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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...