From 6f71c70e65e2f03cd7f033af555a5ea3cf632753 Mon Sep 17 00:00:00 2001 From: "Rushat Gabhane (via MelvinBot)" Date: Mon, 26 Oct 2026 18:29:58 +0000 Subject: [PATCH] Update help articles for Describe rule beta removal Co-authored-by: Rushat Gabhane --- .../ai-agents/Automate-Workflows-with-Agent-Rules.md | 4 ++-- .../new-expensify/workspaces/Create-expense-categories.md | 4 ++-- docs/articles/new-expensify/workspaces/Workspace-Rules.md | 5 +++-- 3 files changed, 7 insertions(+), 6 deletions(-) diff --git a/docs/articles/new-expensify/ai-agents/Automate-Workflows-with-Agent-Rules.md b/docs/articles/new-expensify/ai-agents/Automate-Workflows-with-Agent-Rules.md index 6facdaf33f4e..e5e5d74ced80 100644 --- a/docs/articles/new-expensify/ai-agents/Automate-Workflows-with-Agent-Rules.md +++ b/docs/articles/new-expensify/ai-agents/Automate-Workflows-with-Agent-Rules.md @@ -32,8 +32,8 @@ To create an agent rule: 1. In the navigation tabs (on the left on web, on the bottom on mobile), select **Workspaces > [workspace name]**. 2. Select **Rules**. -3. Select **Add rule**. -4. Select **Describe agent rule**. +3. Select **Agents**. +4. Select **Add AI rule**, or **Add agent rule** if the workspace already has agent rules. 5. Choose a pre-written rule from the **Suggested** list and select **Next**, or select **Edit** to write your own rule. 6. Review or edit the natural-language description of the behavior you want. 7. Select **Create rule**. diff --git a/docs/articles/new-expensify/workspaces/Create-expense-categories.md b/docs/articles/new-expensify/workspaces/Create-expense-categories.md index 9924c0fd5bc1..930b674a281d 100644 --- a/docs/articles/new-expensify/workspaces/Create-expense-categories.md +++ b/docs/articles/new-expensify/workspaces/Create-expense-categories.md @@ -143,7 +143,7 @@ Everything else is created as a rule. The **Category rules** section at the bott 2. In the **Category rules** section, click **Create new rule**. 3. Choose what the rule should do: - **Flag for review** – Flag expenses in this category when the individual expense amount, or the daily category total on a report, goes above an amount you set. - - **Set field requirements** – Require a description, attendees, a receipt, or an itemized receipt for this category, or waive a receipt or itemized receipt requirement. + - **Require fields** – Require a description, attendees, a receipt, or an itemized receipt for this category, or waive a receipt or itemized receipt requirement. - **Apply expense defaults** – Set a default tax rate for this category ([Taxes](https://help.expensify.com/articles/new-expensify/workspaces/Track-Taxes) must be enabled on the workspace). 4. Configure the rule and click **Save rule**. @@ -174,7 +174,7 @@ To remove the hint, clear the **Hint** field and select **Save**. The hint appears as text below the **Description** field on the expense, both while creating a new expense and while editing an existing one. It shows as soon as the member selects that category, and only members who use that category see it. -The hint is a reminder, not a requirement. To make a description mandatory, create a **Set field requirements** rule for the category and require a description. +The hint is a reminder, not a requirement. To make a description mandatory, create a **Require fields** rule for the category and require a description. --- diff --git a/docs/articles/new-expensify/workspaces/Workspace-Rules.md b/docs/articles/new-expensify/workspaces/Workspace-Rules.md index 85b7eb31e810..f3256a3f6d4b 100644 --- a/docs/articles/new-expensify/workspaces/Workspace-Rules.md +++ b/docs/articles/new-expensify/workspaces/Workspace-Rules.md @@ -142,9 +142,10 @@ 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 approvers when expenses exceed category limits. -- **Set field requirements** – Require specific expense fields or waive requiring them. +- **Require fields** – Require specific expense fields or waive requiring them. - **Apply expense defaults** – Update fields without the submitter doing anything. -- **Describe agent rule** – Create flexible rules that run when you need. + +You can also describe the rule in plain English under **Or just describe it below**, then select **Next**. Concierge builds the rule for you, or drafts an agent rule if it isn't a standard rule. ---