Make Add form modal?

I have an Add fporm on the same page as the related table. That works. But now I want that Add form to be modal. How?

Here is some information about modals:

Okay, this is what the link you provided says:

Display page in a modal popup

Enabling this option will cause your entire page to render in a modal popup. This is great for scenarios where you want to view/modify records, but not have to open an entire new page to do so:

My question is how do I display the Add form as a modal?

I infer from the above that I can’t do that. But presumably I could create a new page and add my Add form to that and then that page could be modal - yes?

Thanks

@PeterJurgen Yes you would add the form to a page, then that page will be a modal.

Thank you for the confirmation.

Hi @PeterJurgen - I appreciate that this has been answered but I thought the below video may help if not.

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Good video Carl. Yesterday I watched your Integromat video. That was very helpful - esp. because you revealed the hidden PK in Knack records.

I’m used to RAD tools that allow you to add custom code though PHP or JavaScript or proprietary languages such as Xbasic. I’m also used to tools that give me a lot more functionality out of the box with respect to controlling look, feel and functionality of the app. But I love the ease of use of Knack and I love the concept of cloud development. There’s a lot of other tools out there - even in the Cloud development arena, but it’s always a tradeoff between ease of use and functionality.

Do you have some examples of what you use Integromat for? I’m not asking for the “code”, but just the general things you might use it for. What kind of things can you do with it?

Hi @PeterJurgen

Take a look at my blog - there are quite a few articles about using Knack and Integromat together there:

Off the top of my head here are some of the uses I have made of Integromat in projects:

  • Sending emails - often with multiple links to Knack to get all the required data
  • Linking to many other services - I even have one client where data is copied to Google Sheets in realtime and then Google Data Studio is used to analyse it
  • Validation of “Voucher Codes” when a customer orders a covid test and has a voucher code
  • Requesting official EU covid certificates and storing as PDFs in the clients record
  • Building a randomised selection of questions for testing staff following training
  • Automatically loading CSV files from a suppliers site and updating records in the database based on the content
  • Generating Barcodes and QR Codes and storing them in the relevant records
  • Sending staff messages confirming meetings with calendar (OCS files) within
  • Bulk creating ‘booking slots’ for clients to then select and book into (complete with number of available bookings at each)
  • Leave approval workflows
  • Sending receipts to clients (by client request) - pdf created using Eledo forms
  • Etc…

One of my clients has around 200 active Integromat Scenarios and is currently using about 200,000 operations a DAY.

Many of my Scenarios only connect to Knack - using it basically as a programming tool for Knack.

Combine this with Knack and you have an awesome toolkit!

I’m sure Carl will come back with more examples!

Julian

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Hi @PeterJurgen - Thanks for the positive feedback on the video. I agree with your points about ease of use and functionality. Knack is a powerful tool, I’ve built many large and complex applications for a number of clients. Like @JulianKirkness, some of those clients run most of their business and workflow on the platform. Coming from a Microsoft Access background it made the most sense to me.

With regards to Integromat (I know Julian won’t mind me saying) but he won partner of the year 2021 a couple of weeks ago so is far more proficient in Integromat than myself. To be honest, Julian taught me most of what I know and introduced me to it at Knackcon London in 2018.

I have 111 active scenarios, they do various things, including:

  • Creating template inspection records. A check list of compliance items that needs to be completed every two weeks. There are many line items that relate to a project so Integromat looks up a template and creates them ahead of time for the user to check off in the future.
  • Creating new line items for Hot Desk bookings. Integromat creates new bookings 28 days ahead running every day at 3am. The bookings are then either used by the client or once the date has passed I use Integromat to delete unused line items.
  • Deleting Orphan line items once flagged for deletion. As Knack does not do cascade deletes, I use Integromat to cycle through the records that are flagged on a schedule.
  • Sending emails to multiple email line items using Outlook 365, this is used when many users need to be notified on an event based on certain criteria.
  • As above, but also creating a user password and sending welcome email with credentials to login. This relieves the Knack user from having to setup an account, choose a password and then email the user. It can be done on a form submission or action link via a webhook or more usually a mailhook.
  • Using Microsoft Word Templates to populate legacy client forms with Knack data, converting to PDF with CloudConvert, then sending via Outlook 365, then saving the PDF back to Knack. Once again, streamlining what was a very manual process.
  • Passing submissions from Jotform into Knack.
  • Integrating users submission with Mailchimp for client marketing campaigns.
  • Adding files to Dropbox / Google Drive, Box and creating share links and adding to Outlook 365 Email
  • Creating QR codes, Barcodes and OCS calendar files (Julian showed me these :blush:)

Mainly, I use Integromat to extend Knacks functionality. Most of my scenarios are for creating checklists, declarations, compliance records and communication read receipts. I know that there are other Knack users and Experts that do far more than me, linking to other web services to automate and integrate further.

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Thanks Julian and Carl. That’s quite an impressive list. That’s a very helpful blog, Julian.