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XBRL Next Gen

Answered
Request Demo

What happened to the XBRL Outline Subsection Attributes box that we could access when right-clicking on a section in the XBRL outline?  When we transitioned our 10Q to Next Gen, there were some items from the Cash Flow footnote that were being pulled into the Statements of Cash Flows section of the outline, and we believe it was because those items had the Taxonomy Reference Section was for the Statements of Cash Flows (once that was changed, they stayed in the footnote section of the outline, so we had to delete from outline then re-add). 

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Comments

3 comments

Date Votes
  • Jake Talbott

    Hi Teresa!

    The procedure to adjust the reference section and tagging level is a slightly different experience in next gen. Right-click on the section or sub-section and select the edit option to manage the taxonomy reference section, level of tagging, name etc.

    I hope this helps! Please reach out to Support if you need additional information.

    We will also offer regular platform demos too. More info is available here: https://support.workiva.com/hc/en-us/community/posts/4402627903764-Live-Demonstration-Training-Updates.

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  • Teresa Sosse

    Yes, we saw that, but the information provided and changes that can be made are limited compared to Classic.  We've take the University courses and they were helpful.  I just wish we had known about them a few weeks ago.  I accidentally came across them when they were mentioned in a post by a user in Community.  Since we sometimes forget that University offers separate, additional educational resources, it would be nice if they were mentioned when doing a search in or browsing the Help part of the website.

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  • Mike

    Thanks for your feedback Teresa Sosse. We are always looking to improve our support resources, as well as the experience of finding the ones you want when you need them. Having a more unified and robust search is something we are researching as we speak, so your comments are very timely. Thanks again for letting us know and give me a holler if you have questions or anything else comes to mind. Cheers!

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