From 122eb9b8396752034bb46f3c1281819b16e6bcfc Mon Sep 17 00:00:00 2001 From: "Yuwen Memon (via MelvinBot)" Date: Thu, 22 Oct 2026 19:25:42 +0000 Subject: [PATCH 1/2] Update New rule option descriptions in Workspace Rules article Co-authored-by: Yuwen Memon --- docs/articles/new-expensify/workspaces/Workspace-Rules.md | 6 +++--- 1 file changed, 3 insertions(+), 3 deletions(-) diff --git a/docs/articles/new-expensify/workspaces/Workspace-Rules.md b/docs/articles/new-expensify/workspaces/Workspace-Rules.md index 85b7eb31e810..4c7af9199a67 100644 --- a/docs/articles/new-expensify/workspaces/Workspace-Rules.md +++ b/docs/articles/new-expensify/workspaces/Workspace-Rules.md @@ -141,9 +141,9 @@ The **Agents** tab holds agent rules, which are written in plain language and ru **Add rule** stays in the top-right corner of the **Rules** page on every tab. It opens the **New rule** page, where you choose what the rule should do: - **Restrict card spend** – Block or limit spend at the point of sale. -- **Flag for review** – Notify approvers when expenses exceed category limits. -- **Set field requirements** – Require specific expense fields or waive requiring them. -- **Apply expense defaults** – Update fields without the submitter doing anything. +- **Flag for review** – Notify when your conditions are met. +- **Set field requirements** – Require receipts, categories, and other fields. +- **Apply expense defaults** – Update fields automatically. - **Describe agent rule** – Create flexible rules that run when you need. --- From d9fe170930fcca677a2d05ea44c8ba80ae7f3b98 Mon Sep 17 00:00:00 2001 From: "Yuwen Memon (via MelvinBot)" Date: Fri, 23 Oct 2026 21:18:25 +0000 Subject: [PATCH 2/2] Match Set field requirements description to New rule UI copy Co-authored-by: Yuwen Memon --- docs/articles/new-expensify/workspaces/Workspace-Rules.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/workspaces/Workspace-Rules.md b/docs/articles/new-expensify/workspaces/Workspace-Rules.md index 4c7af9199a67..840884ecf8bf 100644 --- a/docs/articles/new-expensify/workspaces/Workspace-Rules.md +++ b/docs/articles/new-expensify/workspaces/Workspace-Rules.md @@ -142,7 +142,7 @@ The **Agents** tab holds agent rules, which are written in plain language and ru - **Restrict card spend** – Block or limit spend at the point of sale. - **Flag for review** – Notify when your conditions are met. -- **Set field requirements** – Require receipts, categories, and other fields. +- **Set field requirements** – Receipts, categories, etc. - **Apply expense defaults** – Update fields automatically. - **Describe agent rule** – Create flexible rules that run when you need.