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[No QA] Docs updates for E/A#96042 Search navigation suggestions#96714

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[No QA] Docs updates for E/A#96042 Search navigation suggestions#96714
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docs-search-router-navigation-96042

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Summary

Documents the new Search navigation suggestions added in #96042 (part of #92752).

That PR lets members jump to a top-level destination — Home, Inbox, Spend, Workspaces, or Account — by typing its name (or a go / go to prefix) in Search and selecting the Go to [destination] result.

The existing Navigating New Expensify article already documents these same five destinations via the navigation tabs, so this is the natural home for the new capability.

Changes

Updated docs/articles/new-expensify/getting-started/Navigating-New-Expensify.md:

  • Added a new task-based section How to jump to a destination using Search describing how to open Search, type a destination name (or go / go to), and select the Go to [destination] result. Notes the three-character minimum and the alphabetical list shown for a bare go / go to.
  • Added an FAQ entry: Can I use Search to move between sections of Expensify?
  • Updated the description, keywords, and internalScope metadata to include Search-based navigation.

Scope notes

#96042 intentionally ships only the five top-level destinations and excludes Spend submenu, Account settings, Workspace settings, Domain, and Create/FAB suggestions. This doc update is scoped to match — only the shipped behavior is documented, and it can be expanded as later parts of #92752 land.

Authoring compliance

Written per docs/HELP_AUTHORING_GUIDELINES.md, docs/HELPSITE_NAMING_CONVENTIONS.md, and docs/TEMPLATE.md: single # title, task-based ## headings, sequential numbered steps, bold UI labels in exact Sentence case (Search, Go to [destination], and the five destination names), and an FAQ entry.


@nabi-ebrahimi, please review the files changed and confirm they reflect the current behavior. Then mark this PR Ready for review.

Co-authored-by: Nabi <nabi-ebrahimi@users.noreply.github.com>
@MelvinBot MelvinBot added the HelpDot Apply this label if the issue relates to ExpensifyHelp label Jul 22, 2026
@github-actions github-actions Bot changed the title Docs updates for E/A#96042 Search navigation suggestions [No QA] Docs updates for E/A#96042 Search navigation suggestions Jul 22, 2026
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@stephanieelliott
stephanieelliott marked this pull request as ready for review July 25, 2026 04:28
@stephanieelliott
stephanieelliott self-requested a review as a code owner July 25, 2026 04:28
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A preview of your ExpensifyHelp changes have been deployed to https://1ec3cd5f.helpdot.pages.dev ⚡️

Updated articles:

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HelpDot Documentation Review

Overall Assessment

This PR makes a small, well-scoped addition to docs/articles/new-expensify/getting-started/Navigating-New-Expensify.md, documenting the new Search navigation suggestions. It adds one task-based ## section, one FAQ entry, and updates the description, keywords, and internalScope metadata. The changes are focused on a single, cohesive workflow and align well with the governance files.

Scores Summary

  • Readability: 9/10 - Clear, concise steps; sequential numbered list; scannable. Minor redundancy between the new section and the FAQ answer (both restate the same five destinations and the go/go to prefix).
  • AI Readiness: 9/10 - Task-based ## How to jump to a destination using Search heading with the feature name, question-style FAQ, #/## hierarchy only, and metadata (description/keywords/internalScope) all updated to reflect Search-based navigation.
  • Style Compliance: 9/10 - Exact UI labels in bold Sentence case (Search, Home, Inbox, Spend, Workspaces, Account, Go to [destination]). Icon referenced parenthetically as "(the magnifying glass icon)". No prohibited vague navigation phrasing.

Key Findings

  • New section heading is correctly task-based and starts with "How to" using the feature name (Search).
  • Metadata was updated consistently across all three fields; internalScope still accurately states exclusions.
  • FAQ entry follows the question format and points back to the same steps.
  • Minor: the FAQ answer largely duplicates the new section body. This is acceptable but could be trimmed to a shorter answer plus reference.
  • Minor: the PR description mentions a three-character minimum and an alphabetical list for a bare go/go to, but those details are not present in the doc body. Consider adding them if they aid users, or removing the claim from the PR summary.

Recommendations

  • Optional: tighten the FAQ answer to reduce duplication with the new section.
  • Optional: add the three-character minimum / alphabetical-list behavior to the section if it is user-relevant, to match the stated scope.
  • No blocking issues; changes are compliant with the governance guidelines.

Files Reviewed

  • docs/articles/new-expensify/getting-started/Navigating-New-Expensify.md - Compliant; minor optional improvements noted.

Note: Detailed line-by-line feedback has been provided as inline comments.


1. Select **Search** (the magnifying glass icon).
2. Type the name of the destination you want to open: **Home**, **Inbox**, **Spend**, **Workspaces**, or **Account**. You can also type **go** or **go to** before the name, such as **go to inbox**.
3. Select the **Go to [destination]** result to open it.

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Naming convention (exact UI label): **Go to [destination]** uses a bracketed placeholder in bold as if it were a literal button label, but Core UI Referencing Rules require the exact text shown in the product UI. Consider clarifying the dynamic label — e.g., "Select the Go to result for your destination (such as Go to Inbox)." so exact UI text is shown rather than a [destination] placeholder.

You can move to a top-level destination without using the navigation tabs by typing its name in **Search**.

1. Select **Search** (the magnifying glass icon).
2. Type the name of the destination you want to open: **Home**, **Inbox**, **Spend**, **Workspaces**, or **Account**. You can also type **go** or **go to** before the name, such as **go to inbox**.

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Step formatting / readability: This step packs two distinct actions into one — typing a destination name AND the optional go/go to prefix. Per the Step Formatting Standard (single, clear, action-oriented steps), consider moving the go/go to alternative into a follow-up sentence or its own step so each numbered step is one action.


1. Select **Search** (the magnifying glass icon).
2. Type the name of the destination you want to open: **Home**, **Inbox**, **Spend**, **Workspaces**, or **Account**. You can also type **go** or **go to** before the name, such as **go to inbox**.
3. Select the **Go to [destination]** result to open it.

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Naming convention (exact UI label): **Go to [destination]** uses a bracketed placeholder in bold as if it were a literal button label, but Core UI Referencing Rules require the exact text shown in the product UI. Consider clarifying the dynamic label — e.g., "Select the Go to result for your destination (such as Go to Inbox)." so the exact UI text is shown rather than a [destination] placeholder.

You can move to a top-level destination without using the navigation tabs by typing its name in **Search**.

1. Select **Search** (the magnifying glass icon).
2. Type the name of the destination you want to open: **Home**, **Inbox**, **Spend**, **Workspaces**, or **Account**. You can also type **go** or **go to** before the name, such as **go to inbox**.

Copy link
Copy Markdown
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Choose a reason for hiding this comment

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Step formatting / readability: This step packs two distinct actions into one — typing a destination name AND the optional go/go to prefix. Per the Step Formatting Standard (single, clear, action-oriented steps), consider moving the go/go to alternative into a follow-up sentence or its own step so each numbered step is one action.

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