Workiva 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 sections below.

Processes

Change: "Create a Process" permission now required to create or edit a process.

Spreadsheets

New: Bulk approval of tasks now available.

New: Formula Version 6 released.

Processes

"Create a Process" permission now required to create or edit a process

Users must now have the "Create a Process" permission enabled to create or edit a process (for example, as granted by the "Editor" workspace role). Previously users with only the "View a Process" permission (granted by the "Viewer" workspace role) could also create and edit processes.

With this change, be aware that there may be processes where such a creator/owner will no longer be allowed to edit the process. These users will now see an error message when they try to do so, which advises them to ask a Workspace Admin to add the Editor workspace role for them. If that is not an acceptable solution (for example, if that user needs to remain read-only), then the Transfer Process Manager workflow can be used to transfer the process ownership to a user who has the "Create a Process" permission enabled.

Spreadsheets

Bulk approval of tasks

The ability to approve tasks in bulk is now available in Spreadsheets!

This is enabled using a Workspace Setting located under Configuration.
To enable this,

1. Navigate to Workspace Settings.
2. Select Bulk Approvals in the left navigation area.
3. Toggle Bulk Approvals on.
   

Note: The user also needs multiple approval tasks assigned to them within the same file.

To use this functionality when you have multiple tasks ready for review,

1. Navigate to the Tasks panel in a spreadsheet and click Review tasks.
   
2. You can then select the tasks to be approved and click the Approve button.
   
3. Confirm the approval by clicking Approve.
   

Formula Version 6 Released

We have released a new formula version; this includes both performance improvements and bug fixes.

Improvements:

• Formulas that compare ranges to single values and then add or multiply them will see significant performance improvements.

Bug fixes:

• Fixed an issue where cells with Date, Period, and Text value formatting could be affected by the document default Shown In if formulas were calculated under As Displayed.
• Fixed data validations that resulted in a single option displaying zero options.
• Fixed some formulas that resulted in the text -0 when it should have been 0.
• Fixed a scenario in XMATCH where certain characters preceding a wildcard would cause XMATCH to not find and matches when it should have.
• Fixed wildcards (?, *) not being escaped in XMATCH and XLOOKUP when using the standard wildcard escape (~).
• Prevented Entered In from affecting certain array function parameters, such as the sort_order parameter in SORT.

To learn more, see this Workiva Support page: Check your formula version.