Add, upload, and delete Workiva Scripting source files

While writing scripts, you can add, upload, or delete files from the Sources panel on the left side.

Requirements

Workiva Scripting must be enabled for your workspace. Learn more about Workiva Scripting.
The Script Editor role is required to create or edit scripts.

To add a source:

From Home, open a script file.
Go to the Sources panel on the left side, right-click in the blank space just below the current sources, and select + Add Source File.
Enter the name of the new source, and click Create.

To call functions defined in a source, like with other libraries, import the source:

import fibonacci
print(fibonacci.Fibonacci(9))

To upload a source:

From Home, open a script file.
Go to the Sources panel on the left side, right-click in the blank space just below the current sources, and select Upload Source File.
Click Browse to select a file on your computer, then click Upload.

To delete a source:

From Home, open a script file.
Go to the Sources panel on the left side, right-click on an existing source, and select Delete.
Confirm the deletion. A deleted script cannot be recovered.