Recorded walkthroughs
A recorded walkthrough preserves a sequence for inspection, captioning, redaction, preview, or draft-page generation.
| If you need to… | Go to |
|---|---|
| Review and edit recorded steps | Review and edit the recorded steps |
| Preview the walkthrough | Review the walkthrough |
| Follow the downstream documentation work | Documentation generation lifecycle |
Before you start
Before you start, select the project that contains the flow you want to review. A recorded flow must already be available. If the flow includes screenshots, those images are available for redaction review; a step without a screenshot cannot show the redaction canvas.
Prerequisites
- Select a project from the project selector.
- Have a recorded flow available in that project.
- Have the step captions, order, redaction regions, or locales you want to review ready.
- Keep the step list saved before you use Re-shoot or Localize.
Open the flow
Use Captured Flows to locate a recorded flow and choose its next review action.
Prerequisites
- A project is selected.
Steps
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In the main navigation, select Captured Flows.
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Confirm the heading Captured Flows.
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Select Refresh to reload the recorded-flow list when needed.
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Choose the path that matches the list:
If you see… Do this No recorded flows yet. Select Get recorder, select Copy for the script tag, or drag Atloria Recorder to the bookmarks bar, then follow Click “Get recorder”, add it to your product, and record a walkthrough.A recorded flow Continue with step 5. -
Find the recorded flow you want to review in the list.
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Select Edit steps to inspect or change its recorded steps.
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Select Walkthrough to review the flow as an interactive tour.
Result: The selected flow is open in either an editing surface or the walkthrough surface.
Review and edit the recorded steps
The step editor is where you review the order and presentation of each recorded step. Each step can carry a caption and redaction regions; the editor also provides locale reshoot controls.
Prerequisites
- A recorded flow is open.
- The step list has no unsaved edits before you use Re-shoot or Localize.
Steps
- Select Edit steps for the flow.
- Review the steps in their current order.
- Select Move up or Move down to change a step's position.
- Enter the step text in Flow caption.
- Select Redact to open the screenshot area.
- Drag across a region to add a redaction area.
- Select an existing redaction area to remove it.
- Enter the locales in Locales as a comma-separated list.
- Select Save changes to save the order, captions, and redaction regions.
- Select Re-shoot after saving when a step needs a new screenshot.
- Select Close editor when you finish reviewing the steps.
The Locales field starts with fr-FR, ar-SA. Select Localize to generate the
localized screenshot set after saving your edits.
After a successful save, the screen shows Saved. Re-generate the draft to pick up the new order and captions. A successful re-shoot message reads Step, the step number, an
optional locale in parentheses, and re-shot.
After a successful localization, it shows Localized set generated: followed by the
screenshot count and locale count.
Messages
| Action | Message | Meaning and corrective action |
|---|---|---|
| Save changes | Saved. Re-generate the draft to pick up the new order and captions. | The edits are saved. Regenerate the draft when you need the new order and captions. |
| Re-shoot | Step followed by the step number and, when applicable, the locale in parentheses, then re-shot. | The new screenshot was created for the step. Continue reviewing the step. |
| Localize | Localized set generated: followed by the screenshot count and locale count. | The localized screenshot set was generated. Continue reviewing the localized results. |
| Loading | Loading recorded flows… — the flow list is loading. | Wait for the list to finish loading. |
| Delete | Delete this recorded flow? — the selected flow is ready for deletion confirmation. | Confirm that the selected flow is the one to remove, then select Delete only when removal is intended. |
Result: The step editor shows the reviewed order and saved captions and redaction regions. After localization, the screen displays the generated screenshot count and locale count.
Review the walkthrough
The walkthrough is an interactive tour of the recorded flow. Use it when you want to review the sequence as a guided experience rather than inspect step details.
Prerequisites
- A recorded flow is open.
Steps
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Select Walkthrough for the flow.
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Review the interactive tour panel and its embed snippet.
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Choose one review action:
If you need to… Do this Copy the embed snippet Select Copy. Preview the walkthrough Select Preview tour, then select Stop when the preview is running.
Result: The walkthrough review surface is open, and the preview is either running or stopped according to the control you selected.
When review cannot continue
Use the message on screen to choose the corrective action. The conditions below cover empty flow lists, missing screenshots, unsaved edits, minimum-step protection, and validation or service failures.
| What you see | What it means | What to do |
|---|---|---|
No project selected | A project has not been selected. | Select a project from the header project selector. |
The project dropdown in the header sets the project for every enterprise surface. | The header project selector controls the selected project. | Select the project that contains the flow. |
Select a project from the header dropdown to record and manage walkthrough flows. | The project-selection prompt is waiting for a choice. | Select a project from the header dropdown. |
No recorded flows yet. | The selected project has no flow row to open. | Select Get recorder to open the recorder instructions. |
Click “Get recorder”, add it to your product, and record a walkthrough. | A flow must be recorded before it can be reviewed. | Select Get recorder, then record a walkthrough. |
No screenshot yet — re-shoot this step first, then mark regions to black out. | The step has no screenshot for redaction review. | Select Re-shoot before marking redaction regions. |
A flow must keep at least one step. | The last remaining step cannot be deleted. | Keep at least one step in the flow. |
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 Locales field contains no locale. | Enter at least one locale, then select Localize. |
Could not create draft: followed by error details | Draft-page generation returned an error. | Read the error details, then try again. |
Re-shoot failed: followed by error details | The reshoot request returned an error. | Check the step state and try Re-shoot again after saving. |
Localize failed: followed by error details | The localization request returned an error. | Check the locale list and try Localize again after saving. |
Result: You know which condition stopped the review and which control or correction to use next.
Choose what happens next
After reviewing a flow, keep it unchanged, save step edits, or continue to draft-page generation. Draft generation creates a draft page that you can find in your documents.
Prerequisites
- The flow review is complete.
- Save any step changes before continuing.
Steps
- Select Save changes if you changed the order, captions, or redaction regions.
- Select Generate draft page to create a draft page from the reviewed flow.
- Open Documentation generation lifecycle to continue with the downstream documentation workflow.
When draft generation succeeds, the success message includes the generated draft title
after Draft page and continues with created. Find it in your documents (state: DRAFT).
If it fails, the screen shows Could not create draft: followed by error details.
Result: The flow remains reviewed with its saved changes, or a draft page is ready for the next documentation step.
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