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Screen Recorder: Recording a Screen Guide

Learn how to start, perform, and stop a screen recording to capture a process workflow in ProcessPro.

Written by James Ross

Once the Screen Recorder extension is installed, you can record any browser-based workflow. The extension captures your clicks, form inputs, and page navigations - along with a screenshot at each step - to build a structured process guide automatically.


Before You Start

  • Ensure the Screen Recorder extension is installed and showing as Installed in Settings

  • Have the process or workflow you want to document ready to perform

  • Close unnecessary browser tabs to reduce noise in the recording


Two Ways to Start a Recording

From Settings:

  1. Navigate to Settings > Screen Recorder

  2. Click Start Recording

  3. The extension will begin monitoring your browser actions

From a Process Editor:

  1. Open the process you want to add steps to

  2. Click the Record button in the process editor toolbar

  3. The extension will begin capturing actions within the current browser tab


What does the extension capture during the recording?

  • Clicks — each click on a page element is recorded as a step

  • Form inputs — text entries, dropdown selections, and checkbox toggles

  • Page navigations — moving between pages or tabs

  • Screenshots — a screenshot is taken at each step

Note: The extension only captures actions in the browser. Desktop applications, file system interactions, and system dialogs outside the browser are not recorded.


Stop a Recording

  1. Click the Screen Recorder icon in your browser toolbar

  2. Click Stop Recording

  3. The recording will be processed and saved


Tips for Better Recordings:

  • Work at a steady pace - rushing can create too many intermediate steps

  • Avoid unnecessary clicks - each click becomes a step in your guide

  • Use clear form entries - type realistic values, not test data

  • Stay in one browser - the extension cannot capture actions in other applications


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