Hello, Our team has a contractor who will be working on a specific set of controls and data of those controls, and we would like to limit their access to only the relevant items. Specifically, we need to ensure they can only view and interact with...
As CDP's 2026 scoring deadline looms — September 16, as a reminder — note that CDP published revisions to questions within some modules during the reporting cycle. What changed 2. Identification, assessment, and management of dependencies, impac...
On September 14, 2026, the SEC has scheduled an update for EDGAR Release 26.3 which will introduce updated validation messages and will move technical XBRL submission details from the EDGAR Filer Manual (Volume II) to the EDGAR XBRL Guide. As pa...
Is it possible to make text or links in the footnotes or other parts of test forms (e.g., for PII controls) copyable after the form is closed?
Preparing for the revised ESRS requirements? Skip the rigid, generic templates. You shouldn't have to sacrifice your bespoke branding when making the move to revised ESRS! Instead of starting over, we recommend a smart workflow that pairs your exi...
Are API resource limits (429 limits) enforced per OAuth client ID, workspace / org, endpoint, or backend copy-service capacity? I am looking into occasional 429 errors experienced in my organization's workspace and am curious if another API grant ...
Workiva now has XBRL tagging and direct filing with Companies House for UK entities. Is Workiva planning to implement the Lloyds XBRL taxonomies as well?
New workspace? No problem! Setting Up Financial Reporting Workspaces walks workspace owners through adding new users, assigning roles, and granting permissions. If you're setting up a new workspace or looking to learn more about roles and permissi...
We use basic authentication for a connection (to Anaplan, in this instance). Due to this, we have to rotate the password quarterly, which can frequently lead to lapses in connectivity (also, Anaplan allows 5 incorrect sign ins for our integration ...
Earlier this month, the California Air Resources Board (CARB) provided filing guidance for California Senate Bill 253 (SB253) — or Climate Corporate Data Accountability Act — for its deadline of November 10, 2026. What — and where — to file To fil...
Trust shouldn’t be something that’s hard won — but with bad data, it often is. When information must be continually verified, decisions stall. When AI is fed unreliable inputs, outputs lose accuracy. And when stakeholders demand real-time insight...
The Data Quality Committee (DQC) approved a new round of DQC rules for Version 30. The effective date for these rules will be for filings submitted on or after September 1, 2026. The DQC plug-in tool has been updated and released in the Workiva pl...
We often copy old processes as the start of new processes. Until recently, there was a Process Date field you could populate (a process setting). I don't think that field exists any longer. However, when you copy an old process, the Due date from ...
I am working on form sd and when generating xbrl i get the warning: EFM.6.05.58.10.rxp:AlternativeReportingRegimeMissing "Submission type SD should have a non-empty value for rxp:AlternativeReportingRegime in the Required Context. If absent, 'Not ...
📆 Date: Thursday, September 10⏰ Time: 11:00 am - 12:00 pm EST🌎 Location: Virtual About this Event Join us for our next Beverage Break event on Thursday, September 10 at 11:00 AM EST as we discuss the topic Community Site Updates & Feedback Bes...
Dear Team , When we are accessing the Workiva folder path, if there are more than 100 files stored in the Workiva path, we are requiring the option to download all files in one go instead of clicking each file separately and downloading it one...
Is there a way to keep comments in their threads when exporting a document to DOCX? Currently once I export to Word, each comment is showing as an individual comment, which makes it hard to follow a conversation.
Curious what steps i am doing incorrectly in my Form 4 processing, and looking for some help. I have a Form that i want to add a holding of a RP's 401k Holding, but i need to add a minimal amount of shares to their holding balance. I tried to ed...
Hi Team, we have created an 'overall' process for all 2026 reporting tasks and created sub process groups within this 2026 process to organize all process steps (first and final delivery of an input file, first and final completion of a check file...
One feature that would significantly improve both security and usability is the ability to enforce SSO while still allowing email-based authentication links for certifications. Today, organizations must choose between requiring SSO for all users o...
Hello, i am curious if there is an article or community post that you can point me to that explains the differences between Full Precision and As Displayed (the impact on the data, recommended uses for each, downfalls for each). We have had round...
Big news for your Scope 3 reporting! Hybrid Calculation Method V2 is now live in Workiva Carbon for Categories 1 & 2, delivering higher data quality thresholds, direct insight into raw CDP source data, and flexible version control across your repo...
Within Wdata, please create a refresh all button to simultaneously refresh all datasets within a table. In my screenshot, you will see multiple datasets with refresh buttons (circular arrows indicated with red box). There needs to be a refresh al...
Basically we have Net premiums earned presented on the income statement with the calculation relationship Net premiums written + (Increase) Decrease in Net unearned premiums. This becomes an issue because we also present Net premiums earned in our...
Our organization is looking into using the IP Address Allowlist security feature. Does anyone else currently use this security feature for their organization and can provide insight on any issues they encountered once implemented (i.e. lock-outs,...
I am getting this error for every concept in my AFS footnote. Our outline looks to be structured correctly, but it isn't liking something. Has anyone had this issue or can someone assist?
We have an annual report with the layout design is a mix of 2 and 4 columns. However, when we use the automatic footnote function (e.g., in inline tables), this is a default 1 column setup - with no possibility to change to 2+ columns. This makes ...
We are using the automatic footnote function in inline tables and in some cases we have multiple footnotes on one line item If we want to delete one of them (say delete footnote 2, but keep 1 and 3), it is currently not possible to delete individu...
When this says "once selected, it will be set for all users," does that mean it will be set for all facts? This is actually a very useful change so hoping this can be set once and applies to all facts in a document. In fact, I suggest this be the ...
NO PURCHASE NECESSARY. The Workiva Community Swag Giveaway(“Promotion”) is a trade promotion open to all legal residents of the 50 United Statesand the District of Columbia who have reached the age of majority in their state ofresidence. All feder...
Big news for your Scope 3 reporting! Hybrid Calculation Method V2 is now live in Workiva Carbon for Categories 1 & 2, delivering higher data quality thresholds, direct insight into raw CDP source data, and flexible version control across your repo...
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...