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Overview

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GETTING STARTED

  • Start Automating in Knackly
    • Course 1 – Introduction to Knackly
    • Course 2 – Introduction to Knackly Docx Templates
    • Course 3 – Introduction to Variables
    • Course 4 – Practice Learning
    • Course 5 – Introduction to Lists and Text Templates
    • Course 6 – Introduction to Tables, Models, and Layouts
    • Object Models and Dynamic Lists

BASICS

  • Variable Formats
    • Date Formatting Examples
    • Text Formatting Examples
    • Number Formatting Examples
    • IF Statement Examples
    • Lists of Items Examples
    • Using Peek
  • Working with Variables
    • Adding Text Variables – Video
    • Options for Text Variables
    • Options for Number Variables
    • Options for Date Variables
    • Options for True False Variables
    • Options for Selection Variables
    • Creating Selection Variables (Multiple Choice) – Video
  • App Intake Options
    • Formatting Your Intakes with Video, Color, and Images
    • Using Layouts in Knackly – Video
    • Setting up the ability to accept file attachments during an intake
    • Working with Conditions in Layouts

KNACKLY DESIGNERS

  • Browser Designer
    • Table Options
    • How to edit and create help text – Video
    • How to edit and create labels – Video
    • Editing Summary Templates – Video
    • Naming your documents – Video
    • Adding Documents to Apps – Video
    • Reusing Tables in Selection Variables
  • Word Designer
    • Adding Variables to your Word templates – Video
    • Creating a New Template in the Word Designer – Video
    • Using the Options in the Word Designer – Video
    • Installing the Word Designer Add-in
    • My Knackly Word Designer Doesn’t Log In
    • Inserting Docx templates within a Docx template
    • Trouble Shooting Word Add-in Designer
    • Indenting Variables in Microsoft Word
  • PDF Designer
    • Using the PDF Designer

TRANSFORM DATA

  • Filters and Functions
    • Advanced Operators and Expressions Guide
    • Relevancy Guide
    • Formula Reference
    • Date Calculations
    • Filters
    • HotDocs to Knackly Functions
    • List Functions
    • Date Formats
    • Text Functions
    • Using Knackly Queries
    • Using the date.today() Feature
    • Using _app for hiding and showing labels, help text and text blocks in layouts
    • Date Calculation Examples
    • Finance Functions
    • Order of Operations Guide
    • Math Functions
    • Knackly Formula for Totaling Costs in Tables
    • Creating Multiple Documents From a List
  • Using Your Data
    • Importing CSV Data into Knackly
  • Date Forumlas
    • Knackly’s Date Calculation: Adding Years

ADMINISTRATION

  • Administering Knackly
    • Creating a Test Catalog in Knackly
  • Release Notes
    • Knackly Release 2020-11-13
  • API
    • Getting Started with the Knackly API
    • Connect Zapier to Knackly

PRACTICE AREA

  • Estate Planning
    • Example of creating Co Executor, Trustee, and Guardian Language.
    • Template: Asset and Liability List for Estate Planning
    • Create Single Successor executor, guardian, and trustee profiles in Knackly
  • Client Intake
    • Creating an email to send to clients
    • Setting up External Client Intakes

Using _app for hiding and showing labels, help text and text blocks in layouts

_app.Name

_app.Label

  1. Define a true/false formula on your top-level model, name it something concise and sensible, like XLabels or whatever you want.  The body of this formula would be something like _app.Name === “ClientInterview” or whatever.
  2. Then in the labels or help text, you would just do {}thing 1{}thing 2{}.  Not pretty, I know, but it works now.
  3. To take it a step further, you could create a Table to hold a particular set of labels.  You would correlate each row in that table with a different label or help text or whatever… for example, row 0 holds the label for variable X, row 1 holds the label for variable Y, etc. etc..  Then in the labels themselves, you would say {}This is the actual default label{}{.Label]}{}… the TableX gets the zeroth row out of TableX, and gets the value out of the “Label” column.
  4. You could keep track (in a spreadsheet or whatever) of what each row number (zero-based) corresponds to.  If that worked well, you could also consider just keeping ALL of the labels (including the default labels) in such a spreadsheet … then your actual labels would just be this: {}{.Label]}{}{.Label]}{} , and the actual language would be in tables.
  5. If you kept a spreadsheet of all the labels and corresponding row numbers, your spreadsheet could generate the template that goes into the actual labels/help text/whatever, and could also generate stuff to paste into the table editor!

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Address

2300 North Yellowstone Hwy, Suite 201
Idaho Falls, Idaho 83401

Phone

(801) 766-3183

Industries

Estate Planning

Family Law

Litigation

Loan Creation

Other Industries

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