We tried building and running a workflow using chains within WData. But, while executing, we are facing the below error message. ‘Error authenticating with Workiva: Invalid client id: a8cefde7fa764feaa6b44a361ea57***.’
It's a pretty standard convention at this point to file one Form S-8 covering multiple registration statements. There doesn't seem to be any obvious way to add multiple File Numbers to an S-8 filing, however. Is there something I'm missing?
I am trying to write a query involving string functions of SQL such as 'CHARINDEX' or 'PATINDEX' to check the existence of a particular pattern within a cell data. On executing the query, I get an error saying CHARINDEX function not registered. Do...
We have been wanting to set up sync with Workiva and Yardi for items that come directly from the general ledger to reduce the time it takes to populate the 10Qs and 10Ks. I was wondering about how much time is required to invest in one time setup ...
Looking to understand when the following features will be available: - support binder in next gen documents - notes sections in next gen presentations
Due to Coronavirus impact, the SEC has offered relief by announcing possible extensions to the required filing dates. Has any relief regarding accelerated filers transition to iXBRL requirements also been discussed or announced?
Hi Team, Can we create multiple destination links within a single spreadsheet cell? If not, is there a way to concatenate data from two cells in one spreadsheet and link them in an other spreadsheet cell?
The SEC has announced an additional 45-day extension on filings through July 1, here: https://www.sec.gov/news/press-release/2020-73. Though this so far not being well used, there has been some questions about it. In general, you should reach out ...
By default, GroundRunners automatically create log files in the \Contents\log\ directory of their installation locations. To ease access to these log files for troubleshooting, you can automatically download a GroundRunner's output.log file to a t...
I am not seeing a save feature with the next gen documents like the classic documents offered. Are changes auto-saved or am I missing the save icon?
The SEC has announced an additional 45-day extension on filings through July 1, here: https://www.sec.gov/news/press-release/2020-73. Though this so far not being well used, there has been some questions about it. In general, you should reach out ...
Our company went public in 2018, we have been diligently working to get up to SOX404 standards. In 2019 one of our major requirements was creating a repository and baseline testing of all of our Key Reports (ITDCs). We are now looking for the mo...
Does anyone know how you can reconnect a disconnected comment to a document? There is an option to "Move Comment" in the comment list dropdown but it's grayed out.
When you use an Oracle Hyperion Financial Management (HFM) or Oracle HFM Legacy connection to run the Extract Data to Database command as part of a chain, it asks for a Data Source Name (DSN) input. The DSN provides information about the relationa...
Hi I'm trying to copy a slide that was created on another PowerPoint on Workiva into another PowerPoint. Is there a way I cant seem to see an option.
First and foremost, we care about the health and safety of our employees, customers and partners, and we are taking extra precautions wherever we can. As the COVID-19 situation changes, know that Workiva will always be by your side. Our ...
In next-gen documents, I cannot locate the formatting options for tables, such as line weight, colour and fill colour for cells, or a table as a whole. I have also noticed in the style guide of a document, there is a new "Table Styles" preview sec...
"We like to give people the freedom to work where they want, safe in the knowledge that they have the drive and expertise to perform excellently, whether they are at their desk or in their kitchen." —Richard Branson At Workiva, we’re huge fans o...
In Next-Gen Documents, it seems that the ability to place two tables side-by-side is no longer available. I can no longer place my cursor to the left or right of a table; only above or below. This is a pretty big issue, since I format many of my p...
For the first time ever, Workiva will host a two-day virtual event designed for accounting, finance, and compliance professionals everywhere. Amplify GO will stream on a device near you March 24 and 25. Amplify GO is the conference with no trave...
I am thinking of adding a test phase for the Key Report/IPE testing. As these are tested on creation and then every so many years, I am not sure if I can create a link to a previous years test. how are people tracking the Key report/IPE testing?
Hi all! By now I'm sure you've heard about COVID-19, a respiratory disease caused by a new coronavirus that has now been detected in more than 60 international locations. The impact of this virus is truly being felt globally and just today the ...
I am trying to make flow charts using a presentation and need to link text back to control descriptions. I got one link to work by copy pasting the control to the presentation but was not able to replicate this. Is there an easier way to create th...
When you have a link, you have the option of clicking the paper clip to direct you back to the source. For a formula, is there a shortcut to accomplish this? In Excel, if you hit "Control + [ " it brings you back to the source of the formula. ...
We have transitioned our presentations to Next Gen and noticed that it doesn't seem like we can add totals to stacked bar charts. Is this a feature that is going to be added or can I put a ticket in to request it?
When working in next gen documents w/ tracked changes on, it is difficult to review changes because deleted text and other similar changes are only shown in the side panel (rather than directly in the text). Short of clicking through each individu...
Yes, you can use parameters with calculations for both filters and fields. For example, instead of using hard start and end dates in a calculation, you can reference a parameter’s value for the dates or time period. From the Field Properties right...
When you add a filter to a query, you can set its static custom value on the Filters tab. To instead select a filter’s criteria dynamically when the query runs, such as to slice-and-dice data in real time, you can base its value on a parameter. To...
Best practice would be to split these solutions into their own workspaces. The content would need to be moved from one workspace to the new one, which would reset history on those documents. This can be done after the accounts is moved to Workspac...
Not many—creating multiple organizations creates many of the same problems Workspaces were designed to solve: inability to share data, multiple billing cycles, users with multiple usernames and audit logs, and difficulties determining exactly how ...
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...