A recent release to the Workiva Platform included improvements to the following products and features:
Data management
Custom fields now included in Copy and Export
Documents, presentations, and spreadsheets
Data management
Custom fields now included in Copy and Export
With custom fields, you can now choose if you want to maintain current values or reset them to their blank values when copying or exporting a file.
Rolling forward one report to the next period? Simply deselect the "Custom field values" option when copying your file to clear out last period's tracking information.
Note: Custom fields are available as part of an Early Adopter Program, and you will only see this option if the feature has been enabled in your workspace.
Documents, presentations, and spreadsheets
New and Improved Filter Menu!
We’ve revamped the filter menu to offer you a sleek and modern interface, making it easier and more intuitive to apply filter conditions.