Dear Workiva Team, the current Approval process within Workiva tasks is perceived as clumsy by clients. This is because the approver has limited options for returning a value. The "return metric" window that opens after clicking on return within w...
I am currently using Workiva chains, and have a structure in which one chain uses the Run Chain command to call another chain inside of it. Inside of that secondary chain, I want to set up a conditional that is based upon a variable that is set in...
Hello, I am currently working on a project that involves merging information from different CSV files into a spreadsheet. Those CSV files are stored inside a folder in my workspace, next to my spreadsheet. How can I solve this problem? Should I us...
Hi, We are using accounting formatting in spreadsheet, and for a specific report we are looking for a solution to the following display formatting: - If a number is zero => display blank or en dash- If a number is between 0 and 1 => display "0"-...
We want to involve our top management in the review process with Workiva. To do this, we need to use the Workiva EU app. The problem is that it is not possible to add a comment in the PDF view (print layout). It is only possible to add a comment i...
2025 is almost here. If you're hoping to up your game and be more familiar with the Workiva platform, consider dedicating some of your training budget for Signature Learning! Workiva's Signature Learning is an advanced training offering that keeps...
As mentioned in What's New in Sustainability you can now use Find & Replace to update the details of multiple Sustainability Program metrics at once, in bulk. This can come in particularly handy when you need to reassign metric values' data collec...
New Workiva user here. I want to unlink a header from a previous header. I see the box under header properties labeled "same as previous section", but it's greyed out. I have a page break inserted in between the two headers that I need to separa...
Hi everyone, I'm trying to copy a Workiva document using a chain. My goal is to not only copy the document itself but also the related spreadsheet while maintaining the connections to queries. Has anyone attempted this before? Any tips or guidance...
Thank you for adding machine translations.Can you provide what engine is being used to generate the translation?Thanks.
Hello! I am attempting to create a query using data from two tables. I would like to add the new rows based on position (union the two sources to add rows instead of joining based on a key). Is this possible? I tried using the UNION function in th...
📆 Date: Tuesday, December 3⏰ Time: 11:00 am - 1:00 pm CST🌎 Location: Virtual About this Event This training is designed for brand new Workiva users and admins who are just getting started working with the Workiva Controls Management solution. ...
I have recently created a new trigger chain or chain to run multiple other chains (in case the terminology doesn't fit), I created this by copying an existing trigger chain and change the parameters on which it runs. It runs as expected and all th...
I keep getting the message above within the Section 16 Platform. I have confirmed that the CIK and CCC are correct for the reporting owner. However, this warning does not clear. How can I resolve this warning and proceed with the Form 4 filing?
Hi, I am trying to use the built in automation to feed spreadsheet id to a script. I had a script set up to run the script listed in the documentation https://support.workiva.com/hc/en-us/articles/9869574493460-Execute-scripts-with-automations to...
Hello, Are there plans for the immediate future for a find and replace all function, particularly in spreadsheets?
Today is a filing deadline for many calendar year-end filers, and therefore there is a large amount of filings being submitted. This can sometimes cause filings to be posted on the SEC some time later than the usually expected, or disruptions to E...
Great news! The Cybersecurity Disclosure (CYD) taxonomy is now available within the Workiva platform! As noted in a prior blog post, SEC filers will be required to tag Cybersecurity disclosures with Inline XBRL beginning December 2024. XBRL Taggi...
The following formula works in Excel, but not in Wdesk: =(H5(--('Sheet 1'!E:E="PSU"),--('Sheet 1'!F:F>G6),'Sheet 1'!H:H,'Sheet 1'!I:I))/C34 It's pulling from "Sheet 1" What am I doing wrong?
Hi How can I access each chunk file after it's been split using either of the two Split commands? The command output only includes a list of file names and not the Absolute Paths.
Just starting out? New to the team? Let us help you with a Signature Learning Subscription! Each subscription includes just the right things to get you started down the right path. As a Signature Learning subscriber, you will have: Access to yo...
📆 Date: Thursday, November 21⏰ Time: 1:00 - 2:00 PM EST🌎 Location: Virtual https://workiva.wistia.com/medias/pbgtsmkcqx Click here to download the slides About this event The U.S. Securities and Exchange Commission has adopted the EDGAR® Nex...
In the wake of the SEC’s EDGAR Next webinar, we recognized there are still many questions out there. At Workiva, we’ve been busy gathering up info and publishing resources like this blog post to assist, but we know there are still more burning que...
I am trying to build a chain that brings CSV file into WData table. The first step i used was Get File/Folder Info The second step used was the Create File, but getting this error message when executing. Command description: Accepts CSV/JSON file ...
📆 Date: Thursday, November 21⏰ Time: 9:00 am - 10:00 am CST🌎 Location: Virtual Hello, community! I invite you to join us for our next Beverage Break event on Thursday, November 21st at 9:00 am CST as we discuss our next topic, Chains and Comma...
Hello everyone !Thanks to a report, I want to count the number of attributes for each test form.At the moment, I can list and group the attribute names (red column), but I am not able to display the number of attributes (green column).I have tried...
Hello, I received a DFIN guidance from our external counsel to include only certain XBRL exhibits in the Q/K index. When I look at our filings with the SEC, it does include some other files. Is there a guidance from Workiva on this? Our CSM is ...
Is there a way to automatically delete all existing data prior to syncing a worksheet? Each month, I have to sync multiple worksheets to spreadsheets in Wdesk. Some times, the worksheets I have to sync have fewer rows than they had the month befor...
Este seminario web está diseñado para que los usuarios de Workiva conozcan las nuevas innovaciones de productos lanzadas en Amplify. Explore las últimas innovaciones en informes integrados asegurados que lo ayudarán a conquistar su trabajo más com...
Is there way to write hierarchy query on wdata table ? I have a table with parent, child relationship information. Would like to write query to display hierarchy. Does Wdata support connect by prior as in Oracle database or Recursive common table ...
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...