Add more options under the "Include a New Phase" when preparing form.
Hi,
How can I edit or add additional options under the the "Include a new phase" icon? I would like to include a "Year-End" option as well. See below.
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Hello Jonathan,
This support article here has step by step instructions for including a new phase as well as a video. You can jump to the 'add or remove test phases' section on the right side of your screen.
Hope this helps! Please let us know if you have additional questions.
Happy Friday!
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Courtnie Carver thanks for replying.
However, this article is not what I am looking for. My question was if there is a possibility to add more options -other than the ones that are currently available-. When I click the the "+" symbol on the left, under the "Include a new phase" button, we only see three options: Interim, Rollforward, and Remediation.
How can I add or remove more options to this drop down menu?
See screen shot below:
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Hello Jonathan,
My apologies, I misunderstood your question. This is actually a hidden field. In order to add more options you will need to submit a ticket to Support. They will be able to create that 'year-end' option for you.
You can do so here. Additionally, here is an article about contacting Workiva Customer Support if you need it in the future.
Thank you!
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