When we've attempted to create a bulk task for multiple assignees, we've found that when the first assignee completes the task, it renders all the other assignees' tasks complete as well. Is there a way to set a bulk tasks, but require each assig...
Currently, you can print/generate multiple files into one file format in PDF only. It would be very useful to be able to have the option to print multiple files into one file, but also in Word format, not just PDF format. I have reviewers that a...
Is there a way to use permissions to limit who can see attachments that are uploaded in a document? Our document is sent out to many users throughout the organization to review and provide feedback, but we don't want them to be able to see or acce...
I need to upload an excel file that is above 40mb. Could you please guide on how to go about it (example, by splitting it & joining all pieces) without losing formula linkages. Please also suggest how to reduce the size of such files.
***UPDATED NOVEMBER 2024*** The SEC has posted a final update on EDGAR Next here. While its way more technical than most will want to consume, we've combed it over and have some updates for you all regarding EDGAR Next. Here's what is known so far...
Hello, I am new to chains and trying to achieve the following functionality: Download encrypted csv file from external source using SFTP connector Decrypt file Create Workiva file from the decrypted file Import Workiva file into Workiva table Th...
I copied and pasted link to a number that's negative in my document. I want to remove the dash "-" in front of the number i.e. show the value as absolute in the document. Usually I do this via the Advanced Options in Format , however there's nothi...
Multi dimension - Only one dimension is able in SMF.
Can you add Padding, item distance, vertical spacing, and horizontal spacing to the x-axis and y-axis charts in Charts (specifically in Documents)? There is a lot of white space that we'd like to get rid of to put more emphasis on the data instead...
Workiva's Signature Learning is an advanced training offering that keeps users informed and enabled on the platform's latest features and functionality—through a dedicated practice environment, instructor-led training sessions, timely up...
Workiva Amplify 2024 is another one for the books! We took the Mile High City by storm and set the record for the most in-person attendees in Amplify history, with thousands of passionate accounting, finance, sustainability, audit, and risk profe...
Hi Workiva team! When linking values from a spreadsheet to a textbox in Presentations, it seems like the option "Apply Formatting" when pasting the link is not available. The blue icon that usually shows up when creating a link does not appear. I...
Hi All, I am trying to export the list of Workiva users in a chain and then upload to a Workiva table. I am able to get the list of users using the "List Users" command in the chain. But then I'm not able to convert the JSON output using any of th...
📆 Date: Thursday, September 26⏰ Time: 1:00 pm CST🌎 Location: Virtual About this Event I officially invite you to join us for our next Beverage Break event on Thursday, September 26th at 1:00 pm CST as we discuss the topic Formatting Large D...
On September 16, 2024, EDGAR Release 24.3 introduced changes to XBRL validations to include new warning messages surrounding Unselected Facts. Each fact not selected will appear as uncategorized facts and a new warning message will appear to conta...
Hey, Maybe this might be a very simple question but anyhow. I have tried to create a chart that is a comparison with the company's stock and the S&P over 5 years. However, everytime the graph shows the dates instead of two line with the company ...
I have a spreadsheet that will have certain sections that are restricted to some users. I see that there is an option within the filters to 'hide restricted sections' but was wondering if there is an overall setting to hide those sections so that...
After creating a task in a metric in ESG program the metric has been removed. Unfortunately the task assigned is still visible in the assignees task list. If you open the task the information is "Couldn´t load this task´s ESG metric". I am not abl...
Hi Team, We do not have any commentary section for those Letters or Tasks which have missed deadlines (Signer or Approver). There should be a mandatory commentary section (may be below the signature where, signer or approver signs) available for t...
We had a request on our team to have the ability to pdf. documents or specific sections and include authorship overlay's along with the metadata included when viewing authorship in documents. Is this an enhancement that others would find useful?
Hi Team we have an error in an XBRL file specifying These mandatory concepts can not appear in a hidden section: Description Of Nature Of Financial Statements. However the word used to tag this fact is not hidden so I am not sure why the error is ...
If you're leveraging Workiva's Governance, Risk, and Compliance (GRC) solution, you might be interested in how the Data Management Suite (DMS) can enhance your processes. DMS offers a range of features designed to streamline data management and im...
Hi! Is there a plan to enable charts to be placed inside table cells? Our work around is to set the chart as image and place it inside the table. But it would be really efficient if we can create editable charts inside of a cell.
Is there an Amplify 2024 replay and slides available? I attended virtually and wanted to go back and listen to the topic below. Thanks! Built for This: You're Ready with Workiva.
Hyperlinks can only be formatted using a workaround with the painter. It would be helpful to format hyperlinks without having to use the workaround with the painter.
Hi Team, is there a way to utilize the linking function in the Certifications process so that dates in the templates are updated when rolled forward. If not, can you please let us know if and when the team plans on implementing this function? Than...
Hi , We want to connect our SAP S4HANA On-premise system with workiva, where we want to use CDS View from S4HANA to load data into workiva..? Tried to find some standard document but unable to find how to integrate. Please let me know if anyone h...
Great news! Introducing the newly translated Workivaプラットフォーム認定 (Workiva Platform Training) certification path, which now includes a translated version of Workivaの使用 (Using Workiva). Translated Path and Course Titles: Workivaプラットフォーム認定 (Workiva...
https://workiva.wistia.com/medias/6g8lbr55n0 A special thanks to Jae Yong Yoo - a key member of our Data Management Suite Support team - for his input on this! TIME HIGHLIGHT0:25 Agenda 0:50 Security Roles2:15 ...
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...
Ready to own your Sustainability Program roll forward with total confidence? We know that rolling forward your Sustainability Program and Carbon data means managing a lot of moving parts at once. To help keep things organized and ensure nothing ge...
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 ...
Designed Reporting has evolved! Draft to Delivery: A Designed Reporting Journey is a connected, blended learning experience designed to help learners build confidence using Workiva’s Designed Reporting tools to create polished, profession...
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...