Q&A about linking in Workiva, including source links, destination links, links in text, paragraph links, sub-cell links, link limits...all things links!
I have rolled-forward a file from an existing entity in order to build a new set of statements for a newly created entity. There are several sections from the rolled-forward statements that are not applicable to the new entity. I am unable to dele...
Are Document Links Report saved and stored in Wdesk? How do I locate a Document Link Report from a previous session? For blacklines, users can go back to all blacklines generated in previous sessions just by expanding the right hand pane and click...
Hi there, I need Long Upper $-Billion - is there any way to create this other than using Suffix? Can this be added to the dropdown?
Dear Community, I would like to set a validation template to cross check the same KPIs across documents - slides/reports/etc. Linking the KPIs from the slides redirects to the source file - if someone manually changes the KPIs in a slide, validati...
Hi we have an issue with the table content numbers link. We have the current table of contents. On the footnotes section, the right column is supposed to show 8-14 which is linked to "bookmark page number" and shows the page range 8-14. But now i...
I linked data from an excel in the same folder. However, when I change the data in the excel, the document can not auto refresh to reflect the change. What should I do?
Suppose I have a document containing a section that has both native text and some destination links. I would like to allow an editor to edit the native text, but I do not want them to have any ability to delete the destination links. My understand...
Hello, I am not able to turn multiple cells into source links. I need to do it one by one. Any advice? Thanks
For some reason recently, I've had some major issues with using the go to link option with Workiva: Almost every time I use it now, it wont connect to the current sheet I have open, but it just creates a new instance - rendering using a double sc...
Hi, Can documents in different workspaces link to the same workbook? Can an ESG Report in an ESG workspace accept a link from a document in an SEC Reporting Workspace? Thanks
When I link from the workbook into a new column in the presentation, I got this. Why am I getting an underline, and the blue dot. This is even happening in cells with numbers.
I have a cell that contains a link in one document, and I am trying to link that entire cell to a cell in another document. However, in the destination link a "$" keeps appearing before the number that is linked in the source cell. For example, ...
Hello - I regularly run into an issue with linking that deters me from using the feature at all. I have several large tables throughout hundreds of documents that I would love to link, but doing so on a cell-to-cell basis isn't helpful, because t...
Hi Team, I have seen an error in Workiva where I have created a checklist for internal review of documents. I have linked the correct documents, however when selecting one of the documents another document (that I did not want to be included) was ...
Hi, I have a source link for a text containing 3 paragraph in common narrative. Is it possible to create a new second source link including partial information, for e.g first two paragraphs?
I would like to link my financials tables to the notes, using the Note number, not the heading name. When I create a source link, it only pastes in the Source name, not the number. Is there a way to link the Note number into the Balance Sheet table?
Hi - I have a spreadsheet with various sections that need to be linked to different documents. There will be documents that require all the sections in the spreadsheet while others will just need a few of them. Is there a way to create a condition...
I'm working on creating an entity document that has several links to source data (from a Workiva spreadsheet) and that can be later saved as a template. The idea would be to use such template for different entities that would pull information from...
Hi - I'm trying to link information from a spreadsheet to a document. In the past I've been able to do so but now every time I click CTLR+C in the source table and then CTLR+V in the destination document, the info is pasted but the link isn't auto...
I'm trying to streamline the primary date inputs and there are two cells with the same information (e.g., they are showing the same year). Each of the cells is linked to different locations in various documents, presentations, and other spreadshe...
Hi! I'm trying to use a spreadsheet as a pass-through for our data, connecting multiple sources to multiple destinations with the spreadsheet serving as the mid-point hub. However, when I try to add a source to a cell that has destinations already...
I have a link in a FN (cash) that is currently a source link. This number has been linked to other parts of the document already, however it shouldn't be a source link it should be linked to the main F/S (balance sheet - cash). If I change the c...
Where you have the same date linked to many places, can you make it line break differently in the various destination links, or is it always singular to the source link format? e.g. if I wanted to break "years ended December 31, 2021" after "ended...
We've observed some interesting Wdesk behavior, when we linked two cells and the source cell has a leading single quote, the destenation cell the quote is missing. Is that expected?
I have a spreadsheet that contains source links and destination links. I want to make a copy of that spreadsheet that only keeps the destination links because I'm making changes that'll only affect that file. Is there a workaround for that?
Hi, I have destination links in my file to a document that has been deleted that I can't remove. I have seen the post linked below that states "the best way to handle this would be to restore those trashed files, remove the links in those files, a...
Hello, Ever since the recent update to show more date in the formulas display in next gen document/spreadsheets, whenever I open the link panel in documents, the default is to show the formula details rather than the link properties. It looks like...
I'm trying to Copy / Paste a table from my Workiva Spreadsheet into a Workiva Document, I can copy / paste it fine - but the 'clipboard' doesn't show up in the document so I can not link the two together. Any idea what I'm doing wrong?
I have linked data in a powerpoint presentation however the "Publish" button is not "active" so that I can refresh the data to the source links. Why is my publish button disabled?
I would like to cut a table that has many Source links to move it to another destination in my document. How can I cut and paste without loosing all the links.
