Announcements
New Signature Learning Offer!

We wanted to keep you aware of some exciting changes to our product enablement offerings! We are now offering a Signature Learning subscription for those people that really want to up their Workiva game! Each subscription includes many benefits ou...

Shanti Lall Rising Star Using ESG
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Spreadsheets
Multiple drop down options in single cell.

Hello, is there a way to create multiple drown down options in a single cell?  When creating my sheet, I can only create one option for each cell which is extending my spreadsheet.  I am looking to have one cell that contains all options, that wou...

Tracy Kyle
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Filing & Section 16
Schedule 13D and 13G Modernization

As described in Final Rule 33-11253, the SEC is changing how beneficial ownership reports will be filed as well as changes to their compliance reporting deadlines.  Previously, these reports were filed on EDGAR using either HTML or plain text docu...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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Announcements
Workiva: A Customer-First Culture

As mentioned here, it’s National Customer Service Week. Each year at Workiva, we gather our customer support crew in offices across the globe to celebrate their never-ending dedication and devotion to delighting our customers and partners.  To add...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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Announcements
Meet the Workiva Customer Support Team

(Members of Workiva Customer Support during CS Week 2023 in Ames, Iowa) It's National Customer Service Week, and though we might be biased, we think the Workiva Customer Support Team is the absolute best. How good? Well, I don't mean to brag (oka...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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Designed Reporting
Formatting numbers

Numbers in report are shown with space as a thousand separator, ex. 1 000,0, while I would like it to be 1,000.0. How do i change this?

Stine Imsland
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Filing and XBRL Tips
Technical Report Summary Sizing Requirements

Hello, We have to submit a TRS and when we've tried submitting one years before there was an error that the file was too big. However, we don't remember if the error was that individual pictures within the file were too large or if the file as a w...

Kelsey Durban Rising Star
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Chains
Importing Data from Tab Delimited File CSV file into Table 回答済み

I am getting "No Matching Columns" error on File Import step in Chain. The file is Tab delimited. I can't convert it to comma delimited as some of the column values have comma as a valid value. FYI. I am successfully able to load the file manually...

Rahul Patel
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Chains
FCCS Connector to pull Consolidated balances 回答済み

Hi There,   I'm seeking input on how to pull consolidated balances from FCCS into Workiva using FCCS connectors. If anyone has experience with this, could you please share your approach? We are pulling balances into Workiva on a monthly basis, mul...

Ramya Kalaparthi
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Admin, Security, and Workspaces
Permissions Groups Restoration 回答済み

Hello, Can Permissions Groups be restored? Due to the permissions group that I was a member of no longer existing, as a workspace owner, I no longer have access to all the files within the workspace.  If permissions groups cannot be restored, is i...

Dawn Rudisill
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Governance, Risk, and Compliance
Calculated Fields within Control/Risk Form 回答済み

Hey all, we just recently implemented Workiva so apologies if there's a dumb answer to this. Is it possible to have a calculated field within the Risk or Control form?  For example, if I rate Risk Impact as High (3) and Risk Likelihood as Low (1) ...

Wes Stewart
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Certifications, Processess & Tasks
Free-form question responses in letters 回答済み

In certification letters, is there a way to create a question that allows for a free-form/text box response, without having to use the radio buttons at all? I know it is possible to use a single answer option and check the "exception" box so that ...

Michelle Reinfurt All Star Idea Generator
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Chains
List Connections HTTP Request 回答済み

I am attempting to run a GET command to retrieve a list of data connections (per the developer site linked here https://developers.workiva.com/wdata-v1/wdata-listconnections/#list-connections). However, I am continuously getting the following outp...

Jack Nelson
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Documents
Lock editing

I'm not finding a way to lock specific text of a document, only entire sections or cells in a table. Is this a feature in-process? 

Dale Karasek
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Chains
can workiva groundrunner be installed on suse 15 linux OS ?

Our IT team tried to install Workiva Ground Runner on SUSE v15 Linux OS and ran into below error: "cannot execute binary file: Exec format error" Can anyone confirm if SUSE Linux distribution is supported for ground runner installation?  

Rahul Patel
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Documents
Printing Multiple Files into One File in Word Format

Currently, you can print/generate multiple files into one file format in PDF only.  It would be very useful to be able to have the option to print multiple files into one file, but also in Word format, not just PDF format.  I have reviewers that a...

Sarah An
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Documents
Attachment Permissions 回答済み

Is there a way to use permissions to limit who can see attachments that are uploaded in a document? Our document is sent out to many users throughout the organization to review and provide feedback, but we don't want them to be able to see or acce...

Cheryl Ammon
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5
EDGAR Next
EDGAR Next Final Rule - Key Findings & Our Plans

***UPDATED NOVEMBER 2024*** The SEC has posted a final update on EDGAR Next here. While its way more technical than most will want to consume, we've combed it over and have some updates for you all regarding EDGAR Next. Here's what is known so far...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
10 |
8
Chains
Decrypt and import file to table 回答済み

Hello, I am new to chains and trying to achieve the following functionality: Download encrypted csv file from external source using SFTP connector Decrypt file Create Workiva file from the decrypted file Import Workiva file into Workiva table Th...

Emilia Bruchental
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Linking
"Use parentheses for Negatives" not showing up in Advanced Options 回答済み

I copied and pasted link to a number that's negative in my document. I want to remove the dash "-" in front of the number i.e. show the value as absolute in the document. Usually I do this via the Advanced Options in Format , however there's nothi...

Hazel Hall
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Charts
X-Axis and Y-Axis controls (similar to Legend)

Can you add Padding, item distance, vertical spacing, and horizontal spacing to the x-axis and y-axis charts in Charts (specifically in Documents)? There is a lot of white space that we'd like to get rid of to put more emphasis on the data instead...

Robert Fecher Beta Buddy Rock Star Idea Generator
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Trainings & Webinars
Virtual trainings availabe for Signature Learning

Workiva's Signature Learning is an advanced training offering that keeps users informed and enabled on the platform's latest features and functionality—through a dedicated practice environment, instructor-led training sessions, timely up...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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Amplify
Amplify 2024 Conference Highlights

Workiva Amplify 2024 is another one for the books! We took the Mile High City by storm and set the record for the most in-person attendees in Amplify history, with thousands of passionate accounting, finance, sustainability, audit, and risk profe...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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1
Presentations
Apply formatting - linked values to textbox in Presentation 回答済み

Hi Workiva team! When linking values from a spreadsheet to a textbox in Presentations, it seems like the option "Apply Formatting" when pasting the link is not available. The blue icon that usually shows up when creating a link does not appear.  I...

Aida Ekberg
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Chains
Convert JSON output of List Users command 回答済み

Hi All, I am trying to export the list of Workiva users in a chain and then upload to a Workiva table. I am able to get the list of users using the "List Users" command in the chain. But then I'm not able to convert the JSON output using any of th...

Stephenie Kern
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Trainings & Webinars
Beverage Break: Formatting Large Documents

📆  Date: Thursday, September 26⏰  Time: 1:00 pm CST🌎  Location: Virtual   About this Event I officially invite you to join us for our next Beverage Break event on Thursday, September 26th at 1:00 pm CST as we discuss the topic Formatting Large D...

MacKenzie Schrotenboer Community Moderator Rock Star
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