Collaboration Tools
Creating Milestones & Blacklines

As a primary reviewer I love the ability to create milestones and then compare different milestones to easily see what has changed with the blackline feature.  It makes the revision and review process so much more efficient and gives me a greater ...

Permanently deleted user
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Linking
Favorite Workiva feature

Definitely the linking feature which was a game changer for us.  Also love the history feature and being able to create blacklines between versions.

Kellye Smith
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Change Management
Blackline certain versions between documents 完了

Would it be possible to have functionality to select a certain version of a document to blackline another document against?  E.g., Q1 10-Q milestoned final version vs current version of Q2 10-Q.  Sometimes there are link updates that happen on the...

jho Beta Buddy Rock Star Idea Generator
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3
Linking
Favorite Features

Although there are numerous features available within the Workiva system, my two favorite are the blackline capability and the linking. Linking is very beneficial especially when you have the same content going into different documents in differen...

Christopher Conlan Rising Star
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Financial Reporting Tips
Data Gathering potentials

Narrowing down to one feature is tough.  But most recently, we have implemented the use of spreadsheets for data gathering for SEC and management reporting with our global subsidiaries. The templates were easy to set set up in spreadsheets and Wor...

Mary Anne Zankl Wingert
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0
Spreadsheets
Use Workiva Sync to create embedded tables in reports

We have a number of reports we are attempting to replicate in Workiva.  Within each report, there are 11 tables that describe different information about our tenants and/or units for a property.  These tables expand and contract each quarter, and ...

Jennifer Auyeung
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2
Collaboration Tools
Mark Up

My favorite feature is the mark up feature in documents, I look forward to seeing it in presentations hopefully in the near future. 

Maggie Elliott Rock Star Idea Generator
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2
Chains
SAP Business Warehouse connector on HANA Database

Hi, we want to have connection from sap BW on hana to workiva, using premium connector, would like to know is it possible to use premium connector with sap BW on hana..? Regards, Arvind

Arvind Kumar (KUARA)
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0
Amplify
Nominate your CSM and earn a trip to Amplify 完了

If our ongoing promotions for winning a free Amplify registration wasn't enough, we're excited to offer yet another way you can attend Amplify on us. How's that, you say? It's as simple as giving a shout out to your awesome Customer Success Manage...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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1
Trainings & Webinars
Meet Workiva Carbon: See Audit-Ready Carbon Accounting in Action 完了

📆  Date: Thursday, June 27⏰  Time: 1:30-2:00 p.m. EDT🌎  Location: Virtual   About this Event Workiva launched a new integrated solution for carbon accounting, carbon management, and decarbonization–and now’s your chance to see how it works. Get ...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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0
Documents
Dynamic contents table creation

I expect this has already been requested. Could we create contents table in a document dynamically based on sections and sub-sections, similarly to being able to easilty create a contnets table in MS Word. Creating a table and inserting every seti...

Jana Middleton Rock Star Idea Generator
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0
Amplify
Amplify Americas In-person agenda

Hello Amplify Americas enthusiasts!  The full in-person agenda for Amplify 2024 in Denver has been added to the website. Click here to view the full agenda. You can register for the event here. You can also enter for a chance to win a free registr...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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0
Amplify
What is your favorite Workiva feature? 完了

Welcome to our first of two Amplify 2024 registration giveaways. To be entered into this drawing, simply add your response in the comments below. QUESTION: From linking to snapshots, floating images to chains, the list of Workiva features runs dee...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
98 |
23
Amplify
OFFICIAL RULES FOR WORKIVA COMMUNITY AMPLIFY AMERICAS REGISTRATION PROMOTIONS 完了

NO PURCHASE NECESSARY.  The Workiva Community Amplify Americas Registration Promotions (“Promotion”) are a trade promotions open to all legal residents of the 50 Contiguous United States and the District of Columbia who have reached the age of maj...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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0
Start Here 🎯
Get Started with Handlebars in Chains

The Handlebars Connector is a powerful tool in Chains. It can help you manipulate and process JSON data in a more efficient and streamlined way. This post takes a closer look at this particular Connector. What is Handlebars?Handlebars is a versati...

Jeff Hickey Community Champion Data Management Suite
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2
Chains
Chains Boot Camp Recap!

Thanks for joining us for Chains Boot Camp! We hope the newly release content will be beneficial in your Data Management journey. Check out the recap below to see everything was released during Chains Boot Camp. Monday - Chains Foundations Webina...

Ryan Niebruegge All Star Data Management Suite Workiva Essentials
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12
Chains
Refresh Connection with Defined Parameter Values 回答済み

Hello! I am attempting to use a Batch Refresh Connection command to refresh a connection within one of our spreadsheets. I would like to have a list of parameter values within the spreadsheet that users can maintain and use as the source and desti...

Talia Test All Star Idea Generator
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0
Linking
Creating new (destination) links to a source with an unpublished change

Suppose I have a source link with a value of 10, and I change the value to 20 but do not publish this change. What I have observed is that if I create a new link from this same source, the value will very briefly show up as 20 and then change to 1...

Andrew McKenzie Community Champion Idea Generator
2 |
0
Spreadsheets
Masterfile (single spreadsheet)

We are in the process of creating a "masterfile" to house all financials and spreadsheet related items for our quarterly and annual filings. What are the best practices for organizing the information (due incorporate the annual notes with the quar...

Permanently deleted user Workiva Advocate Rock Star Idea Generator Community Champion
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0
Chains
Chain - Error actions - output interpretation 回答済み

I am having problems in a chain to apply a condition in output interpretation in error actions, following the same steps as listed in an article in workiva: https://support.workiva.com/hc/en-us/articles/360036003671-Manage-commands-in-chains I am ...

Tania Sanchez
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0
Spreadsheets
Insert multiple rows on a spreadsheet 回答済み

It would be very helpful to have the ability to insert multiple rows in a spreadsheet once we already have information on the spreadsheet. I'm currently working on a project where I need to add a full section of information into the middle of a cu...

Luisa Jiron
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2