Documents
Paragraph Styles - Keep with next Completed

There aren't any settings for Keep With Next in paragraph styles options. However, when you apply a paragraph style, it removes the Keep With Next check mark already applied to a paragraph. So if I want all of my Heading 1 paragraph styles to be K...

Dallas Thornton Beta Buddy Idea Generator Community Champion
6 |
9
Documents
Creating new data validation in a Next Gen Document

I have seen that you can copy and paste data validation in Next Gen Documents, but is it possible to create new data validations in the documents as well? I have not yet been able to locate anything in the navigator. 

Kevin Barnes
1 |
0
Documents
showing numbers as text - decimals as "point six" not "six tenths"

When working in documents and having the numbers formatted as text. Is there a way to make it read "point six" instead of "six tenths"? In the scrpt the reader would generally read as "one hundred twenty three point six million" and not "one hundr...

Dallas Thornton Beta Buddy Idea Generator Community Champion
3 |
0
Spreadsheets
Sumproduct formula with multiple criteria Answered

Hi, i uploaded the files where i use this formula: =IF(B4=0,0,SUMPRODUCT(--('2017 YTD'!$B$133:$B$1000">="&B1),--('2017 YTD'!$B$133:$B$1000"<="&B2),'2017 YTD'!$E$133:$E$1000)/B4) However, it doesn't work. Does anyone know if this formula supported ...

Yulia Oleynik
40 |
4
Spreadsheets
Concatenate Formula and Fonts Answered

When using the concatenate formula to combine cell text, is it possible to keep the cells format? For example, when combining the Footnote number and Footnote Description, can you keep the Number as regular font and have the Footnote Description I...

Breanna Giacalone
1 |
0
Wdata
WDATA Data Integrity Answered

Hi,  A little late to the party but one thing I'm not sure about as someone who's team hasn't adopted WData yet is how does Wdata prevent the need for running reports from the general ledger system to check and verify that wdata is pulling the cor...

Anthony Miller Rock Star Idea Generator Community Champion
1 |
0
Chains
Download query result - unknown error Answered

When running the chain for the "Download query result" step, I am receiving the below error. Any idea on how to remedy this?

Lauren Thompson Idea Generator
3 |
0
Controls Management
multiple test forms for the same control Answered

Hi, Here is the scenario:  - One standard control (say CTRL-5) that is applicable to multiple legal entities (say 10 entities)  - we need to test the control for each legal entity and there are two test phases: Interim and Year-end i.e. total 20 t...

Anit Jain
9 |
0
Documents
Tab stops in Next Gen Document tables? Completed

We recently transitioned the bulk of our documents to Next Gen, and are adjusting some tables to deal with the forced page break if the margins are different in section-to-section. It doesn't appear that tab stops are currently available in a tabl...

Megan Butler Workiva Advocate All Star Idea Generator Workiva Platform Community Champion
7 |
1
Home & Files
Folder Permissions? Answered

Sorry if this has been addressed somewhere else! Given that the Project concept is going away in Next Gen, is there anything in the pipeline about setting Permissions at the Folder level?  As a user that carries forward a "primary spreadsheet roll...

Stephanie Barnhart Rising Star Idea Generator
10 |
2
Filing & Section 16
Saving a combined PDF file in Next Gen Answered

A functionality I loved in Wdesk classic / projects, was that at any point I could save a PDF ready file and actually include all documents (if contained in a project) into 1 combined PDF file... LOVED IT! However, as we move to Next Gen, there ar...

Jonathan Gregory All Star Idea Generator Community Champion
8 |
1
Change Management
Freezing a Presentation

Is there a way currently to freeze a presentation, document, or spreadsheet from updating links when something is final.  For example, if I were to roll forward a presentation (month x +1) that is linked to a spreadsheet with Wdata, I have to pres...

Hunter Jones
1 |
1
Presentations
Presentations over Document Answered

We are currently using document for all our reporting purposes (internal and external). I wanted to know what is additional in presentation which is not available in document.

Arihant Bengani All Star
1 |
0
Chains
Auto Refresh A Connection to a Query Through WData? Answered

HI there - through chains I can automatically run a query every day. This same query is connected to a Spreadsheet.  Is there a way to have the spreadsheet automatically refresh each time the chain is run to run the query? This way, we dont have t...

Bradley Coleman All Star
9 |
0
Documents
Send Reviews to Workspace groups Completed

In NextGen, are you able to send reviews to an established workspace group (as opposed to selecting each individual person to send a review copy to)?  I would like to send certain sections of a document to certain reviewers, and a different set to...

Kat Meadows Beta Buddy All Star Idea Generator
4 |
0
Chains
Tables with Variable number of rows Answered

Hi There - I have simple CSV file with a few columns of data on a securities portfolio.  Each row is a separate investment security.  Each month end the total number of securities changes (and therefore the number of rows changes).    I created a ...

Bradley Coleman All Star
2 |
0
Documents
Non-Printing Characters Rendering in Edgar Answered

I am getting started in Next Gen documents and have noticed that hard returns entered into cells within tables (so that I am effectively wrapping text where I want it to break into two lines) are showing up as a weird icon that says "LSEP" in Edga...

Maureen Ebbs
3 |
0
New to Workiva
Growing with Workiva

https://workiva.wistia.com/medias/9jhafd4ify Explore inviting people into your Workspace to collaborate and save time! Looking for Features that Promote Growth?Get Ready to Level Up walks you through taking advantage of new features with links to ...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
0 |
0
Change Management
Blackline Status Update Completed

I saw the posts regarding blacklines were going to be launched in Q2 for presentations - is it fully functional yet?  I'm hesitant to move our external presentation to NextGen without the ability to fully compare versions. 

Vincent Vincenzo CPA
2 |
0
Filing & Section 16
long tables, border missing on 2nd page

Hi Mike, I’m in next gen. I have a 2 page table, the border of the table title / 1st row is gone on the 2nd page. It shows up on the pdf (very faintly), but reviewing Edgar and Word, it’s no longer there. In Wdesk, if my cursor is on the table, it...

Dalisay Pingul Rock Star Community Champion
1 |
0
XBRL and iXBRL
XBRL Blackline Completed

Is there a way to view an XBRL blackline that shows only the changes in actual facts (not dates) from rolled forward document to current document? We tried to use the blackline this quarter but since it shows the date changes it's not very useful ...

Kristen Ewing
3 |
0