---
title: "Formula View Mode"
slug: "formula-view-mode"
updated: 2025-10-08T14:25:05Z
published: 2025-10-08T14:25:05Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.decisions.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Formula View Mode

## Overview

Formula Designer View Mode is a new feature introduced in v9.16 that allows users to open and review a Formula without making changes or breaking active user session locks. When one user is editing a Formula, other users can still open the same Formula in View Mode to review its configuration 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 Formula.
- **Safe, Read-Only Access**: Users can view all the Formula 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 formula.
- **Faster Reviews & Approvals**: Reduces bottlenecks by allowing concurrent viewing while editing is in progress.

## Accessing View Mode

Users can access Formula View Mode in two ways:

1. **User Action on Formula**: Right-click on any of the Formula > **Open in View Mode**.  
![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/image-1759927992402.png)
2. **Lock Entity Dialog**: A Formula 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 a Formula Designer, a locked Formula icon appears to indicate its status. Clicking on a locked Formula will display a prompt with a newly added option to Open the Formula in View Mode.  
![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/image-1759928296508.png)
3. Once opened in View Mode, users will see the Formula Designer in View Mode with a label indicator at the top right stating that the Formula is opened in View Mode.  
![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/image-1759928850449.png)

## Capabilities and Restrictions in View Mode

#### Users cannot perform the following actions in View Mode:

- Edit Formula
- Edit Name and Inputs
- Add/Modify Unit Tests and Sample Data
- Configure Integration
- Save Formula

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

- Run the Formula with user-defined Inputs
- Run Unit Tests and Sample Data
- View configured Integration