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...
Hi, I want to link the date and amount in the following cell from our single source file. When I try linking them, they don't appear as destination links. Does Workiva have the capability to link text within a cell without linking the entire cell?
What do you use to prepare your cash flow statement? Excel? HFM? Workiva? Pros/Cons. Any insight is greatly appreciated.
When trying to manually refresh a spreadsheet connection to a WData query it fails (image below). The connection was working fine previously and no changes have been made to the query or the sheet. I've also checked that the amount of cells retri...
https://workiva.wistia.com/medias/un3xsdryn8 The Workiva Education Team is thrilled with the announcement of our new Workiva badge and certification program. Easily become #WorkivaCertified, and display your learning achievements on your resume an...
I am currently unable to insert images into the Wdesk version of Excel. Images saved in an Excel document do not upload into the Wdesk version of Excel.
I am currently using the unpivot tool to change header values into a new column. I had to manually input the column headers for the tool to work. I tried using an extract value tool to get the header names and tried to use that as a variable in th...
"Veterans Day is a chance for all of us to reflect on what our service meant, and share that with those who didn’t serve so they can understand. Workiva provides the support and opportunity to engage in these conversations, in addition to the supp...
You might have seen this pop-up when logging into Workiva today. As noted there, for today, November 11, 2021, EDGAR will not be doing any filing, nor will the SEC be available to chat. This is in observance of the Veteran's Day holiday. Normal...
I am unable to migrate the query results from one workspace to another using chains. The following chain recipe was followed by me However, while running the above chain, I am getting an error in the last chain connector "overwrite sheet data" Er...
Hello, I have a question following up on this article. As noted, a pdf will generate multiple image files once edgarized. This article shows how to get the hyperlink to ONE image. What if my document was intended to be a whole exhibit? Is it ok to...
Hi Team I have two files one with Double quotes in data(") , One without the Double quotes("). Using Find and replace tool in File utilities, I am replacing (") with BLANKS. but when am processing the 2nd file without the double quotes, its gi...
Date Wednesday, November 17, 20212:00-3:30 p.m. EST Register Now Back to Basics: Comment Letter and Disclosure Trends Roundtable With the approach of calendar year-end, increasing SEC scrutiny, and a never-ending list of potential disclosure chal...
Hi, I was trying to use the 'update dataset in a table chain template' (https://support.workiva.com/hc/en-us/articles/360058919852-Update-Datasets-in-a-Table-chain-template) to update/overwrite my dataset imported to a table. My chain looks like t...
I couldn't quite find anything on this in the community but is it possible to have formula in the embedded table of a document which it's source is a spreadsheet? For example I know that you can obviously link to cells in a spreadsheet outside of...
How do the cell limits work in Spreadsheets? I understand that there is a limit of 2,000,000 cells in Spreadsheets but I was wondering what counts as a used cell. Is it 2,000,000 cells containing any data or do empty cells count towards the limit ...
Hi, I was trying to follow the steps in https://support.workiva.com/hc/en-us/articles/360050552311-Extract-Data-from-Oracle-Hyperion-Financial-Management-to-Workiva-as-a-File, and is having some problems with the 'Create File' command. Below is m...
I have read that there is a time limit of 10 minutes on API calls from workiva. My calls are timing out at 2 minutes no matter what I set the timeout parm to be. Am I missing parm somewhere? I am working in development environment. Thanks Pam
Hello, I've noticed that the filters on reports in the SOX workspace are static. When you search for criteria in the filter box, you can then hit Select All to include all the filtered items. BUT if you leave that filter in place, and a new item i...
Hi, I am trying to create a chain which can be used to send query result from one workspace to another, after having a discussion with the Workiva Spoc but the chain is throwing an error while it is being executed. The error is : unable to match u...
Hi, I'm trying to use the 'Extract Data to File' command in the Oracle HFM BizApps, and received the following error message: I'm using a .txt file as my configuration file and it contains the following (12 dimensions are used for the HFM POV). ...
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...