Flow Designer View Mode

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Overview

Flow Designer View Mode is a new feature introduced in v9.14 that allows users to open and review a Flow without making changes or breaking active user session locks. When one user is editing a Flow, other users can still open the same Flow in View Mode to examine its configuration, logic, and structure in real time without interrupting the editing session.

Key Benefits

  • Prevents Lock Conflicts: Eliminates accidental lock overrides when multiple users need to access the same Flow.
  • Safe, Read-Only Access: Users can view all Flow details without the risk of making unintended changes.
  • Improved Collaboration: Stakeholders, reviewers, and non-technical team members can explore the logic and configuration of the Flow simultaneously.
  • Faster Reviews & Approvals: Reduces bottlenecks by allowing concurrent viewing while editing is in progress.

Accessing View Mode

A Flow can be opened in View Mode only when it is locked by an active user session (i.e., another user currently has it open for editing). When a Flow is closed, a locked Flow icon appears in the Report to indicate its status.

Clicking on a locked Flow will display a prompt with a newly added option to Open the Flow in View Mode.

Clicking Open View Mode will launch the Designer in read-only mode. A clear indicator will be displayed in the header beneath the flow name to show that the flow is opened in View Mode.

Capabilities and Restrictions in View Mode

When a Flow is opened in View Mode, it is entirely read-only. Users cannot perform any of the following actions:

  • Debug the Flow.
  • Run unit tests or sample data.
  • Save, checkpoint, cut, delete, or paste steps.
  • Move steps on the canvas.
  • Add steps to the Flow (Toolbox is not available).
  • Update any properties or configurations of a step or connector.
  • Delete or change connector path mappings.
  • Refresh the health score.
  • Ignore or unignore validations.

Even though View Mode is read-only, users can still:

  • Open the Properties Panel to view step details and configuration data.
  • Copy text from the Properties Panel or other areas (all text is selectable).
  • Navigate within the designer elements used in the Flow to review their configuration.