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Update manage my team's expenses onboarding tasks to include workspace feature links #48595

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Sep 4, 2024
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Update manage my team's expenses onboarding tasks to include workspace feature links #48595

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41 changes: 23 additions & 18 deletions src/CONST.ts
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Original file line number Diff line number Diff line change
Expand Up @@ -4401,52 +4401,57 @@ const CONST = {
type: 'setupCategories',
autoCompleted: false,
title: 'Set up categories',
description: ({workspaceLink}: {workspaceLink: string}) =>
description: ({workspaceCategoriesLink}: {workspaceCategoriesLink: string}) =>
'*Set up categories* so your team can code expenses for easy reporting.\n' +
'\n' +
'Here’s how to set up categories:\n' +
'\n' +
'1. Click your profile picture.\n' +
`2. Go to [*Workspaces* > [your workspace]](${workspaceLink}).\n` +
'3. Click *Categories*.\n' +
'4. Enable and disable default categories.\n' +
'5. Click *Add categories* to make your own.\n' +
'2. Go to Workspaces.\n' +
'3. Select your workspace.\n' +
'4. Click *Categories*.\n' +
'5. Enable and disable default categories.\n' +
'6. Click *Add categories* to make your own.\n' +
'7. For more controls like requiring a category for every expense, click *Settings*.\n' +
'\n' +
'For more controls like requiring a category for every expense, click *Settings*.',
`[Take me to workspace category settings](${workspaceCategoriesLink}).`,
},
{
type: 'addExpenseApprovals',
autoCompleted: false,
title: 'Add expense approvals',
description: ({workspaceLink}: {workspaceLink: string}) =>
description: ({workspaceMoreFeaturesLink}: {workspaceMoreFeaturesLink: string}) =>
'*Add expense approvals* to review your team’s spend and keep it under control.\n' +
'\n' +
'Here’s how to add expense approvals:\n' +
'\n' +
'1. Click your profile picture.\n' +
`2. Go to [*Workspaces* > [your workspace]](${workspaceLink}).\n` +
'3. Click *More features*.\n' +
'4. Enable *Workflows*.\n' +
'5. In *Workflows*, enable *Add approvals*.\n' +
'2. Go to Workspaces.\n' +
'3. Select your workspace.\n' +
'4. Click *More features*.\n' +
'5. Enable *Workflows*.\n' +
'6. In *Workflows*, enable *Add approvals*.\n' +
'7. You’ll be set as the expense approver. You can change this to any admin once you invite your team.\n' +
'\n' +
'You’ll be set as the expense approver. You can change this to any admin once you invite your team.',
`[Take me to enable more features](${workspaceMoreFeaturesLink}).`,
},
{
type: 'inviteTeam',
autoCompleted: false,
title: 'Invite your team',
description: ({workspaceLink}: {workspaceLink: string}) =>
description: ({workspaceMembersLink}: {workspaceMembersLink: string}) =>
'*Invite your team* to Expensify so they can start tracking expenses today.\n' +
'\n' +
'Here’s how to invite your team:\n' +
'\n' +
'1. Click your profile picture.\n' +
`2. Go to [*Workspaces* > [your workspace]](${workspaceLink}).\n` +
'3. Click *Members* > *Invite member*.\n' +
'4. Enter emails or phone numbers. \n' +
'5. Add an invite message if you want.\n' +
'2. Go to Workspaces.\n' +
'3. Select your workspace.\n' +
'4. Click *Members* > *Invite member*.\n' +
'5. Enter emails or phone numbers. \n' +
'6. Add an invite message if you want.\n' +
'\n' +
'That’s it! Happy expensing :)',
`[Take me to workspace members](${workspaceMembersLink}). That’s it, happy expensing! :)`,
},
],
},
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4 changes: 3 additions & 1 deletion src/libs/actions/Report.ts
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Original file line number Diff line number Diff line change
Expand Up @@ -3374,7 +3374,9 @@ function completeOnboarding(
typeof task.description === 'function'
? task.description({
adminsRoomLink: `${environmentURL}/${ROUTES.REPORT_WITH_ID.getRoute(adminsChatReportID ?? '-1')}`,
workspaceLink: `${environmentURL}/${ROUTES.WORKSPACE_INITIAL.getRoute(onboardingPolicyID ?? '-1')}`,
workspaceCategoriesLink: `${environmentURL}/${ROUTES.WORKSPACE_CATEGORIES.getRoute(onboardingPolicyID ?? '-1')}`,
workspaceMembersLink: `${environmentURL}/${ROUTES.WORKSPACE_MEMBERS.getRoute(onboardingPolicyID ?? '-1')}`,
workspaceMoreFeaturesLink: `${environmentURL}/${ROUTES.WORKSPACE_MORE_FEATURES.getRoute(onboardingPolicyID ?? '-1')}`,
})
: task.description;
const currentTask = ReportUtils.buildOptimisticTaskReport(
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