Suppose I have a document containing a section that has both native text and some destination links. I would like to allow an editor to edit the native text, but I do not want them to have any ability to delete the destination links. My understand...
UPDATED AUGUST 2026 As mentioned on this post, we’ve been rolling out new password settings across all our appspots to better align with OWASP standards. First, thank you for your participation and patience, we’ve been making great headway, and al...
Can default permissions on newly-created folders or files be changed from just the creator/Owner seeing them, and then that person then having to apply Editor or Viewer permissions to a group or individual users - can the default be changed so new...
Hi We are building a php script to connect/fetch data from the API. We are able to fetch a token, and use it to get the LocationURL (using Document_id & Section_id). 'https://api.eu.wdesk.com/platform/v1/documents/'.$documentid.'/export' In the re...
Can you tell me what kind of value formatting I need to use to get this to display as SCHEDULE 14A but still have an XBRL value of DEF 14A? I also have it tagged in the DEI tab.
I have a chain with 2 consecutive 'Refresh Connection' commands and one of them consistently fails. The first refreshes a WDesk sheet's incoming connection and succeeds every time. The second refreshes a WData table's incoming connection (from the...
I am unable to change the label one of the line items in my statement of income. I've tried to delete the fact from the outline and re-add, but the error still pops up in the outline. What can I do to remove it?
Hello, Workiva Classic Binders users! My name is Mallory Earll and I’m a Senior Product Manager here at Workiva over the Binders product. I wanted to provide some additional detail to the messaging you received within the Workiva platform. Due to ...
hello, I can't figure out why workiva is throwing a #VALUE! error for the following formulas: =IF(ISBLANK($F2),"",INDEX('COA & FSL Mapping'!$B:$B,MATCH($C2&$F2,'COA & FSL Mapping'!$U:$U&'COA & FSL Mapping'!$A:$A,0))) =IF(ISBLANK($F3),"",XLOOKUP(1...
Hi Team, Keen to understand how you are getting on with the integration between workiva workspaces (SOX and SEC reporting). Currently I have to download all my evidences from the SEC reporting tool and then manually upload it into the SOX tool for...
Is there a way to limit the characters that can be entered in a cell? I couldn't find anything on it. We have a lot of departments entering their justification for new funding and it's creating a massive report, is there a way for them to limit ...
Hello. I’m looking for help on the best option in Wdesk worksheet to return all rows (records) based on criteria defined from one sheet (data source) to new sheet. There are several ways to do this in excel and one option that comes to mind is the...
Picture this: your team has tactically leveraged the Workiva platform to make your day-to-day more efficient and effective. Other teams in your organization could use the same help, so what could be the next steps? In this panel, Workiva custom...
Hi community, I've been having the following annoying issue with the chain scheduler and cannot pinpoint the root cause: I have a chain set to run every two hours at half past: While it runs fine most of the time, every now and then it decides to...
Hello, Currently have 2 tag with the same table text block but different member. However, by doing that, it creates an "Uncategorized" section within the SEC viewer due to the separate text block member is not within the outline. Is there a way to...
I know there are already a bunch of open posts related to markupss but I also wanted to put some suggestions and problems we are facing- 1. Markup copy paste should be a little easier like ctrl c & ctrl v and we should be able to paste it in diffe...
As discussed here, the SEC’s mandate for Pay vs. Performance iXBRL tagging requirements became effective for all Proxy or Information Statements which require Item 402 Executive Compensation (commonly filed as SEC Forms DEF 14A or DEF 14C) and a f...
Hi, I'm trying to list down all unique values from a column in a spreadsheet. For eg. If I have the below list in the column in a spreadsheet: A. And I want to transform the column so that only the unique values are shown as below: B. Is there...
Does anyone use or have an example of a Primary History tab in order to make rolling prior year/quarter information easier? It takes too long to go tab by tab. Thanks!!
Hello, In the notes to our financial statements, we have a numbered list of notes (i.e. (a), (b), (c). etc.) I want to delete section (b). When I do so, the numbered listing does not automatically update, such as section (c) becoming section (b)...
Per new SEC requirements, any news on the inclusion of a 'checkbox' on Form 4s for filers to who are relying on affirmative defense via 10b5-1 Plans? Effective date is 2/27/2023.
We inserted an image onto a slide. It takes up part of the slide. The original image was rotated from landscape to portrait and saved before being downloaded to Wdesk. It looks fine in Wdesk but is reverting to landscape when exported to PDF or...
As a data admin and manager, how am I able to view risks and controls without going through Data?
Using Postman, I am able to upload a file to a Wdata table. Upon import, its status is "STAGED." I am attempting to use the Wdata API to IMPORT this file to the table. I am trying to use the "Import a single file" Wdata API endpoint that takes the...
Hi, I saw that login passwords to Wdesk will need to be 16 characters, but am unsure when or how this requirement will be rolled out to users. Thanks, Barbara
Attempting to connect to SAP HANA JDBC using a ground runner. Connector was setup with credentials that are known to have access to the tables tested in the execute sql and get table definition nodes. This error is generated , url info left out ....
Hi Team, I wanted to know if Wdesk has capability to capture the questionnaire document where users can work collaboratively and answers multiple choice - questions with radio buttons/checkboxes. Please help. Regards, Rahul U
In January 2023 the Workiva team held a webinar to help FERC customers prepare for annual filing. The team provided product updates, shared best practices and training resources, and communicated most recent news on this year's changes to FERC tax...
I am experiencing when importing a table from wdesk as an icml into indesign the depth of the header cell is not retaining the same cell properties. The depth of the header is coming into indesign much shallower. Wdesk states it is 62px deep howev...
Hello, I am not able to turn multiple cells into source links. I need to do it one by one. Any advice? Thanks
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...
Ready to own your Sustainability Program roll forward with total confidence? We know that rolling forward your Sustainability Program and Carbon data means managing a lot of moving parts at once. To help keep things organized and ensure nothing ge...
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 ...
Designed Reporting has evolved! Draft to Delivery: A Designed Reporting Journey is a connected, blended learning experience designed to help learners build confidence using Workiva’s Designed Reporting tools to create polished, profession...
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...