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Other Tips

ALWAYS MAKE A COPY of your application when you make changes to it. This can help you avoid any setbacks if your original application fails. Knack allows you to create 3 apps on the free trial, and all three can be utilized. 

Only two builders are allowed on Knack to build and edit apps at a time. If your client wants to allow more builders to edit at the same time, the Pro and Corporate plan allow 5 and 15 builders respectively. 

Use your resources. Knack has a chat functionality that will allow you to chat with a customer service representative, and they are pretty helpful in demonstrating functionality and giving tips on how to implement functionality within your app. If you need any functionality enabled within your app that you don’t have access to, reach out to the customer service representative. They will also extend your free trial if needed. Additionally, make sure to reach out to them from the email you used to sign up for the Knack account to get the fastest help, otherwise it will take some time for them to get back to you. 

How to Build a Multi-Page Form with Saving: 

When building a multi-page form on Knack, there is no functionality to navigate between pages. If you do, your responses will not be shown and you can re-enter values/cannot navigate between pages of the form without losing inputted information. The following steps detail how to set up a multi-page form where you can navigate between pages: 

1. Open up a new page and add a form view (Pick the record you want the field values to show from) 

1. Remove all fields on this first page and change the “Submit” button to say “Continue” 

1. Under submit rules, select redirect to child page (name this page and save) 

1. On this new page, you will be adding another form and selecting UPDATE A RECORD under show options to, and select the same record as the first page 

1. Change the “Submit” button to “Continue”, add the fields wanted for this page, select redirect to the new child page under submit rules. 

1. Repeat steps 4-5 until all pages are added for the form 

1. On the final page of the form, DO NOT change the submit button or the submit rules. Only add the last fields you need on the form before the submission is made.  

• Essentially, you are setting up the form to have an initial continue button (which on the back end is submitting an empty record under the logged-in user). Each subsequent page is set up to update this empty record. Each page will redirect to a new child page where the next page of the form can be added until the last page which will include the final submit button. Users are able to navigate between pages and see what has been entered.  

Email Rules

• On Knack, you are able to add email rules under Form rules. These email triggers can be sent to either custom or email field addresses. Furthermore, you can set these emails to trigger when a form submission has been made or when an edit has been made to a record. More information can be found here: https://learn.knack.com/article/n03ccldqsy-emails-notifications 

• A common issue run into is when the email is first set up. Since Knack is sending emails using your email account, it is triggering email spoof alerts not allowing the email to be sent. A solution is to make sure that Knacks email servers are authorized to send emails on behalf of your email address. You will have to fill out this form to get access: https://www.knack.com/email-domain-whitelist-request