy
Managing Your Apps
API Call Add-Ons from the Knack Dashboard
Knack Plans & Pricing
Knack Health & HIPAA Plans
SECURITY & INFRASTRUCTURE
Security Best Practices
Security & Infrastructure Glossary of Terms
How secure is Knack?
Knack Status Page
Builder Security Settings for All Knack Plans
Live App Security Settings
Live App Security Settings: HIPAA Plans
Embedded Login Security Settings
Script Attack Protection: Whitelisted Custom Code Elements and Attributes
Script Attack Protection: Protected Areas
Data Locations
Storing Sensitive Data
Builder Two-Factor Authentication
Adaptive Multi-Factor Authentication
FLOWS
Knack Flows: Documentation Hub
PRODUCT UPDATES
Next-Gen Builder
ANNOUNCEMENTS
Knack Completes the Annual SOC 2 Type II Audit!
Feature Request and Release Notes Update!
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