Hello, is it possible to stop automated email notifications on creating and editing Tasks? I would like the first email notification on a task being send a couple days before due date.
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I fear I might have been the only one using the "People" functionality in the old Account Admin - but I used THE HECK outta that tool to see all the groups that a given user was a member of in a workspace. Is there any plans to incorporate that fu...
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One area of feedback that came out of our Q1 debrief was the interest in getting status of the draft out to the team more frequently and timely on draft nights. One thought I had regarding this is if there was a way to use outline labels to indica...
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Dear Community, I would like to set a validation template to cross check the same KPIs across documents - slides/reports/etc. Linking the KPIs from the slides redirects to the source file - if someone manually changes the KPIs in a slide, validati...
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Hello. I am trying to upload a text file as a test sample. I have tried every version I can think of and keep getting the same 404 not found. Here is my code. curl -v -X POST -H 'Content-Type: application/json' -H 'Accept: application/json' -H "A...
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How do I create a certification template from my already existing files I migrated to the new experience?
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When creating a new quarterly report, the most recent report does not automatically reorder with the most recent at the top or even in the order of Q1, Q2, Q3. I'm seeing Q3 in the middle, out of order. How can I reorder the reports?
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📆 Date: Tuesday, June 13⏱ Time: 8:00-11:30 a.m. EDT🌎 Location: DoubleTree by Hilton Hotel Pittsburgh - Cranberry 910 Sheraton Drive Mars, PA 16046 United States ...
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Hi there! Should I be able to see processes that have been drafted but not run yet in the processes tab on the home page of my workspace? I need to access processes that are in the build phase but have not been run yet with a status that says some...
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Hello filers! As a reminder, the EDGAR system and SEC mailroom will not receive, process, or accept filings on May 29 in observance of a federal holiday. EDGAR filings that have already been posted to the website will be accessible as usual. View ...
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We've created templates for our users to set as their Primary Dashboard on their Home page. These templates contain charts, reports, and other widgets that our users commonly access. However, when we update an existing template (ex. add a chart or...
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Hello, I am trying to use the API token to retrieve list of tests. I use the following code to get the token which works successfully but I am not sure what I am doing wrong in supplying the token to the command. token=`curl -X POST -H "Content-T...
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Hello! I am having a problem with my chain. This chain helps with the rollforward by coping the information of an specific range of cells of the current year and pasting it in another range of cells of the past year. The problem appears when a per...
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Again, this would be immensely helpful and I have never received a good reason why it isn't being implemented. The number of steps to go through to confirm who made a change in the blackline, given the other functionality obviously available with...
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So thankful for the cut, copy and paste functionality added to the document markup function. Thank you for providing this. https://support.workiva.com/hc/en-us/articles/15898538790676-Release-Notes-May-15-May-21-2023
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📆 Date: Wednesday, June 7⏱ Time: 2:00-3:00 p.m. EDT🌎 Location: Virtual About this Event It’s been estimated that over half of accountants are introverts, but leadership strategies mainly consist of asking introverts to act like extroverts....
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We prepare memos for the auditors which include Attachments that are uploaded into the Document. However we are not seeing the Attachments come through when sending a Review to the auditors.
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We've created links in Wdesk spreadsheets, but we need to retain those link capabilities in Excel, is that possible. For example, I have a spreadsheet that has a section for table of contents. Each section is currently linked to a section in the...
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In our workspace, any added user is granted the Process/Control Owner role. Right now we have our auditors with both Process/Control Owner and Test roles. Can I remove Process/Control Owner roles from the auditors without affecting their ability...
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Taxonomy for the Pillar 3 Data Hub (attached documentation, p. 16-19). This taxonomy will be published in June starting with the pilot phase and it will start to apply by January, 2025.
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Hi All - Wanted to share a script that I built to help with pulling in data directly into PowerBI. Note - you do not need Python or Postman. Just add to a blank query in PowerBI and update accordingly. let // Get the bearer token auth_u...
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After the Rollforward was completed and our SOX/IC-database was ready for 2023, we noted that controls, that were decommissioned in the prior year still have a link to the current year SOX program in the Evaluation section of the Control Data Type...
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What is the process to add a link address in a letter for certifiers to review prior to signing?
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The SEC adopted amendments to Rule 10b5-1 under the Securities Exchange Act of 1934 with the Final Rule issued in December 2022 for Insider Trading Arrangements and Related Disclosures. Issuers will be required to comply with the new disclosure re...
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Trying to find a specific IP Address on the current configuration is time consuming and problematic. Can you add a feature to either allow us to filter or search on that IP Address list. Additionally, the only way to get that list is to copy the a...
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Hello, I was experimenting with using Documents bookmarks to create the PDF outline when exporting. It's working as expected except there's no longer a hierarch for the outline (i.e. Part 1 in our 10-Q will collapse the financial statements under...
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Hello SEC and EDGAR enthusiasts! Wanted to share a quick update with ya’ll regarding the Share Repurchase disclosure rule which was approved earlier this month (see https://www.sec.gov/news/press-release/2023-85 and https://www.sec.gov/files/34-97...
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We’re better together. Amplify sets the stage for individuals and teams to join forces, share knowledge, inspire one another, and find new and better ways to tackle the challenges they’re facing. Register for Amplify 2023 today! The Amplify globa...
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That's right, 10 years ago, we launched the Workiva Community. We envisioned it as the place where our customers and partners could share their expertise, ask questions, get answers, provide feedback, and have some fun with us along the way. I’m ...
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📆 Date: Tuesday, May 23⏱ Time: 11:00-11:45 p.m. CDT🌎 Location: Virtual About this Event Beverage Breaks are a series of community-only virtual events designed to provide you and your like-minded peers with networking opportunity where you ...
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