Hi Team, I have a requirement to refresh the INcoming data connection into the Wdesk spreadsheet which is connected to Wdata query through chains. How can I achived it through chains?
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On March 21st, the SEC hosted an open meeting to discuss the Enhancement and Standardization of Climate-Related Disclosures for Investors. As a result of this meeting, there are some proposed rules regarding new climate-related disclosure requirem...
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Some waterfall chart bars are not appearing on the chart. The source data is supplied, and both the starting and ending columns are appearing correctly. Do I need to reapply the data selection from the chart? If so, how is this done (I've copied a...
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2022 XBRL Taxonomy
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Hi! I was wondering when the 2022 taxonomy was going to be available and if it is going to be available before Q1? Thank you!
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My hope for ticking out documents in the system was to be able to tick the document once and then not have to re-tick out that document in the following year (just update any items that were added or deleted). Can you add the ability to copy tick ...
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I was using the markup capability and I like the fact that I can tick out a document in the system. However, it is frustrating that sometimes when I'm clicking into the markup items, I click into editing the underlying document itself. I'm somewha...
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Hi team we have to combine doc documents to get a final pdf however the formatting is missing when you add several doc. This issue is easy when you work on XBRL module (picture below). This way we can combine different documents to get a final xht...
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Is it possible to create an "Overdue" status for PBC requests in addition to the standard PBC statuses as shown below that could also be a field in PBC reports. The status of overdue should be calculated based on the due date. This would allow eas...
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A csv is being delivered to a sftp folder. The csv was created from a formatted excel report. This error keeps getting generated . Looking at the file in notepad++, row 8 does not look any different except for starting with a comma. Exit message:...
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Good morning! Is there a way to find small, separate words in Documents that are broken out from (for lack of a better term) being inside another word? For example, when we search for "our", the results also bring up "your", "four", "hour" etc. Th...
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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...
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Did you know that Workiva offers an ISO 8601 conversion tool on the Support Center? It's true! Visit this Help article to use our fabulous calculator and put it through its paces. And rest assured, it has been fully tested and approved by the Work...
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Hello! I would like to know if there is a way to modify the label on a chart, by linking it to another cell (different from the predefined one), as you can do in MS Excel. For example, in the chart below, I want to link the labels of the second co...
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Excited to meet the Workiva community again in person at the Amplify NYC Local this week. Looking forward to continuing the strategic partner relationship with EisnerAmper Digital and Workiva focused on streamlining data flows and best practices i...
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Is there any way to create a radio button in a document or presentation? I want to add radio button/toggle to a presentation slide where the user would be required to select a Yes or No radio button option. (Tried using a text box where the user...
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We had to add a new note to our Form 10K that I now have to add to our 10Q. Since I already did the work on building out the outline section for this note, it would be nice if I didn't have to do it again in the 10Q. I know within the same documen...
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Hi, I have a list of entities in a spreadsheet and a 1 page report format that I'd like to have repeated for each entity in the spreadsheet. For example, if there are 5 entities, I have a single document with the same report format repeated 5 time...
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When we create a request based on an existing request, we are unable to edit key fields such as assignee, approver, or the phase name that gets automatically associated with the request title. This forces us to create each request from scratch.
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right toolbar has disappeared. Please advise how to see it again.
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Is there step-by-step user-guide level help for creating new sections in a document? The document has been imported as one large section; I want to split it into sub-sections. The Help that I could find is related but not exact, and the document i...
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I'm doing a get request that return a .zip file, but automatically this BizApp converts file to .txt so is not possible to view any data because file is compress. My question is what would be the sequence to save file with .zip extension and then ...
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I'm trying to approve tests forms in SOX. I have been already added as the Reviewer in the Test Form but it I do not see an approve button. If I make a right click on the mouse or try Editing the review, it does not give me an approve button eithe...
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I'm getting troubles writing data in a spreadsheet with Write Sheet Data command in chains, this command receive a csv, but an error when it executes: Result: Error updating sheet data: The field '%s' contains data that does not fit in the given r...
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Hi, there used to be a way to see how other companies tagged their concepts. This was helpful when I was stuck and knew that someone else had a similar disclosure. I cannot remember (and cannot find in the community or help) how it works. Any ...
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Workiva's XBRL tool allows you to merge multiple documents. It would be very useful to be able to merge documents in HTML format in order to report the individual accounts as they don´t have the ESEF labels.
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Can someone create a video of the All Facts Report Checklist and go through it one by one? Or is this already available in one of the video training sessions that I'm not aware? I went to training years ago and I have the excel file All Facts Repo...
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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...
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The Wdesk testing platform would be exponentially improved if every time I opened a Control Form no matter the round I was in, at the top the Control Description would be visible and showing. Nothing is more frustrating then always having to jump ...
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The State of the SOX & Internal Controls Market Survey is a report critical for SOX compliance professionals. It provides valuable benchmarking data that can help you understand the maturity of your compliance program, and includes data about com...
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