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[No QA] Docs updates for E/A#103810 Update New rule option descriptions in Workspace Rules #104795

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stephanieelliott merged 2 commits into from
Oct 24, 2026
Merged

[No QA] Docs updates for E/A#103810 Update New rule option descriptions in Workspace Rules #104795

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122eb9b
Update New rule option descriptions in Workspace Rules article
MelvinBot Oct 22, 2026
d9fe170
Match Set field requirements description to New rule UI copy
MelvinBot Oct 23, 2026
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6 changes: 3 additions & 3 deletions docs/articles/new-expensify/workspaces/Workspace-Rules.md
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Expand Up @@ -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** – Receipts, categories, etc.
- **Apply expense defaults** – Update fields automatically.
- **Describe agent rule** – Create flexible rules that run when you need.

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