Linked Files Report - Drill down
CompletedAm I able to drill down into the Linked Files Report to find where in the document I have outside sources? In Classic we could go straight to the location, however, in Next gen it only directs us to the document. This means we have to search through the whole document manually to find what Workiva already identified.
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Hi Gamaliel!
Thanks for your question. I'm sorry to say that at this time this feature is not yet available, however it is being pursued by our Product Team. I've connected your request with an ongoing ticket and you can stay apprised of progress here: https://support.workiva.com/hc/en-us/requests.In the meantime, give me a holler if you have any questions or need anything else. Thanks again and stay awesome!
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We are also very interested in this feature in Next Gen. It's nearly impossible to find the specific link locations within large documents and spreadsheets.
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Quick update here as I'm combing through some of these posts from earlier this year.
A few enhancements have been made that can achieve what you are looking for. First, there is the Linked Files Report mentioned above and to that report was added the option to Create Spreadsheet of File Links. Both of these will likely get what you are looking for. Here's some steps to run these.
The best way to do this is in two parts. Here are the steps.
- Run the Linked Files Report on the Spreadsheet in question. This is done from Home by right-clicking on the file and choosing Linked Files Report. Here are some steps on our Help site as well: https://support.workiva.com/hc/en-us/articles/360036000671-Use-the-Linked-Files-Report.
This will run in the background and send you a notification when its done. Once it's done, you can move onto step 2.
- Next, from the opened Linked Files Report, choose the option for Create Spreadsheet of File Links option. This will generate a new file that shows all the links to and from your file.
This report will out all the links, their section and location, what type they are (source or destination), if they are published or not, as well as hyperlinks to go directly to them. This report also comes pre-populated with filters too, so you can find what you are looking for.
More info on these options can be found below:
https://support.workiva.com/hc/en-us/community/posts/360049510332-Is-a-document-links-feature-available-for-NextGen-documents-
https://support.workiva.com/hc/en-us/community/posts/360062437952-Checking-sources-of-all-links-in-next-gen-
https://support.workiva.com/hc/en-us/community/posts/360075883932-Linking-in-Spreadsheets0Please sign in to leave a comment.
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