I want to link a value from a Note (sign is positive) to an EBITDA calculation (sign is negative). Is there a way to change the formatting in the linked cell?
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Delete Test Process
回答済み
I ran a few test processes for the new certification procedures, but I do not see an option to delete them once completed. Is there a way to remove these test processes?
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Hello Community, Can someone share API details to read the document ( not spreadsheet) from Workliva?
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Separate from the email bundling, I understand that there are standard jobs that predefine when task email notifications are sent to task assignees. What are the current timelines/frequencies for these notifications? For example, there task assign...
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It would be great if we could import offline comments into existing documents (for example, import it into a certain "milestone" version and have it post the comments live in the appropriate section, even if the document has changed since that mil...
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Is there a way to do a mass backup of the chains in an Environment. I know I can export 1 chain at a time, but I would like to export all of the chains. I'm working on a Disaster Recovery plan for my company.
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Is anyone else being asked to pay $$$ for designed reporting that was demoed as a product feature at Amplify? The way it was presented at Amplify our entire team was under the impression it was a product feature that would be enabled in all worksp...
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About this Event: New mandates and increasing investor expectations have caused a paradigm shift in corporate reporting. Now’s the time for unifying as we steer the next wave of change. Accelerate Sydney gives finance teams an opportunity to come...
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Has anyone used Workiva to complete the CSA and/or CDP reports? If so, would you be willing to share your approach and experience with another customer who completed them in the platform?
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We would like to publish our press release that is built out in Workiva through business wire
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I am trying to reference global parameters in the function run query. Under type, it does not have global parameter. When I try to recreate the parameters, I do not have a value so I put default value. That is what is listed in the global paramete...
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This blog originally appeared on Workiva.com on September 15, 2023. The Workiva Customer Award celebrates the outstanding achievements of companies who have leveraged the Workiva platform to foster collaboration, enhance transparency, and lead th...
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Could a UNIQUE or DISTINCT function be added to spreadsheets to determine the unique values from a range of cells?
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Hi, We received a copy of the SEC Sample Comment Letter on XBRL. It is given in the below. SEC.gov | Sample Letter to Companies Regarding Their XBRL Disclosures[1] Below is one of the point from the letter. We note that instead of using an XBRL e...
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Hi anyone know how could I create a text box with background colour on workviva document? It seems like the only way to do this is by creating a table and merge all cells into one, but it is harder to edit the text this way. Does anyone know this?...
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Screen shots are a fundamental part of auditors support. When Auditors can grab their own support from source systems screen shots are often used. Three potential features with screen shots could be: Screen shot and name a new document directly l...
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Hi, I have a requirement to retrieve data from a source system to Workiva. Data is exposed through API and in JSON format. I can just fine retrieve most of the values but not when the values are in an array. As an example below by using 'Array to ...
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Previously, in Classic Certifications, we were able to change the due date after the process was sent. This appears to no longer be the case in Processes for certification actions. We have certification actions that get signed, in sequence, by 2...
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UPDATED OCT. 2024. PLEASE SEE THIS UPDATED POST REGARDING EDGAR NEXT FINAL RULE. ***EDGAR NEXT BETA TESTING NOW CLOSED*** On September 13, 2023, the SEC re-proposed changes to access and account management on the Commission’s Electronic Data Gathe...
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Hello all,I will be linking Tagetik with Workiva soon and wanted to ask if anyone has any experience or tips. I found out that Tagetik uses APIs and wanted to ask which connector I should use since I wanted to link Tagetik with Workiva through it....
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From Chain Builder, workspace owners can create and manage sequences of tasks—known as Chains—to orchestrate workflows using the Workiva platform and across other data sources. For example, you can create a chain to automatically: Refresh data f...
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Workiva offers many Application Programming Interfaces (APIs). An API is a set of protocols that allow for building software applications that access the features and data of an application or their service. APIs are commonly used by developers to...
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Variables Introduction When I first started at Workiva working on the Connected Center of Excellence team, I was met with quite a hurdle. That hurdle being to grasp the concept of chains and learn how to build them. A very important part of learni...
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Hi, Is there a way to send mails from Workiva to a specific target (role) of end-users ?
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If 2 users edit the same chunk of data within the report, only details for the latest change are reflected and the previous change is not logged. Due to the missing functionality, teams are reluctant to use Workiva for commentary and are using Wor...
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Is there a way to set up conditional questions within the certification process? For example, if an individual answers 'yes' to question 1, they would receive a question 1a, otherwise they would not?
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Hello everyone, currently I am working on a project in which I need to build a CCH Tagetik-Workiva interface. Do you have any tips for me, what should I look for? Is there a connector like the SAP connector? Which articles or courses could you rec...
0
Waterfall charts
回答済み
Hi there, I'm trying to create a waterfall chart like the one below. Is it possible to do that in workiva? Thanks
1
When I hit Create New Frequency in the control frequency drop-down, I get a brief glimpse of some boxes at the right but then it goes away - is this something that has to be changed by the CSM? I'm trying to add a new frequency type to the dropdow...
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