A recent release to the Workiva platform included improvements to the following products and features. You can learn more about each item in the sections below.
Carbon
New: Control who can edit configurations for categories
Data Sharing
New: Ability to remove all links
Documents, Presentations, Spreadsheets
New: Bulk Replace
Scripting
Updated: Improved Resource Handling and Reporting
New: Support added for AL2023 with Python 3.9 and 3.13
New: Support added for Python 3.13
Sustainability
New: Assess readiness for IFRS Sustainability Disclosure Standards
New: Copy additional files for new year in Sustainability Program
New: Explore and assess readiness for Australian Sustainability Reporting Standards
New: "Explore draft" checklist for California Senate Bill 261
Carbon
Control who can edit configurations for categories
You can now choose whether team members with custom roles can edit entries, configurations, or both. These new permissions are available for all categories within Measure.
To learn more, see this Workiva Support page: Manage roles and permissions in Workiva Carbon.
Data Sharing
Ability to remove all links
You can now remove all source and destination links from a document—or from selected sections—with a single action. Bulk link removal works across all content types, including text, tables, charts, and spreadsheets. Formatting is preserved, and locked sections are skipped automatically. Use this feature to save time, ensure consistency, and prepare documents before publishing or sharing.
To learn more, see this Workiva Support page: Create a link.
Documents, Presentations, Spreadsheets
Bulk Replace
Bulk Replace lets you find and replace multiple instances of a word or phrase across your Workiva Documents, Spreadsheets, and Presentations in a single click, with the flexibility to include or exclude important content types such as Links & Formulas.
How to get started:
- Open the Find and replace panel.
- In the Find field, type in what you want to search for.
- In the Replace with field, type the word or phrase you want to add to your document.
- Select the options for your search.
- Click Bulk replace.
To learn more, see this Workiva Support page: Use find and replace.
Scripting
Improved Resource Handling and Reporting
Scripting has been enhanced to better manage and report on resource usage.
Key improvements include:
- Scripts that exceed system limits now gracefully terminate and display the reason for termination.
- All successful script runs now include detailed resource utilization summaries in the logs.
For more information, see Handling Resource Limits in Workiva Scripting.
Support added for AL2023 with Python 3.9 and 3.13
Scripting has been upgraded to run on Amazon Linux 2023 (AL2023), now supporting both Python 3.9 and 3.13.
With this change:
- Python versions will now receive automatic patches and updates as part of AL2023 maintenance.
- Scripts using Python 3.9 can continue to run until October 2026, leveraging Amazon's extended support.
For details on migrating to Python 3.13, see this Workiva Support page: Migrating scripts to Python 3.13 in Workiva.
We encourage users to migrate as soon as possible to future-proof their scripts and take advantage of the latest Python features and improvements.
Support added for Python 3.13
Workiva Scripting now supports Python 3.13. You can configure scripts to run on Python 3.9 or Python 3.13 using the Scripting API or the Scripting Editor.
The new features available include:
- Selecting the runtime version (3.9 or 3.13) for each script.
- Reading the Python version of a script
- Existing scripts will keep the version configured as 3.9, while all new scripts will be created with Python 3.13 configured by default
This update ensures you can begin migrating scripts ahead of Python 3.9 end of life in October 2025, while maintaining backward compatibility during the transition.
To learn more, see this Workiva Community migration post: Upcoming Change: Python 3.9 End-of-Life Action Required for Workiva Scripting Users.
Sustainability
Assess readiness for IFRS Sustainability Disclosure Standards
To prepare to report using the International Financial Reporting Standards (IFRS) Sustainability Disclosure Standards from the International Sustainability Standards Board (ISSB), you can supplement your Sustainability Reporting workspace with additional files, including:
- Assessment templates, to collect stakeholder perspectives on the financial impact — or materiality — of sustainability-related risks and opportunities (ROs)
- ISSB gap assessment, to identify gaps in data collection or reporting for both general disclosures and ROs
- ISSB datapoint accelerator, to easily create or update metrics in Sustainability Program to help resolve gaps identified
- Sample ISSB report, as inspiration or a starting point
- An IFRS-ISSB section for your Factbook, to ease reporting of general disclosures
An additional cost may apply to deploy these files as an add-on to your workspace. Contact your Workiva CSM or implementation partner for details.
To learn more, see this Workiva Support page: Prepare International Sustainability Standards Board-ready reporting.
Copy additional files for new year in Sustainability Program
From Sustainability Program, you can now choose to copy or "roll forward" additional files — such as Processes, the Factbook Spreadsheet, or reporting outputs — when you add a new reporting year.
To learn more, see this Workiva Support page: Manage and roll forward years in Sustainability Program.
Explore and assess readiness for Australian Sustainability Reporting Standards
From Sustainability Explorer, you can now include the content of the Australian Sustainability Reporting Standards (ASRS) from the Australian Accounting Standards Board (AASB). When included, you can explore and bookmark the Standards, and align their requirements with related metrics in Sustainability Program.
To help prepare to report using the ASRS, you can also supplement your Sustainability Reporting workspace with additional files, including:
- Assessment templates, to collect stakeholder perspectives on the financial impact — or materiality — of sustainability-related risks and opportunities (ROs)
- ASRS gap assessment, to identify gaps in data collection or reporting for both general disclosures and ROs
- ASRS datapoint accelerator, to easily create or update metrics in Sustainability Program to help resolve gaps identified
- ASRS section for your Factbook, to ease reporting of general disclosures
Depending on your subscription, an additional cost may apply to enable ASRS in Sustainability Explorer, or to deploy the supplemental files as an add-on to your workspace. Contact your Workiva CSM or implementation partner for details.
To learn more, see this Workiva Support page: Prepare Australian Sustainability Reporting Standards-ready reporting.
"Explore draft" checklist for California Senate Bill 261
From Sustainability Explorer, you can now include the draft checklist from the California Air Resources Board (CARB) to disclose climate-related financial risks in compliance with California Senate Bill (SB) 261.
SB261 requires companies with at least $500M in annual revenue doing business in California to disclose their climate-related financial risks and mitigation strategy every two years, starting January 1, 2026.
To enable the draft checklist in Sustainability Explorer, select California Climate Related Financial Risk disclosures (SB261) or All frameworks from the Properties panel, or contact your Workiva CSM to add it to your account.
When enabled, you can:
- Explore and bookmark requirements to comply with SB261.
- Align SB261 requirements with related metrics in Sustainability Program.
- Identify how SB261 requirements relate to Task Force on Climate-related Financial Disclosures (TCFD) or International Financial Reporting Standards (IFRS) Sustainability Disclosure Standards you may already use for reporting.
To learn more, see this Workiva Support page: Explore California Air Resources Board rules for sustainability reporting.