Currently, if a heading or subsection title is formatted with a style, the previously added Pagination rules are eliminated when the new style is added. It would be great if you could add an option to "keep with next" to the Styles editing menu s...
There's still plenty of time to register for Amplify 2021. With 70+ CPEs and dozens of fantastic speakers lined up (including keynote speaker Matthew McConaughey), we're confident you'll have a great time. And did we mention its completely free?!...
I would like to add footnotes to a document. However, I do not want the line above the footnotes. I just want the numbers. Is there a way to remove the line shown in the picture?
I need to amend an 8-K filing and I'm not sure how to go about it. Can someone please help? Thank you.
Hi! Is there a way to automate locking/unlocking a spreadsheet/sheet using a chain command?
Here's this month's Learning Hub newsletter, featuring the latest and greatest info on the awesome education opportunities available, including content on permissions, roles, linking, roll forward, and the always popular topic of XBRL. If you h...
New Summer Series Recording Available! 2 videos are currently available on Learning Hub, as part of our FERC Summer Series, with more coming over the next few weeks.. Access the Learning Hub to find topics that our FERC customers have been inqui...
Hi, I want to create a report that shows status of all controls as well as workflow status so that external auditors can see which test forms are 100% complete and workflow status is also "phase complete" / "approved"
If I send a document for review to Person A, B, and C, and if A leaves a comment, can B and C see their comment? Is there a way to restrict this so each reviewer can only see their comments and my responses?
As the title of this post mentions, we have some upcoming changes we wanted to give you heads up about. What's happening? We will be having a bit of site clean-up going on and as a result we will be merging this topic into another one. All the con...
I would like to cut a table that has many Source links to move it to another destination in my document. How can I cut and paste without loosing all the links.
Hi CAB members! My team is using a connected spreadsheet between two workspaces and we are looking for best practices for how to rollforward. Right now it looks like when we rollforward we have to reconnect the spreadsheet in each workspace. That ...
I was wondering how I could get the XBRL to show up on my ribbon next to the review tab? I have all the permissions and have been promoted to XBRL manager, but for some reason, its still not showing up. Anyone know whats going on or what I should ...
I followed the Export pivot view to Spreadsheets via a chain receipt, but at final step "overwrite Sheet data command", i'm getting data output from the query, not the expected data output form the downloaded pivot.
Hi,I've created a spreadsheet that's connected to a query. I'd like to create a separate connected sheet to this sheet. I've published the spreadsheet connected to the query, but in my new sheet it says I'm unable to connect to a data set. Can any...
Hello - I am looking for any tips, best practices, or success stories of folks using spreadsheets successfully for financial reporting disclosures in Wdesk. Are there testimonials posted elsewhere in the Community or any helpful videos from an Amp...
Hi, I have one more DQC to resolve for filing, and this one doesn't seem to look right to me. The error relates to parenthetical items in the Balance Sheet, which I then organized under a "Balance Sheet Related Disclosures" abstract tag so it woul...
What is a page size break, the margin above and below is quite same, why there is a page size break between these 2 pages?
I'm trying to setup a wdata chain to update a spreadsheet based on a query and then email the spreadsheet to myself. I've been able to get the query to publish to the spreadsheet but am stuck when trying to email the file. Is there a simple way t...
Hi Community, I used Arelle Filing Index for our internal benchmarking analysis on extensions percentage and etc with other peer companies. It appears that Arelle stops pulling that information in July 2021. Any idea what is happening and if yo...
Hi There, I have a task to create links between two spreadsheets(1 & 2), where in values present in cells of sheet1 should be linked to sheet2 cell on some specific code(unique identifier). Curious to know if there is any way to achieve this lin...
Introducing: the Workiva FERC Summer Series. As the FERC XBRL mandate quickly approaches, Workiva is committed to partnering with you and ensuring a successful filing. That's why our FERC team has been focused on providing and releasing weekly c...
I ran my Document Health check and it came up with the following error: The error seems to be related to a link that I've already deleted from my document. The only way I see this error is if I turn on my Track changes. How do I resolve this? Wh...
Date Wednesday, August 112:00-3:00 p.m. EDT WATCH ON DEMAND Are you a process improvement aficionado who’s always on the lookout for ways to do something bigger, better, faster with the Workiva platform? We’ve got you covered. Join Brett Hubert,...
Good afternoon, I would like to know whether it is allowed to use dimensions with table text blocks, or if this type of structure should be avoided. Are there cases where a dimension would be required for a table text block? Thanks for your help. ...
I am trying to insert a Section Page Number into a table but it isn't available (i.e. it's grayed out when I click on Auto Text. Is there a reason why it would be grayed out (i.e. permissions)? I am an Owner.
Hi Team, Our 10Q document is in USD and millions but for a particular section, we are disclosing INR in crores. While doing this we are facing issues with XBRL tagging and rendering of number in SEC viewer. Kindly suggest how can we add crores in ...
Is it possible to set file permissions at the time that a file or filing is created? It seems like quarterly I or someone else in my team overlooks that a file or filing already exists because the default is that only the creator can view it. It...
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...
