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Co-authored-by: Krishna <Krishna2323@users.noreply.github.com>
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Explanation of Change
Use a floating action bar for bulk actions replaced the wide-layout bulk actions UI on the Search pages. Selecting rows no longer swaps the search input and filter chips for a green Selected dropdown in the header. Instead, the search box and filters stay visible and a floating bar appears at the bottom of the list with the selection count, the highest-priority actions as buttons, a More menu for the rest, and a close icon that clears the selection.
Narrow layouts (mobile and mWeb) are unchanged — they still use the Selected dropdown. The report view is also unchanged and out of scope.
The help site told web readers to click Selected at the top of the page, which no longer exists on a wide screen. This PR updates every affected step to describe the bar on web while keeping the Selected instructions for mobile.
What changed
Files changed
reports-and-expenses/Getting-Started-with-the-Spend-Page.mdreports-and-expenses/How-to-Export-Expenses.mdreports-and-expenses/How-to-Export-Reports.mdreports-and-expenses/Search-and-Download-Expenses.mdreports-and-expenses/Edit-Expenses.mdreports-and-expenses/Adding-Attendees.mdreports-and-expenses/How-to-Delete-Expenses.mdreports-and-expenses/How-to-Merge-Expenses.mdreports-and-expenses/How-to-Duplicate-an-Expense.mdreports-and-expenses/Duplicate-a-Report.mdreports-and-expenses/Approve-Expenses.mdreports-and-expenses/Create-and-Submit-Reports.mdwallet-and-payments/Reimbursement-Payment-Methods.mdexpensify-card/View-and-Reconcile-Expensify-Card-Expenses.mdgetting-started/Free-Features-in-Expensify.mdDeliberately not changed
These use a different selection UI that this PR did not touch:
reports-and-expenses/Managing-Expenses-in-a-Report.mdand the in-report steps inHow-to-Merge-Expenses.md/How-to-Delete-Expenses.md— the report view still uses the header dropdown.Configure-Per-Diem-in-a-workspace.md,Create-expense-categories.md,Create-and-manage-expense-tags.md,Set-distance-rates.md,Personal-Expense-Rules.md) andai-agents/Create-and-Use-Custom-Agents.md.How the UI was verified
Labels were checked against a live wide-layout web session rather than read off the diff:
2 selected, then Edit multiple, Export, Hold, More, and a close icon. The More menu held Merge, Move to report, Duplicate expenses, and Delete.2 selected, then Export, Download reports, Duplicate reports, Delete, and a close icon — no More at that action count.Because which actions sit inline versus behind More depends on the action count and the window width, the steps name the action and add "select More if you don't see it" rather than hard-coding a position.
Authoring rules applied
Written against
docs/HELPSITE_NAMING_CONVENTIONS.md,docs/HELP_AUTHORING_GUIDELINES.md, anddocs/TEMPLATE.md: exact UI labels in bold with UI capitalization, separate web and mobile instructions where they now differ, no invented names for the bar (it has no visible label), no new headings, and existing article structure left intact.Fixed Issues
$ #98651
Related PR: Use a floating action bar for bulk actions
Tests
Docs-only change. No app code is touched.
QA Steps
Screenshots/Videos
N/A — documentation only.
@Krishna2323, 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.