Can the metric ID be made visible in the ESG program overview page or at least in the metric page itself? Now you have to click on the 3 dots on each metric page to get the ID which is very cumbersome. The only way to identify a metric now in the ...
Is visibility to your filing credentials password a setting? or is it not allowed for security purposes? other applications (not speaking of Workiva here) give you an option to see your password as you are typing it. Is this not possible for our ...
We're excited to announce that the From Access to Filing: Unlocking Section 16 is now live! This 15 minute course covers the latest features: mass grants, and bulk filing. Mass grants and bulk filing allow you to work with multiple forms, saving y...
Hello All We have an MDX query which shows only the text column and no key. But the same query when executed in Analysis for Office and RSRT in BW works fine. So would like to know if there should be any settings performed to run the MDX query to ...
Hello, I am just curious why the tag of the Pay v Performance from the Proxy would show up in our SEC viewer for the quarterly documents as if it's tagged there when it's not. Does this matter that it shows up in SEC viewer for the Q even though i...
📆 Date: Thursday, October 31st⏰ Time: 11:00 am - 12:00 pm CST🌎 Location: Virtual About this Event I officially invite you to join us for our next Beverage Break event on Thursday, October 31st at 11:00 am CST as we discuss the new features ...
Hi, I'm looking for a way to dynamically update a runtime variable dropdown list from a wdata table. I have the wdata table refreshing, so I just need a way to link that to the runtime variable dropdown. Is that possible? Wdata table: https...
I have a chain that has been working for couple months. All of the sudden, I got an error "Result: Error updating sheet data: unknown error (status 422): {} " without any changes to the chain. I also tried to write the data into a new sheet in the...
New to workiva and trying to connect a new chain with a service account for Oracle Fusion where SSO has been implemented on the Oracle instance with an IdP. Oracle documentation states using "Choose Login Page', but in testing, this does not work,...
We are thrilled to announce that we have released a new feature available to ESEF XBRL Tagging. This feature allows you to hide standard members in the XBRL outline from appearing in the presentation linkbase while allowing them to still exist to ...
We are thrilled to announce that you are now able to create XBRL Facts on the content placeholders within your documents. XBRL Facts can be used on Placeholders that exists in text, within a source link and within a Destination link. Simply select...
We are thrilled to announce that our ESEF Customers now have to ability to provide optional Taxonomy Package Metadata to their filing via the Profile Metadata Tab found within the XBRL Profile. This provides metadata about the extension taxonomy y...
Is there a way to ask for the certifiers to upload their documentation or support of their review/analysis prior to them performing their certifications? To capture the full audit trail?
The Product Enablement Team has been focused on expanding the ILT (instructor-led training) catalog to make more live classes available to our customers. Four new training sessions will be available starting in November! New ILT Classes Feature ...
If you’re working in Wdata and need to build out queries that bring together data from multiple tables, you may be wondering how to connect those tables together to give you data from both. If so, this is the community post for you! Let’s say you ...
Hello and welcome to our first video installment of CPX Leadership Insights, a new-ish series where you’ll hear, well, insights from our own Customer and Partner Experience leadership team on a variety of topics. Today’s guest is Andrew Herrick, V...
Hi Team, We plan to create CSRD report content in our ESG Workspace and then share this report with the SEC Workspace where the CSRD content has to be included as a part of an existing financial report.Apart from 'Move' and ' Workiva Export' funct...
Below is our meeting recording from our Level Up session held on Oct. 16, 2024. This session focused on SEC Filing and we covered a few key topics, including hyperlinking your Exhibit Index, EDGARizing PDF, tips for the filing walkthrough, and EDG...
is there a way to insert images from other documents into the document your working on? Almost like the image is a source link and it pulls it through automatically from the source document.
Hi, does anyone know whether we can filter the outline labels in Wdesk Spreadsheet and a summary report of outline labels can be generated?
We set up a few processes for our audit data collection templates. Each process has over 100 actions. We realized that if we need to make a small change (such as edit instruction box or change a due date for all tasks), we need to click on each in...
In today’s team member highlight, I’d like to introduce you to Ali Sharif. Take it away, Ali! Name and Title Ali Sharif, Senior Product Support Engineer Location Remote/London Products/Solutions Covered DMS & GRC How long have you been at Workiva...
How does range linking work with a data source that has a filter applied? I have a set of standardised tables, which I use a filter to hide rows if there is no data for the category. Does the range link ignore the filter and link all cells within ...
📆 Date: Thursday, October 17⏰ Time: 3:00 - 4:00 p.m. EDT🌎 Location: Virtual I officially invite you to join us for our next Beverage Break event on October 17 at 3:00 pm EDT as we discuss the Tips for Spreadsheets and Tables. During the...
In today’s team member highlight, I’d like to introduce you to Jason Hitchings. Take it away, Jason! Name and Title Jason Hitchings, Product Support Engineer Location Remote (Denver) Products/Solutions Covered Data Management Suite, including...
***UPDATED: FEB. 2025**** With the recent announcement of the EDGAR Next Final ruling, there's been many questions from our customers and partners. You will find links below to our FAQs, and our response or recommendations. We will continue to add...
I have a chain connecting to an SFTP doing a "list directory" and then looping through each file to download and put it in a different SFTP server. This works, but it takes too long to loop through the 100+ files on the source SFTP. I'm looking t...
In today’s team member highlight, I’d like to introduce you to Louis Leggieri, Product Support Engineer for Flex and Filing products. Take it away, Louis! Name Louis Leggieri, Location Remote (Nashville, TN) Length at Workiva 1 year, 7 months, 2...
I am trying to use the "Get File" File Utilities Connector to work. I have a groundrunner set up and I am typing the file name exactly as it is shown in the folder. It fails every time and says "File Not Found". Please Help. I have nothing entered...
As mentioned yesterday, its Customer Service Week! As part of that celebration, we thought you might like to meet a few of the folks that make the Workiva Support Team truly out of this world. In today’s CS Spotlight, I’d like to introduce you to ...
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...