A recent release to the Workiva Platform included improvements to the following products and features:
Dashboards - ESG/GRC
Added "Transition with warning" option to Update Request Status command for Oracle EDMCS connector
Oracle's October '23 release introduced a new parameter that, by default, prevents requests being submitted, approved, or committed when a custom validation failure with a WARNING severity is found. These requests were previously passed through.
To accommodate this change, we've added a Transition with warning checkbox to the Oracle EDMCS connector's Update Request Status command. When enabled, any custom validation failures with a WARNING severity will be bypassed and the transition will proceed to the next stage. This is unchecked by default.
New chain templates available
Chain templates provide a pre-built sequence of commands and events that can be used as-is or as part of your own custom chain. While you can always create your own templates from scratch, our team of Workiva experts also provides pre-made templates targeting more common, repeatable workflows.
Here are just a few of the most recent additions to our template library:
- Chain template: Add Missing Columns
- Chain template: HFM Data & Metadata Extract Examples
- Chain template: Collect GR Logs
- Chain template: Maintain Wdata Tag Values
To learn more about using templates and view all available samples, visit our Chain Templates section.
Container folders are now optional when copying or importing files
When importing or copying a Workiva File, you'll now see a "Create destination folder" checkbox option. This option is enabled by default, but you can uncheck it if you'd prefer to not create a new container folder -- either because a destination folder or already exists or you're only working with a small number of files.
New Editable XHTML export option for text and tables
When exporting Editable XHTML, you can now choose to export a leaner XHTML that is focused on the content of text and tables while removing auxiliary items like images, fonts, and IDs.
Updated Object Properties Panel design
The Object Properties Panel in presentations now matches the updated panel design released in Documents earlier this year (for those with access to Design Reporting capabilities.) In addition, you can now reset object padding on a mixed selection of overridden and non-overridden object formats.
Updated Request Creation page
When you create a new request, you will now see a revamped request page that looks and feels like other pages (e.g., the SOX Test form or Audit Procedure). Please note that there are no changes to the underlying functionality of the requests themselves.
Request / Task Portal
When a process or control owner receives a request notification asking them to provide evidence documents, they will now be re-directed to the new task portal. This portal provides a more intuitive experience that allows you to easily upload the evidence documents requested by the internal audit or controls team.
Remove users via CSV file
Org User Admins can now remove multiple users from an organization by uploading a CSV file with a list of usernames; and Workspace Owners and Org Workspace Admins do the same at the workspace level.
Updated chart service for line, bar, area, and waterfall charts
We've made some backend improvements to line, bar, area, and waterfall charts that will result in increased reliability and improved performance. We've also fixed several issues you may have encountered on occasion:
- The Marker Border UI for Line/Area/Bar/Waterfall charts now matches Scatter charts.
- We fixed an issue where the Total Label formatting would fall out of sync with the server.
- We fixed an issue where Total Columns appeared on waterfall charts unexpectedly.
- Improved reliability of data label placement when changing series type.
- Improved reliability when resetting waterfall positive color.
Dashboards - GRC/ESG
My Dashboard widget interface updated
As part of our efforts to continuously improve our user experience, we've improved the typography, icons, and formatting throughout the My Dashboard experience.