A recent release to the Workiva Platform included improvements to the following products and features:
Documents and Presentations
Updates to the Table Properties panel
Alternate row fill and the row and column size settings are now included in the Table Properties panel.
Combine multiple documents into XHTML file
Similar to Combine PDF, users can now choose multiple Workiva Documents to combine into a single XHTML file. This is available from the right-click menu or the dropdown menu within your Files.
Fixed: See section backgrounds only if you have section permissions
An issue has been fixed so that document collaborators only see a section background if they have permissions to view that section.
Organization Admin and Workspaces
Default activity retention for new organizations
For all newly created organizations, the Activity Retention setting will be set by default to only store the activity log entries from the past 365 days. Activity log entries older than 365 days will be automatically archived and then deleted 30 days later. If you wish to retain all historical activity logs, Org Security Admins can change this setting in the Org Admin Security settings.
Bulk add users to your organizations and workspaces
Admins can now bulk add users to an organization or workspace. Navigate to the Members page, select Add, and choose Add users from file. Next, provide a properly formatted CSV file with the required user information, including name, email, and username. You'll then confirm the users and choose if you'd like to send notifications.
Note: You must have the required role(s) in order to use this option for adding users to an organization or workspace.
New Designed Reporting capabilities
Designed Reporting features are available for Connected ESG solutions. Review the program expectations and contact your Customer Success Manager to opt in.
With Workiva's new Designed Reporting features, you can create attractive, impactful, and highly-designed document layouts — all within the Workiva platform.
These new features offer movable content, image improvements, and tools to help you stay on-brand.
- Add floating objects to create unique page layouts by placing text boxes, images, charts, and shapes wherever your design requires.
- Use File Colors to keep your report on-brand by sharing a set of colors with collaborators in your document, presentation, or spreadsheet.
- Use character spacing to improve readability and control the text layout on a document page or presentation slide.
- Insert SVG images to maintain perfect image fidelity while keeping your file size low.
View connected metrics from ESG Explorer
From ESG Explorer, you can now view when content is connected to ESG Program metrics. For content with connected metrics, click View connected metric for a list of its metrics or to open a metric for more details.
Attach files to ESG Program metrics
In the metric details, you can now add reference attachments to give more information such as guidance, goals, and example formulas. In the metric value, you can also add supporting attachments to give more information such as evidence or calculations.
Chains and Data Prep
Note: These changes are currently available only to standalone OneCloud subscribers, but will be released to all Workiva users in the coming weeks.
New permissions and roles
In this release, we're introducing a new set of permissions and roles that allow a greater degree of control over the Chain Builder platform. When assigned by a designated administrator, these roles will permit staff members to access only the specific parts of the system required for their job.
This differs from the previous all-or-nothing model which depended entirely on the legacy Chain Owner role. This single role provided full access not just to Chain Builder, but to all Chains settings, admin abilities, and run history.
Here are the new roles included with this release:
Org Chain Security Admin (Org level): This role grants access to the Org Admin Panel in Chains where all connections and runners are managed. It must be paired with either the Chain Builder, Chain Security Admin, or Chain Owner role.
Chain Security Admin (Workspace level): This grants access to the permissions page in Chains. On the permissions page Chain Security Admins can set the levels of access of each Group in the Workspace.
Chain Builder (Workspace level): This grants access to the Chains product itself, but no other abilities. (Abilities within Chains are now based on the member's user group and permission levels, as set by the Chain Security Admin.)
String Distance transformation added
We've added a String Distance transformation to Data Prep pipelines. This transformation measures the similarity between two pieces of text by calculating the number of edits -- or "distance" -- needed to turn one string into the other. This is also known as a Levenshtein distance calculation.
Fixed: Get Table Definition command no longer fails for the IBM DB2 connector
STUD-2128: We've fixed an issue where the Get Table Definition command was failing for the IBM DB2 connector. Please note that this command requires the table name to be capitalized.
Consistent task statuses for ESG Program metrics
To ease data collection tracking, ESG Program metrics' tasks now display consistent statuses across the Workiva Platform — Not started, In progress, Sent for approval, Returned, or Complete.
Encryption connector file size limit raised to 1 GB
We've raised the max file size for the Encryption connector from 500 MB to 1 GB.
Expanded capabilities to existing Toolshed and Toolbox Admin Roles
This update will allow internal users of the account to assign and manage the Toolshed Internal and Toolshed Partner roles.
We’ve added additional abilities to the following roles:
- We are fixing ability checks to Toolbox Admin & Toolbox Reviewer roles to allow usage of the Parsing Client.
- Added ability checks to Toolshed Partner Role to allow usage of the Doc Prep Tool.
- Added ability checks to Toolshed Partner Role to allow access to XBRL Review Tool.
Automatically repair broken queries
Queries exported from one workspace to another can become "broken" if all of the connected source files are not included in the package. Repairing these broken queries was once a highly manual process that required a deep understanding of both SQL and Workiva's object ID model. This process is no longer necessary, however, because you can now automatically replace broken source files directly from the Wdata SQL editor.
To accomplish this, you simply need to add the missing source files to your workspace and then apply them to the query itself. Workiva will automatically amend your SQL code with the new file IDs -- thus redirecting your "broken" files to their proper data source and repairing the query.
Replace source files in queries
You can swap out one source file for another by right-clicking on the incorrect file in the Sources panel, and then selecting Replace source.
Broken queries can now be fixed via SQL
We previously released a new broken query experience that allowed users to automatically fix or replace errant source files. Based on the initial feedback from our users, we've now released an additional update that allows the query to be edited in "advanced mode" through the SQL editor. This ability was previously locked for any queries that contained missing data sources.
Broken queries must now be manually saved
In addition, we've released a secondary update that requires broken queries to be manually saved after a change is made. This applies to both automatic updates and manual updates through the SQL editor. Previously, all changes were saved automatically.
Sheet-to-sheet connections across workspaces
We’ve updated the spreadsheet connections panel so that sheets can be easily connected across workspaces. This means a sheet in Workspace A can connect to a separate sheet in Workspace B; the sheet designated as the “source” sheet will then update the data in the destination sheet.
Internal Audit Management
Updated experience for creating new issues in Action Plans
The option to create a new issue in an Action Plan has been removed from the toolbar. You can now click New Issue directly in the Issues section.
Fixed: Pie label connectors render correctly after slice border disabled
A bug has been fixed that caused label connectors on pie and doughnut charts to render in an incorrect location after turning off slice borders. In addition to this fix, all affected charts are displaying properly.