Building Pages and Views with Filters

Hey there. My name is Dimitri from Knack, and let’s talk about filtering page views in your Knack app. It’s a very simple way to control what each user sees, making everything cleaner and more secure. I’m gonna show you how to quickly set this up.

Importance of User-Specific Views

Filtering page views is one of the best ways to make your Knack app more user-friendly and secure. In this tutorial, I’ll show you how to ensure each user only sees what they need. Let’s jump into it and see how it’s done. First, we’ll cover how to secure a page in Knack.

Creating Secure Pages

This step is important because it ensures only the right people see the right data. Creating a secure page is the first step in making sure only the right users have access to specific information.

• Click on the Pages tab
• In the upper right-hand corner, click “Add Page”
• Select “Login Page” from the options to ensure users log in for access

Then go to Page Permission settings and choose which roles can access this page. You might only want admins to view it. Give the page a clear name and add it to your app menu for easy navigation.

Setting Page Permissions

Properly setting page permissions makes it easy to organize data access. Once permissions are set, you’re ready to add views that show the right data to the right people.

Customizing Data Views

Once your page is secured, set up a view that suits your workflow. This could be a table, list, or dashboard.

• Go to your new page
• Click “Add View” in the top right corner
• Choose “Grid View” to display data in a table format

You can customize fields, add forms, and include links for record editing or detailed views. Preview your page to see how everything looks before publishing.

Previewing Customized Views

Previewing allows you to test what users will see. For example, if you’re managing maintenance requests, you can include fields for equipment, technicians, statuses, and more. Now let’s explore how to filter the data users will see.

Introduction to Data Filtering

Filtering personalizes the experience inside your Knack app. It ensures users only see the records relevant to them.

• In View Settings, go to the Data Source panel
• Click “Add Filters”
• Set filter criteria based on table fields

To display only the logged-in user’s data, add a filter like “User ID equals Logged-In User’s ID.”

Dynamic and Static Filtering Techniques

For more advanced filtering:

• Add dynamic filters (e.g., by status or date)
• Add static filters (e.g., only show records where status = active)
• Add search filters for specific terms

These give users control and keep interfaces clutter-free.

Configuring Search Filters

Set up search filters to let users quickly find what they need. Define which fields are searchable and test how it functions in your live app.

Conclusion and Call to Action

Filtering views in Knack is a simple but powerful way to make your app more user-friendly and secure. Try these steps to tailor your app for each user’s needs.

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