すべての投稿

Hi Team, What is everyone's best practice for when you export 10-Q/K and removing the electronic signature "/s/ [Insert Person's Name]" to be prepared for signing in Adobe/Docusign?  Hoping Workiva can create a functionality that can export and re...

Kenny Pham

Hello Community - Our team is exploring best practices for importing Visio process maps into Workiva. We’re looking to streamline how we document, manage, and report our control procedures in one collaborative workspace.Currently, we use a widescr...

Chuck

📆  Date: Tuesday, November 18⏰  Time: 1:00-1:45 p.m. EST🌎  Location: Virtual   About this Event The rise of AI demands a responsible, strategic approach from the office of the CFO. Join us for an exclusive first look into the Workiva AI strategy...

Isabel Messore Community Moderator

Hello! I am writing a script that attempts to lock a single sheet within a spreadsheet using the Partially update a single sheet API.  Here is the chunk of code I am using to replace the lock value: patch_body = [         {             "op": "rep...

Talia Test

Would it be possible to consider breaking links and leaving only values (where an error is given in the formula) in the exported file if I select an option to download the file with accurate formulas?  I one of our case we have to export excel cal...

Lukas Rakickas

Hello, I just watched the “What’s New from Workiva: AI Extensions, Workflow Management, and More” webinar. We use Workiva AI today, but I don’t see the Wdata AI features shown in the session in our environment. Could you share the expected timelin...

Marion Kjellander

Hi,  I'm working on configuring a chain to send notifications to admin users based on specific Workspace activities, and also log those activities into a spreadsheet. However, I'm currently stuck on the first part: retrieving the full list of acti...

Lorena Rojas

We are very excited about the new Outline Labeling feature in Presentations. Given the volume of slides we manage in our presentation, it would be great help if we could filter and multi-select on those labels as well.

Jeremy Ford

I would like to suggest an enhancement to the platform. Currently, when creating a Process, it is not possible to include a task in bulk. This feature would be extremely useful to streamline workflows and improve efficiency. At the moment, the ava...

Thiago Andrade Vaz

Does anyone know how to sort data in a created Filter View? We need to sort some data but only want it sorted within a Filter View as it will mess up data inputs for other users. Currently the sort option is not showing up in my Filter View menu.

JP Thomas

Hi, We are using Data Collection files to gather metric values and would like to automatically lock cells once a task has been approved. Is there a built-in feature or workflow automation that supports this functionality? Thank you,  Andreia

Andreia Cardoso,

I use the Chrome browser which autofills my non-trivial password when I login. Workiva then emails me a 6-digit code that I have to enter within 10 minutes to complete the Multi-Factor Authentication. Every single time I enter an MFA code, the Chr...

Glenn Parker

Does anyone know how to clear XBRL Warning EFM.6.05.57?  It says:  Submission type N-CSR should have a non-empty value for oef:ShareholderReportAnnualOrSemiAnnual in the Required Context. We are not doing anything different and its now popping up ...

Nicole Schulte

does anyone know how to fix this or what exactly it means?

Kelsey Durban

As previously discussed, the European Financial Reporting Advisory Group (EFRAG) is drafting updated European Sustainability Reporting Standards (ESRS) based on feedback and a drive for simplification from the European Commission (EC); EFRAG is ex...

Steve Stegelin

📆  Date: Wednesday, November 5⏰  Time: 2:00-3:00 p.m. EST🌎  Location: Virtual   About this Event Don’t miss out on transformative innovations that can make your financial reporting processes faster, smarter, and more reliable. Join us to explore...

Isabel Messore Community Moderator

Is there a way to bulk connect metrics to source files? I need to link approximately 700 metrics, and each source file contains the metric ID, dimension, and program year. Given that this information is already available, is it possible to automat...

Andreia Cardoso,

Hi, is there a way to narrow a search field when searching in a spreadsheet, or even other documents? For example, I'm searching for 0.5 but understandably am retrieving all results that contain this e.g., 10.5, 880.5, 200.5. Can I amend what I'm ...

Adam Johns

Hello, I try to have a numbered list continue from one cell to the next one but I don't seem to be able to select the 'Continue numbering from previous item'. The 'Restart numbering' functionality seems to be locked... Can anyone help me sort this...

Nadine Legrand

When you add a new reporting year in Sustainability Program, you can choose what to copy over from the Program's metrics for the new year — including collected values, data collection tasks, and connected source files. To help simplify Program rol...

Steve Stegelin

This guide describes an end-to-end data workflow, which includes extracting data from a source system, transforming it via queries, and delivering the resulting data set to a spreadsheet for reporting purposes. Implementation Steps: Step 1: Vali...

Theerdha Sankepally

I have a chain with command group that is iterating runs and I am using stack file to stack each result up. Now I need to take the last iteration and upload it to a table. I did some research and seem like Dynamic Chain Variable can help define wh...

Jase the Ace

As a GRC user, I’m exploring options to archive certain data types within Workiva so that historical information remains visible on existing records, but is no longer selectable when creating or editing new records (e.g., audits, risks, or control...

Michelle Pearson

Entender Funções e Permissões no Data Management Suite pode ser um pouco confuso. Geralmente, suas Funções definem o que você pode fazer e suas Permissões definem onde você pode fazer. Para uma visão geral das permissões do Wdata: Permissões em T...

Isabel Messore Community Moderator

The SEC announced the scheduled technical update to EDGAR to upgrade to V25.3 on Monday, October 13, 2025. This update also includes the support of the 2025Q3 SPAC taxonomy with improvements from filer suggestions. The technical changes and valid...

Sonny Jablonski

Hello, We are trying to run the "Array to csv" connector for a JSON response as below. It runs successfully but its output has no values.   {"pov":[],"columns":[["Q1","Q2","Q3","Q4"]],"rows":[{"headers":["FCCS_Net Income","BU_XXXXX","FY25","AN2222...

Rajesh Shrestha

Hi Team, I would like to propose an enhancement that would greatly benefit our clients who rely on Workiva for managing their ESG programs. Currently, there is no built-in functionality to track who made specific updates to the ESG program and whe...

Shradha Harlalka

My client ITAU UNIBANCO S/A has raised the following relevant point: Problem Description: When deleting a section within Workiva documents, all content in that section is automatically erased. Currently, there is no option to: Preserve the conten...

Mauro Cesar Siqueira

Hi everyone, We’ve noticed that it’s currently not possible to export the ESEF taxonomy from Workiva into Excel. This limitation makes it difficult to review and compare the taxonomy structure outside the platform, especially when coordinating wit...

Ljudmila Barunovic

If you were one of the almost 1,000 people who signed up to attend a session with one of our live instructors during Amplify, I'm sure you were WOWED! Weren't those sessions fantastic? Weren't they engaging?  Do you want more? If this experience l...

Shanti Lall