Releases in December 2023 to the Workiva Platform included improvements to the following products and features:
Edit certification steps
You can now edit, delete, or add signer or approvers in any certification action steps that have not yet been started.
Display thin line for small change columns
Waterfall charts have been improved to better display small changes or changes with a value of '0'. Previously, these changes were not visually represented, making it difficult for readers to understand the data.
Now, a thin grey line will be shown for any change with a value of '0', indicating the presence of a category. Users can customize the color and border of this line. Very small positive or negative numbers will also be represented as thin lines in their respective colors. This enhancement allows readers to better understand the data and focus on the main message of the chart.
Individual bar border style
You can now set a border style on an individual column in a bar chart series. Previously, you could only set border style on the whole series. This gives you the flexibility to design the chart to reflect your needs. For example, select forecast columns and set a dashed border style with no fill to give a visual aesthetic of non-actual values.
Lock Floating Object Properties feature now available in Documents and Presentations
Lock Object Properties gives you greater control over your document and presentation layout. With this update, you can lock down position, size, and all other object properties for Floating Objects. Simply right-click on an object and select Lock object properties. Your layout is now secure from unintentional changes.
This feature was built to ensure uninterrupted collaboration. While object properties are locked, authors can continue to seamlessly work together on the contents within the object. Examples include changing text, updating cell values, or refining chart designs, etc.
To resize, reposition, or change any other object property, simply right-click and select Unlock object properties. Make your desired changes and lock again.
This feature is currently only available on floating objects in Documents. This will be in Presentations soon.
Note: This is only available in workspaces with the Designed Reporting Extension. Contact your CSM for more information.
Pasting images into documents
You can now continue to paste images into Workiva Documents from your clipboard when you have a floating object selected, or are actively editing text in a floating object. Previously, this action did not work as expected.
Note: This only applies to workspaces with the Designed Reporting Extension.
Designed Reporting Support for EDGAR
Elevate the design of your SEC reporting with enhanced support for designed reporting for EDGAR filings. You can now incorporate more design elements like floating objects and background images into SEC documents using the EDGAR output to page view document property. This feature allows you to maintain collaboration while offering you greater control over document layouts which results in more impactful and visually appealing documents created on the Workiva platform.
To learn more, read Designed Reporting for EDGAR.
Note: This is only available in solutions with the Designed Reporting Extension. Contact your CSM for more information.
Paste content as floating objects in Design Sections (beta)
Pasting content into a design section in a Workiva document now pastes this content as floating instead of inline.
Design Sections is a beta feature available to opt-in Design Reporting customers. To learn more, sign-up here.
Roll forward ESG Program to new reporting year
When you add a new reporting year to an ESG Program, you can now select what details about its metrics such as notes, assignments, and connected source files to roll forward to the new year.
For metrics with connected source files, you can choose which files to copy for the new year, and whether their copies should retain their connections, input cell values, and other details. If you choose to not roll forward a source file to the new year, its previously-connected value will instead use Workiva Tasks for the new year's data collection.
SASB 2023-06 revisions effective in ESG Explorer
ESG Explorer now provides the 2023-06 revisions as the current Sustainability Accounting Standards Board (SASB) Standards, effective for all entities, for annual periods beginning or after January 1, 2024. These revisions include:
- New disclosures for financed emissions
- Revisions for Internationalization and consistency across industries
Deprecated metrics for Financials, Healthcare, and Infrastructure sectors
You may need to edit ESG Program metrics for the 2024 reporting year based on these revisions. To update the SASB section of your Factbook with these revisions, contact your Workiva Customer Success Manager.
To learn more, view Adopt SASB Standards 2023-06 revisions for ESG reporting.
The ability to copy a transaction is now available when creating a form in Section 16 by selecting the Duplicate option in the drop down menu on a transaction.
Import CCC now available
Import CCC functionality is now available to make new account setup more efficient.
Header mapping for PDF Accessibility
Using your style guide, you can now map your heading styles for PDF accessibility. Map your heading one at a time for each style and heading tags will be added when Tag for web accessibility advanced PDF export option is selected.
Find things faster in large files
We made improvements to the Find tool in larger Documents, Presentations, and Spreadsheets so that you can easily locate what you're looking for no matter the size of the file.
Add alternative text for PDF web accessibility
You can now add alternative text for images, charts, and tables on the Workiva platform to make your PDFs more accessible to screen readers! Using the Object Properties panel, you can enter alternative text or mark an object as decorative which be included when the "Tag for web accessibility" advanced PDF export option is selected.
Binders replace file and add placeholders
You can now replace non-Workiva files your binder and maintain any comments from previous reviews of the original file! In addition, binders now support the ability to add placeholders so that you can add structure to your binder and upload a file at a later time.
For more information, see Create and use binders.
View workspace memberships
We've created the View Workspace Memberships ability to increase your control over who can see a list of all workspace members.
This may impact what some users see. All roles, except for the Limited Starter and Workspace Member roles, will now have the View Workspace Memberships ability and will be able to access People.
You can also create custom roles to exclude this ability if you want to limit access to the People view and list of workspace memberships for security and privacy reasons.