Knack Blog

The Knack team on web applications, online databases, and beautifully designed products.

 

Search Upgrades: Find More Needles

11/30/2015 Posted by Brandon

Searches and filters are critical components to any online database application.

They’re what help you find the needles in the haystack of your data and turn it into something actionable. If you can’t find it, you can’t learn anything from it.

We’re making a big effort in improving our search and filters, starting with some recent upgrades to our search view.

This includes new features that enable more flexible search layouts:

  • Display filters into up to 3 columns
  • Control label placement
  • Group filters together and add titles and instructions

This also includes a big search improvement for how multiple choice and connection fields work:

  • Allow a single option or many options to be selected.
  • Display as dropdowns or checkboxes and radio buttons.
  • Determine to show results for ANY match or ALL matches.

This provides a lot of flexibility for creating AND/OR type searches with multiple options.

For example, this is perfect for searches that are common in real estate apps, where you may want to find properties with any match from the list of house types but match all of the selected features.

Stay tuned for more updates on and/or searches and more improved filters.

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Connection Upgrades

11/19/2015 Posted by Brandon

Connections are at the heart of any database. Being able to connect one record to another record is what separates a spreadsheet from a database.

Our goal for Knack has always been to enable unlimited flexibility with connections.

Need a one-to-one, one-to-many, or many-to-many relationship? No problem. Need more than one connection between the same objects? Can do.

Once your connections are set up we automate everything behind the scenes so they are simple to use and leverage throughout your application.

We recently released some new features that continue to improve this flexibility and automation.

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Moving and Copying

10/21/2015 Posted by Brandon

One benefit of having a passionate user base is that they don’t hesitate to let you know how you can improve your product.

A major refrain over the years have been variations on the need to copy and move different things:

  • “Can I copy this form I just built to another page? I don’t want to create it again.”
  • “I created a calendar but put it on the wrong page, can I move it?”
  • “How can I copy the fields from this object into another object”.

We listened! We’ve now incorporated move and copy functions for objects and fields in the database and pages and views in the interface.

Copy and Move Views

You can now drag any view in your interface to move and copy it to another page.

Simply drag it into the page from the left menu:

You can only copy a view to an eligible page: for child pages this means the page knows about the same object as the view you’re copying. For example, you can only copy an employee details view to another page that is displaying a specific employee record.

Once you drop it over a page you can confirm if you want to move or copy that view.

If you copy a view that links to child pages those pages will also be copied. For example, copying a menu linking to a new page or a table linking to a details page.

You can also copy views using the settings link in the top right when you are editing a specific view:

Copy Pages

You can copy top level pages from the right menu:

This will create a new copy of that entire section: the top level page and any child pages.

If you need to copy specific child pages then you can copy the view that links to those page (see above).

Copy Objects and Fields

You can copy objects and fields using the link in the right column:

You can choose to copy to an existing object or create a new object, and then choose which fields to copy:

Currently only fields will be copied. Future upgrades will include the ability to copy your records as well.

We’re constantly working on improving the builder experience and we hope these changes will make it easier and faster to work with your application. As always, let us know what else we should be working on!

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Enhance your Tables

10/05/2015 Posted by Brandon

Your tables are about to thank you. We’ve released some great new options for enhancing colors, icons, backgrounds, and more!

To access these new features, edit a column in any table in your interface. A new Layout tab let’s you control width and alignment:

The Display Rules tab let you create conditional rules for applying different colors, icons, and styles to each value in that column:

Here are some popular examples for enhancing your table:

  • Display icons for different project statuses
  • Display expiring dates in red
  • Display high priority leads in bold
We’re excited to see some enhanced tables out there, and we have more options in the works!

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Accept Payments with your Knack App

09/02/2015 Posted by Brandon

When we first started brainstorming about the idea that would lead to Knack we always talked about including payments. It was a while ago, but I’m pretty sure that some dollar sign or credit card drawing was on one of those early whiteboards.

It made perfect sense: E-Commerce adds so much power and really opens up the potential for the types of apps that can be built with Knack:

  • A customer portal can allow customer to pay invoices.
  • A purchase order app can include payments for those orders.
  • A donation management app can take live donations that plug right in.
After a lot of careful thought and development we’re thrilled to release our first round of E-Commerce features so you can now accept payments with Stripe or PayPal!

Please note that E-commerce features only available on our Pro plans and above.

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User Workflow

07/22/2015 Posted by Brandon

User logins are one of Knack’s most powerful features. They let you build applications where users can log in and have permissions to access specific records.

We recently converted two user attributes into database fields:

  • User Status: this controls whether the user has active access to log in. Options include “pending approval” and “inactive”.
  • User Roles: this controls which roles the user is assigned to. Each role can have access to different pages of the app and be connected to different records.
These two attributes used to be private settings that couldn’t be exposed in your app. By making them fields you can now use these in your apps just like any other field — including filters, form rules, and the API.

This opens up some powerful user workflow features:

User Paywalls

Form rules, tasks, and the API can be used to update the user status to “approved” or “inactive” when a certain transaction happens. If you start a user as “pending approval” then they won’t be able to login until the status is updated. You can even use Zapier to update this status when a payment is made from Stripe or Paypal.

Role Promotions

Likewise you can assign a user role with form rules or tasks. Conditions can be used to determine which user role to assign. For example, a user can be assigned a role when a certain amount of points are scored.

User Management

Because these attributes are now easily controlled from your app, you can create a specific page for “Admin” users to login and manage user rights and statuses without needing to access the builder.

We’re really excited about the possiblilties this opens up to add user workflow features to your online database. Let us know how you’re using these so we can share other great examples.

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Icons

07/14/2015 Posted by Brandon

You can now add icons to the menus in your apps!

Here’s an example of a menu with icons added:

Edit a link in a menu view to add an icon:

To add an icon to your app’s global page menu first click on a page from the list in your interface, then click on the “Page Options” link in the right column.

There’s a ton of icons to choose from! Not only are icons fun, they can help guide and educate the user experience.

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Task Upgrades

07/02/2015 Posted by Brandon

Scheduled tasks are one of the most popular features on our Pro plan.

Tasks let you define actions to send emails, update records, or even insert new records based on dates and criteria you define.

We’ve recently posted some improvements to scheduled tasks, including some new features.

Tasks are now managed with a tabbed pop-up window:

New features include:

  • Next run date – this will always list the next date the task will run and can be changed at any time.
  • Pause – temporarily pause the task so it won’t run. The task won’t be deleted and will maintain it’s schedule and can still be manually run.
  • Manual Run – run the task in real-time on demand.

We’re also now logging each time a task is run, along with the results and how many records the task processed. This way you can confirm the task ran and is processing the records you are expecting. You can view a history of these logs in the History tab.

As always please let us know what other task features you’d like to see!

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New Feature: Advanced SSO

06/23/2015 Posted by Brandon

We’ve released new features for advanced Single Sign-Ons, or SSO.

Our basic SSO options have been a big success – these allow users to log into Knack apps using other common accounts they already have with Google, Twitter, and Facebook:

We’ve added additional advanced SSO options so you can create additional login options.

Here’s how it works: there are two common login technologies (oAuth and SAML) used for authenticating logins. You can add any custom login that uses one of these two.

For example, you could add logins using SalesForce or LinkedIn with oAuth. SAML enables more enterprise configurations like Shibboleth and Active Directory.

Adding a custom login

To add a custom login you can use the “add a custom SSO provider” link in the Login view’s “Options” tab:

You’ll be guided through configuring the login with the right options. There’s a lot of options to configure so you may need a developer to help get them all correct.

You can also customize the login button with a color and logo. Here’s a customized LinkedIn login button:

Domain Limiting

In addition to adding new login options, both the Google and OpenID SSO providers have an option to enforce domain restrictions. This means that you can provide a domain to restrict authorization to. Only accounts with emails from that domain will be authorized.

For example, by entering “knack.com” with a Google SSO, only Google accounts with an email address using knack.com will be authorized.

Learning more

You can find the full details in our support article on logins:

http://helpdesk.knackhq.com/support/solutions/articles/5000443954-logins-registrations#sso-advanced

We also added a recipe to our cookbook for adding a LinkedIn login:

http://helpdesk.knackhq.com/support/solutions/articles/5000637997-use-a-3rd-party-login-like-linkedin-or-salesforce

Pricing Note: these advanced features are available on Corporate plans and above, or with an add-on to the Pro plan.

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New Template App: Attendance Tracker

06/15/2015 Posted by Brandon

One of the most common app questions we get is if Knack can handle different attendance apps:

  • Schools taking class attendance.
  • Churches managing small group attendance.
  • Corporations taking attendance and roll-calls for trainings and meetings.
Attendance apps sound simple but can quickly get complicated. How are you reporting attendance? Who’s in charge of taking attendance? Are you recording any additional information? Maybe you want to track each member that attended and if they brought any visitors.

Knack shines in building custom attendance applications like this where you need to tailor your attendance around specific needs.

We recently built a new template app to show a few examples of how attendance can work.

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