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Viewing Your Flows

Cambigo provides multiple views to work with your workflows, each optimized for different tasks.

View Types​

Dashboard View​

The dashboard is your home base for managing all your flows.

Features:

  • See all your flows at a glance
  • View recent activity
  • Create new flows
  • Open existing flows
  • Manage offline flows

When to use: Starting work, switching between flows, or managing your workflow library.

Table View​

Table View presents your workflow in a spreadsheet-like interface.

Features:

  • Add, edit, and delete steps
  • Reorder steps with drag-and-drop
  • See step details at a glance
  • Bulk add multiple steps
  • Quick inline editing

When to use: Building and editing workflows, organizing steps, or making structural changes.

Document View​

Document View displays your workflow as a formatted, readable document.

Features:

  • Professional document layout
  • Formatted text and headings
  • Attachments and images displayed inline
  • Reference links included
  • Customizable what content to show

When to use: Reviewing workflows, presenting to stakeholders, or preparing for export.

Sharing View​

Sharing View lets you manage external access to your flows.

Features:

  • Create share links
  • Set expiration dates
  • Configure view limits
  • Monitor active shares
  • Revoke access

When to use: Sharing workflows with team members or external collaborators.

Switching Between Views​

Use the view selector in the header to switch between views:

  1. Click the current view name in the header
  2. Select the view you want from the dropdown
  3. The view will switch immediately

Your place in the workflow is preserved when switching views.

Customizing Document View​

Document View offers extensive customization options to control what appears in your workflow document.

Using Filters​

Click the Filters or Settings button in Document View to customize what's displayed:

Metadata Filters:

  • Title and description
  • Author and version
  • Creation and update dates
  • Tags and status

Content Filters:

  • Step descriptions
  • Notes and context
  • Flags and dispositions
  • Interview information
  • Data requirements
  • Attachments
  • Reference links

Display Options:

  • Show/hide field names
  • Include section headings
  • Number steps
  • Theme selection

Choosing a Theme​

Cambigo offers three document themes:

  • Cambigo Theme: Enhanced styling with colors and visual elements
  • Plain Theme: Clean, minimal styling for simple documents
  • Formal Theme: Professional styling for business documents

Select your theme from the theme dropdown in the Document View toolbar.

Working in Each View​

Dashboard Workflow​

  1. Browse your flows - Scroll through your flow library
  2. Search - Use the search box to find specific flows
  3. Filter - Show only online or offline flows
  4. Open - Click a flow to open it in Table View
  5. Create - Click New Flow to start a new workflow

Table View Workflow​

  1. Add steps - Use the Add Step button or Bulk Add
  2. Edit - Click any step to open the editor
  3. Reorder - Drag and drop steps to rearrange
  4. Delete - Select steps and use the delete function
  5. Switch to Document - View the result as you build

Document View Workflow​

  1. Review - Read through the entire workflow
  2. Adjust filters - Show only what's relevant
  3. Select theme - Choose the appropriate styling
  4. Export - Save as Word or JSON
  5. Return to editing - Switch back to Table View for changes

Sharing View Workflow​

  1. Create link - Generate a new share link
  2. Configure - Set expiration and view limits
  3. Copy - Copy the link to share
  4. Monitor - Check view counts and status
  5. Revoke - Delete links that are no longer needed

View-Specific Features​

Table View Only​

  • Bulk Add Steps
  • Drag-and-drop reordering
  • Inline title editing
  • Step completion indicators

Document View Only​

  • Theme selection
  • Content filtering
  • Export functions
  • Print formatting

Sharing View Only​

  • Share link management
  • Expiration settings
  • View analytics
  • Access revocation

Keyboard Shortcuts​

Global Shortcuts​

  • Ctrl/Cmd + S: Save changes
  • Ctrl/Cmd + Z: Undo
  • Ctrl/Cmd + Shift + Z: Redo

Table View Shortcuts​

  • Enter: Save and close step editor
  • Escape: Close editor without saving
  • Tab: Move to next field

Mobile and Responsive Views​

Cambigo adapts to different screen sizes:

  • Desktop: Full feature set with all views available
  • Tablet: Streamlined interface with essential features
  • Mobile: Optimized for viewing and light editing

Some complex features may be limited on smaller screens.

Best Practices​

Choose the Right View for the Task​

  • Building: Use Table View
  • Reviewing: Use Document View
  • Presenting: Use Document View with filters
  • Collaborating: Use Sharing View

Switch Views Frequently​

Move between Table and Document View as you work to see both the structure and the final result.

Customize Filters for Purpose​

Save different filter configurations for:

  • Executive summaries (minimal details)
  • Technical documentation (all details)
  • Training materials (descriptions and examples)

Use Document Themes Appropriately​

  • Cambigo: Internal workflows and collaboration
  • Plain: Simple, distraction-free reading
  • Formal: Client deliverables and official documentation

Common Questions​

Q: Will I lose my work if I switch views?
A: No, your work is saved automatically when switching views.

Q: Can I edit in Document View?
A: Document View is read-only. Switch to Table View to make edits.

Q: What's the difference between Dashboard and Table View?
A: Dashboard shows all your flows; Table View shows the steps within one specific flow.

Q: Can I print from Document View?
A: Yes, use your browser's print function or export to Word for more print options.

Q: Do filters affect exports?
A: Yes, the current filter settings determine what's included in Word exports.