We are reviewing controls and currently have a 1st level review and 2nd level review. How would i change the responsible person for the first level review if they have taken a leave of absence?
This is been an issue for a LONG time, but here it is. When changes are marked in WDesk via tracked changes in a Workbook spreadsheet, we should be able to navigate using the Previous and Next buttons within the Review submenu; however, this hasn'...
It would be great if comments within documents and presentations were a smaller size font. The current size font can make it hard to read through the entire chain and/or see multiple comments at once, while also still displaying the relevant secti...
Is there a reason why Add/re-add to Outline is grey out? This only happen to 1 section within the workbook?
I'm attempting to use the API with WData and getting `500` errors that aren't helpful. FWIW, API works fine with Tasks and Users api calls. Am I using the correct syntax? query_url = 'https://h.app.wdesk.com/s/wdata/prep/api/v1/query'headers = get...
I'm creating a tabular glossary (in Documents, fed from Spreadsheets) in which the definitions can vary significantly in length, i.e. non-standard cell sizes. Is there a way to apply "after" spacing to the cell text in the same way you can auto a...
Hi all, why is it not possible to copy & paste the text of someone's comment? This would be very beneficial e.g. if the commentary provides new wording suggestion I want to use or simply to share the comment in a different channel, e.g. mail/chat ...
In the UI for a Wdata table, you can add data three ways, as shown: However, when working with the Workiva connector commands in a chain, while there are the "Import file into table" and "Import spreadsheet into table" commands (corresponding to ...
📆 Date: Wednesday, February 14⏰ Time: 11:00-12:00p.m. EDT🌎 Location: Virtual About this Event With a rapidly-changing regulatory environment, a growing shortage of trained professionals, and other macro challenges, today’s internal audit, r...
Hello- We have an xule:error: (DQC) Data Quality validations could not be displayed. Resolve XBRL Validation Errors and re-generate the document. However, all of our other checks do not have errors. Is there a way to identify what is causing this ...
I am using the put to update a select list with a list of values. When I run it I get {"code":409,"body":"duplicate select list name"} Request Status: 409 Conflict Result: Non-200 response code received: 409 Here is my list of select list, no ...
Is it possible to use sub queries other than using the WITH clause and UNION? If so is there a special way to use sub queries?
Hi I have two disconnected XBRL. When I follow the instructions on the help section. I go to the disconnect xbrl tab. i find my two but they are listed as labels vs a fact and do not have the reconnect button. How do i fix this? thanks Jenn
How do I define or change the default style for hyperlinks? When we currently include an URL hyperlink into a document it is automatically shown with blue colour. How/ where can I define this default style? Thank you
The SEC adopted the final rule for Special Purpose Acquisition Companies (SPAC), Shell Companies, and Projections on January 24, 2024. The final rule will become effective 125 days after publication in the Federal Register with the final date to ...
📆 Date: Thursday, February 1⏰ Time: 11:00 am - 12:00 pm CST🌎 Location: Virtual About this Event I officially invite you to join us for our next Beverage Break event on Thursday, February 1st at 11:00 am CST as we discuss the topic XBRL tips...
Hello, Is there a way to set up an automation to delete old datasets without manually doing so? We have an API that runs 3 times daily and would like to delete the old versions of a particular table that are older than 14 days old. Does anyone k...
After kicking off the certification process, some control owners are on extended leave and new team members are performing the control. How can I recall or delegate the original certification from the original control owner? This will help reduc...
I would like to export the dataset that is shown in Chains > Monitor (to CSV or similar) so that I can actually work with this information. (The reason is that I'm trying to understand, for a few of our regularly scheduled chains, how long they ar...
I have linked incoming data coming from a sheet in the source Workiva Excel sheet into another Workiva excel sheet. In the receiving Workiva sheet which also includes tables I want to include the mapping in the first column in those tables and se...
We have a user who'd name has changed and it's not obvious how to change their name in Workiva. We've tried deleting them from the system (okay for now but won't be later), but that doesn't seem to work either. A very common use case is marriage...
Are you receiving numerous XBRL errors after you roll forward your annual FERC form? Are you noticing that your FERC Viewer is failing? We are here to provide you with some tips and reminders to help ensure you have a smooth start to your proces...
Is there a way to export the process letters from the system en masse once the process has been 100% completed?
Hi! Is there an update on the below? Wondering if Single Cell formatting is still in implementation for Workiva Sync and when the plan for implementation is. https://support.workiva.com/hc/en-us/community/posts/15172118704660-NEW-Workiva-Sync-is-...
We'd like to extract the user list with group membership using the API. We're successful in pulling users, but don't see anything for groups. This works fine, but only gives the basic user details. user_url = 'https://api.app.wdesk.com/platform/...
We have been using tasks on my team to prompt managers to review and approve certain Regulatory reports. During internal audit or SOX reviews of our processes, I realize that when I tell the auditors that the approvals are in Wdesk they can not s...
If you’re new to using the Workiva Data Management Suite, you may be asking yourself - “what’s the best way to structure large data sets in a Wdata table?” If you’re asking yourself this, then you are in the right place! Before you create your W...
Can a user with the "Limited Starter" role access Workiva Tasks in order to participate in Sustainability data collection? For example, can a user with this role be assigned as an Sustainability metric value assignee or approver? Will they be able...
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...