I am getting "No Matching Columns" error on File Import step in Chain. The file is Tab delimited. I can't convert it to comma delimited as some of the column values have comma as a valid value. FYI. I am successfully able to load the file manually...
Hi There, I'm seeking input on how to pull consolidated balances from FCCS into Workiva using FCCS connectors. If anyone has experience with this, could you please share your approach? We are pulling balances into Workiva on a monthly basis, mul...
Hello, Can Permissions Groups be restored? Due to the permissions group that I was a member of no longer existing, as a workspace owner, I no longer have access to all the files within the workspace. If permissions groups cannot be restored, is i...
Hey all, we just recently implemented Workiva so apologies if there's a dumb answer to this. Is it possible to have a calculated field within the Risk or Control form? For example, if I rate Risk Impact as High (3) and Risk Likelihood as Low (1) ...
In certification letters, is there a way to create a question that allows for a free-form/text box response, without having to use the radio buttons at all? I know it is possible to use a single answer option and check the "exception" box so that ...
I am attempting to run a GET command to retrieve a list of data connections (per the developer site linked here https://developers.workiva.com/wdata-v1/wdata-listconnections/#list-connections). However, I am continuously getting the following outp...
I'm not finding a way to lock specific text of a document, only entire sections or cells in a table. Is this a feature in-process?
Our IT team tried to install Workiva Ground Runner on SUSE v15 Linux OS and ran into below error: "cannot execute binary file: Exec format error" Can anyone confirm if SUSE Linux distribution is supported for ground runner installation?
When we've attempted to create a bulk task for multiple assignees, we've found that when the first assignee completes the task, it renders all the other assignees' tasks complete as well. Is there a way to set a bulk tasks, but require each assig...
Currently, you can print/generate multiple files into one file format in PDF only. It would be very useful to be able to have the option to print multiple files into one file, but also in Word format, not just PDF format. I have reviewers that a...
Is there a way to use permissions to limit who can see attachments that are uploaded in a document? Our document is sent out to many users throughout the organization to review and provide feedback, but we don't want them to be able to see or acce...
I need to upload an excel file that is above 40mb. Could you please guide on how to go about it (example, by splitting it & joining all pieces) without losing formula linkages. Please also suggest how to reduce the size of such files.
***UPDATED NOVEMBER 2024*** The SEC has posted a final update on EDGAR Next here. While its way more technical than most will want to consume, we've combed it over and have some updates for you all regarding EDGAR Next. Here's what is known so far...
Hello, I am new to chains and trying to achieve the following functionality: Download encrypted csv file from external source using SFTP connector Decrypt file Create Workiva file from the decrypted file Import Workiva file into Workiva table Th...
I copied and pasted link to a number that's negative in my document. I want to remove the dash "-" in front of the number i.e. show the value as absolute in the document. Usually I do this via the Advanced Options in Format , however there's nothi...
Multi dimension - Only one dimension is able in SMF.
Can you add Padding, item distance, vertical spacing, and horizontal spacing to the x-axis and y-axis charts in Charts (specifically in Documents)? There is a lot of white space that we'd like to get rid of to put more emphasis on the data instead...
Workiva's Signature Learning is an advanced training offering that keeps users informed and enabled on the platform's latest features and functionality—through a dedicated practice environment, instructor-led training sessions, timely up...
Workiva Amplify 2024 is another one for the books! We took the Mile High City by storm and set the record for the most in-person attendees in Amplify history, with thousands of passionate accounting, finance, sustainability, audit, and risk profe...
Hi Workiva team! When linking values from a spreadsheet to a textbox in Presentations, it seems like the option "Apply Formatting" when pasting the link is not available. The blue icon that usually shows up when creating a link does not appear. I...
Hi All, I am trying to export the list of Workiva users in a chain and then upload to a Workiva table. I am able to get the list of users using the "List Users" command in the chain. But then I'm not able to convert the JSON output using any of th...
📆 Date: Thursday, September 26⏰ Time: 1:00 pm CST🌎 Location: Virtual About this Event I officially invite you to join us for our next Beverage Break event on Thursday, September 26th at 1:00 pm CST as we discuss the topic Formatting Large D...
On September 16, 2024, EDGAR Release 24.3 introduced changes to XBRL validations to include new warning messages surrounding Unselected Facts. Each fact not selected will appear as uncategorized facts and a new warning message will appear to conta...
Hey, Maybe this might be a very simple question but anyhow. I have tried to create a chart that is a comparison with the company's stock and the S&P over 5 years. However, everytime the graph shows the dates instead of two line with the company ...
I have a spreadsheet that will have certain sections that are restricted to some users. I see that there is an option within the filters to 'hide restricted sections' but was wondering if there is an overall setting to hide those sections so that...
After creating a task in a metric in ESG program the metric has been removed. Unfortunately the task assigned is still visible in the assignees task list. If you open the task the information is "Couldn´t load this task´s ESG metric". I am not abl...
Hi Team, We do not have any commentary section for those Letters or Tasks which have missed deadlines (Signer or Approver). There should be a mandatory commentary section (may be below the signature where, signer or approver signs) available for t...
We had a request on our team to have the ability to pdf. documents or specific sections and include authorship overlay's along with the metadata included when viewing authorship in documents. Is this an enhancement that others would find useful?
Hi Team we have an error in an XBRL file specifying These mandatory concepts can not appear in a hidden section: Description Of Nature Of Financial Statements. However the word used to tag this fact is not hidden so I am not sure why the error is ...
Big news for your Scope 3 reporting! Hybrid Calculation Method V2 is now live in Workiva Carbon for Categories 1 & 2, delivering higher data quality thresholds, direct insight into raw CDP source data, and flexible version control across your repo...
Have a suggestion to share but not sure if it pertains to Reporting, GRC, Filing or other? Look no further! Below is a breakdown of the existing feedback topics and what product/feature area belong in each. API & Developer Feedback Ideas and sugge...
Did you know that over 1000 ideas have been shared in the Workiva Community? The odds are high that the idea you seek has been requested before. Here’s some tips to help you find what you are looking for so you can weigh in too! First, search for ...
Back again by popular demand, check out the 2026 SEC Filing Deadline calendar below. This calendar includes SEC holidays when the EDGAR® system will not receive, process, or accept submissions. As a reminder, filers will need to comply with ASU 20...