[Due for payment 2025-02-19] [$250] Pre-select a participant in the `Create expense` flow

[trjExpensify]

If you haven’t already, check out our contributing guidelines for onboarding and email contributors@expensify.com to request to join our Slack channel!

---

Version Number:
Reproducible in staging?: N/A
Reproducible in production?: N/A
If this was caught on HybridApp, is this reproducible on New Expensify Standalone?: N/A
If this was caught during regression testing, add the test name, ID and link from TestRail: No
Email or phone of affected tester (no customers): N/A
Logs: https://stackoverflow.com/c/expensify/questions/4856
Expensify/Expensify Issue URL:
Issue reported by: @puneetlath
Slack conversation (hyperlinked to channel name): #migrate

Action Performed:

1. Go to Global Create
2. Click Create expense
3. Enter an amount
4. Click Next

Expected Result:

This is a new feature

• Skip the "Choose recipient" page, preselecting a recipient to show on the confirm screen when applicable.
• Add a > caret on the To field on the confirmation page. When the row is clicked, it will lead to the "Choose recipient" page should the user wish to change the recipient of the expense.

Recipient to pre-select

• If your default workspace (activePolicyID) is a group workspace, pre-select that workspace as the recipient.
• If your default workspace (activePolicyID) is the personal workspace, don't skip the "Choose recipient" page.
• [In development -- CC: @grgia] If you opted to use a test receipt, preselect Manager McTest as the recipient.

Actual Result:

We always show the "Choose recipient" page to choose where to create the expense, but we've found that a lot of migrated users are selecting their manager by name instead of the workspace, which leads to creating an IOU off-workspace, resulting in confusion and a mess to clean up to get the expense to the right place on the workspace.

Workaround:

N/A, UX improvement.

Platforms:

Which of our officially supported platforms is this issue occurring on?

• Android: Standalone
• Android: HybridApp
• Android: mWeb Chrome
• iOS: Standalone
• iOS: HybridApp
• iOS: mWeb Safari
• MacOS: Chrome / Safari
• MacOS: Desktop

Screenshots/Videos

Default workspace = Group workspace

Default workspace = personal workspace (No change)

Test receipt

View all open jobs on GitHub

Upwork Automation - Do Not Edit

• Upwork Job URL: https://www.upwork.com/jobs/~021882780173335844046
• Upwork Job ID: 1882780173335844046
• Last Price Increase: 2025-01-24
• Automatic offers:
• nkdengineer | Contributor | 105894096

Issue Owner

Current Issue Owner: @trjExpensify

[melvin-bot]

Job added to Upwork: https://www.upwork.com/jobs/~021882780173335844046

[melvin-bot]

Current assignee @trjExpensify is eligible for the NewFeature assigner, not assigning anyone new.

[melvin-bot]

Triggered auto assignment to Contributor-plus team member for initial proposal review - @mollfpr (External)