Form Designer View Mode

Updated
  • Updated on Oct 9, 2025
  • Published on Oct 8, 2025
  • 1 minute(s) read
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Overview

View Mode is a new enhancement introduced in v9.16 that allows users to open and review a Form without making changes or breaking active user session locks. When one user is editing a Form, other users can still open the same Form in View Mode to review its configuration in real time without interrupting the editing session.

Note:
The Form Designer and Page Designer essentially provide the same functionality in terms of design and View Mode access, offering read-only inspection of layouts, fields, and configurations without affecting ongoing edits.

Key Benefits

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

Accessing View Mode

Users can access Form Designer View Mode in two ways:

  1. User Action on Form: Right-click on any Form and select Open in View Mode.
  2. Lock Entity Dialog: A Form can be opened in View Mode when it is locked by an active user session (i.e., another user currently has it open for editing). When a user opens the Form Designer, a locked Form icon appears to indicate its status. Clicking on a locked Form will display a prompt with a newly added option to Open the Form in View Mode.
  3. Once opened in View Mode, users will see the Form Designer in View Mode with a label indicator at the top left stating that the Form is opened in View Mode.

Capabilities and Restrictions in View Mode

Users cannot perform the following actions in View Mode:

  • Save or create a checkpoint
  • Cut, copy, paste, add, delete, or move the position of controls
  • Update any properties or configurations
  • Refresh the health score
  • Ignore or unignore validations

Although View Mode is read-only, users can still:

  • Open the Properties Panel to view the configuration data of the Form and Controls
  • Open Additional dialogs from the properties panel to view configurations, e.g., Active Form Flows
  • Copy text from the Properties Panel or other areas (all text is selectable)