XBRL and iXBRL
XBRL Locking 回答済み

Is there a way to lock XBRL? I believe the current lock feature doesn't allow new XBRL to be created on text, but does it also limit capability in terms of changing fact details?

Liubou Miranosava All Star Idea Generator
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4
SEC & SEDAR
2024 SEC Holidays and Filing Deadlines

Enjoy this new, updated all-in-one 2024 SEC Calendar of Filing Deadlines! Designed for public companies required to submit filings to the U.S. Securities and Exchange Commission, this calendar highlights key SEC filing deadlines at a glance. Now y...

Liz Habel Community Moderator Idea Generator Community Champion Management Reporting Workiva Essentials
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Regulatory Updates
Recovery of Erroneously Awarded Compensation XBRL Requirements

The SEC’s mandate for Recovery of Erroneously Awarded Compensation became effective January 27, 2023, directing exchanges to adopt listing standards. Nasdaq and NYSE amended their listing standards with an effective date of October 2, 2023, requi...

Sonny Jablonski Rock Star
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0
Start Here 🎯
Connecting your Systems to Workiva 

Are you spending too much time exporting information from other systems and importing it into Workiva? Would you like to automate your flow of data more efficiently? If so, it may be time to connect your source and other systems to Workiva!  There...

Abby Steere Rock Star Data Management Suite
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1
Start Here 🎯
Sharing Data Across Workspaces

Are you in need of sharing data across Workspaces? You’re in the right place! This is a common need when Workiva users decide to store their data and source system integrations in one Workspace and then share that data out across multiple workspac...

Ryan Niebruegge All Star Data Management Suite Workiva Essentials
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5
Documents
Split to new section 回答済み

Hi, I have seen previous posts about splitting a long section into multiple, more straightforward sections.  This seems a great time saver on long documents then creating lots of sections and copying and pasting bit by bit. However, I cannot find ...

Barbara Beta Buddy Idea Generator Data Management Suite Community Champion
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0
Start Here 🎯
Understanding API Grant Scopes

When generating an API Grant, it’s important to keep in mind several leading practices. In this post, we’ll be discussing API Grant Scopes. API Grants are typically used for creating a Workiva Connector, Workiva Chain Connector, Workiva Scripting ...

Jeff Hickey Community Champion Data Management Suite
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2
Chains
Update List

Has anyone been able to automatically add data to the Update List command (in the workiva connector ) dataset without all the items going to one selection. At the moment we are adding the file text from list file content node. All the items in the...

Ryan Townshend
3 |
0
Documents
History version to show Comment icon 回答済み

When we open a history version, we do not see the Comments icon on the right hand panel.  How can we get that in the history version? thanks We can only see below icon on the right hand panel.

Venus Wong Data Management Suite
2 |
0
Documents
Document completeness check

Hi! Is there any way to make sure that the Document is complete vs the Spreadsheet that this data is linked from? So, for instance, say in the spreadsheet we have an income statement with 15 lines and then in the Document we only have 14 lines bec...

Aleksandra Drozd Workiva Essentials Data Management Suite
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1
Chains
Create and Update Select List 回答済み

Where do you find these lists after you create them? How do they get used in a query? All the chain documentation seems to assume that these pieces of information are known before hand.

Ryan Townshend
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1
Trainings & Webinars
Beverage Break: Wonderful World of Admin - Part II 完了

📆  Date: Thursday, November 16⏱   Time: 9:00 a.m. CST* | 4:00 p.m. CET🌎  Location: Virtual About this Event Hello friends! I officially invite you to join us  or our next Beverage Break on Thursday, November 16 at 9:00 a.m. CST* | 4:00 p.m. CET ...

Brandon Ehrecke Community Moderator Rock Star Workiva Essentials
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0
Regulatory Updates
SEC Resource Extraction Payment New Rule

SEC implemented a new rule impacting resource extraction issuers (issuers engaged in the commercial development, including exploration, extraction, processing, export, license acquisition, or other significant actions, of oil, natural gas, or mine...

Courtnie Carver Community Moderator Community Champion Idea Generator Workiva Essentials
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0
Chains
the links between the chain commands are so unstable 回答済み

do we know why the links between the chain commands are so unstable? in the first run everything was fine in one flow but some links failed in other flows, we fixed those failed links and the 2nd run failed again as the fixed links work now but th...

Jiang Chuanzhong All Star Idea Generator Data Management Suite
1 |
0
Trainings & Webinars
Earn your Design Reporting Specialization badge today!

We are happy to announce that we’ve added three new Advanced Design Reporting courses to our catalog! These were developed with independent designers in mind – helping you learn best practices for creating highly stylized reports.  The Essentials ...

Brandon Ehrecke Community Moderator Rock Star Workiva Essentials
4 |
1
Governance, Risk, and Compliance
Audit Comment Workflow

I'm curious as to what others are doing for efficiently working through comments in the Audit module. The frustration that we're currently having is that the Audit module doesn't identify which audit project a comment relates to.  This becomes par...

Darren McCombs Rising Star Idea Generator
1 |
4
Documents
How do you remove missing source links on Headers and Footers

Is there a way to remove 'missing source' links located in Document Headers or Footers?  These are located when a 'Document Link report' is created and the link within the report to the impacted area does not reference the missing source. 

Nicole Delisle Rock Star
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0
Documents
Roll forward to a new year 回答済み

Hello!  I want to take my 2022 excel file and word doc and roll the files to create a new 2023 year.  Are there instructions on how to do this?

Aimee Moore
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1
Regulatory Updates
How does EDGAR NEXT affect your filings in Workiva?

Workiva has been actively testing the EDGAR Next Beta environment and has been communicating with the EDGAR Business Office regarding issues and providing suggestions. To help customers visualize how the new filing credentials like EDGAR Next toke...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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9
Certifications, Processess & Tasks
Certifications signers

Is there any plan to assign different due dates to different signers in a certification?  For example - we need signer 1 to sign by Jan 6th and then signer 2 to sign by Jan 7th. Having just one due date of Jan 7th always tends to put the last sign...

Permanently deleted user Rising Star Idea Generator
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0
Chains
Chain Skipping Groups and Commands 回答済み

Hello, I am experiencing an issue with this chain. This is configured so that the right side of the chain will pick up the current year file from the SFTP folder and run it through a couple of transformations. It will then un-import the old file, ...

Permanently deleted user
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0
Trainings & Webinars
Demonstração ao-vivo da Plataforma Workiva - Português (Brasil) 完了

📆  Data: Quarta-feira, 6 de dezembro⏱ Tempo: 10h30-11h30 CDT🌎 Localização: Virtual Registre-se aqui  Sejam bem-vindos ao nosso ponto de contato mensal para aprender e discutir tópicos importantes relacionados à plataforma Workiva e como utilizar ...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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3
Spreadsheets
Workiva Sync - Formulas

I notice that there’s no option for the formulas within the spreadsheet to remain without including formulas that link to other spreadsheets on our N-Drive (internal shared drive) – causing errors if we choose the option of keeping all formulas. S...

Brittany Sing
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1