Ya sea que se trate de Wdesk, de su día a día o simplemente un truco general, ¿cuál sería un consejo o sugerencia que usted ofrecería a los demás miembros de la comunidad?
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Hi All, Our User has deleted some metric links from the final ESG report as it is no longer required for this reporting cycle.After having deleted the links in the Final ESG Report is there a way to see the metric ID's referred within those delete...
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Get ready to unite at Workiva 2023 Amplify so we can ignite your passion for innovation and take your business to new heights! Join us on September 19-21 at the Gaylord Opryland Resort & Convention Center in Nashville. Brace yourself for an ex...
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I have a table in a presentation that has rows in which the data could be different lengths. Those cells could end up on a different row, and thus the row where it was is now too wide, and the current row is not wide enough. As I am limited in the...
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Formatting a Letter in Certifications
No planeada
- We would LOVE the ability to insert an image in a letter of the certification process.
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Now that you have your data in the Data Management Suite, it's time to start using it! Some common ways you may want to use your data: Populating a Spreadsheet with Query Results Generating a Table to focus on specific Costs / Expenses Generating...
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I noticed that anytime I add a new tag in the document and mark it verified/flagged for the reviewer, it does not show up in the summary review tab as verified/flagged. If I change an existing tag, it is reflecting in the summary tab but not for n...
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Have you hit the spreadsheet cell limit? Are you in need of storing large sets of data? Then Wdata is the place for you! Wdata allows you to centralize your data storage and execute queries to use that data for your reporting needs. To make your d...
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Data Prep is our Data Transformation tool that allows you to transform your data file - technically and functionally - in a single process called a Pipeline within your Chain. Technical transformations are adjustments to your data file using opera...
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Is there a way to give auditors access to review a non-live document and also view any attachments?
Respondida
I am toying around with using the attachments feature for support documentation, but I have not found a good way to allow auditors access to both the document and the attachments without allowing them to see the live document and comments. I want ...
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We would like the functionality of the 'Reports' section improved. The Process Status, Process Activity, and Certification Responses screens need to have sort and filter options added to the columns. Currently the only options available are to mov...
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Sections
Respondida
Hi, i´d like to know if i can create multiple sections on one page of my document without creating a page break or add a new sections that would followingly direct me to a new page.
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Maybe not a game changer, but it is a nice improvement to see that I no longer have to input afresh the notification emails when creating a new period's filing. Thank you.
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Annually, we have a large repurchase agreement (100+ pages) which has some formatting which leads to inconsistencies between the Word version loaded to WDesk and the executed version of the document. As a result, we've had to default to loading a ...
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Please indicate if the functionality to export the evidence testing tables to excel or CSV is in the pipeline.
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In the Workiva "Export Query Result" command, what does the "Export as Dataset" option do?
Respondida
In the Workiva connector's "Export Query Result" command, there is a toggle at the bottom labeled "Export as Dataset" as shown here: The information in the help icon simply repeats, "Optional: Export query results as a dataset," and nothing about...
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Will the "copy" feature, as included in the Classic version (click on drop down under reporting person's forms), be available in the new version of Section 16 filings? I utilize this feature heavily--specifically for our executive officers who ha...
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mapping accounts
Respondida
Good afternoon, I am new to WDesk, i am trying to map an account. Can anyone led me in the right direction. I tried goggling and it just makes it more confusing, Any tips, and advises are appreciated. Have a great day, Thank you Monica
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Would it be possible to add a feature where you can select a word from a paragraph in a table cell and place the comments on it and not the entire cell?
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Office Hours: Roll Forwards
Completada
📆 Date: Tuesday, August 15th⏱ Time: 1:00-2:00 p.m. CDT🌎 Location: Virtual https://workiva.wistia.com/medias/xyqkfdgl3x About this Event Hello friends! I wanted to let you know about our next Office Hours event we’re hosting here in the Work...
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Hi there, I need Long Upper $-Billion - is there any way to create this other than using Suffix? Can this be added to the dropdown?
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Stacking Bar Chart with Multiple Column Data
Respondida
Looking to create a stacked bar chart like the above, but cannot get multiple data sets to stack on top of each other when there are two "columns" of data in the same area.
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In the new certification process, we would like to have the status chart to reflect the real-time sign off status when multiple signers are assigned for one document in one step. In the example below, I have 4 signers assigned to one doc in one s...
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Hello Team, I am calling API “ Return Data From a Region” API using Postman. So basically I have a sample spreadsheet on the workspace where I have read only permissions and I am trying to read the content of the spreadsheet using Postman, so wha...
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Si utiliza las Normas de la Junta de Normas de Contabilidad de Sostenibilidad (SASB, por sus siglas en Inglés) para informes ambientales, sociales y de gobernanza (sostenibilidad, por sus siglas en Inglés), ahora puede encontrar en el Explorador d...
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We used to be able to export all our certs in one step to see it in one package. Now, best I can tell, we either have to export them all individually, or export a CSV file which is good for a log, but not for auditors. Please advise if I'm miss...
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Cannot see a way to change the organization time zone to use anything other than UTC. I have contacted support and they are looking into it. By the way, I know I can change my local time zone, but we need to change it for the organization to mat...
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What folder is my document in
Respondida
Hello, Is there a way to tell what folder a document or spreadsheet is housed in other than searching through various folders?
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We have certifications going in the new process and have run into an issue. For one process, all people that will sign have completed it, but the process is not marked complete as one person did not sign. We do not want to delete the action becaus...
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My boss is the only approver for certification tasks and we are finding that when the activity shows a task was completed and autoapproved, the approver is notified, by she isn't seeing any email notifying her of anything. She has checked junk fo...
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