Release notes: December 16 - December 20, 2024 – Support Center

A recent release to the Workiva platform included improvements to the following products and features. You can learn more about each item in the section below.

Chains

Updates to the Chain Builder UI

We've made a number of small improvements to the Chain Builder UI that will ease the day-to-day process of building chains.

Publish, Execute, and Settings button

The Publish, Execute, and Settings buttons buttons have been updated to a modern visual standard that more closely aligns with the rest of Workiva.

Collapsible Nodes panel

The Nodes panel on the left side can now be collapsed to open up more space on the chains canvas.

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Descriptions in the Nodes panel

You can now hover over connectors and commands in the Nodes panel to view a description of each object.

Zoom controls and shortcuts

The zoom controls have moved to the bottom righthand corner of the chains canvas. We've also added a number of new options:

Use the + or - buttons to zoom using standard increments
Click Zoom to fit to center the graph
Click Layout graph to automatically rearrange your nodes on the canvas
Click Shortcuts to see a list of supported keyboard shortcuts for this screen
Click the search icon to see a list of all nodes in the current graph. Click the "eye" icon next to a node to focus on it. When searching for a node by name, the graph will automatically highlight matching results and zoom in on those nodes as your search gets more specific.

Files

Content placeholder connections are now included when copying files

When copying files or folders in your workspace, content placeholder connections are now included in the copy.

This means:

If the placeholder spreadsheet is within the copied folder: Any placeholder connections will automatically update to point to the newly copied spreadsheet in the destination folder.
If the placeholder spreadsheet is not within the copied folder: Any placeholder connections will remain linked to the original spreadsheet, with no updates made to those connections.

This enhancement streamlines the folder copy process, eliminating the need for manual intervention when the placeholder spreadsheet is copied along with the folder, improving efficiency and reducing the risk of inaccurate connections.

Learn more: Use content placeholders

Documents

Footnote formatting improvements

A number of footnote formatting improvements have been added to allow more flexibility, control, and design when using automated footnotes. This includes the ability to copy and paste footnotes.

The formatting improvements include the addition of the following options:

Style: Choose from different styles of footnotes, such as alphabetical or numerical.
Sequence starts: This option indicates the starting item for a sequence. This option is disabled if Continuous or Page is selected for Restarts at.
Restarts at: Choose where to restart footnotes from (continuous, page, or section).
Prefix: Adds in front of the footnote.
Suffix: Adds at the end of the footnote.
Footnote line: Add and customize the weight, length, color, and style of line. This line separates the file’s area and the footnotes area. By default, a footnote line is added in. You can remove the line if needed.

Learn more: Create footnotes

Presentations

Fix to adjacent numeric links with external translations

Previously, when multiple links in a report translations were next to each other, only a single linked value was shown when converted to a new document. All linked values will now be shown correctly.

If you've experienced this issue, you can correct it by converting a new document from the "Save As" menu.

Spreadsheets

New supported formulas

The following formulas are now supported:

XLOOKUP
XMATCH
CELL
QUARTILE
PERCENTILE
CODE
UNICODE
UNICHAR

Learn more: Supported formula functions and operators

API

SCIM update: Seamless reactivation for returning users

We are excited to announce an enhancement to our SCIM API that simplifies user reactivation. With this update, users who were previously removed from an organization, such as seasonal interns or temporary workers who return to the company, can now be seamlessly reactivated through SCIM. This change applies only to users whose primary organization matches the organization specified in the SCIM request.

Note: This feature is currently being rolled out in a controlled manner. Based on feedback, we will gradually enable it for more organizations. If your organization would like to have this feature enabled sooner, please contact your Customer Success Manager.

Generative AI

Added confirmation before clearing chat

We've added an additional confirmation step so you don't accidentally clear a chat and lose your content whilst using the "Ask Generative AI" feature.

Workiva platform

Minimum password character length reduced from 16 to 12 characters for US

In an effort to reduce login failures, we'e reduced the minimum password character length from 16 to 12 characters for customers in the US region.

ESG

Find ESG Program tasks with no approvers or due dates

From ESG Find & Replace, you can now select Task details and apply filters to find tasks without an approver or due dates, and then update their assignments as necessary.

To find tasks without an approver, apply an Approver filter, and select No approver.
To find tasks without a due date, apply the Approver due date or Assignee due date filter with no date range entered.

Reports

Smart link names now included in the Document Links report

When generating and reviewing a Document Links report, you will now have the ability to see the smart link name for any smart sources or destinations in that report. You can use this report to reference which smart links have been created or inserted in your document to support your Smart link creation and roll forward process.

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Support

Community

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