Release notes: August 21 – August 25, 2023 – Support Center

Recent releases to the Workiva Platform included improvements to the following products and features:

ESG

ESRS available in ESG Explorer

To help comply with the European Union's Corporate Sustainability Reporting Directive (CSRD), ESG Explorer now includes the pending European Sustainability Reporting Standards (ESRS). With ESRS enabled, you can review the Standards, and align disclosure and application requirements with ESG Program metrics.

Learn more in Use the European Sustainability Reporting Standards for ESG reporting

Remove reporting years from ESG Program

From ESG Program, you can now remove a reporting year, including its metric values and any in-progress data collection tasks. To remove a year, click Manage reporting years, and select Remove year for the reporting year.

Learn more in Manage an ESG Program's reporting years

Remove values from ESG Program metrics

To no longer collect values for an ESG Program metric, you can remove them from a collection period or reporting year. If a metric has a dimension applied, you can remove values for all dimensions or only those that no longer apply.

Learn more in Manage ESG Program metrics

Review ESG Program and bookmarks activities

From Settings, Workspace Owners can view activities in the workspace related to an ESG Program — including to its topics and metrics — and to ESG Explorer content bookmarks.

Learn more in Review workspace activities.

Spreadsheets

Workiva Sync - merge child cells

We have updated the functionality of syncing to a merged cell to act the same way it did in Wdesk sync. We'll improve this function even more in the coming quarter!

Wdata

Set advanced permissions for Wdata items

From Wdata Home, you can now click Permissions to manage access to multiple tables, queries, or views at once.

Workiva Platform

Improved handling of deprecated password expiration and reset password pages

You can no longer access the deprecated password expired page and password reset routes. Attempting to navigate to the deprecated password expired page generate an email to reset your password. Trying to access the deprecated password page will now redirect to Home.

Password requirements are now viewable from the Organization Security Admin

Organization Security Admins can now view Workiva's password requirements from the sign-in setting admin page.

Further SCIM API updates

We have now aligned our SCIM API schema definition with the recent changes removing some optional fields. In addition we have added testing to prevent breaking changes moving forward.

Workspaces

Cross Workspace Connections

Workiva has extended the Connections feature to share data across sheets in two different workspaces. This reduces the complexity to share data across workspaces/solutions when the same data is needed in multiple reports spanning different solutions. Connections also allow you to have full visibility into where your data is shared with and when it was last refreshed. This feature requires the workspaces to have Wdata enabled.

Learn more about setting up a connection in Connect sheets to source or destination spreadsheets

Workspace Owners can now create OAuth2 grants for users

Workspace Owners and Workspace Admins can now create and edit OAuth2 API grants for users from Workspace Security Settings. The user for whom the grant is created will be able to view the client credentials and regenerate client secret in the User Profile Security Settings page.

For more information, see Create and manage API grants in Organization Admin.

XBRL

XBRL Manager Role Name Change

The name of the XBRL Manager Role has been renamed to include XML, in advance of updates to support XML Reporting. Only the role name has changed, with no change to what existing XBRL users with these roles are able to do.

Support

Community

Workiva Support Center