Hi, The SEC Clawback rule is now published on the Federal Register. Do we know what the requirements are for the upcoming 2022 10K? My understanding is that we are waiting for the listing exchange to update its policy. Ken
Hello, I am reaching out in regards to a one off formatting error. I am currently working in a document template that is formatted as "Justified Align". All of the paragraphs conform to the "Justified Align" with the exception of one paragraph. O...
Hi All, Is there a feature to view all posted comments to visually have a status update on all comments within all documents? This would be helpful when you are reviewing or preparing multiple documents? Thanks!
Due to Security reasons, we cannot use the Chat function. Looking for a configuration to disable the use of Chat (remove the Chat option or grey out the use of chat so that it can't be selected).
Is there any way to retrieve or restore a deleted test form from the Admin side or the Workiva support side? If not, can a "trash can" folder/functionality be added for the Admins?
Is there a way to automate the user addition to workspace? Usually we go to workspace and add the user to the group and send welcome email. Looking for a way to automate it.
Hello, I would like to know what's the maximum number of files that can be attached to a single cell in a spreadsheet or a paragraph in a document. Thank you!
In some cases, we have the exact paragraph in both the 10-Q and 10-K, but the sections are in different order, so the blackline won't work since I can't select the specific sections to compare. Is there a workaround for this?
Our understanding of PBC requests is that assignees can add support to a request over time, and as long as they don't click "submit" until they are completed, the request will stay open, but we will be able to see what has been uploaded. The desi...
It would be great to have the possibility of adding category name labels on stacked column charts, like in other types of charts, and not just value labels. As you can see in Figure 1, in doughnut charts it is possible to add more than one label, ...
Looking to generate efficiencies to transport workbook (excel data linked to word type document), formulas and links from one module to another. We have found some data generation will assist another area however do not want to have to recreate s...
Hello, my team is attempting to align the values within a spreadsheet such that the ones place, hundreds place, etc are vertically in-line (and aligned on the right side of the cells). Given we are using the accounting formatting of the figures, (...
Maybe I'm missing it, but I don't see a way to view authorship for blackline changes. I can see authorship for document in the history area, but this appears to be a useful functionality missing in WDesk. Please advise if underway, or if I am no...
It would be great if SOX/Audit – Reports (charts) & Dashboards had the ability to drill down to view source data for charts Ideally this enhancement/improvement should work like this: Double-click on a chart section and open the report with the so...
I have one document that is in whole dollars and linking it to another document that will be in thousands. During this process, we have come across footing issues. I started using the "round" formula which will allow it foot but came across other ...
May I know how to delete blank page in Document within Workiva GSR Platform?
In observance of the Veteran's Day federal holiday today, the SEC and EDGAR will be closed and no filings will be accepted. Note that Workiva Customer Support is available 24/7. Thanks, and Happy Veteran's Day, and thank you for your service to al...
I am trying to download HFM data to a file. The ground runner is setup, and the integration user has the appropriate access. The HFM-Extract Data to File node works when the "Expand Only" options is checked but fails when it is not. This exact sa...
Is there a way to dynamically insert data from a report to it's connected sheet? If not, we need the ability to insert an entire report into a document. As data is refreshed in the database there is currently no way to know whether a connected she...
I am using the Update a table's query dataset as a chain (Update a table's query dataset as a chain – Support Center (workiva.com)) and I get an error in the Download query results block. The error is as follows: Error running query: objectId size...
On the other hand, this type of graph details the status of the project according to different variables, country, domains... I have some doubts: With these different graphs, can Workiva represent different values differentiated by colours in a ...
I am using the Chain called -> "Update Datasets in a Table chain template". Once I set up this Chain as follows: https://support.workiva.com/hc/en-us/articles/360058919852 . I have created an additional chain to execute the previous one with the f...
Would it be possible from the Jira system to connect to Workiva? I mean if a user in the JIRA system uses an IP and a specific port that indicate the connection to Workiva, can this user make read and write requests from JIRA to Workiva having the...
Anyone know if you can use a formula in a workbook to pull in the sheetname? Say the sheet name is "XBRL," I want a formula that will pull in that text to a cell, then change if I change the sheet name to "Mona Lisa." Thanks for any thoughts.
I am trying to connect workiva to python using the workiva API. I am using the following parameters: URL: Referenced by the workiva API.Data: client ID and client secret of the workiva workspace we want to connect to from python Headers. Taking in...
It looks like Wdesk Spreadsheet doesn't support RRI or CAGR function. Is Workiva bringing this function? Does anyone know workaround function for this formula? Thanks in advance.
Hello SEC filers! As discussed here, the SEC’s mandate for Pay vs. Performance iXBRL tagging requirements become effective for all Proxy or Information Statements which require Item 402 Executive Compensation (commonly filed as SEC Forms DEF 14A o...
I would like to connect Workiva to the JIRA program in a bidirectional way. However, with the help of workiva, there is no specific connector present, so an HTTP Request connector can be used. I have the following questions on this point: 1- Conne...
Hi there, Are there any alternatives way that help in the absence of pivot table to present data on workiva spreadsheet? Thanks
This blog originally appeared on workiva.com/uk on 17 October 2022. We did it! We can hardly believe that Amplify EMEA 2022 is now behind us—and what a success it was. Both in our stunning Amsterdam venue and online, we brought together industry...
Has anyone successfully used Workiva to complete a 10-Q or 10-K tie-out that was accepted by their external auditors and fully replaced a manual tie-out process? Our current process involves printing a physical copy of the filing and manually add...
Amplify is a great experience from top to bottom, but one of the best parts about this annual event is the ability to connect with your peers and the Workiva staff. It's always bittersweet when the conference ends, but the connections you make her...
Have a suggestion to share but not sure if it pertains to Reporting, GRC, Filing or other? Look no further! Below is a breakdown of the existing feedback topics and what product/feature area belong in each. API & Developer Feedback Ideas and sugge...
Did you know that over 1000 ideas have been shared in the Workiva Community? The odds are high that the idea you seek has been requested before. Here’s some tips to help you find what you are looking for so you can weigh in too! First, search for ...
Back again by popular demand, check out the 2026 SEC Filing Deadline calendar below. This calendar includes SEC holidays when the EDGAR® system will not receive, process, or accept submissions. As a reminder, filers will need to comply with ASU 20...