A recent release to the Workiva Platform included improvements to the following products and features:
The markup feature allows you to note requests and approvals directly onto a Workiva document during review and to complete the tie-out process on your report. To get started, click the Markup option in the tool bar:
The XBRL Fact Details panel will now only show the Fact Value field when working with numeric values (such as cash or assets). This field was previously shown at all times, including when working with non-numeric values (such as the date).
New scripting roles and abilities
Scripting abilities were previously included in the editor and viewer roles, but can now be assigned separately. The following roles will enable access to Scripting:
- Scripting Editor - Create, edit, view, and run scripts
- Scripting Viewer - View and run scripts
- Scripting Runner - Run scripts
Existing workspace members have been automatically assigned roles that correspond to their current abilities. For new members or workspaces, you'll need to manually assign the appropriate roles.