# 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](doc: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**

1. Open **Operations** from the application navigation.
2. Open **Captured Flows** from the enterprise navigation group.

![See the empty flow list](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/add5072147da3c47538205be32acf0f2.png)

**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?` |

## When loading stops

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.