Knack Operations
  • TABLE OF CONTENTS
  • Knack Operations Read-Only
  • Knack
    • Platform Overview
    • Functionality Guide
    • Style Guide
    • Single Sign On (SSO)
      • Configuring a new Knack App with certificates
      • Enabling SSO in Knack
      • Configuring new certificates for all Knack Apps - When certs expire!
        • SSL Certificate Management
      • Configuring an existing Knack App with certificates (Rare)
    • Banner Logos
    • Rounding Knack Costs Correctly
    • URL Parameters to populate a form
    • Importing Records
    • Copy an Application
  • Knack Integrations
    • Open Data Portal - Socrata Integration
    • ArcGIS Online Integration
    • CSR configuration prep in Knack
      • Creating CSR Page components
  • Knack Code
    • Code Version Control
    • GitHub Code Workflow
    • CODE: Retrieve builder URL of Email Rules
    • CODE: Mobile Optimization
      • Detail Labels
    • CODE: Custom Login Buttons
    • CODE: Vision Zero in Action
    • CODE: Knack Functionality
      • Big Buttons
      • Save Knack Record ID
      • Redirect Blank Menu Pages
      • Disable Trigger Buttons
      • Disable Modal Background Click/Touch
      • Disable Breadcrumb Navigation Links
      • Remove Back Links
      • Back Link Buttons
      • Return to Previous Page Button
      • Auto Input Validation Form Fields
      • Conditionally Hide/Show Form Fields
      • Return to Top Button
      • Refresh View Button
      • Detect IE
      • Set Map iFrame Source URL
    • CODE: Knack Look & Feel
      • Multipage Step Indicator
      • Modal Close Styling
      • Relabel Attachment Links
      • Navigation Dropdown Menu Buttons
      • In-Form Dropdown Menu Buttons
      • Trigger Buttons
      • Hyperlink a Form Field Label
      • Remove Table Header
      • Modify Table Summary Rows
      • Convert Values to UPPERCASE (Option A)
      • Convert Values to UPPERCASE (Option B)
      • Highlight Details View Label Body & Table Value
      • Report Headers
      • Report Filters Container Size
      • Report Element Colors
      • HighCharts Report Styling
      • Font Awesome Icons
    • CODE: Knack Print Page
      • Print Header with Page Break/Number
      • Print without overlapping views
      • Print using Menu Button
      • Print using Trigger Button
      • Show Character Limit of Input
      • Add fixed Footer on Print
  • AMD | DATA TRACKER
    • AMD | Data Tracker
    • Asset Changes
    • CSR | Flex Note Archiving
    • Cameras
    • Fix Broken CCTV Device Status Page Links
    • Performance Measures
    • Builder Notes
      • Configure New AMD Asset in Data Tracker
      • Data Tracker | Annual Signal and PHB Request Ranking
      • Page Rules (TMC) CSR
      • NOTIFICATION | Construction Status Email
      • NOTIFICATION | One Day Signal Engineer Due Date
      • DETAILS | Preventative Maintenance (PM)
      • DETAILS | Signal Detectors Object Tables, Reports, misc..
      • DETAILS | Signals
      • Signals Work Order | EDIT FORMS
      • Signals Work Order | FORM LOCATIONS
      • Editing Signals Work Order | NEW FORMS
    • Warehouse Inventory - Updating Journal Vouchers (JV) information
    • Cancel Transactions & Replenishments
    • Adjustment Transaction, Unit Cost Adjustments & Re-Stock
    • DTS | Adminstrative Action
  • DTS | Data & Technology Services Portal
    • DTS | Data & Technology Services Portal
    • Dataset inventory
    • Application Inventory
  • Finance & Purchasing
    • Finance & Purchasing Portal
    • Finance & Purchasing
      • Training, Quiz, Account Access Process
      • Statuses
      • List of emails generated
      • Re/Un-assigning Approver of a PR (Purchase Request)
      • Troubleshooting: FAQs
    • Warehouse Inventory
      • Adding a new inventory item
  • HiRe | The Hiring Resource
    • HiRe | The Hiring Resource
  • HR | Human Resources
    • HR | Human Resources Portal
    • How to add a new HR Form
  • PEP | Parking Enterprise Portal
    • PEP | Parking Enterprise Portal
    • Dispatch Resource Tracking Log Archiving
    • Update Parking Citation Report by Fiscal Year (FY)
  • ROW | Right of Way Portal
    • ROW | Right of Way Portal
    • COS JV Update
  • RPP | Residential Parking Permit Portal
    • RPP | Residential Parking Permits
    • Residential Parking Permits
    • RPP Migration
  • SBO | Street & Bridge Operations
    • SBO | Street & Bridge Operations
  • SMD | Signs & Markings Operations
    • SMD | Signs & Markings Operations
    • Table of Contents
    • Workflow
    • Markings | Work Orders
      • Process & Module Functionality
    • Markings | Service Requests
      • Process & Module Functionality
    • Signs | Work Orders
      • Process & Module Functionality
    • Signs | Service Requests
      • Process & Functionality
    • Contractor | Work Orders
      • Process & Module Functionality
    • Sign Fabrication Work Orders
      • Process and Functionality
    • Special Functions/Codes
      • Work Order Attachments
  • SMO | Smart Mobility Operations
    • SMO | Smart Mobility Portal
  • SMS | Shared Mobility Services
    • SMS | Shared Mobility Portal
    • License & Permit Management
    • Sources for Monthly Trip Records
  • STREET BANNER PROGRAM
    • Street Banner Program
    • Street Banner Program
  • TDS | Transportation Development Services
    • TDS | Transportation Development Services Portal
    • Color Palette
    • Role Permissions Guide
    • App Logic
      • Calculating Date Values for Reporting
      • Incrementing Review Cycle Automatically
      • Calculating Review Time & On Time Percentage
      • Calculating Cycle Completion Percentage
      • Calculating an Expiration Date
      • Automatic Due Date with Manual Adjustment
      • Roll up Child Object Conditionals
      • Converting an Entered Percentage to a Percentage Value
      • Create a Connection Link Field to View a Searched Record
      • Extracting Location Coordinates to add a Map Marker Map
    • TDR | Development Reviews
    • TIA | Traffic Impact Analysis
    • TDA | Transportation Development Assessments
  • Traffic Register
    • Traffic Register
    • Table of Contents
    • Workflow
    • Modules
    • Special Functions/Code
    • Permissions
  • TPW Forms
    • TPW Forms
  • VZA | Vision Zero in Action
    • VZA | Vision Zero in Action
    • Batch Copy Process for VZA Assignments
    • Calculate School Closures
    • Login Process for Officers
    • Officer Records
    • Update reports in Power BI
    • Use Tasks for Creating Child Records
    • Use Tasks for Notifications
  • O365 Resources
    • Resources
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On this page
  • Reporting Examples
  • Converting "Created Date" to Month Name
  • Approval Workflow Process
  • Comment functionality
  • Copy table records onto table
  • Copy Record Details
  • Location & Asset relationship
  • Work Order Management

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  1. Knack

Functionality Guide

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Last updated 3 years ago

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Reporting Examples

  • Reference:

  • Reference:

  • Reference:

  • Reference

  • Reference:

Converting "Created Date" to Month Name

  1. Create Field: CREATED_MONTH_FORMULA

  2. "equation" field type

  3. formula: getDateMonth({CREATED_DATE})

  4. Create Field: CREATED_MONTH_NUMBER

  5. "number" field type

  6. Add conditional rule

    • When every record

    • Set record to [value] - CREATED_MONTH_FORMULA

  7. Create field: CREATED_MONTH_NAME

  8. "text formula" field type

    • formula: getDateMonthOfYearName({CREATED_DATE})

Approval Workflow Process

  • Reference [Finance and Purchasing System]

  • Reference TDS

  • Reference [Signs and Markings Contractor Work Orders]

Comment functionality

  • Reference [Signs and Markings Operations app]

  • Reference: Finance and Purchasing

  • Reference: RPP

  • Reference: TDS

Copy table records onto table

  • Reference [Finance and Purchasing System] - Line Items

Copy Record Details

  • Reference [Finance and Purchasing System] - when PR is Closed/Cancelled

Location & Asset relationship

  • Reference [Data Tracker - Signals]

Work Order Management

  • Reference [Signs and Markings Operations app]

  • Reference [AMD Data Tracker]

Data Tracker - TCP Tracking
Signs Reports
Markings Reports
Parking Enterprise Reporting Portal | Citation Reports
Finance and Purchasing System