How to link a presentation to controls
回答済みI am trying to make flow charts using a presentation and need to link text back to control descriptions. I got one link to work by copy pasting the control to the presentation but was not able to replicate this. Is there an easier way to create these links?
Thank you
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Hi Connor,
Thanks for the question. I did some quick checking with our SOX/Controls Management team and unfortunately you can only link from the database out, and one by one in this case. Sorry I don't have any better news there. Let me know what questions you have for me, or if you need anything else. Thanks again for your contributions and have a super day!
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I am copy pasting from the database to the presentation one by one and the words show up but it takes multiple tries to get the link to paste. Is there a more efficient way to do this? It can take up to 30 'pastes' before the link will paste in the presentation.0
Thanks for the follow-up, Connor.
After talking with the team a bit more, I think I know what the culprit is as we've seen this one a bit. In order to link the control you have to click on the field itself vs clicking into the text. To do this, click on the label of the field and then it will outline the field in blue that are looking to link. Here's an example:
Let me know if this helps address the issue, or you have any further questions for me. Thanks much and have a great day in the meantime.
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Yes this helped thank you.
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Excellent, that's great to hear!
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Hi Mike,
This is very helpful! Follow up question, after you copy the highlighted cells, what are the next steps?
Thank you!
Esmeralda
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Hi Esmeralda!
No problem. The next steps to get this linked once highlighted would be to hit CTRL+C to copy (or ⌘+C on Mac) and then in your document in Workiva hit CTRL+V to paste (⌘+V on Mac) to create a destination usage.
Hope that helps get you to the finish line. Let me know if you have any follow-ups. Thanks, and have a great day!
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