Update help site for mobile selection mode actions#87570
Update help site for mobile selection mode actions#87570
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…ctions Add note about report-level actions (Submit, Approve, Pay) being available in the mobile bulk action menu when all expenses are selected. Co-authored-by: Krishna <Krishna2323@users.noreply.github.com>
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| **Note:** The bulk action menu appears after selecting at least one expense. | ||
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| **Note (Mobile):** When all expenses in a report are selected on mobile, the bulk action menu also includes report-level actions such as **Submit**, **Approve**, or **Pay**, depending on the report status and your role. These work the same as the primary action buttons at the top of the report. |
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Naming/style violation — prohibited generic label and vague reference:
Two issues on this line:
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"Note (Mobile):" uses a prohibited pattern. Per HELP_AUTHORING_GUIDELINES.md Section 2, "Notes" is a forbidden generic heading/label. Per HELPSITE_NAMING_CONVENTIONS.md (Cross-Platform Clarity Rule and Navigation Instruction Standards), platform-specific behavior should use the standard platform label format — e.g., a separate line starting with
Mobile:— rather than a parenthetical qualifier on a "Note" prefix. -
"the primary action buttons at the top of the report" is vague. Per the Deterministic Writing Rule in HELPSITE_NAMING_CONVENTIONS.md, always reference exact UI labels. Since the buttons are already named in this sentence (Submit, Approve, Pay), you can tighten this. For example:
**Mobile:** When all expenses in a report are selected, the bulk action menu also includes report-level actions — **Submit**, **Approve**, or **Pay** — depending on the report status and your role. These perform the same actions as the **Submit**, **Approve**, or **Pay** buttons shown in the report header.
HelpDot Documentation ReviewOverall AssessmentThis PR adds a single mobile-specific note to the "Available Actions on the Table" section, clarifying that when all expenses are selected on mobile, the bulk action menu surfaces report-level actions (Submit, Approve, Pay). The change is small, well-scoped, and follows the Cross-Platform Clarity Rule by explicitly stating the platform. Scores Summary
Key Findings
Recommendations
Files Reviewed
Review based on docs/HELPSITE_NAMING_CONVENTIONS.md, docs/HELP_AUTHORING_GUIDELINES.md, and docs/TEMPLATE.md governance rules. Assessment covers only the proposed diff, not pre-existing content. |
Summary
Getting-Started-with-the-Reports-Page.mdto document that Submit, Approve, and Pay actions are available in the mobile bulk action menu when all expenses in a report are selected.Test plan