Presentations
Copy slide layout from one presentation to another Répondu

Our slides in powerpoint have a faded background that you can see through text boxes etc.  One classic presentation that has been transitioned has maintained this backdrop and has primary layouts accordingly.  However none of the other transitione...

Barbara Beta Buddy Idea Generator Data Management Suite Community Champion
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1
Controls Management
Report Row Coordinates Répondu

Is it possible to make "View Row Coordinates" visible by default in a report? I am frequently looking at the number of records in reports and have to toggle on Row Coordinates, it would be very helpful to make row coordinates permanently displayed. 

Christopher Clark
3 |
1
Controls Management
Sample Matrix Répondu

Hi, If I want to create a attribute testing matrix without sending a PBC request, how can I do that. Suppose there is no population as such and I dont want to send any PBC request for samples. I just want to create an attribute testing matrix in t...

Pooja Mehta Rising Star
2 |
0
Filing & Section 16
Comments in Next Generation which have common language Répondu

Within my organization, our language within our notes are common to most of the companies. During year end, when a comment was suggested it was difficult to identify in the document the precise change suggested, since it was a common language desc...

Christine Greenwood All Star
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0
Spreadsheets
Unable to lock Répondu

The "Lock" menu is grayed out and not able to activate it. 

Aruna Ravi Beta Buddy Rising Star Idea Generator Data Management Suite
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0
Filing & Section 16
Next Gen column header issues Répondu

Hi, please see below. The header label is just not showing up formatted left like I want it to. In Edgar preview it looks fine but in Workiva and PDF it looks bad. The format for the cell and column is identical to the old generation Workiva. So i...

Ryan Choate
4 |
0
Linking
Moving source links in tables Répondu

How do I make a destination link into the source link. The case I have is a transitions document (X) with a table of contents in a table using source links from another document (Y) transitioned with (X). Here is a screen capture: 

Erik Lyndain All Star Idea Generator
10 |
0
Documents
Paragraph Styles - Keep with next Terminée

There aren't any settings for Keep With Next in paragraph styles options. However, when you apply a paragraph style, it removes the Keep With Next check mark already applied to a paragraph. So if I want all of my Heading 1 paragraph styles to be K...

Dallas Thornton Beta Buddy Idea Generator Community Champion
6 |
9
Documents
Creating new data validation in a Next Gen Document

I have seen that you can copy and paste data validation in Next Gen Documents, but is it possible to create new data validations in the documents as well? I have not yet been able to locate anything in the navigator. 

Kevin Barnes
1 |
0
Documents
showing numbers as text - decimals as "point six" not "six tenths"

When working in documents and having the numbers formatted as text. Is there a way to make it read "point six" instead of "six tenths"? In the scrpt the reader would generally read as "one hundred twenty three point six million" and not "one hundr...

Dallas Thornton Beta Buddy Idea Generator Community Champion
3 |
0
Spreadsheets
Same spreadsheet split screen Répondu

In excel I can make multiple views of the same workbook/spreadsheet and easily link between one window to the other. In Wdesk next gen I can open two different spreadsheets and have them next to each other, but I can't see how to open two tabs of ...

Dallas Thornton Beta Buddy Idea Generator Community Champion
3 |
0
Spreadsheets
Sumproduct formula with multiple criteria Répondu

Hi, i uploaded the files where i use this formula: =IF(B4=0,0,SUMPRODUCT(--('2017 YTD'!$B$133:$B$1000">="&B1),--('2017 YTD'!$B$133:$B$1000"<="&B2),'2017 YTD'!$E$133:$E$1000)/B4) However, it doesn't work. Does anyone know if this formula supported ...

Yulia Oleynik
40 |
4
Spreadsheets
Concatenate Formula and Fonts Répondu

When using the concatenate formula to combine cell text, is it possible to keep the cells format? For example, when combining the Footnote number and Footnote Description, can you keep the Number as regular font and have the Footnote Description I...

Breanna Giacalone
1 |
0
Wdata
WDATA Data Integrity Répondu

Hi,  A little late to the party but one thing I'm not sure about as someone who's team hasn't adopted WData yet is how does Wdata prevent the need for running reports from the general ledger system to check and verify that wdata is pulling the cor...

Anthony Miller Rock Star Idea Generator Community Champion
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0
Spreadsheets
Blank Accounting Cells Filled with Zero Répondu

We have transitioned several files into Next Gen which have blank cells with the accounting data type. The transition added zero to previously blank accounting cells which messed with some formulas in the same document. How can I transition these ...

Justin Azer
1 |
0
Spreadsheets
Down adds on hidden rows Répondu

Is there a way to check down adds (instead of using a calculator to ensure there are no hidden rows in the column you are adding) so you can tie to the total displayed? Same would go for cross adds. 

Grace Anlian
1 |
1
Chains
Download query result - unknown error Répondu

When running the chain for the "Download query result" step, I am receiving the below error. Any idea on how to remedy this?

Lauren Thompson Idea Generator
3 |
0
Linking
Placing a link to a Document within a Presentation Répondu

I am creating a presentation and would like to know if I can place a link to a document within the presentation? Basically, I want the person reading the presentation (who does not have permission to edit the presentation or document) to select th...

Kimberly Ashley
5 |
0
Controls Management
multiple test forms for the same control Répondu

Hi, Here is the scenario:  - One standard control (say CTRL-5) that is applicable to multiple legal entities (say 10 entities)  - we need to test the control for each legal entity and there are two test phases: Interim and Year-end i.e. total 20 t...

Anit Jain
9 |
0
Documents
Tab stops in Next Gen Document tables? Terminée

We recently transitioned the bulk of our documents to Next Gen, and are adjusting some tables to deal with the forced page break if the margins are different in section-to-section. It doesn't appear that tab stops are currently available in a tabl...

Megan Butler Workiva Advocate All Star Idea Generator Workiva Platform Community Champion
7 |
1
Home & Files
Folder Permissions? Répondu

Sorry if this has been addressed somewhere else! Given that the Project concept is going away in Next Gen, is there anything in the pipeline about setting Permissions at the Folder level?  As a user that carries forward a "primary spreadsheet roll...

Stephanie Barnhart Rising Star Idea Generator
10 |
2
Filing & Section 16
Saving a combined PDF file in Next Gen Répondu

A functionality I loved in Wdesk classic / projects, was that at any point I could save a PDF ready file and actually include all documents (if contained in a project) into 1 combined PDF file... LOVED IT! However, as we move to Next Gen, there ar...

Jonathan Gregory All Star Idea Generator Community Champion
8 |
1
Change Management
Freezing a Presentation

Is there a way currently to freeze a presentation, document, or spreadsheet from updating links when something is final.  For example, if I were to roll forward a presentation (month x +1) that is linked to a spreadsheet with Wdata, I have to pres...

Hunter Jones
1 |
1