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.
GenAI
Gen AI Prompt Library Category Name changed
Platform
Case Formatting now available in toolbar
Processes
Monitor View now supports deleting Actions
Gen AI
Gen AI Prompt Library Category Name changed from "SEC" to "Financial Reporting"
The "SEC" category in the Workiva Generative AI prompt library has been changed to to "Financial Reporting." This makes the category more inclusive of all financial reporting activities. All prompts previously under the "SEC" category are now categorized under "Financial Reporting."
Platform
Case Formatting now available in toolbar
Case formatting is now available in both the Edit toolbar and the Style Editor. Options include None, UPPERCASE, lowercase, and Title Case.
In Toolbar
In Style Editor
Processes
Monitor View now supports deleting Actions
You can now delete actions —including completed actions— from a process in Monitor view. Deleting an action cancels the action, notifies any assignees, and removes the action from the process and status reports. However, activities associated with the deleted action will remain in the process activity report.