A recent release to the Workiva platform included improvements to the following products and features. You can learn more about each item in the section below.
ESG
Update multiple metrics and tasks with ESG Find & Replace
ESG
Update multiple metrics and tasks with ESG Find and Replace
From ESG Program, you can now use ESG Find & Replace to update multiple metrics or tasks at once — in bulk — such as to:
- Add or remove details, such as a custom tags or instruction text.
- Replace an assignee or approver based on personnel changes.
- Replace all entries for a detail, such as tasks' approval steps, or metrics' requirements of notes or attachments.
To open ESG Find and Replace, click 'Find and replace' from Program overview, or select 'Find and replace' from a topic or metric to update its metrics or tasks, respectively.
Learn more about ESG Find and Replace
Wdata
Please note that a number of previously released features were included in the original version of this article. These features are already live in the platform and were included by accident in the email that you may have received. We apologize for the error.