When should the "Net" label role should be used?
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Hi there. We have a spreadsheet that is auto-populated via a chain ("Overwrite Sheet" command) multiple times per day. We then publish the contents of the sheet to other users as a connected sheet. This requires us to hit the "REPUBLISH" icon e...
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Custom Axis and Domain
Respondida
A few years ago, one of the TEC events, we were told never to customize axis and domain, as the whole hypercube will be not searchable. I was informed in recent xbrl trainings, that it's now fine to customize axis and domain. Want to check if it's...
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Numbering notes in the 10Q - Next Gen
Respondida
I had to delete note number 2 in my 10K, therefore, needed to update the numbers for all of the following notes. I noticed that the paragraph properties tab on the right panel has an option to "continue numbering from previous item" or "restart nu...
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Importing a chart from Excel
Respondida
Is there any way to import a chart made in Excel into a wdesk document? Or does it need to be created within wdesk? Thanks, Tatiana
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The following feature enhancement was suggested by a fellow Workiva customer. If you too would like this feature, vote it up or let us know in a comment below and we’ll get your feedback connected to our Product Team as well. I have created a bl...
14
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Can't delete a blank line between tables
Respondida
Hi I am having a problem in next-gen where I have two tables after each other in a document. I am trying to remove a blank line from between the two tables but if I press delete, backspace, or any other kind of function, Wdesk tried to delete the ...
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Spell Check
Completada
It would be helpful to have the ability to spell check the entire document from a function in the toolbar, similar to how it was in classic.
1
Is there a way to adjust the scale of the x-axis on a chart in Workiva? I don't see the configurations.
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How do I remove the header and footer in the document? They come up automatically.
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Recurring tasks
Completada
Has this been added to NextGen - I haven't been able to figure it out and the last information in this thread is from 3 years ago? Thanks
1
Navigating My Requests
Mostrada
As you continue to provide your awesome feedback in the Community, you've probably seen a few mentions both here and in your inbox regarding your "requests". We realize you may have some questions about what that means, and the good news is we hav...
1
As you know, many of the improvements and new additions to Workiva’s platform are a direct result of user feedback. Our product team works hard to implement the suggestions our users provide, and while we can’t implement every one of them, we try ...
10
Image naming in Next-Gen Filings
Completada
Hi Mike - Can you please provide an update on the status of the below post? It is closed for comments. https://support.workiva.com/hc/en-us/community/posts/360069907792-Images-into-NextGen-Docs-?input_string=Image%20name Unless this issue has bee...
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reviewer role
Respondida
Does anyone if it's possible for a user with a viewer role to be able to look at document reviews?
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XBRL calculations in Next Gen
Respondida
Is there a way to see that your XBRL calculation in Next Gen isn't correct without having to download the calculation report after generation? In Classic, you could see a red dotted line and knew that the calculation wasn't working properly but n...
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In the SOX workspace I don't find a way to add documentation to an issue or action plan. Does that functionality exist? If not, what do others do?
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What is SimpleCert? SimpleCert is a platform that Workiva uses to both issue and store CPE (Continuing Professional Education) Certificates of Completion issued to our event attendees. Records in this repository date back to 2017. Accessing Simpl...
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Is there any way to have a fraction/number shown in your document as "one-third" and tag it for iXBRL without using a phantom fact? I am familiar with showing numbers as words, but don't see this type of format as an option. Now that we are on Ne...
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Can I have the data from a spreadsheet linked to tables in Wdata? The updates I do in the sheet should reflect back in the tables in wdata.
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The following are Postman Collections (v2.1) that can be imported into Postman for testing the Wdata API. To import, click the "Import" button in Postman and either copy and save the following Collection(s) as a .json file or import as raw text. L...
4
Next Gen - ixbrl viewer color shading
Respondida
In Next Gen, while viewing the iXBRL Viewer with the box checked to highlight XBRL Elements, I have some green shade and some yellow. In Classic, yellow meant there was a warning, if I recall correctly, when I clicked on it I could see what the wa...
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Exporting all comments
Completada
Is it possible to export all documents in a project? So if a document and supporting documents have comments is it possible to export ALL comments as opposed to going comment by comment.
2
Next gen document review
Completada
There is an option in next gen documents under the view menu to "show or hide indicators". Is there any way that this can be done so when a person is sent a review they also would not see the indicators? It can make the review very messy and dis...
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How do I integrate my spreadsheet in Workiva with the external DB using Wdata? I have spreadsheet data in workiva. My source is external system from where I want to pull the data into Wdesk. How do I integrate this? Can this be done through Wdat...
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Are the cells in the table supposed to be highlighted in light yellow to indicate that they're tagged? If so, can someone please advise why some cells are not being highlighted when they're tagged?
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Does the Next Gen XBRL automatically save whenever there has been changes?
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Access Token from User Login
Respondida
Hi - Is there a way to get the access token from the user login (without the need to set up a client id and a client secret)? Like some kind of url call to https://app.wdesk.com/a/<workspaceId>/auth/token?
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