Hello! Is there a more "auto" feature for page numbers where it's multiple pages? See screenshot below. I was able to insert the page number 1 on the Strategic report, but the page 3 is manual. Same goes for the Directors' Report, where page 4 is...
In 2020, the SEC revised the rules to permit use of electronic signatures for Edgar filings. Is anyone using the Certifications as the tool to obtain the electronic signature for SEC filings.
Hi there! Hope you are all doing well, and enjoying the last few days of summer. But on a brighter note, I wanted to take a few moments to quickly share some awesome site updates we’ve made to the Workiva Community. So with that, let go head and g...
Amplify is almost here! Join us September 20-23 for the virtual (and free!) conference dedicated to simplifying the complex. Amplify will feature the things that keep bringing thousands of accounting, finance, and compliance professionals back e...
Hi all! Quick update for ya'll here. Friday, Sept. 3, 2021 and Monday, Sept. 6, 2021, the Workiva offices will be closed. Rest assured, though, that our 24/7 Customer Support will still be available. And as a reminder, Monday, Sept. 6 is a federal...
We send our auditors the latest document via the send for review functionality. It save us time if we could include attachments and allow reviewers to open and download support files from here. Hence auditors would be able to download the support ...
I'm trying to use the SFTP command "List Directories" for a specific folder. When I use the wildcard "*" I'm able to connect to the directory but when I use a filepath to a more specific folder I get the "Directory not found" error. Am I using the...
Hi Team, How to retail formulae and formating intact during copying of the spread sheet in Wdesk platform in workiva through chains?
Hi Team, I have a requirement to move/copy data from tab1 of Spread sheet1 to tab2 of spread sheet2 using chains, noting down spread sheet1 & 2 have around 200 tabs each. Kindly suggest the suitable way and command for this. Thanks, Madhuri De...
Hi Team, Thank you for all your support. I have a task to load File data into Table where in basically File is CSV file delimited with Pipe and Table scheme also created according to delimiter being used. If I tried to load this File into ta...
Hi team,At times we get some errors on fully functional chain commands as below two. We are using workiva ground runner.Example 1:"Failed to communicate with runner - this command was not executed"Example 2:"Listener refused the connection with th...
My idea would be to show the current file path to your files (Documents, Presentations, Spreadsheets) when viewing these in your "Recent Files" or "Starred". Many times I find myself moving files that I might have already moved because I either fo...
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?
How can I build a connection to a Teradata table? I have been trying to create a query to pull values directly from a Teradata table but have been unsuccessful. Which BizzApps could I use to accomplish this? Thanks!
Hi there, We have a control for which system has been changed in 2021 (let's say we use system A in 2020 and now is B). As we changed that info in the control data (IPE > Relies on IT system field) we noted that the system info has also been chang...
Matthew McConaughey has done it all — actor, author, philanthropist, and now Amplify keynote speaker! We'll talk about his career journey, and how to find focus on meaningful work. Hear his advice exclusively at Amplify 2021. Here's a sneak peek. ...
Workiva Amplify is the conference that brings out thousands of finance, accounting, and compliance professionals seeking out ways to simplify their work. (Plus, earn a few free CPE at the same time.) Join us for this completely free, all virtua...
Whenever I try to refresh a connection in wdesk for a query with multi-select parameters, I expect to get a prompt to select the parameter value. It turns out that's not the case. Do we have to delete the connection and create it again every time ...
Hello filers! You may have heard about the SEC's upcoming "cipher" updates. First and foremost, there will be no impact to Workiva as part of this change. The change is somewhat technical, but to simplify, SEC is removing some of the lesser used a...
Hi! I'm trying to condition on column value that I've created, using CASE command, but keep gettin an error when I try to call the column in WHERE statment (I've tried "table_nam"."new_column_name" and just "new_column_name", but keep getting same...
Hi Team. We have a spread sheet( F1 with Spread Sheet ID = 1). I created the copy of F1 as F2 which will have Spread sheet ID = 2. This Spread sheet ID = 2( NOT SHEET ID) I want to capture automatically through chains in workiva, is that possib...
I have a simple SFTP connector and perform a List Directory command. I get back an array of file names as json: ["File A", "File B"] what is the most efficient way to count the number of files? I tried adding an Array to CSV command then a Filte...
Wondering if any of you used the "Send to review" functionality to their auditors? Any lessons you may want to share? We've been fine sending the clean pdf and blackline to them and they comment in the pdf. Our current process is working, but if y...
Would it be possible to create a sublabel in the rename box in regards to attachments? So for example, I may have support that is composed of multiple pages. I may label the pages to the supporting document as A1-A3, but when attaching to several ...
We are trying to attach our periodic semi-annual filing (N-CSR) to an already created/rolled N2 document. Is there a way to merge the N-CSR filing to the end of the N2 document?
When I am attempting to search within a Wdesk document, the search seems to be case sensitive, regardless of whether or not I check the "Match case" box.
I am trying to create a conditional format for each column to identify the record amount for that specific column. We want the record cell to be highlighted green and bolded for the largest value. I am not sure how to do this and could not find ...
WATCH HERE About The world’s not like it was last week, let alone last year. And the same-old-same-old won’t help you and your audit team shield your organization from the tangible, looming risk. A shift toward an agile approach is a must—and t...
I had added skip condition in some of my commands, which I don't need now. When I remove the skip condition it doesn't get removed completely. I have to select one of the three conditions (success, warning, error). The command then always gets ski...
Hi Team, We have a "Pipe" delimited file with file extension of ".dat". May I kindly know if workiva can accept ".dat" files into wdata tables? I know "Pipe" delimiter is not an issue but, keeping delimiter constant can we load data into wdata i...
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...
Ready to own your Sustainability Program roll forward with total confidence? We know that rolling forward your Sustainability Program and Carbon data means managing a lot of moving parts at once. To help keep things organized and ensure nothing ge...
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 ...
Designed Reporting has evolved! Draft to Delivery: A Designed Reporting Journey is a connected, blended learning experience designed to help learners build confidence using Workiva’s Designed Reporting tools to create polished, profession...
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...