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https://workiva.wistia.com/medias/8llbuc9xwq TIME HIGHLIGHT1:00 Agenda1:30 What are Chain Templates?2:53 How to use Chain Templates4:24 Template Documentation5:42 Benefits of Chain Templa...
Is there any way to override the default colors assigned to authors in the overlay? For some reason, the system loves to assign various shades of purple/lavender, and it's not always very helpful in distinguishing separate authors. It's odd, becau...
📆 Date: Thursday, March 13⏰ Time: 12:00 PM EST🌎 Location: Virtual Workiva Customer? Register hereWorkiva Partner? Register here About this event The SEC highlighted the requirement to have a current CCC and Passphrase before enrolling in EDGAR...
If you do need to reset your CCC and Phrase, here’s what Workiva recommends to minimize disruption: Check that your contacts are up to date within the legacy EDGAR profile to ensure the appropriate person gets emails in the update process Keep y...
Tras el éxito de nuestra sesión inaugural de Workiva Admin, ¡nos complace anunciar nuestra primera sesión de Quick Takes en español! Únase a Miguel Arroyo, Analista de Operaciones de CPX, en 20 de marzo a las 15:00 CET mientras Ricky Escobar, Cons...
If you are new to building Chains you may be wondering “what happens after I click execute?” In this post we are going to highlight what you should review after running a Chain. The main area to review your Chain runs and history is the Monitor t...
The SEC adopted amendments in 2022 to help modernize how information is submitted to the SEC with the issuance of the Final Rule for Updating EDGAR Filing Requirements and Form 144 Filings. These amendments include requirements for structured da...
HiI'm trying to insert data from a API JSON response into a SQL table. Certain string properties in the JSON response contains either a comma, pipe or tab delimiter, which breaks in the SQL insert. I've tried removing the pipe delimiter from the J...
I would like to know if the COBIT Framework can be included into the Compliance Manager? Or if there is a timeline for its implementation. I was not able to find any post regarding this. Thanks
Hi We have followed the instructions to edgarize a pdf for our exhibits. However we are getting errors. I understand we have to file to have the pdfs "live" but how do we file if we have errors? Will i be able to file with the errors? Or do we ...
I have created a chain that runs a query and saves the result to a Workiva spreadsheet - that works fine! I would like to save the results of the query (or spreadsheet) to a CSV file and then push it out to an external file system (SFTP/S3/Google)...
We’re excited to announce that the Workiva Platform Training Path (Plataforma Workiva em Português) is now available in Brazilian Portuguese! This learning path helps users access, create, collaborate, and simplify complex reporting processes in t...
Some new developments with EDGAR Next from the SEC's EDGAR Business Office. As found here, if a registrant has not updated their CCC or Passphrase since September 2019, they will need to do so prior to EDGAR Next enrollment. This will likely...
I find it difficult sometimes to copy and paste. I'll copy something and paste it, and it is copying something I had previously copied. The only solution sometimes is to totally exit Workiva and start all over again. Also, is there any feature tha...
Hi , We want to connect our SAP S4HANA On-premise system with workiva, where we want to use CDS View from S4HANA to load data into workiva..? Tried to find some standard document but unable to find how to integrate. Please let me know if anyone h...
I have several chains that run code to gather latest data from datbase, format files, upload files to table, then refresh queries and connections. Can I set up a button or shortcut within my spreadsheets to run these chains? Trying to get more peo...
I have a lot of text within a table cell, is there a way to select a number or a sentence and make it into a source link? This doesn't seem to be the case but I wanted to confirm, in case I'm doing something wrong. Thanks.
I'm having trouble with adding a footnote to a page that already has several footnotes. When I attempt to add an additional footnote, it bumps that section of text and all that follows to the next page. There is space at the bottom of the page and...
Currently, Assignee at step 2 and the subsequent assignees cannot send back the workflow. Currently, there is only 'submit' button for the signers. The signer has to click on modify and add comments in order to return it to submitter. This creates...
Hello, One of my exhibits for my filing renders best as a PDF. Am I able to hyperlink this PDF within my exhibits or do I have to use a different file format in order to be able to hyperlink. Thanks in advance!
Hi team, I have a footnote in Workiva, and looks like the below. I am unable to remove the 1 with backspace and have gone into section footnote properties but there is no option to remove. Please advise. Thanks Dividends 1
Hi Is it possible to convert a column to an array with the following structure? I don't want to include the column name in the result.["11111", "22222", "33333"]
I have several users who I have added to the SSO bypass group but when they try to login they are still getting prompted to login via SSO.I have double checked the emails in the sso bypass and the user itself are the same
Hi, Is there an ETA for the spreadsheet permissions API endpoints to be promoted to production and be safe to use? https://developers.workiva.com/prototype-platform/prototype-spreadsheetpermissionsmodification/ Thanks
Hi everyone, We are in the process of implementing Controls Management for a client and have a new requirement. Is it possible to automatically populate systems/assets to controls based on classifications? Alternatively, if specific field values...
Hi all I was wondering if anyone has a solution for the following. We have a number in one of our notes. lets say it's 5,058 in a table. We have it tagged as thousands. all is well. In review they have re written a paragraph right before the ...
We experienced technical difficulties during our recent webinar and our primary host lost power during the presentation. As such, no recording is available. However, we were able to curate answers to these insightful questions below. You may also...
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...
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 ...
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...