Currently, tasks can only be "restarted" if there is at least one task that has yet to be completed (a workaround we're using). If all tasks are completed in a process there is no easy way to "restart" the entire process, or individual tasks. That...
We've encountered an "unexpected error" in our validation report. It is the only red error we have which may stop us from filing, and we are not sure how to fix. This came about when we tried to fix a nesting warning message for an Axis, which had...
📆 Date: Tuesday, April 11⏱ Time: 12:00-1:00 p.m. CDT🌎 Location: Virtual About this Event Sustainability seems to be on every organization’s radar today, but many are unsure where to start or how to mature an existing Sustainability program. ...
There are times that we have a large date for graphs that are not linked into a spreadsheet. Is there a way to export the live chart spreadsheet as excel?
When Controls are decommissioned in the SOX Workspace, they are still available within the Test Forms experience. In fact, you can even test the control without even realizing it is decommissioned. If a user attempts to create a test form for a ...
Are there any issues with having extra concepts, member and axis tags in the outline that aren't in the document. I don't think it necessarily causes any validation messages, so we are able to file. Are there any other concerns we should be aware ...
Hi, I received the email from the preparer when his financial was done in Wdesk. I then added my review comments to the financial. Instead of "manually" emailing the preparer about my review having been completed, I can't seem to find a button i...
Hello, We've been using the classic binders for a couple years as a repository for our electronic tie out support. With the retirement of classic binders coming soon, we were looking into migrating to the new platform. However, I don't see any w...
Hi All- I was just wondering if anyone knew if there was a way to listen to previous Webcasts WDesk has put on. I know I can't get CPE credit, but there are some interesting topics I'd love to listen to. Thanks, TEssa
Hi, It came to my attention that the Arelle Filing Index is no longer available. Is there an alternative site that provides similar XBRL statistics, like taxonomy version and DQC errors? Thanks. Ken
Hello filers! We've been seen a rise in some issues related to images in filings. To help you stay ahead of these, and resolve them quickly, we wanted to provide some tips for you below. But first, here's the details. SEC Image Requirements All im...
Hi all! Many of you likely received an automated “You have been awarded a badge!” email about your receipt of a new badge. First, kudos to you! And secondly, this is legit, and expected. But wait, there’s more! I’m excited to announce that we have...
We needed to have our External Auditors defined to have read only access to our completed testing and evidence. This is a read only access. What we found is we need to define the external auditors to the External Auditor role and group. Without ...
Our team has requested to have a role created that is specific to just Reporting. I'm looking to see which entitlements would be needed or involved for this role.
We are doing an annual clean up of controls in our SOX workspace and have controls that are no longer needed. Is there any guidance/documentation on the best practice for removing these controls and the impact they have on history? I know there is...
I know this topic is out there, but maybe Workiva could do something like this that wouldn't be recreating the proverbial wheel. At this point, within History which shows versions, you can also turn on Authorship. I suggest when a blackline is ru...
We have a client that rolls data for forecasting month-over-month. We are building a workiva forecasting tool so they can mange their data within Workiva (rather than BPC). The Actual data is stored in a separate file from the forecast data since...
📆 Date:Tuesday, March 21st⏱ Time: 1:00-2:00 p.m. CDT🌎 Location: Virtual https://workiva.wistia.com/medias/eryckycndy About this Event Hello friends! We wanted to let you know about some exciting new Office Hours sessions we’ll be hosting here...
📆 Date: Thursday, March 23⏱ Time: 10:00 a.m. CDT🌎 Location: Virtual About this Event We’re excited to announce a new series of upcoming community-only events we are calling Beverage Breaks. These monthly virtual events are designed to prov...
Is there an easy way to export a document to excel (or at least the tables)? I'm looking for a way to save all tables in a document to excel - in a sense reverse engineering from document to spreadsheet. Thanks!
How do I manage users that left the company? Originally I simply removed the name from the Person data type in the SOX database and deleted the user from the Workspace and Organization. However, I noted that this has an impact on document history ...
We combined our source sheet and added our Proxy to our workspace during Q4 2022, and after filing last week are ready to begin prepping for Q1. However, our proxy (not yet filed) is connected to our sheet. How do other teams handle this mismatch ...
Good morning, Does the Document have a split screen view similar to MS Word? If not, is the work around to open a new browser window? Thanks. Ken
Suppose I have a document containing a section that has both native text and some destination links. I would like to allow an editor to edit the native text, but I do not want them to have any ability to delete the destination links. My understand...
UPDATED AUGUST 2026 As mentioned on this post, we’ve been rolling out new password settings across all our appspots to better align with OWASP standards. First, thank you for your participation and patience, we’ve been making great headway, and al...
Can default permissions on newly-created folders or files be changed from just the creator/Owner seeing them, and then that person then having to apply Editor or Viewer permissions to a group or individual users - can the default be changed so new...
Hi We are building a php script to connect/fetch data from the API. We are able to fetch a token, and use it to get the LocationURL (using Document_id & Section_id). 'https://api.eu.wdesk.com/platform/v1/documents/'.$documentid.'/export' In the re...
Can you tell me what kind of value formatting I need to use to get this to display as SCHEDULE 14A but still have an XBRL value of DEF 14A? I also have it tagged in the DEI tab.
I have a chain with 2 consecutive 'Refresh Connection' commands and one of them consistently fails. The first refreshes a WDesk sheet's incoming connection and succeeds every time. The second refreshes a WData table's incoming connection (from the...
I am unable to change the label one of the line items in my statement of income. I've tried to delete the fact from the outline and re-add, but the error still pops up in the outline. What can I do to remove it?
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...