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GET STARTED (Classic)

  • 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

Builder Guide

  • New Builder Design
  • Builder Basics
    • 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
  • 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
  • Pages
    • Working with Pages
    • Page Settings
    • Using Page Rules
    • Printing Pages & PDFs
  • 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
    • Single Sign-On (SSO) with Google and Custom SSO
    • 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

  • 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

  • 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

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: Pricing Change
  • 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?

VIEWS

  • The Basics
    • About 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
    • 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?

ACCOUNT MANAGEMENT

  • 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
  • Plans & Pricing

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

FLOWS

  • Flows for HIPAA / GovCloud customers
  • Getting Started with Flows
    • What are Flows?
    • Knack Flows: Support Scope
    • Flows Terminology
    • Managing Your Flows
    • Flows Triggers
    • Dashboard: Flows Settings
  • Template Flows
    • Using Templates in Flows
  • Building a Flow
    • Flows: Adding Linked Apps
    • Flows Grouping
    • Steps Per Flow
    • Flows Action Setup
    • Flows Timing Modes
    • Flows Trigger Conditions
    • Flows Map Your Fields: Light View Toggle
    • Flows Error Handling
    • Flows Error-Driven Automation Halt Policy
    • Flows Duplicate Search Setting
    • Managing Date & Time Fields in Flows
    • Flows: "Watch for cell change and send the row" Trigger
  • Flows: Connecting to 500+ Apps
    • Google Drive Connector with Knack Flows
    • Google Sheets connector - Tutorial for Flows
    • Microsoft Outlook Connector > Tutorial for Flows
    • All 500+ connectors within Flows
    • Knack connector > Tutorial for Flows
    • "Linked Apps": Managing the apps/systems you've authenticated to
    • Google Sheets: Rules for Transferring Data
  • Flows Built-In Tools
    • Flows Filter Row Elements
    • Flows Iterator Tool
    • Flows Router Tool
    • Flows Aggregator Tool
    • Flows Break Tool
    • Flows Table Lookup Tool
    • Flows Remove Tags Tool
    • Flows Find & Replace Tool
    • Flows Automation Delay (Date & Time) Tool
    • Flows Jump to Another Action Tool
    • Flows Parse JSON Tool
    • Flows Data Cropping Tool
    • Flows Value Parser (Regular Expressions) Tool
    • Flows Date & Time Modification Tool
  • Flows FAQ
    • General Flows FAQs
    • Can Flows be accessed by Shared Builders?
    • Flows Built-In Tool Steps FAQs
    • Flows Triggers & Actions FAQs
    • Flows Searching & Bulk Actions FAQs
    • Flows Features & Functionality FAQs
    • What Knack events can trigger Flows?
    • Why do I see “Albato” on some apps when I am connecting through OAuth?
    • Is my data safe and secure as I use Knack Flows?
  • Flows Troubleshooting
    • Flows Displaying as a Blank Page
    • Flows "Exceeds grid limits" Error
    • What is the API response timeout duration for Flows?
  • Flows Billing & Usage
    • Flows Billing, Add-Ons, & Transactions Overview
    • Flows Billing, Add-Ons, & Transactions FAQs
    • What happens if I run out of Transactions?
  • How-to Guides
    • OpenAI / ChatGPT connector > Tutorial for Flows
    • 📆Google Calendar Integration with Knack Flows

PRODUCT UPDATES

  • New/Upcoming Features
    • Data Model
    • Introducing Google Sheets Import
    • Improved Experience for Importing Data and Creating Tables
  • Next-Gen Documentation
    • Next-Gen Builder
    • Next-Gen Changelog

ANNOUNCEMENTS

  • Knack Completes the Annual SOC 2 Type II Audit!
  • Feature Request and Release Notes Update!

GENERATE WITH AI

  • ✨AI App Builder
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Updated 17 days ago


Is Knack GDPR compliant?
Does the signature captured through a signature field constitute a legally binding signature?