After I have created an issue and am building and action plan or request list it would be nice if that information populated from the existing issue so we are not typing this information over and over. Is that something that is out there?
The Data Quality Committee (DQC) approved a new round of DQC rules for Version 28. The effective date for these rules will be for filings submitted on or after December 15, 2025. The DQC plug-in tool has been updated and released in the Workiva pl...
Hello, Is it possible to send an email notification (or any other type of notification in Workiva) to a set of users when a new report is created? Here is the context of what I am trying to achieve: I have an automated integration that imports co...
Hi, can we put HIGHLIGHT in a paragraph style? Or is there another way to create this kind of text in a style?
Hi, can you create a shape inside a text box? It seems greyed out:
Hi, is there a way to snap align elements?
Hi, I can't see the insert image option when I am inside a cell in a table.
Join me next week as your guest instructor for a live training on Dynamic Tables + Linking where I'll share fun tips about my favorite Workiva products and features. Only 11 spots remain so act now! 📆 Date: Thursday, December 11⏰ Time: 9:00 AM ...
Noticing that there is a Print button/icon (also activated with command+p) on the toolbar which brings up "Print Options" I do not seem to get any connection to my physical print driver. Within the Workiva environment, how do i physically print a ...
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...
Ready to take on 2026? See what's in store for finance, risk, and sustainability teams, as our industry experts weigh in on topics like: What will capital markets look like? ⭐️ What is the future for AI tools? ⭐️ What is the outlook for private co...
Our team is aiming to update column names for some of our tables. These tables and columns are used in queries downstream. Will we have to update the column names downstream as well or will they automatically update? How is the column ID used in d...
this is a common problem, where we are unable to copy paste the xbrl tags from the PY filing to the CY. There is this error that pops up while doing this. We need to search the tags manually and add them again. Can please someone help on this func...
Hi, I have been asked to confirm if the SOC reports published cover all regions as we have 2 contracts, one for the US region and another for the EU region and our US colleagues need to know if the SOC report we downloaded for the EU region is the...
I need to automate monthly backups of key spreadsheets for audit and compliance. The goal is to automatically create a full copy (snapshot) of a spreadsheet each month—before any new data is added—using either Chains or the Workiva API. I have sea...
I have embedded content placeholders in Smart Links that have been shared across two workspaces. The sharing was fine, however, the content placeholders have been bolded in the destination workspace and not at the source. I was wondering how to fi...
Is there a way to remove the built in/default colors from the palette?
Below is an image of what I am trying to do. I want to include a stylized footer within my report, but I can't get the image to go all the way to the bottom of the page and have this little gap. Any advice on how to get the image snug to the botto...
As organization, we rely heavily on Workiva for managing and sharing key financial and governance documentation. As part of our compliance and security framework, we’ve requested the implementation of two key features: 1️⃣ “Exported By” Stamp – Au...
Are you looking to automate your data with Chains? The first step is to set it up. Setting Up Chains in Workspaces walks through the process in less than 15 minutes.
Looking to get started with Chains? We have new eLearning courses that will help you hit the ground running! Orientation to Chains (6 minutes) Introduction to Workiva APIs (15 minutes) Setting Up Chains in Workspaces (13 minutes) More Chains ...
Hi! I am trying to export numerous documents and spreadsheets as Workiva files. I get the error message "To do this, you need permission." Is it just me, or is the error message misleading? It seems that the files causing the error are in a differ...
We’re excited to announce three major updates to Workiva Scripting, now available in production. Python 3.13 Support Python 3.13 is now available in Workiva Scripting! Users can configure scripts to run on either Python 3.9 or Python 3.13 directly...
If you're looking to use Chains or make API calls to Workiva, then you'll need to make an API grant. This video is from our new Introduction to Workiva APIs course shows you how in just one minute! https://workiva.wistia.com/medias/nf9tbyp401 The ...
Since cells don't have specific values, if a new result is added to the data source, the output ordering will change. If a comment had been left on a cell, it will no longer show up in the initial place. Is there a way to address that?
Free Live Training Class - Feature Focus: GRC Reporting & Dashboards We are thrilled to announce a brand-new, live training opportunity: GRC Reporting & Dashboards. This 90-minute Feature Focus explores GRC Reporting & Dashboards, providing users ...
📆 Date: Tuesday, November 18⏰ Time: 2:00-2:45 p.m. EST🌎 Location: Virtual About this Event We are helping companies automate the manual nature of regulatory reporting, enabling them to: Save hundreds of hours annually Reduce transcription ...
Is there a way to turn off the superscript on the number of the footnote at the bottom of the page. It's way too small to be superscript – and unnecessary.
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...
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 ...
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...