Skip to content

Docs updates for E/A#94694 Import workflows on Workflows page - #97383

Draft
MelvinBot wants to merge 1 commit into
mainfrom
claude-docsImportWorkflowsWorkflowsPage
Draft

Docs updates for E/A#94694 Import workflows on Workflows page#97383
MelvinBot wants to merge 1 commit into
mainfrom
claude-docsImportWorkflowsWorkflowsPage

Conversation

@MelvinBot

Copy link
Copy Markdown
Contributor

Explanation of Change

PR #94694 surfaces the spreadsheet importer on the Workflows page: under Approvals, admins can now click More → Import workflows to bulk-configure approval workflows via spreadsheet. Previously this importer was only reachable from Members → three-dot menu → Import via Spreadsheet, so the help site had no coverage of the Workflows-page entry point.

This PR documents the new flow by adding a How to import approval workflows from a spreadsheet section to the Add Approvals article. It:

  • Documents the exact UI path: Workspaces > [Workspace Name] > Workflows → Approvals → More → Import workflows.
  • Notes the Control-plan requirement / upgrade prompt for the advanced approval fields (Submit to, Forward to, Over limit forward to, Approval limit).
  • Notes the v1 behavior that the import reuses the Members mapping screen and returns you to the Members page, and cross-links to the existing Invite Multiple Members via Spreadsheet section for column-mapping and template details.
  • Adds relevant search keywords (import workflows, import approval workflows, bulk approval workflows, spreadsheet import).

Files changed

  • docs/articles/new-expensify/workspaces/Add-Approvals.md

Related PR


@jayeshmangwani, please review the files changed and confirm they reflect the current behavior. Then post a new comment saying @MelvinBot mark this PR as ready for review.

Co-authored-by: Jayesh Mangwani <jayeshmangwani@users.noreply.github.com>
@MelvinBot MelvinBot added the HelpDot Apply this label if the issue relates to ExpensifyHelp label Jul 29, 2026
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

HelpDot Apply this label if the issue relates to ExpensifyHelp

Projects

None yet

Development

Successfully merging this pull request may close these issues.

1 participant