I have embedded content placeholders in Smart Links that have been shared across two workspaces. The sharing was fine, however, the content placeholders have been bolded in the destination workspace and not at the source. I was wondering how to fi...
Is there a way to remove the built in/default colors from the palette?
Below is an image of what I am trying to do. I want to include a stylized footer within my report, but I can't get the image to go all the way to the bottom of the page and have this little gap. Any advice on how to get the image snug to the botto...
As organization, we rely heavily on Workiva for managing and sharing key financial and governance documentation. As part of our compliance and security framework, we’ve requested the implementation of two key features: 1️⃣ “Exported By” Stamp – Au...
Are you looking to automate your data with Chains? The first step is to set it up. Setting Up Chains in Workspaces walks through the process in less than 15 minutes.
Looking to get started with Chains? We have new eLearning courses that will help you hit the ground running! Orientation to Chains (6 minutes) Introduction to Workiva APIs (15 minutes) Setting Up Chains in Workspaces (13 minutes) More Chains ...
Hi! I am trying to export numerous documents and spreadsheets as Workiva files. I get the error message "To do this, you need permission." Is it just me, or is the error message misleading? It seems that the files causing the error are in a differ...
We’re excited to announce three major updates to Workiva Scripting, now available in production. Python 3.13 Support Python 3.13 is now available in Workiva Scripting! Users can configure scripts to run on either Python 3.9 or Python 3.13 directly...
If you're looking to use Chains or make API calls to Workiva, then you'll need to make an API grant. This video is from our new Introduction to Workiva APIs course shows you how in just one minute! https://workiva.wistia.com/medias/nf9tbyp401 The ...
Since cells don't have specific values, if a new result is added to the data source, the output ordering will change. If a comment had been left on a cell, it will no longer show up in the initial place. Is there a way to address that?
Free Live Training Class - Feature Focus: GRC Reporting & Dashboards We are thrilled to announce a brand-new, live training opportunity: GRC Reporting & Dashboards. This 90-minute Feature Focus explores GRC Reporting & Dashboards, providing users ...
📆 Date: Tuesday, November 18⏰ Time: 2:00-2:45 p.m. EST🌎 Location: Virtual About this Event We are helping companies automate the manual nature of regulatory reporting, enabling them to: Save hundreds of hours annually Reduce transcription ...
Is there a way to turn off the superscript on the number of the footnote at the bottom of the page. It's way too small to be superscript – and unnecessary.
Hi Team, What is everyone's best practice for when you export 10-Q/K and removing the electronic signature "/s/ [Insert Person's Name]" to be prepared for signing in Adobe/Docusign? Hoping Workiva can create a functionality that can export and re...
Hello Community - Our team is exploring best practices for importing Visio process maps into Workiva. We’re looking to streamline how we document, manage, and report our control procedures in one collaborative workspace.Currently, we use a widescr...
📆 Date: Tuesday, November 18⏰ Time: 1:00-1:45 p.m. EST🌎 Location: Virtual About this Event The rise of AI demands a responsible, strategic approach from the office of the CFO. Join us for an exclusive first look into the Workiva AI strategy...
Hello! I am writing a script that attempts to lock a single sheet within a spreadsheet using the Partially update a single sheet API. Here is the chunk of code I am using to replace the lock value: patch_body = [ { "op": "rep...
Would it be possible to consider breaking links and leaving only values (where an error is given in the formula) in the exported file if I select an option to download the file with accurate formulas? I one of our case we have to export excel cal...
Hello, I just watched the “What’s New from Workiva: AI Extensions, Workflow Management, and More” webinar. We use Workiva AI today, but I don’t see the Wdata AI features shown in the session in our environment. Could you share the expected timelin...
Hi, I'm working on configuring a chain to send notifications to admin users based on specific Workspace activities, and also log those activities into a spreadsheet. However, I'm currently stuck on the first part: retrieving the full list of acti...
We are very excited about the new Outline Labeling feature in Presentations. Given the volume of slides we manage in our presentation, it would be great help if we could filter and multi-select on those labels as well.
I would like to suggest an enhancement to the platform. Currently, when creating a Process, it is not possible to include a task in bulk. This feature would be extremely useful to streamline workflows and improve efficiency. At the moment, the ava...
Does anyone know how to sort data in a created Filter View? We need to sort some data but only want it sorted within a Filter View as it will mess up data inputs for other users. Currently the sort option is not showing up in my Filter View menu.
Hi, We are using Data Collection files to gather metric values and would like to automatically lock cells once a task has been approved. Is there a built-in feature or workflow automation that supports this functionality? Thank you, Andreia
I use the Chrome browser which autofills my non-trivial password when I login. Workiva then emails me a 6-digit code that I have to enter within 10 minutes to complete the Multi-Factor Authentication. Every single time I enter an MFA code, the Chr...
Does anyone know how to clear XBRL Warning EFM.6.05.57? It says: Submission type N-CSR should have a non-empty value for oef:ShareholderReportAnnualOrSemiAnnual in the Required Context. We are not doing anything different and its now popping up ...
does anyone know how to fix this or what exactly it means?
As previously discussed, the European Financial Reporting Advisory Group (EFRAG) is drafting updated European Sustainability Reporting Standards (ESRS) based on feedback and a drive for simplification from the European Commission (EC); EFRAG is ex...
📆 Date: Wednesday, November 5⏰ Time: 2:00-3:00 p.m. EST🌎 Location: Virtual About this Event Don’t miss out on transformative innovations that can make your financial reporting processes faster, smarter, and more reliable. Join us to explore...
Is there a way to bulk connect metrics to source files? I need to link approximately 700 metrics, and each source file contains the metric ID, dimension, and program year. Given that this information is already available, is it possible to automat...
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...