Knack Blog

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

 

Feature Highlight: Row Summaries

06/01/2017 Posted by Odalis

Tables can be great for reporting and gaining quick insights into your data. Especially with a feature like row summaries. With row summaries, you can add numerical summaries to your tables.

For example, we have an Order Items report that includes the amount spent on each order item. To see the total amount spent on all order items, we’ve added a sum row summary called “Total” to the table:

To get more insights, we then added row summaries to see the average, minimum and maximum amounts spent on order items:

For more features on using tables as reports, try out grouping or display rules that add color and icons to your tables.

How to Add Row Summaries to a Table

Now that you’ve seen how row summaries work, here are the steps for adding them to your tables.

1. In the Pages section of the builder, select the page that holds the table you want to add row summaries to.

2. Click on the table on that page to open the editor.

3. Go to the Options section and click the “Add Summary” link next to Row Summaries:

4. Select whether you want to summarize the sum, average, maximum, or minimum of the values and rename the label on the left as you like:

5. To add more row summaries, click on the green “plus” icon. You can add as many row summaries as you need:

Note: When row summaries are enabled, any numeric columns will automatically be summarized. However, if there are columns that you don’t want to be summarized, you can specify that.

For example, in the table below, there are three columns being summarized: Qty, Price, and Total. But we only want the total column to be summarized.

To remove the summary from the Qty and Price columns, we’ll go to the Columns section of the editor. We’ll hover over the Qty column and click the edit “pencil” icon:

Then we’ll set the “Allow Summary” property to No:

That process can be repeated for any columns that shouldn’t be summarized.

April Updates

05/25/2017 Posted by Carson

Okay, so we know this is an April update going out in mid-May. Our only explanation is that for most of us the weather has finally turned nice so we’ve been distracted by the lovely outdoors! So if it’s nice outside, take a moment in the sun to catch up on what’s been happening at Knack.

Recent Upgrades

This month brought helpful improvements to how you navigate your way through the Knack builder. Using the builder should be as simple as possible, and we think these changes will help.

The improvements include changes to easier access to the dashboard from your apps, a new app settings menu and an updated help menu to better enable you to find the assistance you need:

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Read the full write-up or watch a video overview of the new changes on our blog.

Product Updates

We’re constantly working on updates and improvements. Here’s what’s recently happened.

Builder Upgrades

  • When importing, any new fields that are being created are now highlighted with a green background so they are easier to track.
  • We added links to embed and view start pages directly from the dropdown menu in the pages menu.
  • We added “view live app” text to the eyeball icon to make it more obvious.

Mobile Upgrades

For Apple devices you can now use the “add to home screen” feature and it will retain some native app behavior. We’ll be adding similar functionality for Android devices.

Check out our weekly product updates here: https://support.knack.com/hc/en-us/community/topics/200819147-Knack-Announcements

Roadmap

Follow the latest on what’s coming next with the Knack product here: roadmap.knack.com

New to the Roadmap

Security Features – Active

Adding a series of security features, starting with better password validation and enforcement.

Import Updates – Active

General improvements on importing data into your database.

PDF Integrations – Planning

Add new actions to map fields to PDF templates and then email or store those created files.

Customer Story: Shalley & Murray

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Sometimes the simplest app can be the most effective. For Don Murray and James Shalley, criminal defense attorneys in New York City, this meant replacing “spreadsheet madness” with a call tracker app that grew to completely streamline their operations.

Read the full case study here.

Want to share your story? We’re always looking for Knack customers who have an amazing story to share. Click here to get started.

In Case You Missed It

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Commuting is a little different with a remote team, so we took a look at how our team does it. For most of us, we can measure the distance in feet. The shortest measured in at 3.5 steps.

Hint: our biggest delay was for coffee.

View the full post and infographic here: https://www.knack.com/blog/team-knacks-commute-by-the-numbers

Thank You!

We wanted to thank everyone that has tweeted about Knack, referred Knack to a friend, or taken the time to provide a testimonial or share your story.

We rely on our awesome customers to continue to grow and build the platform, so thank you for helping us do that!

Cheers and happy building!

-Team Knack

Feature Highlight: Automatically Capture a User’s Location

05/25/2017 Posted by Odalis

Forms work well for capturing information from any user. But mistakes can happen when entering information that creates more work for you!

For example, let’s say you offer your customers on-site services for the equipment they’ve purchased. You’ve noticed that in the last few requests the service location has been incorrect. For one request that resulted in your team getting to the customer 2 hours later than expected.

You could set up a new process for verifying service locations, or you could capture those locations automatically. No user input required.

Here’s what the process would look like for your customer:

How to Automatically Capture a User’s Location

Here’s how you can set this up in your own form using a Record Rule:

  1. In the Pages section of the builder, select the page that holds the form you want to use to capture the user’s location.
  1. Click on the form on that page to open the editor.
  1. Go to the Form Rules section and then click on the Record Rules tab:

  1. Click the “Add Rule” button and use the following settings for your record rule:
  • Action Update this record
  • When leave blank, unless you only want to capture the location under specific circumstances
  • Values Set {select your Address field} to the user’s current location

Note: This will work for Address fields with either the Address or Latitude/Longitude input type:

Feature Highlight: Table Grouping

05/18/2017 Posted by Odalis

Tables are an excellent way to display information in your Knack apps.  Especially since they offer many features to further organize your data for easy understanding.

For example, let’s say you want to create a table that quickly shows which donors are making the most donations. So you start with a table that shows all donations:

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It’s not a bad start, but it’s not easy to tell who your best donors are. That’s where a feature like grouping can make all the difference.

Grouping allows you to group records by a common value in selected table columns. Here’s what your table will look like when it’s grouping the donations by donor:

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With a header row for each donor and their donations listed below them, you can see who’s in the giving spirit, at a glance.

Plus, since the “Amount” column was already totaled using a Row Summary, the grouping now shows the total per donor. Though there’s still a complete total for all donors at the bottom of the table:

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How to Add Grouping to a Table

Now that you’ve seen what grouping can do, here are the steps for adding it to your tables.

  1. In the Pages section of the builder, select the page that holds the table you want to add grouping to.
  1. Click on the table on that page to open the editor.
  1. Hover over the column you want to add grouping to and click the edit “pencil” icon to edit that column.
  1. Enable the grouping option by checking the “Grouping” box:

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Note: Any columns that are grouping records will automatically move to the front of the table. A small “group” icon will appear on that column to indicate it is grouping:

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For a quick video walkthrough of this process, see below:

Introducing User Pages

05/17/2017 Posted by Odalis

We’re happy to announce our new user pages. These pages are designed to help your users complete admin tasks, like updating their account information.

User pages will show up in their own user menu in the top-left corner of your live app:

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You can create and access user pages from their own section of the Pages tab in the builder:

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Like standard pages, you can make user pages accessible to all users or only certain user roles.

So you can have an Account Update page for Customers to update their personal details and view their recent orders. While Vendors can have an Account Update page to update their contact information and product offerings.

A full summary of user pages can be found here, and you can watch a video overview below:

Case Study: Shalley & Murray

04/18/2017 Posted by Carson

Speaking with Don Murray for a Knack case-study was a delight. Don had effusively positive things to say about Knack, even going so far as to say he felt he’d dreamed us into existence!

Don and his partner James Shalley use Knack to help them keep track of client calls and case information for their New York City criminal law firm, Shalley and Murray.

Prior to finding Knack, they were consumed by what Don called “spreadsheet madness.” Knack is such a superior solution to spreadsheets that we always love hearing about these stories.

As a New Yorker and an avid Law and Order viewer, talking to an NYC criminal attorney was in and of itself pretty exciting. And learning that Knack is often present (via phone or tablet) on their table during court was also very cool to hear.

Towards the end of our call, I asked Don whether he’d be willing to send us any images of the app itself that he could share. However, Don thought his app may be too simple to be impressive or inspiring. After hearing about how much time and business Knack had saved his firm, I quickly challenged that notion.

If anything, the simplicity of Don’s app makes it all the more noteworthy. The most complex solution isn’t always the best, and the most powerful apps sometimes don’t need to take advantage of advanced features.

What makes Knack so powerful is, in my opinion, its flexibility. It can work just as well for huge corporations as for mom-and-pop businesses; it can be equally powerful in the hands of senior developers and users who’ve never written a line of code in their lives. We may have a lot of complex features, but those definitely aren’t required for an app to be effective.

The bottom line is that it helps Don and James do what they do best. And for Shalley & Murray, their call tracker app is only the beginning. As Don himself said, “We have all kinds of plans for Knack.” We can’t wait to see what they are.

Click here to read the full case study.

Team Knack’s Commute By the Numbers

04/07/2017 Posted by Carson

Here at Team Knack we really value our remote culture. In fact, we see it as more of a lifestyle choice than a working condition. Increased time with family and pets is a huge draw, and proximity to our refrigerators doesn’t hurt, either.

For Walk to Work Day 2017, we decided to quantify another positive byproduct of working remotely: shorter commutes. Some of us work a few steps away from where we sleep, while others (Steve) are overachievers who actually drive to a coworking space.

Differences aside, one thing is clear: none of us is likely to win a Fitbit challenge anytime soon.

Take a look at the breakdown below, and if you’re looking to shorten your own commute, be sure to check out our jobs page, since we’re always on the lookout for new Knacksters!

Continue reading...

Improving the Builder Navigation

04/06/2017 Posted by Carson

We’re happy to announce some small but helpful improvements to how you navigate your way through the Knack builder. Using the builder should be as simple as possible, and we think these changes will help.

A new Knack button in the top left will now take you to your account dashboard from anywhere in the builder:

Screen Shot 2017-04-06 at 11.23.27 AM

The settings menu has been reorganized and is now found next to your app’s name:

Screen Shot 2017-04-06 at 11.24.01 AM

And the updated help menu in the top right corner has more support and help-related links, to better enable you to find the assistance you need:

Screen Shot 2017-04-06 at 11.24.58 AM

It’s also easier than ever to open a chat — just click the message button in the bottom right corner to connect with a Knack success member!

And last but not least, we updated some field icons. We switched our link field to use the old connection icon, and added a fancy new icon for connections:

connection icon

We’re dedicated to making your app building experience as smooth as possible, and will continue to make regular improvements, big and small, to that end.

A full summary of the Knack dashboard and builder can be found here, and you can watch a video overview of the new changes below:

March Updates

04/05/2017 Posted by Carson

Sharing is Caring One of our big goals for 2017 is to double-down on our customer communication. We want to share more about how we work, what we’re working on, and what’s coming soon. This means more tweets, more product updates, more insight into our roadmap, and more blog posts. New Features This month’s major Read More

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Case Study: Historic Christ Church & Museum

03/29/2017 Posted by Carson

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We see so many great business uses that it’s tempting to think Knack was specifically designed for business applications. But Knack can help anyone do amazing things with their data, even if that data is historical.

This was part of the reason why talking with Patrick Heffernan was such a rewarding experience. Knack has helped him build something special, and we haven’t seen anything quite like it.

Patrick is a historian who works with Christ Church in Middlesex County, Virginia, and he’s spent years researching the slaves who once lived and worked on the nearby Corotoman estate. Through his efforts and his use of Knack, he’s created a comprehensive database that tracks references to these men and women across documents from that time period.

As someone who grew up in Virginia and is personally interested in history, it’s particularly affecting to see this part of our country’s past laid out; lists upon lists of people for whom, as Patrick put it, Corotoman was both a home and a prison.

When Patrick recounted the story of how his app helped a local woman find her earliest known ancestor, I was floored. Knowing your ancestry is not only interesting from a historical perspective; it can also be uniquely valuable for understanding your family and where you come from.

Software and technology companies do not typically have a hand in this type of personal discovery, so knowing that Knack had helped someone learn more about her ancestry was all the more meaningful.

After over a year at Knack, I’ve come to understand how flexible our product is, and I’ve learned not to underestimate how creative people can be with it. In hearing these personal accounts, I’m continually surprised and delighted. The stories never get old.

Click here to read the full case study.