With the Workiva connector, you can use commands in chains to interact with the Workiva platform, including other Wdata features, Spreadsheets, and GraphDB. For example, with this connector, you can:
- Create and manage tables, queries, and views
- List a table's datasets or import errors
- Create and manage spreadsheets or their sheets
- Manage records and reports
Prerequisites
To interact with the Workiva platform, the connector uses the Workiva REST APIs. To set up the connector, you'll need:
- A dedicated Workiva integration user with an OAuth2 grant
Note: This integration user requires appropriate permissions for the commands the connector performs, such as Owner of the spreadsheets or workspace it interacts with.
- The integration user's OAuth2 grant ID and secret
- To run the chain in a test environment, the URLs to override the API's hosts and base paths
Note: While the workspace's owners can access chains that use the connector, the connector itself requires a dedicated integration user to perform its commands. Using a dedicated integration user—instead of a collaborator's user account—enables to you track the connector's activity and limit its access to only what it needs to perform its commands.
Set up the Workiva connector
Note: To make the connector available for use in your organization's chains, an org security administrator first enables it from Configuration.
- From Chains, click Connections and Add Connection .
- Under BizApp Connection, select Workiva and the default CloudRunner.
- Under Basic Info, enter a unique name and description to help identify the connector.
- Under Properties, enter the connection's details:
Property Details ID Enter the ID for the integration users' OAuth grant. Secret Enter the secret for the ID property. Cerebral host override To override the URL host and base path for the Wdata endpoints, such as for a test environment, enter the URL to use instead. Spreadsheets host override To override the URL host and base path for the Spreadsheets endpoints, such as for a test environment, enter the URL to use instead. IAM host override To override the URL host and base path for the Identify and Access Management (IAM) endpoints, such as for a test environment, enter the URL to use instead. Admin host override To override the URL host and base path for the Admin endpoints, such as for a test environment, enter the URL to use instead. GraphDB host override To override the URL host and base path for the GraphDB endpoints, such as for a test environment, enter the URL to use instead. Note: All sensitive credentials are automatically encrypted and stored at Advanced Encryption Standard (AES)-256 encryption.
- Select the environments to use the connection, and click Save.
- To test the connection, create and run a chain with the connector's List Files command, and verify it returns a valid output.
Recipes
To automated connected reporting, use this connector with other connectors in a chain. For example, with this connector, you can:
- Automatically update datasets in a table
- Update a Wdata table with a file from an SFTP server
- Extract data from Oracle Hyperion Financial Management to Workiva as a file
- Extract data from Oracle Hyperion Financial Management to Workiva via a relational database
- Create a Wdata table based on data exported another source and stored in an online directory
- Create new spreadsheets for connected reporting
Troubleshooting
If the connection to the Workiva platform fails:
- Verify the integration user's OAuth grant ID and secret.
- Ensure the integration user has appropriate permissions for the command being performed.
- If using a host override, check the URL entered for the connector.
- Check the ID of the Workiva file—such as the table, query, or spreadsheet—being interacted with.