Hi There - Trying to use the Advanced query command under Tabular Transformation. There is a note at the bottom of the query section that says the SQL commands of INSERT UPDATE and CREATE are not supported (see screen shot below). Is there a li...
When looking in the SEC Viewer (Next Gen) I have tables showing in a different order than on my Edgar/pdf versions. In the XBRL outline they are ordered how I would like them to be, but that is not how they are ordered in the SEC Viewer. Why would...
With Classic, when we generated we would get a set of warnings/errors. Then we also did a separate validation check which checked for different things and gave a separate set of warnings. Is my understanding correct that with Next Gen we do not ha...
After a document is sent for review, is there a way to share changes with the reviewer in response to their initial review comments? Do I need to send them another review task?
Is there any way to incorporate AP Style date formats for the 'abbreviate month' option in date formats? Currently, it seems that when abbreviate month option is selected, the month is not abbreviated with the period per AP Style (i.e. October sho...
In Next Gen, is it possible for review drafts to be accessible by all document editors vs. just document owners? Sometimes comments from a review draft become disconnected in the live draft and editors would like to look at the original comment le...
I have good news, Amplify attendees! All CPE certificates are now available for download in our new certificate portal. If you were eligible to receive CPE for attending any of our sessions, you should have received an email with instructions to ...
Hello XBRL users! You may have noticed that a recent release to Workiva has enabled the a few improvements to the XBRL Blackline feature that you have been asking for. There are 5 main areas of improvement to highlight (saving the best for last). ...
We are excited to announce the winners of our 2020 Workiva Partner of the Year Awards! Learn more about the winners here.🏆 Global Partner of the Year - Deloitte🏆 North American Partner of the Year - KPMG US🏆 EMEA Partner of the Year - Deloitte - ...
Hi, is there a way that I can find the hex code of a coloured cell so that I can use the same hex code (same colour) in another area without having to guess it? This used to be possible in Classic but I cannot see a way to do this in NextGen. Plea...
Hi there - please could you assist? I'm have managed to format a call in my document to have a custom suffix, now i need to make that custom suffix a superscript? thanks
For instance, I have a number that is 76M and I want it to round to the closest 10M or 80M. Is there a formatting feature that assists with that or do I have to manually edit? This is in next gen.
After rolling forward our Form 10-K to Next Gen, I noted that the lines extending from our pie charts to various labels next to the charts are now curved rather than straight as they were in Classic. Is there a way in Next Gen to make the lines s...
When printing a blackline in NextGen, is there a way to also have the comments appear on the blackline version? I would like to have a single draft that shows both the changes and comments made by a user.
How can one create a blackline in NextGen showing only changes that a certain person made in the document rather than all changes? This was a question asked 3 years ago, with the last response a year ago. Filtering the history by person is helpfu...
Hi again, I'm so thankful for the auto height possibility in the new Wdesk! However, there's one thing that I don't understand. Adding an indentation into the paragraph style and using that for text in table works perfectly with the auto width but...
I'm wondering if the list of available fonts in Presentations will be expanded in the future? Our company's standard default font for PPT is Trebuchet MS, which does not appear available in the drop down list. We would like to expand the use of pr...
My team and I are having trouble figuring out how alignment of charts and tables on the same line works in our next gen document. It may not be super clear because of the black bars hiding sensitive information, but the screenshot below shows a ti...
Hello In the next gen, when we create an attachment on certain text, it highlights light orange. It is absolutely difficult to find each attachment because the color is so light. Can your team please look into this to make it better? I have so man...
When reviews are sent in Next Gen the link indicators (e.g., green triangles) are showing in the review document. This is different than Classic reviews – Classic reviews were ‘clean’ and link indicators were not visible by the reviewers. My unde...
Hi, I tried to search but couldn't find a way to define all letters capital in a paragraph style or even from the toolbar. Is the only way to write the text again with caps on? That's really not the optimal way, since the same text might be linked...
I have a bar chart in the document that I created. As initial setup I will create based on the data I have. But later once the user starts using it, is there a way to import the data to this chart data instead of manual process where the user goes...
I've got a user who collects commentary from a bunch of different business units and then pastes those items into a final document in Workiva. None of the individuals commenting are in Workiva for anything else, so it makes sense to keep that coll...
The ability to File with Workiva using a generated filing code is available for Workspace Owners. To generate a File with Workiva code, navigate to Workspace Settings, then the Filing tab, and choose File with Workiva. From here you can then click...
How I can check the concept changes in two XBRL generations?
We just migrated to Next Gen and was very disappointed to see that in-line track changes is no longer a functionality. The track changes panel is very clunky and confusing. If someone were to delete a paragraph including linked numbers, the trac...
When creating integrations that utilize Spreadsheets, it is important to consider their limits during the architecture phase of your build. In this post, I will focus on the max cell limit. Spreadsheets have a maximum cell limit of 2,000,000 cells...
My team is experiencing an issue where some users are not able to add comments within our document. When the users select text and right-click "add comment" is not an available option. Have other users experienced this? Both users who experienced ...
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...
Ready to own your Sustainability Program roll forward with total confidence? We know that rolling forward your Sustainability Program and Carbon data means managing a lot of moving parts at once. To help keep things organized and ensure nothing ge...
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 ...
Designed Reporting has evolved! Draft to Delivery: A Designed Reporting Journey is a connected, blended learning experience designed to help learners build confidence using Workiva’s Designed Reporting tools to create polished, profession...
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...
