Available actions
States and actions
A recorded walkthrough can be inspected, edited, replayed as a walkthrough, turned into a draft manual document, or removed from the selected project.
The enterprise destination follows operational, analytics, screenshot, and video work. It uses the project selected in the header and shows either an empty state or actions for each recorded flow.
| If you need to… | Go to |
|---|---|
| Check the selected project's list | Find a flow |
| Get material for recording a walkthrough | Prepare recorder material |
| Change captions, order, or redactions | Edit steps and screenshots |
| Preview or embed a walkthrough | Preview a walkthrough |
| Create a draft manual document or remove a flow | Generate a draft or remove a flow |
Before you start
Prerequisites
| Have this ready | Why it matters |
|---|---|
| A project selected in the header | The destination uses the current project when it loads the flow list. |
| A saved flow | The row actions appear for a recorded flow; an empty project shows No recorded flows yet. |
| No unsaved step edits | Re-shoot and Localize require the current step list to be saved first. |
| At least one step in the flow | The flow must keep at least one step when you edit its steps. |
When no project is selected, the page displays No project selected and the message The project dropdown in the header sets the project for every enterprise surface. It also provides the
instruction Select a project from the header dropdown to record and manage walkthrough flows.
Find and recognize a flow
A flow summary identifies a recorded walkthrough before you choose an action. The summary carries the flow name, its starting URL, and its step count.
Prerequisites
- Have access to the application.
- Select a project in the header.
Steps
- Select Captured Flows from the enterprise navigation.
- Select Refresh to reload the selected project's flow list.
- Read the flow name, starting URL, and step count when a flow row is present.
- Read
No recorded flows yet.when the selected project has no recorded flows.
While the list is loading, the page displays Loading recorded flows….
Result: The page shows either a flow summary, ready for the actions below, or
No recorded flows yet., ready for recorder setup.
Prepare recorder material
The recorder material lets you add Atloria's recorder to the product you want to walk through. Opening this panel does not change a recorded flow.
Prerequisites
- Have a project selected.
- Open Captured Flows from the enterprise navigation.
Steps
- Select Get recorder.
- Read the generated script tag in the recorder panel.
- Select Copy to copy the script tag.
- Drag Atloria Recorder to the browser bookmarks bar when you want to use the bookmarklet.
Result: The recorder panel remains open with the script tag and the draggable Atloria Recorder link available. When a saved flow is available, continue with the flow action you need.
Edit steps and screenshots
The step editor is the place to refine a saved flow before you use its steps in a walkthrough or draft. It lets you change captions and order, mark image regions for redaction, re-shoot a step, and create localized screenshots.
Prerequisites
- Have a recorded flow row available.
- Keep the flow at one or more steps; the editor cannot save an empty step list.
- Save edits before selecting Re-shoot or Localize.
Steps
-
Select Edit steps on the recorded flow.
-
Enter the wording for a step in its caption field.
-
Choose one step-list action:
If you need to… Select Move the step earlier in the list Move up Move the step later in the list Move down Open the redaction editor Redact -
Drag across the screenshot to add a redaction region.
-
Select an existing redaction region to remove it.
-
Select Save changes.
-
Choose one saved-flow action:
If you need to… Select Request screenshots for one or more locales Localize Recapture one step screenshot Re-shoot Leave the step editor Close editor Enter one or more comma-separated locale values before selecting Localize. Select Re-shoot only after saving the current edits.
Result: The step editor shows the saved order, captions, and redaction choices; a successful
save displays Saved. Re-generate the draft to pick up the new order and captions.
Preview a walkthrough
A walkthrough is an in-product guided tour. Use the walkthrough panel to preview it on the current page or copy the embed snippet for a product page.
Prerequisites
- Have a recorded flow row available.
- Keep the flow's step list saved before starting the preview.
Steps
- Select Walkthrough on the recorded flow.
- Select Preview tour.
- Select Stop when you finish checking the preview.
- Select Copy in the walkthrough panel to copy the tour embed snippet.
Result: The walkthrough panel shows the interactive-tour controls; Stop is shown while the preview is active, and Preview tour is shown when it is not active.
Generate a draft or remove a flow
These choices have different outcomes: generating a draft creates a draft manual document, while deleting removes it after confirmation.
Prerequisites
- Have a recorded flow row available.
- Choose the action that matches your intended outcome before selecting the control.
Steps
-
Choose one outcome:
If you need to… Select Keep the flow and create a manual draft Generate draft page Remove the recorded flow Delete -
Open Documents overview when you selected Generate draft page.
-
Check the confirmation
Delete this recorded flow?when you selected Delete.
Result: Draft generation leaves a draft document in the documents area; deletion removes the recorded flow after the confirmation step.
When an action fails
Use the exact message on screen to choose the corrective action.
| What you see | What it means | What to do |
|---|---|---|
No project selected | The destination has no current project. | Select a project from the header dropdown. |
The project dropdown in the header sets the project for every enterprise surface. | The destination needs a project selected in the header. | Select a project from the header dropdown, then open Captured Flows. |
Loading recorded flows… | The selected project's flow list is loading. | Wait for the list to finish loading, then select Refresh if the list does not appear. |
Delete this recorded flow? | The destination is asking you to confirm flow deletion. | Confirm only when you intend to remove the recorded flow. |
Flow not found | The selected flow is no longer available. | Return to Captured Flows and select Refresh. |
You do not have access to this project | The selected project is not available to you. | Select a project you can access, then open Captured Flows. |
A flow must keep at least one step. | The step list is empty. | Keep at least one step, then select Save changes. |
Save your edits before re-shooting so the recipe matches. | The step list has unsaved edits. | Select Save changes, then select Re-shoot. |
Save your edits before localizing. | The step list has unsaved edits. | Select Save changes, then select Localize. |
Enter at least one locale (e.g. fr-FR, ar-SA). | The locale field contains no usable value. | Enter at least one locale, then select Localize. |
The destination also displays Saved. Re-generate the draft to pick up the new order and captions.
after a successful step-list save.
What happens next
After you review or refine a flow, choose the next action based on the outcome you need.
| If you need to… | Continue with… |
|---|---|
| Refine the recorded steps | Edit steps, then Save changes |
| Check the flow as a guided tour | Walkthrough, then Preview tour |
| Put the flow into a manual draft | Generate draft page, then Documents overview |
| Delete the recording | Delete, then confirm Delete this recorded flow? |
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