If you're considering going to Amplify, you're really in for a treat! You will be able to experience our instructors teach some of our most popular classes LIVE and IN-PERSON! Usually, these classes are exclusively available to our Signature Learn...
Is there a quick and easy way to automate a check to confirm that a Connection ID is valid and/or accessible by the executor of a chain? We currently have multiple control sheets that list Connection IDs and are used to trigger refreshes across mu...
I'm a little confused about the different types of Worksheet links and which I should use. I've read this already but still have Q's: https://support.workiva.com/hc/en-us/articles/32709250416276-Should-I-use-links-or-connections I've got data in ...
Workiva's Sustainability Management features — like Sustainability Program, Sustainability Explorer, and Carbon — help simplify the ever-evolving requirements of mandatory sustainability disclosures from California Climate legislation, US Securiti...
Hi,I am wondering if there is a way to eliminate the step of having to click Publish when working on a Spreadsheet. Basically we want to connect it to a presentation with Graphs that update automatically when the data on the spreadsheet changes. L...
Does anyone use the RCSA to perform an assessment on each risk? Sending multiple risks to one risk owner is not ideal in the format our assessment is designed. Does someone have something your risk owners have adopted to?
Hi this is a simple question, probably asked over and over again. I have never had a Login.gov account. Should I and others in the company who file with the SEC and will probably have admin/technical roles in EDGAR Next create individual login.g...
There is not a sandbox environment for the risk module. It would be very helpful. Having an optional feature to allow the production data to be copied daily would also be ideal for me but realize some may want just test data they create. I know ot...
I’m currently exploring how to leverage the Workiva connector to Workday ERP for financial reporting purposes. Specifically, I’m looking to build spreadsheets in Workiva that can pull data directly from Workday using the Workiva connector. To help...
I’m working on tagging my UK financials and have linked the registered office address from a spreadsheet into the Word file. I’ve inserted it in three locations and tagged it each time as “Address Line 1 of Registered Office.” When I run validatio...
📆 Date: Tuesday, July 1⏰ Time: 10:00 am - 11:00 pm CST🌎 Location: Virtual About this Event I officially invite you to join us for our next Beverage Break event on Tuesday, July 1st at 10:00 am CST as we discuss the topic, What next with EDGAR N...
Hi How can I save List Directory output to a file (1 file name per line) without having to iterate over each item in the array output? I
I have a really simplistic question -- how do I use a linked value from another workbook in a formula? I suppose I could create an intermediary cell in my source or destination workbook, but I'd like to avoid that. Thx
We have to file press releases on a weekly basis. We want to enroll now on EDGAR next, but we are not sure how long the enrollment process will take. For example - If we create a Login.gov account today, will we still be able to file on the same d...
It appears to be for last year's Amplify. Is there a current link for this year's? Thanks.
To help ease data collection in Sustainability Program, you now have more control and management over metric values and their tasks, with respective views for both. Values From a metric, you can now set up the values it collects, based on collect...
I'm curious how others keep track of what they're working on when they have multiple windows and tabs open in Workiva? For example, our organization uses Workiva for SOX using the 'Controls Management' Workspace Solution, and we also use it for ot...
Hello everyone, Is it possible to create a form similar as Google Form inside Wdesk?
Hello! I am currently building a chain that aims to use APIs to copy a file in Wdesk, retrieve its custom field groups, custom fields, and custom field inputs and apply these to the copied version. I have been successful with copying the file, ret...
Hi all I am having a slight issue. I have trained another person in my dept to be my backup on a monthly document that we do. I have made him an owner but when we go into the file folder and copy for example May's monthly he cannot copy. Any id...
Hi All, I am creating a script to export the document and get the file size and file binary. I am using the below code but it is erroring out with " ModuleNotFoundError: No module named 'workiva_client' " # Using the Workiva SDK from workiva impor...
Welcome to our fourth of five Amplify 2025 registration giveaways. To be entered into this drawing, simply add your response in the comments below. Granted, we are a little biased, but we think that Amplify is a great event. We strive each year to...
Are you ready to ditch the manual updates in your SEC reports? Our newest feature, Historical Roll Forward with XBRL, helps reduce the manual copying and pasting of historical data for your 10-Qs and 10-Ks. Check out our Beyond Roll Forward: Updat...
Hello, I would like to know if its possible to copy process templates from one workspace to another? Currently I have a survey that I created that I would like to copy to another workspace. Is that or will that be possible in the future? Thank you...
Hi, Is it possible to share data between two separate organisations in Workiva. The scenario here is to be able to share a subsidiaries ESG data directly with the Parent company if both are using Workiva for their ESG reporting? Thanks
Hi,How do people usually manage in those cases where you have a paragraph that needs to be linked, but in between that paragraph, a number that also needs to be linked?A potential workaround is to compose the text in a way that the number is at th...
Ditch the data inconsistencies that come with maintaining multiple spreadsheets for your SEC reports! Our newest course, Single Source: One Spreadsheet, Multiple Reports, covers: The advantages of the single-source approach The transition process...
I am currently using Local File Sync version 1.17.0 and have started receiving notification pop-ups indicating that version 1.19.0 is now available. I have a few questions before proceeding with the update: Change Summary: Could you please provi...
My understanding is that each Workiva user has a unique ID (in a format like, e.g., V0XVc2VyMpExNzYyNzQxODgx). This is in addition to their username/displayName, e-mail address, and possible SAML ID (if they've been mapped to one). However, that U...
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...
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...
