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If you’re looking to automate bringing data into Workiva from third-party systems, then Chains is here to help! Make sure you loop in the administrator for your third-party systems. You’re gonna need their help when it comes to setting up integrat...
New to Data Management? Here are some resources to get you started! Workiva Learning Hub - Data Management Online self-paced course to help you learn the fundamentals of Data Management “Start Here” Community Hub Posts that compile a varie...
Hello and welcome to our final episode of CPX Leadership Insights of 2025! For this special virtual session, Mike Davis is joined by Matt Bolling, Senior Director of Platform Connectivity and leader of our Global Data Management Practice. In this ...
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...
When building Chains, you might need to call another Chain, often referred to as a child Chain, from within your main Chain, also known as the parent Chain. This is done using the Run Chain event. If you’re not familiar with that process, take a l...
Exploring Chains? Here are some Common Connectors and Notable Nodes that we think you should check out! Common Connectors Workiva Connector: Commands to interact with Workiva You can use this connector and its commands to share Workiva data ex...
Dynamic Outputs - think of them as the ever-changing chameleons of your workflow! Dynamic outputs adapt to the data and conditions you feed into them, offering flexibility and real-time responsiveness. 📋Key Features of Dynamic Outputs 1. Dynami...
While Skip Conditions are all about skipping specific steps in your chain, don’t skip over the importance of understanding how to use them effectively! Workiva Chains allows users to automate and streamline their workflows by chaining together a s...
Looking to take your orchestration of Chains to the next level? Time to explore Control Sheets! Think of Control Sheets as your workflow's control panel or instruction manual. It's where you pre-enter all the necessary data to ensure everything...
Within Chain Builder, there are a few terms that are important to understand when creating Chains. Let’s define those terms and their use cases in one place to help simplify things! Be sure to check out Common Data Management Suite Term Definition...
Regular expressions, or regex, are powerful tools used in Workiva Chains to identify and manipulate patterns in text data. Think of regex as a search or search and replace tool that helps you extract specific information or format data consistentl...
If you are new to building Chains you may be wondering “what happens after I click execute?” In this post we are going to highlight what you should review after running a Chain. The main area to review your Chain runs and history is the Monitor t...
Within the Data Management Suite, there are a few terms that sound similar but have distinct definitions. It’s easy to mix up the meanings when you get started building Chains. Let’s define those terms in one place to help simplify things! Chains ...
Were you aware that Spreadsheets have a limit of 2,000,000 cells per Spreadsheet? This means that if you have a lot of data, you might run into problems. Tables in Wdata, and the Data Management Suite (DMS) as a whole is a great solution to avoid ...
If you’re working in Wdata and need to build out queries that bring together data from multiple tables, you may be wondering how to connect those tables together to give you data from both. If so, this is the community post for you! Let’s say you ...
If you're leveraging Workiva's Governance, Risk, and Compliance (GRC) solution, you might be interested in how the Data Management Suite (DMS) can enhance your processes. DMS offers a range of features designed to streamline data management and im...
Both Chains and APIs play an important role in the world of data integration and automation. APIs offer direct access to various services and functionalities, while Chains provides a user-friendly interface to interact with third-party integration...
New to Chains and wondering about roles and permissions? Chains works similarly to the rest of the Workiva platform, but with one important difference: permissions can be applied to a single chain, an environment, or an entire workspace. Chains h...
In the Workiva platform, there are several ways to initiate a chain. This article explores the different options available, their benefits, and why you might choose one method over another. Here is a link to a support article that covers these met...
One of the most useful tools in Workiva’s Data Management Suite is Chains! Chains are repeatable workflows that connect your data across the Workiva Platform and beyond. The possibilities of how to use Chains to benefit your organization are endle...
Ensuring queries are usable year over year and quarter over quarter, is essential to creating a streamlined reporting process. To do this in Workiva’s Data Management Suite, you can create a dynamic query that fits your reporting process by using ...
The Handlebars Connector is a powerful tool in Chains. It can help you manipulate and process JSON data in a more efficient and streamlined way. This post takes a closer look at this particular Connector. What is Handlebars?Handlebars is a versati...
Looking for a way to organize your Chains or manage their development lifecycle? Chain Environments can help with that! Within workspaces, Workiva users are set up with a default DEV environment in Chains. In addition to the standard DEV environm...
If you’re working in Wdata and building out your first table, you may be wondering what all of the column types are and why they’re important. If so, this is the right community post for you! Column types specify the structure of data that is save...
The Workiva Connector, Workiva Chain Connector, Workiva Scripting Connector, and the Workiva APIs all require an API Grant for authentication. In this post, we’ll delve into the API Grant creation and management form fields and provide important c...
Getting started with Chains or looking for examples of Chain leading practices? Check out Chain templates created by Workiva! Workiva Chain templates are available and ready to use for all Connected customers. To find the list of current Chain te...
If you’re new to using the Workiva Data Management Suite, you may be asking yourself - “what’s the best way to structure large data sets in a Wdata table?” If you’re asking yourself this, then you are in the right place! Before you create your W...
Chains require a "Runner" to execute Commands, with two types available: CloudRunner and GroundRunner. This post offers insights into each Runner type and guidance on when to utilize them. When configuring a Connector, you must select at least one...
In order to share data across Workspaces using Chains, you will need to have multiple Workiva Connectors. Workiva Connectors are designed to restrict access by Workspace, so you will need to create a Workiva Connector for each Workspace in which y...
Are you spending too much time exporting information from other systems and importing it into Workiva? Would you like to automate your flow of data more efficiently? If so, it may be time to connect your source and other systems to Workiva! There...