# \#record-rules **URL:** https://forums.knack.com/tag/record-rules/195.md [Latest](https://forums.knack.com/latest.md) · [Categories](https://forums.knack.com/categories.md) · [Tags](https://forums.knack.com/tags.md) --- ## [Record Rules within Add Event to Calendar form](https://forums.knack.com/t/record-rules-within-add-event-to-calendar-form/9730)
**Author:** [@AdrianBell27622](https://forums.knack.com/u/AdrianBell27622)\ **Replies:** 13\ **Last updated:** [January 9, 2024, 9:11pm UTC](https://forums.knack.com/t/record-rules-within-add-event-to-calendar-form/9730 "2024-01-09T21:11:27Z")
As a live app user, I want to be able to add an event to a calendar and have it trigger record rules, so that I can notify other users that an event has been added. User Scenario: Event is added via calendar view, email… --- ## ['Old' and 'new' field value for Record Rule](https://forums.knack.com/t/old-and-new-field-value-for-record-rule/12278)
**Author:** [@KnackPros](https://forums.knack.com/u/KnackPros)\ **Replies:** 4\ **Last updated:** [January 7, 2024, 11:08pm UTC](https://forums.knack.com/t/old-and-new-field-value-for-record-rule/12278 "2024-01-07T23:08:53Z")
As a Builder, when creating a Record Rule on the form, I want the “old” and “new” field values, so I can track changes more easily. Background Knack has a feature for “has changed” in Record Rules. When “has changed” i… --- ## [Run tasks from the user interface](https://forums.knack.com/t/run-tasks-from-the-user-interface/9651)
**Author:** [@PatrickHot45498](https://forums.knack.com/u/PatrickHot45498)\ **Replies:** 16\ **Last updated:** [October 16, 2023, 5:32pm UTC](https://forums.knack.com/t/run-tasks-from-the-user-interface/9651 "2023-10-16T17:32:31Z")
I would like to be able to run a task on a record or on an object from the user interface. It could just look like a button on the interface, and when you press it it will say task executed. --- ## [Update Multiple Records at once](https://forums.knack.com/t/update-multiple-records-at-once/6465)
**Author:** [@PatrickHot45498](https://forums.knack.com/u/PatrickHot45498)\ **Replies:** 25\ **Last updated:** [June 27, 2023, 10:15am UTC](https://forums.knack.com/t/update-multiple-records-at-once/6465 "2023-06-27T10:15:42Z")
In the builder there is an option to select multiple records and update them all at once. I'd like to be able to do this on the app side. Similar to being able to do a bunch of inline editing actions in a batch. My hop… --- ## [Allowing the "OR" condition when defining the WHEN of a Form Rule](https://forums.knack.com/t/allowing-the-or-condition-when-defining-the-when-of-a-form-rule/9842)
**Author:** [@Charlie24782](https://forums.knack.com/u/Charlie24782)\ **Replies:** 3\ **Last updated:** [March 23, 2023, 6:37pm UTC](https://forums.knack.com/t/allowing-the-or-condition-when-defining-the-when-of-a-form-rule/9842 "2023-03-23T18:37:58Z")
Currently the WHEN criteria in a Form Rule assumes AND logic. The problem is I need OR logic as well. Any chance this could be added in the future? For example, I am creating a filter on a page of many records. I have… --- ## [Allow table column display rules based on user role](https://forums.knack.com/t/allow-table-column-display-rules-based-on-user-role/8894)
**Author:** [@BRUNOCERQU60563](https://forums.knack.com/u/BRUNOCERQU60563)\ **Replies:** 1\ **Last updated:** [April 17, 2022, 4:53am UTC](https://forums.knack.com/t/allow-table-column-display-rules-based-on-user-role/8894 "2022-04-17T04:53:18Z")
Currently, table column rules only allow you to select fields from the object the table is working with, we need to expand that to the user fields so that we can hide some columns based on user role. Example: We have ta… --- ## [Allow users to perform batch update](https://forums.knack.com/t/allow-users-to-perform-batch-update/5499)
**Author:** [@IgudiaNkon71508](https://forums.knack.com/u/IgudiaNkon71508)\ **Replies:** 19\ **Last updated:** [April 1, 2022, 6:41pm UTC](https://forums.knack.com/t/allow-users-to-perform-batch-update/5499 "2022-04-01T18:41:17Z")
As a live app user, I want to update many records at once so that I can speed up my workflow. User Scenario: My client is building a database that will have over 10000 items. They will require to change the status of an… --- ## [New Record FURTHER connected](https://forums.knack.com/t/new-record-further-connected/6447)
**Author:** [@CraigDebbo18062](https://forums.knack.com/u/CraigDebbo18062)\ **Replies:** 4\ **Last updated:** [February 25, 2022, 4:16am UTC](https://forums.knack.com/t/new-record-further-connected/6447 "2022-02-25T04:16:21Z")
When adding a NEW FORM we are presented with the option of adding connected records, or in this case, a new record FURTHER connected to the current in-context record. Why can't we have that same support on Record Rules f… --- ## [Ability to copy rules for use elsewhere (other forms, tasks)](https://forums.knack.com/t/ability-to-copy-rules-for-use-elsewhere-other-forms-tasks/8961)
**Author:** [@LouisSprin93085](https://forums.knack.com/u/LouisSprin93085)\ **Replies:** 1\ **Last updated:** [August 10, 2021, 6:53pm UTC](https://forums.knack.com/t/ability-to-copy-rules-for-use-elsewhere-other-forms-tasks/8961 "2021-08-10T18:53:32Z")
It is often necessary to create blocks of similar codes in submit rules. So, allow copy the code blocks in submit rules and task scheduling will make more efficient application development. --- ## [New Feature: Append and Remove Rule Actions](https://forums.knack.com/t/new-feature-append-and-remove-rule-actions/8853)
**Author:** [@Jessie](https://forums.knack.com/u/Jessie)\ **Replies:** 0\ **Last updated:** [September 22, 2020, 4:00am UTC](https://forums.knack.com/t/new-feature-append-and-remove-rule-actions/8853 "2020-09-22T04:00:00Z")
You are now able to use rules to append or remove values from multiple choice fields or connection fields without overwriting the existing values. These rule actions are available on conditional rules, scheduled tasks, r… --- ## [Inline Editing Record Rules and Builder Page Preview UI updates](https://forums.knack.com/t/inline-editing-record-rules-and-builder-page-preview-ui-updates/8854)
**Author:** [@Jessie](https://forums.knack.com/u/Jessie)\ **Replies:** 0\ **Last updated:** [August 18, 2020, 4:00am UTC](https://forums.knack.com/t/inline-editing-record-rules-and-builder-page-preview-ui-updates/8854 "2020-08-18T04:00:00Z")
Table Record Rules for Inline Editing We are excited to announce table record rules! You can now trigger record rules on tables while inline editing. These rules can update the record being edited, insert a new connected… --- ## [Allow "Rules" to apply to "Inline Editing"](https://forums.knack.com/t/allow-rules-to-apply-to-inline-editing/9767)
**Author:** [@NicholasDe58828](https://forums.knack.com/u/NicholasDe58828)\ **Replies:** 34\ **Last updated:** [July 16, 2021, 6:14pm UTC](https://forums.knack.com/t/allow-rules-to-apply-to-inline-editing/9767 "2021-07-16T18:14:55Z")
As a Knack Builder, I would like the same rules that I set up for when a record is edit via a form to be also applied when the record is edit inline on a table so that I can maintain the workflow setup in my app. Scenar… --- ## [Add "isChanged" to Edit Form Email](https://forums.knack.com/t/add-ischanged-to-edit-form-email/5746)
**Author:** [@DanielYoun21557](https://forums.knack.com/u/DanielYoun21557)\ **Replies:** 0\ **Last updated:** [July 12, 2015, 8:39pm UTC](https://forums.knack.com/t/add-ischanged-to-edit-form-email/5746 "2015-07-12T20:39:00Z")
I would like a new option in the Edit Form Email which is “is changed” which then gives the fields “From” with the options “Any” and the fields options from the table and another field “To” with again “Any” and the field… --- ## [Data Connections When Inserting Connected Records in Record Rules](https://forums.knack.com/t/data-connections-when-inserting-connected-records-in-record-rules/5942)
**Author:** [@BobbyPesca30196](https://forums.knack.com/u/BobbyPesca30196)\ **Replies:** 0\ **Last updated:** [April 18, 2016, 2:43pm UTC](https://forums.knack.com/t/data-connections-when-inserting-connected-records-in-record-rules/5942 "2016-04-18T14:43:00Z")
I am not sure whether this is a feature request or a bug but I will describe what I am experiencing and what I would prefer to see. When I submit a certain form that is "Add a new "XXX" connected to this record", from a … --- ## [Create a set of record rules that can be copied to other forms](https://forums.knack.com/t/create-a-set-of-record-rules-that-can-be-copied-to-other-forms/5948)
**Author:** [@AmyBarnhil54234](https://forums.knack.com/u/AmyBarnhil54234)\ **Replies:** 0\ **Last updated:** [April 27, 2016, 3:16pm UTC](https://forums.knack.com/t/create-a-set-of-record-rules-that-can-be-copied-to-other-forms/5948 "2016-04-27T15:16:00Z")
We are adding several rules to a form (22 rules to be exact) that then need to be implemented to forms for 4 other user roles. Wouldn't it be great if we could create a set of record rules and then apply the rule set wit… --- ## [Emails from Add Calendar Entry forms to include ics attachment](https://forums.knack.com/t/emails-from-add-calendar-entry-forms-to-include-ics-attachment/6017)
**Author:** [@AdrianBell27622](https://forums.knack.com/u/AdrianBell27622)\ **Replies:** 0\ **Last updated:** [September 13, 2016, 4:04am UTC](https://forums.knack.com/t/emails-from-add-calendar-entry-forms-to-include-ics-attachment/6017 "2016-09-13T04:04:00Z")
Attach .ics file to email from "add calendar form email". It would be neat if form emails could attach an ics (calendar event) file to the email. Scenario: The use case for us would be when scheduling our staff, it … --- ## [Inline editing needs more functionality](https://forums.knack.com/t/inline-editing-needs-more-functionality/6154)
**Author:** [@JoshuaHorw47792](https://forums.knack.com/u/JoshuaHorw47792)\ **Replies:** 0\ **Last updated:** [November 13, 2017, 7:53am UTC](https://forums.knack.com/t/inline-editing-needs-more-functionality/6154 "2017-11-13T07:53:00Z")
Inline editing is a topic that's gone back a long time I wanted to highlight previous threads that have already gone into detail on this- all of the suggestions in these threads would be a huge improvement to allowing us… --- ## [Request to have "insert or update record" in record rules](https://forums.knack.com/t/request-to-have-insert-or-update-record-in-record-rules/6359)
**Author:** [@Athornock99442](https://forums.knack.com/u/Athornock99442)\ **Replies:** 0\ **Last updated:** [October 26, 2018, 5:05pm UTC](https://forums.knack.com/t/request-to-have-insert-or-update-record-in-record-rules/6359 "2018-10-26T17:05:00Z")
I'd love to see Knack recognize an update command in the record rules as an insert command if there's no existing record it would extremely helpful for many scenarios. One given below: I have a few processes that hav… --- ## [More calender options](https://forums.knack.com/t/more-calender-options/8928)
**Author:** [@StefanB94683](https://forums.knack.com/u/StefanB94683)\ **Replies:** 0\ **Last updated:** [February 25, 2020, 12:53pm UTC](https://forums.knack.com/t/more-calender-options/8928 "2020-02-25T12:53:00Z")
Loving Knack so far! But i'm getting a bit stuck on the options with the calender. I would love to have an option to place it like this: So to group records and have a nice day / week overview per category (eg: users).… --- ## [Retain field values after adding a record](https://forums.knack.com/t/retain-field-values-after-adding-a-record/8913)
**Author:** [@AlagoLowe](https://forums.knack.com/u/AlagoLowe)\ **Replies:** 0\ **Last updated:** [July 6, 2020, 3:13pm UTC](https://forums.knack.com/t/retain-field-values-after-adding-a-record/8913 "2020-07-06T15:13:00Z")
Let's say I created a form to add a number of new inventory items. 90% of the field values are repeated, such as category, location, etc, and I may only change the product code and price. Currently there is no way to ret… --- ## [Can you Add print to record rules](https://forums.knack.com/t/can-you-add-print-to-record-rules/8884)
**Author:** [@patrickess20014](https://forums.knack.com/u/patrickess20014)\ **Replies:** 0\ **Last updated:** [December 8, 2020, 7:33am UTC](https://forums.knack.com/t/can-you-add-print-to-record-rules/8884 "2020-12-08T07:33:00Z")
I wish that i can print a form page automatically after hitting on the submit button. this will us since creating a point of sale application mostly rely on this feature.i suggest that if that feature is active in th… --- ## [Add option in Record Rules to use a formula on field submission before entry into database](https://forums.knack.com/t/add-option-in-record-rules-to-use-a-formula-on-field-submission-before-entry-into-database/8877)
**Author:** [@AdamWalter80064](https://forums.knack.com/u/AdamWalter80064)\ **Replies:** 0\ **Last updated:** [February 25, 2021, 9:24pm UTC](https://forums.knack.com/t/add-option-in-record-rules-to-use-a-formula-on-field-submission-before-entry-into-database/8877 "2021-02-25T21:24:00Z")
It would be great if we could use a formula to edit field entries when submitted, prior to entering them into the database. For example, use upper( ) to automatically capitalize text. This would save time and reduce the … --- ## [Ability to add brief descriptions / signifiers to display rules?](https://forums.knack.com/t/ability-to-add-brief-descriptions-signifiers-to-display-rules/6354)
**Author:** [@VickiTingl31647](https://forums.knack.com/u/VickiTingl31647)\ **Replies:** 3\ **Last updated:** [July 1, 2021, 7:59pm UTC](https://forums.knack.com/t/ability-to-add-brief-descriptions-signifiers-to-display-rules/6354 "2021-07-01T19:59:30Z")
As a Builder or Success Team member, I would like to have the rules in the Builder (submit, display, record) to be numbered and/or have brief descriptions so that I can easily refer to those numbers in setting them up or… --- ## [Allow copy the code blocks in submit rules and task scheduling](https://forums.knack.com/t/allow-copy-the-code-blocks-in-submit-rules-and-task-scheduling/5561)
**Author:** [@LouisSprin93085](https://forums.knack.com/u/LouisSprin93085)\ **Replies:** 0\ **Last updated:** [January 31, 2015, 6:43pm UTC](https://forums.knack.com/t/allow-copy-the-code-blocks-in-submit-rules-and-task-scheduling/5561 "2015-01-31T18:43:00Z")
It is often necessary to create blocks of similar codes in submit rules. So, allow copy the code blocks in submit rules and task scheduling will make more efficient application development. --- ## [Ability to use criteria from child object when updating connected child records via record rules](https://forums.knack.com/t/ability-to-use-criteria-from-child-object-when-updating-connected-child-records-via-record-rules/8945)
**Author:** [@PaulSchoen35578](https://forums.knack.com/u/PaulSchoen35578)\ **Replies:** 1\ **Last updated:** [September 14, 2019, 12:11am UTC](https://forums.knack.com/t/ability-to-use-criteria-from-child-object-when-updating-connected-child-records-via-record-rules/8945 "2019-09-14T00:11:01Z")
Not sure if this is possible. When using record rules on a form submission, it is possible currently to update a field of all connected child records. It doesn't seem possible to update only one child record, probably b… --- ## [Update latest child record or child record matching certain criteria](https://forums.knack.com/t/update-latest-child-record-or-child-record-matching-certain-criteria/6405)
**Author:** [@PaulSchoen35578](https://forums.knack.com/u/PaulSchoen35578)\ **Replies:** 1\ **Last updated:** [September 14, 2019, 12:11am UTC](https://forums.knack.com/t/update-latest-child-record-or-child-record-matching-certain-criteria/6405 "2019-09-14T00:11:01Z")
Not sure if this is possible. When using record rules on a form submission, it is possible currently to update a field of all connected child records. It doesn't seem possible to update only one child record, probably b… --- ## [Record Rules should allow access to any field of an Object](https://forums.knack.com/t/record-rules-should-allow-access-to-any-field-of-an-object/9351)
**Author:** [@BenRubinst10943](https://forums.knack.com/u/BenRubinst10943)\ **Replies:** 2\ **Last updated:** [February 9, 2019, 7:25pm UTC](https://forums.knack.com/t/record-rules-should-allow-access-to-any-field-of-an-object/9351 "2019-02-09T19:25:29Z")
Record Rules should allow access to any field of an Object Record rules allow an object to be created and its fields to be set using one of a few options. Currently these options allow us to set a field: to a custom v… --- ## [Click and Copy Form Display Rules](https://forums.knack.com/t/click-and-copy-form-display-rules/9535)
**Author:** [@TimMurray32105](https://forums.knack.com/u/TimMurray32105)\ **Replies:** 2\ **Last updated:** [January 8, 2019, 12:17am UTC](https://forums.knack.com/t/click-and-copy-form-display-rules/9535 "2019-01-08T00:17:59Z")
I have some fairly in depth display rules on various forms that I use in multiple places.However I have to manually enter the form display rules on every form i I create even though they are the same or maybe one item di… --- ## [Support Record Rules as an Option for User Login](https://forums.knack.com/t/support-record-rules-as-an-option-for-user-login/9492)
**Author:** [@AdrianBell27622](https://forums.knack.com/u/AdrianBell27622)\ **Replies:** 4\ **Last updated:** [August 15, 2018, 8:04am UTC](https://forums.knack.com/t/support-record-rules-as-an-option-for-user-login/9492 "2018-08-15T08:04:08Z")
Currently User Login supports the sending on an email when a new user is registered. It would really handy if User Login also supported Record Rules in a similar way to Forms. Examples: Allow Update this Record. - The… --- ## [Send email to knack app to insert record](https://forums.knack.com/t/send-email-to-knack-app-to-insert-record/9394)
**Author:** [@AdrianBell27622](https://forums.knack.com/u/AdrianBell27622)\ **Replies:** 2\ **Last updated:** [August 29, 2017, 12:38pm UTC](https://forums.knack.com/t/send-email-to-knack-app-to-insert-record/9394 "2017-08-29T12:38:16Z")
A nice feature that is often available with helpdesk software (e.g zendesk) is that you can send an email to specific email address and it will insert a record in the application. It would be very handy if knack could do… [Next page](https://forums.knack.com/tag/record-rules/195.md?match_all_tags=true&page=1&tags%5B%5D=record-rules)