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Status Planned for future release
Categories Base Platform
Created by Guest
Created on Jun 27, 2024

Ability to have a template to upload ECM's

Currently, any Actions associated to a Program need to be uploaded manually.

That is a huge blocker when handling locations with hundreds of meters.

So, we suggest having a template similar to the one used to upload meters, that would allow us to upload Actions en masse.

 

Idea priority High
Needed By Month
  • Admin
    Lynden Clark
    Reply
    |
    Sep 9, 2024

    We are planning to release a new report and universal connector that will allow users to add or update Actions in bulk (specific to the Sustainability Programs module). Initially, this will involve downloading a template from UI containing client’s own Programs data (including custom fields), then populating the template and uploading to Envizi via the UI or data flow automation. At this stage we are targeting delivery by end of 2024.