Classic file types are no longer available for use as of January 2021. You can transition your classic files or download a PDF. Learn More

Move Destination Links

Answered
Request Demo

Hi,

We are currently using Workiva NextGen and have a table in the document with multiple rows that need to be re-ordered. They are currently linked to various spreadsheets and are all destination links. Cutting and pasting prompts me to remove the destination links while copy and pasting uses the old location as the source instead of the spreadsheet.

Is there a way re-order these rows while retaining the existing destination links so that we don't have to re-link everything again?

Thanks,

Edwin

0

Comments

6 comments

Date Votes
  • Mike

    Hi Edwin!

    Great question. I myself have experienced this, so I totally get what you are saying. One thing I've found is to insert some blank rows above or below in the table so you can move the links to and from onto blank cells which won't cause any prompts. Finally, when you are done you can delete out any rows you don't need and clean up the table that way. At least in this manner you don't have to relink any cells.

    I will say that one function that is coming to tables that would improve this process is the ability to sort/filter in a table. We anticipate having this functionality available later this quarter, and I've shared your experience here with our Product Team. You can follow along on progress here as well:https://support.workiva.com/hc/en-us/requests.

    In the meantime, give me a holler if you have questions on the above or need anything else. Thanks much and chat soon!

    0
  • Edwin Tang

    Hi Mike,

    The suggestion you provided appears to solve our issue. Thanks for your help!

    Edwin

    0
  • Mike

    That's good to hear. No problem, and holler if you need anything else. 😎

    0
  • Mike

    Hi Edwin!

    Wanted to let you know that a recent release to Workiva has now made filtering available in embedded tables within Documents and Spreadsheets. Thanks so much for your feedback and patience. Give me a holler if you have questions and happy Friday!

    0
  • Ryan Kuehn

    Hi Mike -  I have a [somewhat] similar situation in that I'm trying to relocate a table that has source and destination links in it, to a new section within a project.  Is this possible without removing links and relinking the destination links? 

    Thanks,

    Ryan

    0
  • Mike

    Hi Ryan!

    Hello and welcome to the Community, Ryan!

    You may have already figured it out, but wanted to offer some help if not.

    You should be able to copy and paste that table from one location to another, esp. if it is in the same document. When you paste it, it should create a copy of the destination links that exist in it already. If there are source links, it will create new destinations at the new location. Does that make sense?

    As an option, you could do two pastes. The first pastes you could copy over only the formatting, formulas and column widths. Then grab only the chunk of the source table you want to copy that is say only the destination links, and then paste that into the table. This way will create only copies of those links and not new destinations.

    Let me know if I've missed the mark, or you have any follow-ups on the the above. Thanks again and happy Tuesday!

    0

Please sign in to leave a comment.