Spreadsheets
Unable to lock 回答済み

The "Lock" menu is grayed out and not able to activate it. 

Aruna Ravi Beta Buddy Rising Star Idea Generator Data Management Suite
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0
Filing & Section 16
Next Gen column header issues 回答済み

Hi, please see below. The header label is just not showing up formatted left like I want it to. In Edgar preview it looks fine but in Workiva and PDF it looks bad. The format for the cell and column is identical to the old generation Workiva. So i...

Ryan Choate
4 |
0
Linking
Moving source links in tables 回答済み

How do I make a destination link into the source link. The case I have is a transitions document (X) with a table of contents in a table using source links from another document (Y) transitioned with (X). Here is a screen capture: 

Erik Lyndain All Star Idea Generator
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0
Documents
Paragraph Styles - Keep with next 完了

There aren't any settings for Keep With Next in paragraph styles options. However, when you apply a paragraph style, it removes the Keep With Next check mark already applied to a paragraph. So if I want all of my Heading 1 paragraph styles to be K...

Dallas Thornton Beta Buddy Idea Generator Community Champion
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9
Documents
Creating new data validation in a Next Gen Document

I have seen that you can copy and paste data validation in Next Gen Documents, but is it possible to create new data validations in the documents as well? I have not yet been able to locate anything in the navigator. 

Kevin Barnes
1 |
0
Documents
showing numbers as text - decimals as "point six" not "six tenths"

When working in documents and having the numbers formatted as text. Is there a way to make it read "point six" instead of "six tenths"? In the scrpt the reader would generally read as "one hundred twenty three point six million" and not "one hundr...

Dallas Thornton Beta Buddy Idea Generator Community Champion
3 |
0
Spreadsheets
Same spreadsheet split screen 回答済み

In excel I can make multiple views of the same workbook/spreadsheet and easily link between one window to the other. In Wdesk next gen I can open two different spreadsheets and have them next to each other, but I can't see how to open two tabs of ...

Dallas Thornton Beta Buddy Idea Generator Community Champion
3 |
0
Spreadsheets
Sumproduct formula with multiple criteria 回答済み

Hi, i uploaded the files where i use this formula: =IF(B4=0,0,SUMPRODUCT(--('2017 YTD'!$B$133:$B$1000">="&B1),--('2017 YTD'!$B$133:$B$1000"<="&B2),'2017 YTD'!$E$133:$E$1000)/B4) However, it doesn't work. Does anyone know if this formula supported ...

Yulia Oleynik
40 |
4
Spreadsheets
Concatenate Formula and Fonts 回答済み

When using the concatenate formula to combine cell text, is it possible to keep the cells format? For example, when combining the Footnote number and Footnote Description, can you keep the Number as regular font and have the Footnote Description I...

Breanna Giacalone
1 |
0
Wdata
WDATA Data Integrity 回答済み

Hi,  A little late to the party but one thing I'm not sure about as someone who's team hasn't adopted WData yet is how does Wdata prevent the need for running reports from the general ledger system to check and verify that wdata is pulling the cor...

Anthony Miller Rock Star Idea Generator Community Champion
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0
Spreadsheets
Blank Accounting Cells Filled with Zero 回答済み

We have transitioned several files into Next Gen which have blank cells with the accounting data type. The transition added zero to previously blank accounting cells which messed with some formulas in the same document. How can I transition these ...

Justin Azer
1 |
0
Spreadsheets
Down adds on hidden rows 回答済み

Is there a way to check down adds (instead of using a calculator to ensure there are no hidden rows in the column you are adding) so you can tie to the total displayed? Same would go for cross adds. 

Grace Anlian
1 |
1
Chains
Download query result - unknown error 回答済み

When running the chain for the "Download query result" step, I am receiving the below error. Any idea on how to remedy this?

Lauren Thompson Idea Generator
3 |
0
Linking
Placing a link to a Document within a Presentation 回答済み

I am creating a presentation and would like to know if I can place a link to a document within the presentation? Basically, I want the person reading the presentation (who does not have permission to edit the presentation or document) to select th...

Kimberly Ashley
5 |
0
Controls Management
multiple test forms for the same control 回答済み

Hi, Here is the scenario:  - One standard control (say CTRL-5) that is applicable to multiple legal entities (say 10 entities)  - we need to test the control for each legal entity and there are two test phases: Interim and Year-end i.e. total 20 t...

Anit Jain
9 |
0
Documents
Tab stops in Next Gen Document tables? 完了

We recently transitioned the bulk of our documents to Next Gen, and are adjusting some tables to deal with the forced page break if the margins are different in section-to-section. It doesn't appear that tab stops are currently available in a tabl...

Megan Butler Workiva Advocate All Star Idea Generator Workiva Platform Community Champion
7 |
1
Home & Files
Folder Permissions? 回答済み

Sorry if this has been addressed somewhere else! Given that the Project concept is going away in Next Gen, is there anything in the pipeline about setting Permissions at the Folder level?  As a user that carries forward a "primary spreadsheet roll...

Stephanie Barnhart Rising Star Idea Generator
10 |
2
Filing & Section 16
Saving a combined PDF file in Next Gen 回答済み

A functionality I loved in Wdesk classic / projects, was that at any point I could save a PDF ready file and actually include all documents (if contained in a project) into 1 combined PDF file... LOVED IT! However, as we move to Next Gen, there ar...

Jonathan Gregory All Star Idea Generator Community Champion
8 |
1
Change Management
Freezing a Presentation

Is there a way currently to freeze a presentation, document, or spreadsheet from updating links when something is final.  For example, if I were to roll forward a presentation (month x +1) that is linked to a spreadsheet with Wdata, I have to pres...

Hunter Jones
1 |
1
Documents
Next Generation- locking sections

It doesn't seem like you are able to lock sections in Next Generation like you could in Classic. Are there other things that can be done if you want to be in a section and make changes without anyone else being able to make changes as well?

Katherine Kline
8 |
0
Presentations
Presentations over Document 回答済み

We are currently using document for all our reporting purposes (internal and external). I wanted to know what is additional in presentation which is not available in document.

Arihant Bengani All Star
1 |
0
Chains
Auto Refresh A Connection to a Query Through WData? 回答済み

HI there - through chains I can automatically run a query every day. This same query is connected to a Spreadsheet.  Is there a way to have the spreadsheet automatically refresh each time the chain is run to run the query? This way, we dont have t...

Bradley Coleman All Star
9 |
0
Controls Management
"Remind all" for overdue PBC requests?

Please consider adding a "remind all" function that allows a click of one button to remind folks who have overdue PBC requests. Having to click and remind one at a time is super frustrating and it is not easy to tell which you have reminded and wh...

Rebecca Demy Workiva Advocate Beta Buddy Idea Generator Community Champion
4 |
2