From e2acfba335645a51e2030c022111582d3305e6b4 Mon Sep 17 00:00:00 2001 From: Ted Harris Date: Fri, 30 Aug 2024 15:47:57 +0100 Subject: [PATCH] Handle confusion around report fields --- .../expensify-classic/reports/Set-default-report-title.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/reports/Set-default-report-title.md b/docs/articles/expensify-classic/reports/Set-default-report-title.md index a103ad8d5e5a..666f2caf8493 100644 --- a/docs/articles/expensify-classic/reports/Set-default-report-title.md +++ b/docs/articles/expensify-classic/reports/Set-default-report-title.md @@ -11,7 +11,7 @@ Workspace Admins can set a default report title for all reports created under a 3. Click the **Reports** tab on the left. 4. Scroll down to the Default Report Title section. 5. Configure the formula. You can use the example provided on the page as a guide or choose from more [report formula options](https://help.expensify.com/articles/expensify-classic/spending-insights/Custom-Templates). - - Some formulas will automatically update the report title as changes are made to the report. For example, any formula related to dates, total amounts, workspace name, would adjust the title before the report is submitted for approval. Changes will not retroactively update report titles for reports which have been Approved or Reimbursed. + - Some formulas will automatically update the report title as changes are made to the report. For example, any formula related to dates, total amounts, and workspace name would adjust the title before the report is submitted for approval. Note that changes to Report Field values reflected in the Report Title (i.e., `{field:Customer}`) will not be reflected in the title of Open reports until submission. Between submission and approval, changes will update the title immediately. Changes will **not** retroactively update report titles for reports that have been Approved or Reimbursed. 6. If desired, enable the Enforce Default Report Title toggle. This will prevent employees from editing the default title.