# 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](#review-and-edit-the-recorded-steps) | | Preview the walkthrough | [Review the walkthrough](#review-the-walkthrough) | | Follow the downstream documentation work | [Documentation generation lifecycle](doc: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** 1. In the main navigation, select **Captured Flows**. 2. Confirm the heading **Captured Flows**. 3. Select **Refresh** to reload the recorded-flow list when needed. 4. 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. | 5. Find the recorded flow you want to review in the list. 6. Select **Edit steps** to inspect or change its recorded steps. 7. Select **Walkthrough** to review the flow as an interactive tour. ![Project selection and available flow list.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/add5072147da3c47538205be32acf0f2.png) **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** 1. Select **Edit steps** for the flow. 2. Review the steps in their current order. 3. Select **Move up** or **Move down** to change a step's position. 4. Enter the step text in **Flow caption**. 5. Select **Redact** to open the screenshot area. 6. Drag across a region to add a redaction area. 7. Select an existing redaction area to remove it. 8. Enter the locales in **Locales** as a comma-separated list. 9. Select **Save changes** to save the order, captions, and redaction regions. 10. Select **Re-shoot** after saving when a step needs a new screenshot. 11. 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** 1. Select **Walkthrough** for the flow. 2. Review the interactive tour panel and its embed snippet. 3. 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** 1. Select **Save changes** if you changed the order, captions, or redaction regions. 2. Select **Generate draft page** to create a draft page from the reviewed flow. 3. Open [Documentation generation lifecycle](doc: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.