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?
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...
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...
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...
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...
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 ...
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 ...
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...
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.
Hi community- anyone currently using Wdesk to prepare Texas Railroad Commission annual reports?
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...
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.
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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...
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...
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 ...
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...
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.
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?
Regarding ESG Program dimensions: How many dimensions can be created/used per ESG Program (including inactive)? How many values can be created/used per dimension (again, including inactive)? Is there a known, theoretical, or practical limit to e...
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...
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...
Is there currently a way within a process to perform a find all / replace all to all the certification letters within that one process?
When attaching a file to a Workiva file (Document/Spreadsheet/Presentation), is there a file size limit? If so, what is it? (The only two mentions I find of attachment file size seem to be in other contexts: Certification module: attachment file s...
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, ...
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Is there a way to remove the functionally or disable the move to "viewer" feature of when an assignee turns a process task to Submit - ready for approvers. The document becomes View only to the assignee and the approvers. We need the approvers and...
Is there a way within a certification letter to make end users click the hyperlink to a workiva file before they can sign their certification letter? Is there a way for us to track which end users clicked the hyperlink within the certification let...
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...