A recent release to the Workiva Platform included improvements to the following products and features:
ESG
Assign multiple members to approve ESG metric values
Spreadsheets
Switch from Wdesk Sync to Workiva Sync by Sept. 30, 2023
Wdata
Select JSON functions for query calculations
Workiva Platform
ESG Explorer always provides the current frameworks and standards
Upload supporting attachments from ESG Metrics panel
ESG
Assign multiple members to approve ESG metric values
From an ESG Program metric, you can now assign multiple workspace members to approve values by a shared due date or through a series of approval steps with their own due dates.
When multiple approvers have the same due date, any of them can complete the task to move the value to its next approval step. To require approval from all members, you can set up an approval step for each.
Learn more at Collect values for ESG Program metrics.
Spreadsheets
Switch from Wdesk Sync to Workiva Sync by Sept. 30, 2023
The Wdesk Sync Excel add-in will be retired September 30th, 2023. The Workiva Sync add-in for Microsoft Excel is ready for you to install and use today. Learn more by viewing the Workiva Sync Community Page.
Wdata
Select JSON functions for query calculations
From a query's Field Properties panel for a calculated field, you can now select JSON functions to include in a calculation to adjust JavaScript Object Notation (JSON) arrays and values. For example, you can use the new W_JSON_ARRAY_JOIN function to return a comma-separated list of an ESG Program's related ESG content based on framework or standard.
Workiva Platform
ESG Explorer always provides the current frameworks and standards
To ensure you always have the latest guidance, ESG Explorer now automatically uses the current versions of frameworks and standards. You can access a previous version of content — including any comments or bookmarks — from its History panel. To reflect an updated version elsewhere, such as in a Spreadsheet or ESG Program, edit its framework references as necessary.
Upload supporting attachments from ESG Metrics panel
With a Workiva ESG solution, you can view details about all ESG Program metrics connected to a spreadsheet or document from the file's ESG Metrics panel. From this panel, workspace members can now upload a metric value's supporting attachments if they are:
- An Owner or Editor of the connected source file or the metric's ESG Program
- An assignee or approver with an open task for the metric
Learn more at Connect Workiva files to ESG Program metric values.