Q&A and discussion all about <a href="https://support.workiva.com/hc/en-us/sections/360009876152-Processes#toc-13887422791188" target="no_follow">Certifications</a>, <a href="https://support.workiva.com/hc/en-us/sections/360009876152-Processes" target="no_follow">Processes</a>, and <a href="https://support.workiva.com/hc/en-us/sections/360007424912-Tasks" target="no_follow">Tasks</a>.
With the new Task filtering feature, you cannot make bulk edits to Users or Due Date when you select multiple tasks in a filtered view (only Tags). Without this ability, this new filter feature has limited benefits. Will the bulk edit function be ...
Since Workiva only ensures backups of data for the preceding 30 days per the latest SOC I report, we are needing to download the PDF versions of the certifications for our record keeping requirements. When exporting the Certification Response rep...
Is there currently a way within a process to have a custom email sent to the signer of the letter and a different custom email sent to the approver?
Is there any plan to assign different due dates to different signers in a certification? For example - we need signer 1 to sign by Jan 6th and then signer 2 to sign by Jan 7th. Having just one due date of Jan 7th always tends to put the last sign...
Is there currently a way within a process to perform a find all / replace all to all the certification letters within that one process?
Is there a way to remove the functionally or disable the move to "viewer" feature of when an assignee turns a process task to Submit - ready for approvers. The document becomes View only to the assignee and the approvers. We need the approvers and...
Is there a way within a certification letter to make end users click the hyperlink to a workiva file before they can sign their certification letter? Is there a way for us to track which end users clicked the hyperlink within the certification let...
I would like to know how to automatically send a report link in a certification? The report would be one run by each control owner showing the controls assigned to them so they can verify the control is still in operation and control description r...
Hello, We are using the workiva process functionality to collect internal support, and some of the people who provide the support aren't frequent workiva users. Is there a way to mark an action complete on their behalf? We want to maintain them a...
Dear Workiva, Our Assignees to certify a letter don't log in to Wdesk. They receive a notification email with the link to certify a letter. Using the classic Certification process, the signers were able to generate the PDF letter report using the ...
Dear Workiva, Our letter assignees requested to have the save draft option before submitting or certifying a letter. The assignees requested to be able to take online or on a PDF draft their responses and share them with their managers for discuss...
Dear Workiva, The new Process-based solution does not allow changing the submission due date of a single letter of the process. Requirement: Process creator should have access to revise/ extend due dates at the letter level. Thanks,
I have had multiple signers that had partially completed their certification and when returning, none of their responses were saved. However, I have had signers that have had their work saved when closing out of the certification. Is there any rel...
I ran a few test processes for the new certification procedures, but I do not see an option to delete them once completed. Is there a way to remove these test processes?
Separate from the email bundling, I understand that there are standard jobs that predefine when task email notifications are sent to task assignees. What are the current timelines/frequencies for these notifications? For example, there task assign...
Previously, in Classic Certifications, we were able to change the due date after the process was sent. This appears to no longer be the case in Processes for certification actions. We have certification actions that get signed, in sequence, by 2...
Is there a way to set up conditional questions within the certification process? For example, if an individual answers 'yes' to question 1, they would receive a question 1a, otherwise they would not?
Within the new processes module you are able to view individual attachments from the 'Certification Reposnses' report. Are these attachments also saved/made available from a folder within the files area of the workspace? I'm trying to find a way t...
I have reviewed the training documentation and Community posts and did not see any guidance or option for providing access/visibility to Certification tasks to a user that is not a designated signer/approver for a task. Is this feature something t...
Hello, I am working in a letter in the new Certifications. I see where I can change the formatting (like font) for a question. However, I can't change the font for the response options to match. Am I missing something?
- We would LOVE the ability to insert an image in a letter of the certification process.
We would like the functionality of the 'Reports' section improved. The Process Status, Process Activity, and Certification Responses screens need to have sort and filter options added to the columns. Currently the only options available are to mov...
In the new certification process, we would like to have the status chart to reflect the real-time sign off status when multiple signers are assigned for one document in one step. In the example below, I have 4 signers assigned to one doc in one s...
We used to be able to export all our certs in one step to see it in one package. Now, best I can tell, we either have to export them all individually, or export a CSV file which is good for a log, but not for auditors. Please advise if I'm miss...
Cannot see a way to change the organization time zone to use anything other than UTC. I have contacted support and they are looking into it. By the way, I know I can change my local time zone, but we need to change it for the organization to mat...
We have certifications going in the new process and have run into an issue. For one process, all people that will sign have completed it, but the process is not marked complete as one person did not sign. We do not want to delete the action becaus...
My boss is the only approver for certification tasks and we are finding that when the activity shows a task was completed and autoapproved, the approver is notified, by she isn't seeing any email notifying her of anything. She has checked junk fo...
In the new Process/Certifications experience is it possible to change the approver once kicked off? I had an approver leave and it is stuck in limbo now. I have read that the classic certification had a Is Mark As Signed option, does that still ...
Hello Team, Is there a way to add a new certifier to an already running or open process?
I send out certifications in three groups, at three different times, under one process. It does not seem like I can do this in one process using the new tool but I am hoping I am just not seeing how to do this.