Q&A and discussion all about <a href="https://support.workiva.com/hc/en-us/sections/360009876152-Processes#toc-13887422791188" target="no_follow">Certifications</a>, <a href="https://support.workiva.com/hc/en-us/sections/360009876152-Processes" target="no_follow">Processes</a>, and <a href="https://support.workiva.com/hc/en-us/sections/360007424912-Tasks" target="no_follow">Tasks</a>.
Hello, We are using the workiva process functionality to collect internal support, and some of the people who provide the support aren't frequent workiva users. Is there a way to mark an action complete on their behalf? We want to maintain them a...
Within the certification module (to be retired), there was an option to assign a contact for our certifiers to reach out to. Currently, the default is whoever runs the process. Is the feature to add a Contact possible in the new processes? This is...
Dear Workiva, Our Assignees to certify a letter don't log in to Wdesk. They receive a notification email with the link to certify a letter. Using the classic Certification process, the signers were able to generate the PDF letter report using the ...
Dear Workiva, Our letter assignees requested to have the save draft option before submitting or certifying a letter. The assignees requested to be able to take online or on a PDF draft their responses and share them with their managers for discuss...
Dear Workiva, The new Process-based solution does not allow changing the submission due date of a single letter of the process. Requirement: Process creator should have access to revise/ extend due dates at the letter level. Thanks,
I have had multiple signers that had partially completed their certification and when returning, none of their responses were saved. However, I have had signers that have had their work saved when closing out of the certification. Is there any rel...
I ran a few test processes for the new certification procedures, but I do not see an option to delete them once completed. Is there a way to remove these test processes?
Separate from the email bundling, I understand that there are standard jobs that predefine when task email notifications are sent to task assignees. What are the current timelines/frequencies for these notifications? For example, there task assign...
Previously, in Classic Certifications, we were able to change the due date after the process was sent. This appears to no longer be the case in Processes for certification actions. We have certification actions that get signed, in sequence, by 2...
Is there a way to set up conditional questions within the certification process? For example, if an individual answers 'yes' to question 1, they would receive a question 1a, otherwise they would not?
Great news! We have released 3 features for certifications. They are... 1. Bulk updating assignees and approvers for all action types. 2. Bulk updating the custom text for the initial certification emails 3. Previewing certification letters pr...
Within the new processes module you are able to view individual attachments from the 'Certification Reposnses' report. Are these attachments also saved/made available from a folder within the files area of the workspace? I'm trying to find a way t...
I have reviewed the training documentation and Community posts and did not see any guidance or option for providing access/visibility to Certification tasks to a user that is not a designated signer/approver for a task. Is this feature something t...
Hi, is there anyway to enlarge the "manage letters" box? Some of my letters have very long titles and without the option to scroll through the box left and right, I end up having to hover over each letter to see the full title. This is very time c...
I am trying to copy a process but I do not have the option to copy whenever I right-click on the file as shown in the image. Note that this process was recently migrated and was not a newly-created process.
I am not sure if I am doing this migration wrong but it seems that I have to open a process for each actions, since I am unable to add/run new actions after an approval is completed. Also my final approvers never received any email to ask for appr...
Hello, I am working in a letter in the new Certifications. I see where I can change the formatting (like font) for a question. However, I can't change the font for the response options to match. Am I missing something?
- We would LOVE the ability to insert an image in a letter of the certification process.
We have certification processes that will be half complete when we migrate. For example, a process with 10 letters, each with 10 recipients, for 100 total recipients. Half of those recipients have already completed their certification. When we mi...
I am increasingly concerned about the gaps in the new certification functionality versus what we are used to in Classic. I see the migration window just got pushed through the end of November 2023, so glad that gives us additional time. However, I...
We would like the functionality of the 'Reports' section improved. The Process Status, Process Activity, and Certification Responses screens need to have sort and filter options added to the columns. Currently the only options available are to mov...
We send quarterly SOX certification to 6 Groups (regions). Each group has about 50 signers. Currently only I can update user Groups which requires a lot of work and sometimes slow down the process. Besides the Workspace Owner role that can edit Gr...
In the new certification process, we would like to have the status chart to reflect the real-time sign off status when multiple signers are assigned for one document in one step. In the example below, I have 4 signers assigned to one doc in one s...
Hello How do I create a new process, without migrating an old one? In the old version, I would send out letters to three different groups as part of one certification process. Now, I have to create three different certification processes but I can...
We used to be able to export all our certs in one step to see it in one package. Now, best I can tell, we either have to export them all individually, or export a CSV file which is good for a log, but not for auditors. Please advise if I'm miss...
Cannot see a way to change the organization time zone to use anything other than UTC. I have contacted support and they are looking into it. By the way, I know I can change my local time zone, but we need to change it for the organization to mat...
Good morning. Couple of Questions: 1. Is there a way to delete old certification processes? I created three test processes after migration, and now I don't need them and want to remove them from the Processes listing. 2. Is there any more informat...
We have certifications going in the new process and have run into an issue. For one process, all people that will sign have completed it, but the process is not marked complete as one person did not sign. We do not want to delete the action becaus...
My boss is the only approver for certification tasks and we are finding that when the activity shows a task was completed and autoapproved, the approver is notified, by she isn't seeing any email notifying her of anything. She has checked junk fo...
In the new Certifications experience is it possible to approve on behalf of the signer? I had a signer had an access issue and certified outside Wdesk. Since I can't change his status from "uncertified" to "certified" in Wdesk, I had to remove him...