Enjoy this new, updated all-in-one 2022 SEC Calendar of Filing Deadlines Designed for public companies required to submit filings to the U.S. Securities and Exchange Commission, this calendar highlights key SEC filing deadlines at a glance. Now yo...
Task is to pull the latest file from a table, and upload it on a sftp server in .csv format. List File command lists the different files present in the table (imported or staged) but the task is to pull that latest file with data and then upload i...
https://workiva.wistia.com/medias/4xplem843b About this webinar As the FERC XBRL® mandate deadline is almost here, Workiva understands this can be a busy and stressful time. Join several of our Energy experts for a webinar that will help give you ...
Though slightly improved from 2020, I think many of us would say that 2021 was just "ok". Each month seemed to add a bit more normalcy, coupled with some of that pandemic flare. Still, though, there were plenty of bright spots this year both for t...
Is there a self-service method by which I can update the drop down menu options for an existing field in my Audit form? For example, our Audit form has a 'Status' field with drop down options of Open/Closed and our Issue form has a 'Category' fiel...
Hi Team, Could you please advise what version of Apache log4j version has been patched on Workiva? Thanks, Neelima
Hello, Are there any examples out there as to how clients have used the Wdesk Sync for connection to the Workday ERP? I'm looking to build spreadsheets that mirror wdesk workbooks that will pull in data from Workday, which would then be able to be...
Hi again, Hyperlinks can be set in style guides but once the hyperlink is applied, a generic colour/underline is used and this cannot be changed or styled afterwards, will be editable soon?
Hi, Is there a way the sequences or changes can be made in y-axis for charts? For eg: Instead of 0 , 40, 80 range in the y- axis can we update the sequence as per our own requirement Thanks & Regards, Dipti Khandelwal
The 2021 version of the ESEF taxonomy now includes language translations for all Label Roles that are defined in the taxonomy. Previous versions of the taxonomy provided language translations for only the Standard label role and only an English la...
ATTN: EDGAR Filers On December 20,2021, EDGAR release 21.4 will introduce changes including adding new form types, along with the following updates: As part of Release 33-10771, the Commission adopted rules which will require business development...
1. Can we modify the assessment forms and templates? 2. Can we change the current risk scoring from (1-3) to (1-5) and how do we execute it? If so, is a specific role required? 3. Can we rename the nature and basic fields if the client has a dif...
Hi Team, Are the parentheticals required in balance sheet as now we have iXBRL and we can tag parentheticals and one cell having multiple tags at the face of the document? Is there any particular guidance or requirement where it makes it mandatory...
Hi Team, While tagging Note 1 (Significant accounting policies), we noticed there are different table concepts for each policy (such as PPE, intangibles etc.) but no one common table concept which can be used for all the tags (screenshot below). C...
Hi Team, We were trying to use a dimension axis while tagging an entire table (Level 3) as the same table was disclosed in mutiple sections and were unable to do this in next gen XBRL. However, we did this in old XBRL (Java version). Is this somet...
My organization includes our organizational hierarchy within our 10-K. Our process has been to update the document (which is currently saved in a word document) take a screenshot and then to insert the image into our Workiva document. Is there a w...
[February 2023 Update] Update based on Guidance 2.5.1 of the ESEF Reporting Manual [August 2022]: Since ESEF is a format requirement and is not expected to impact the “human readable layer” of a report, this guidance should not be seen as limiting...
UPDATED 06/12/2026 It's everybody's favorite time of year—SOC report season! All kidding aside, we know our annual compliance reports are important to you, and we work hard to get them to you in a timely manner. We tend to get a few questions on...
I am using list sheets command in the Microsoft excel connector. I am getting a json array. Can someone please let me know ho w I can iterate over the list? The json output is as below [ "R&D", "Ops", "G&A", "Mkt", "Sales", "No Dept" ] My goal is ...
Hi Workiva support team, We've created a chain that exports a query to a sheet, but apparently the export to sheet step only works if permissions (editor+) in the sheet are granted to the user that created the chain. Is the described behavior righ...
Hi Workiva support team, We've found an issue with a runtime input step that remained running indefinitely in one of our chains (image below). We had to manually stop the process and re run it, then it worked ok. This process runs daily, generally...
A quick reminder that in observance of the Thanksgiving holiday in the United States, all Workiva offices in the US will be closed. All other non-US offices will be open, and our our 24/7 Customer Support will still be in operation, available thro...
We're pleased to announce upcoming workshops for designers. These workshops are held weekly and cover a range of topics, from document setup to the ins and outs of XHTML and IDML. WATCH ON DEMAND Each session starts at 12:30 pm GMT and lasts 30 m...
Would like to add new records but seems the only option is to upload individual, is there a way to upload a data set or matrix again?
When I export the actions in a process from Wdesk into Excel using the Activity button, the report does not indicate the due date, assignee and approver for each activity. Is there a way I can run the report to include this information?
Date Wednesday, December 1st, 20212:00 - 3:00 pm.m EST VIEW ON DEMAND As another year of remote working comes to a close, we’ve been hearing from Maxim Urenev and Alex Anderson who’ve not only adapted, but have completely elevated their game. Th...
Functional user has requested that "hidden" slides in a Wdesk presentation do not get exported to PPT.
Hey, Would it be possible to add a feature that allows you to upload and use your own bullet point designs? Currently, I have to insert my own designs as an image. It would be much more intuitive if the designs could simply be used in style guides...
Hello, I am trying to align the headers in my document. Some have very little blank space in the header (first image below) whereas others have quite a lot. I've tried adjusting the margins and checking for nonprinting characters, but neither solv...
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...
