Change settings in ESG program in bulk
완료Would it be possible to enhance the possibility for ESG program owners to change certain settings (e.g. assignee, approver, due date) in ESG program in a bulk rather than by opening each metric and its settings in metric assignment?
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Hi Marion!
Depending on the number of assignments you need to edit, you can currently request such a bulk update when you roll forward your ESG Program to a new reporting year. We're also currently developing a new feature to enable you to update multiple metrics at once — including their values' assignment details — directly in ESG Program, without the need to engage your CSM, so stay tuned.
Thanks!
Our team would benefit by being able to push Program updates in bulk, especially when we roll over to a new program year. This would save a ton of manual work!
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Michael Sanchez You can use ESG Find & Replace to make bulk updates to ESG Program metrics and their tasks. You can find details in Support Center: https://support.workiva.com/hc/en-us/articles/25895588046996-Find-and-replace-details-of-ESG-metrics-or-tasks
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Very cool, can't believe I didn't see this! Thank you, team, for enhancing, this makes my week! The purple banner "planned" at the top kind of threw me off because it suggests it's not ready to use yet.
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Great catch! I've updated the status of this thread to Completed. And thanks for the kind words, I'll pass them along to the team. Thanks again!
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