Recorded walkthroughs

A recorded walkthrough is a reusable set of product instructions that you can turn into a draft manual page. It follows operational work, alongside the other enterprise surfaces that preserve what happened during documentation work.

If you need to…	Go to
Reach the operational starting point	Operations overview
Check the project and open the destination	Select a project, then open the destination
Understand the list and its empty state	Read the flow list and its empty state
Review an existing walkthrough	Open the review page
Check available flow actions and states	Read the flow reference
Decide what to do after opening the destination	Choose a follow-up action

Before you start

Prerequisites

Have access to the application.
Select a project in the header. The destination uses that project when it loads the list.
If no project is selected, the destination displays No project selected and the guidance Select a project from the header dropdown to record and manage walkthrough flows.

Message	When it appears	Guidance
`The project dropdown in the header sets the project for every enterprise surface.`	No project is selected	Select a project from the header dropdown.

The list loads only for a selected project and an available signed-in session. While the list is loading, the destination displays Loading recorded flows…. A selected project is present in the header when the destination opens. Open the destination from the application navigation to continue.

Find the destination

Operations is the workspace destination for operational information. The flow destination is reached from the same navigation group.

Open the destination

Use this procedure when you are starting from the application navigation.

Prerequisites

Have access to the application.

Steps

Open Operations from the application navigation.
Open Captured Flows from the enterprise navigation group.

Result: The destination opens and is ready to read as a list or empty state.

Understand the flow list

The flow list organizes each recorded walkthrough as a flow row, with its identity and starting point visible before you choose a follow-up action.

Information	What it tells you
Flow name	Identifies the recorded walkthrough.
Step count	Shows how many steps the walkthrough contains.
Starting URL	Shows the URL where the walkthrough begins.
Created date	Belongs to the flow data but is not shown in the list.

The destination can show the following areas and states:

What you see	What it means
Get recorder	Opens the recorder instructions.
Refresh	Reloads the flow list.
Empty state	The selected project has no flows in the list.
A flow row	A recorded flow is available for review and follow-up actions.
Recorder instructions	The script tag, the recorder bookmarklet, and the token note are open.
No recorder instructions	The recorder panel is closed.

When the recorder instructions are open, Copy copies the script tag, and Atloria Recorder is the draggable recorder bookmarklet. The instructions also show the note to replace YOUR_MEMBER_TOKEN with a member JWT. The recorder redacts passwords, tokens, emails, and card numbers before anything is sent.

When no flows are recorded, the destination displays No recorded flows yet. and the guidance Click “Get recorder”, add it to your product, and record a walkthrough. With the recorder instructions closed, the flow rows and their row actions are not shown. The destination is ready without a visible loading spinner.

Choose a follow-up action when a flow row is available.

Choose the next step

The actions attached to a flow row depend on whether a recorded flow is available. The destination explains where to start; detailed work belongs on the review page for the chosen action.

If you need to…	Choose
Review an existing walkthrough	Open the review page
Check the flow's available states and actions	Read the flow reference
Return to the operational context	Operations overview

When a flow row is available, the row can offer Edit steps, Walkthrough, Generate draft page, and Delete. Edit steps opens the step editor. Walkthrough opens the guided-tour area. Generate draft page creates a draft document. Delete asks for confirmation before removing the recorded flow.

The actions can produce these messages:

Situation	Message
Draft creation succeeds	`Draft page "{title}" created. Find it in your documents (state: DRAFT).`
Draft creation fails	`Could not create draft: {error}`
Deletion confirmation opens	`Delete this recorded flow?`

The message identifies the surface and the state that needs attention.

Message	Where it appears	What to do
`Operations failed to load. {error}`	Operations	The Operations overview returned an error.
`Loading operations…`	Operations	The Operations overview is still loading.
`Could not create draft: {error}`	Flow list	Draft creation returned an error.
`Delete this recorded flow?`	Flow list	A deletion confirmation is open.

These messages distinguish an Operations loading state from a flow action state.

Captured Flows overview