Screen shots are a fundamental part of auditors support. When Auditors can grab their own support from source systems screen shots are often used. Three potential features with screen shots could be: Screen shot and name a new document directly l...
Hi, I have a requirement to retrieve data from a source system to Workiva. Data is exposed through API and in JSON format. I can just fine retrieve most of the values but not when the values are in an array. As an example below by using 'Array to ...
Previously, in Classic Certifications, we were able to change the due date after the process was sent. This appears to no longer be the case in Processes for certification actions. We have certification actions that get signed, in sequence, by 2...
UPDATED OCT. 2024. PLEASE SEE THIS UPDATED POST REGARDING EDGAR NEXT FINAL RULE. ***EDGAR NEXT BETA TESTING NOW CLOSED*** On September 13, 2023, the SEC re-proposed changes to access and account management on the Commission’s Electronic Data Gathe...
Hello all,I will be linking Tagetik with Workiva soon and wanted to ask if anyone has any experience or tips. I found out that Tagetik uses APIs and wanted to ask which connector I should use since I wanted to link Tagetik with Workiva through it....
From Chain Builder, workspace owners can create and manage sequences of tasks—known as Chains—to orchestrate workflows using the Workiva platform and across other data sources. For example, you can create a chain to automatically: Refresh data f...
Workiva offers many Application Programming Interfaces (APIs). An API is a set of protocols that allow for building software applications that access the features and data of an application or their service. APIs are commonly used by developers to...
Variables Introduction When I first started at Workiva working on the Connected Center of Excellence team, I was met with quite a hurdle. That hurdle being to grasp the concept of chains and learn how to build them. A very important part of learni...
Hi, Is there a way to send mails from Workiva to a specific target (role) of end-users ?
Amplify is a week away, and there’s still time to sign up for our FREE virtual event! Tune in on Thursday, September 21 to hear from experts in finance, accounting, sustainability, governance, risk, and compliance while earning up to 5 CPE credit...
If 2 users edit the same chunk of data within the report, only details for the latest change are reflected and the previous change is not logged. Due to the missing functionality, teams are reluctant to use Workiva for commentary and are using Wor...
Is there a way to set up conditional questions within the certification process? For example, if an individual answers 'yes' to question 1, they would receive a question 1a, otherwise they would not?
Hello everyone, currently I am working on a project in which I need to build a CCH Tagetik-Workiva interface. Do you have any tips for me, what should I look for? Is there a connector like the SAP connector? Which articles or courses could you rec...
Hi there, I'm trying to create a waterfall chart like the one below. Is it possible to do that in workiva? Thanks
When I hit Create New Frequency in the control frequency drop-down, I get a brief glimpse of some boxes at the right but then it goes away - is this something that has to be changed by the CSM? I'm trying to add a new frequency type to the dropdow...
Great news! We have released 3 features for certifications. They are... 1. Bulk updating assignees and approvers for all action types. 2. Bulk updating the custom text for the initial certification emails 3. Previewing certification letters pr...
Is it possible to change the size of the text box without cutting off the words? For example - "06.SAP.02" can fit in a smaller rectangle, however, when we resize the rectangle, there is a blank tab space in front of the word that is causing it to...
📆 Date:Tuesday, September 19th⏱ Time: 1:00-2:00 p.m. CDT🌎 Location: Virtual https://workiva.wistia.com/medias/aktkavcktp About this Event Our next Office Hours session will be September 19 and we’ll be discussing Spreadsheets Tips featuring...
Simply search for Workiva Amplify in your app store. The login is the email address you registered with, and the password is the reference number from your confirmation email. The mobile app is your best resource for all conference info...
Within the new processes module you are able to view individual attachments from the 'Certification Reposnses' report. Are these attachments also saved/made available from a folder within the files area of the workspace? I'm trying to find a way t...
Hi, I would like to share this link from the SEC on the sample XBRL comment letter to filers. SEC.gov | Sample Letter to Companies Regarding Their XBRL Disclosures[1]
After the Reviewer signs off on a Task stating that they reviewed the sheet is there a way to lock it? This is a SOX control issue for us because the legacy system prevents the Preparer and Reviewer to make edits after the sign off occurred.
Does anyone know of a process mining tool that has integration with Workiva (something like Celonis or Oracle process mining or ARIS or any other process mining/mapping tool).
Hi, In one of my queries on Wdata I am getting the error (cannot cast to INT"000OCI") that is understandable since can't cast character to INT. However the field where I am using the cast function does not have any record that contains such a valu...
is there a step by step process to build a chain that will export sheet dataout to csv? All o fthe guides assume steps - i am loolking for a true guide - click this do that and use this id etc... detailed.
Join us for a demonstration of the new Section 16 experience on Monday, September 11th at 9:00am CDT.
We have just migrated from Certifications to Processes. In order to be a Process Owner, does the person need to have a particular Workspace role (like how in legacy Certifications, they needed to be a certification admin)? Additionally, is there a...
We have created a consolidated workspace (ESG+GSR) which has 'Reports' as well as 'Dashboards' functionality.We have created an ESG Program in this new consolidated workspace and exploring the use of Reports and Dashboards for ESG data reporting.I...
We are looking to best manage downgrades including through reporting. Would appreciate any insight into how you manage risk downgrades as well. We currently: Enter the date for the high-risk to medium-risk downgrade into the “Client Commitment D...
Tenemos una gran noticia para ti. En nuestros continuos esfuerzos por ofrecer más experiencias de usuario con Workiva en otros idiomas, acabamos de implementar una nueva sección de Comunidades Globales en nuestro sitio comunitario y nuestro primer...
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...