Creating a Test Environment Application

Due to the high presence of PII data in this application, the way we handle copying an application is different from the rest of our other applications.

Export Records

While Knack has the ability to duplicate records into the test application, for security reasons we are unchecking that option when creating a test version of the app. This is also to prevent creating copied records of highly sensitive documents as well. Instead, if you wish to retrieve records for testing:

1. Export records on the builder page for the relevant object tables you wish to retrieve

2. In spreadsheet, redact or remove fields that contains Personal Identifiable Information (PII)

3. Import sheet into the test environment application.

   1. Make sure to include the Auto Increment ID field as its unique identifier if you are also planning to import connected records.