A recent release to the Workiva Platform included improvements to the following products and features:
ESG
ESG metric tasks open to connected source cell or content
Reset ESG Program metric tasks for reporting period from topic
Workiva Platform
Improvement: Mouse Click Handling in Documents, Presentations, and Spreadsheets
Sheet and report connections are now included when copying or moving files
ESG
ESG metric tasks open to connected source cell or content
To help ease data collection, tasks sent for ESG metric values with a connected source now open the file directly to the connected cell or content. Previously sent tasks will continue to open the source file to the connected section instead of the cell or content.
To learn more, see Prepare or approve values for ESG Program metrics.
Reset ESG Program metric tasks for reporting period from topic
From a topic in ESG Program, you can now reset the tasks sent for the topic's metrics' values for a reporting period. When you reset tasks for a reporting period, you can choose whether to reset all tasks for the topic's metrics, or only open tasks that are still not complete. You can continue to also reset tasks sent for a specific metric or value.
To learn more, see Track data collection of ESG Program metrics.
Workiva Platform
Improvement: Mouse Click Handling in Documents, Presentations, and Spreadsheets
Click handling in documents, presentations, and spreadsheets has been improved. This does not change any existing functionality, but clicking content in certain situations is now more consistent and reliable. Several known issues are fixed with this, including URL clicking, attachment label selection, and more.
Sheet and report connections are now included when copying or moving files
Sheet-to-sheet connections and sheet–to-report connections are now included when copying or moving files between workspaces. This eliminates the need to manually recreate these connections in the destination workspace.
To learn more, see Copy a file or folder and Move or copy a file to another workspace.