GRC Tips
Organizing browser tabs and windows with Workiva

I'm curious how others keep track of what they're working on when they have multiple windows and tabs open in Workiva? For example, our organization uses Workiva for SOX using the 'Controls Management' Workspace Solution, and we also use it for ot...

Russell Aldridge Rock Star Idea Generator
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Workiva APIs
Retrieve and Apply Dynamic Custom Field Inputs Using Chains 답변함

Hello! I am currently building a chain that aims to use APIs to copy a file in Wdesk, retrieve its custom field groups, custom fields, and custom field inputs and apply these to the copied version. I have been successful with copying the file, ret...

Talia Test All Star Idea Generator
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Amplify
Favorite Feature

There are so many, but the linking has to be the best!

Melissa Fulmer
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Admin, Security, and Workspaces
Folder Owner cannot copy document? 답변함

Hi all I am  having a slight issue.  I have trained another person in my dept to be my backup on a monthly document that we do.  I have made him an owner but when we go into the file folder and copy for example May's monthly he cannot copy. Any id...

Jennifer Shushnar All Star Idea Generator
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Amplify
Amplify Americas giveaway: why do you ❤️ Amplify? 완료

Welcome to our fourth of five Amplify 2025 registration giveaways. To be entered into this drawing, simply add your response in the comments below. Granted, we are a little biased, but we think that Amplify is a great event. We strive each year to...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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Home & Files
Process Template Copy in between Workspaces 답변함

Hello, I would like to know if its possible to copy process templates from one workspace to another? Currently I have a survey that I created that I would like to copy to another workspace. Is that or will that be possible in the future? Thank you...

Daniel Cedillo Rock Star Idea Generator
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Controls Management
Data Sharing between Organisations

Hi, Is it possible to share data between two separate organisations in Workiva. The scenario here is to be able to share a subsidiaries ESG data directly with the Parent company if both are using Workiva for their ESG reporting?  Thanks

Kirk Chilton Rising Star
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Trainings & Webinars
New Course—Single Source: One Spreadsheet, Multiple Reports

Ditch the data inconsistencies that come with maintaining multiple spreadsheets for your SEC reports! Our newest course, Single Source: One Spreadsheet, Multiple Reports, covers: The advantages of the single-source approach The transition process...

Kim Gresham Learning Champion Rock Star Data Management Suite
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2
Admin, Security, and Workspaces
What's the best way to find a Workiva user's UID? 답변함

My understanding is that each Workiva user has a unique ID (in a format like, e.g., V0XVc2VyMpExNzYyNzQxODgx). This is in addition to their username/displayName, e-mail address, and possible SAML ID (if they've been mapped to one). However, that U...

Andrew McKenzie Community Champion Idea Generator
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Sustainability Management
Introducing: Sustainability Insider newsletter!

Debuting this month, Workiva's new Sustainability Insider newsletter provides a regular dose of tl;dr insight to help navigate the ever-evolving landscape of sustainability reporting. Succinct and to-the-point, this newsletter includes the general...

Steve Stegelin Community Champion
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Start Here 🎯
Skip Conditions: Not to Be Skipped, But Definitely Worth Considering!

While Skip Conditions are all about skipping specific steps in your chain, don’t skip over the importance of understanding how to use them effectively! Workiva Chains allows users to automate and streamline their workflows by chaining together a s...

Marianna Khong
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8
Regulatory Updates
EDGAR 25.2 Release - Monday, June 16, 2025

On June 16, 2025, the SEC has scheduled an update for EDGAR Release 25.2 which will introduce updated validation messages and also accept the 2025 IFRS taxonomy. As part of this release, the 2023 versions of taxonomies will no longer be accepted ...

Sonny Jablonski Rock Star
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Charts
Line color updating based on value

If I am trying to chart sales growth on a line graph, is there a way to show the line be green above 0% and red below 0%? The dots of each point themselves I was able to manual make green vs red, but would like the line to also update based on the...

Dray Schreiber
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Comunidade em Portugues
Decisão da SEC sobre divulgações relacionadas ao clima

Conforme anunciado em 6 de março, a SEC adotou novas regras sobre divulgações relacionadas ao clima. Em resumo, essa decisão exigirá a divulgação de riscos, governança, finanças e emissões para alguns registradores da SEC. A decisão será implement...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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Comunidade em Portugues
Qual é a sua melhor dica?

Seja sobre o Workiva, seu dia a dia ou apenas um truque de vida em geral, qual seria a dica que você daria aos outros membros da comunidade?

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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Comunidade em Portugues
Termos e condições

Como membro da comunidade Workiva, você já concordou com os seguintes Termos e condições: ● Termos de uso do centro de suporte da Workiva ● Política de privacidade da Workiva ● Política de privacidade da Zendesk Caso tenha alguma preocupaç...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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1
Comunidade em Portugues
Diretrizes da comunidade Workiva

Bem-vindo à comunidade!  A comunidade Workiva existe para oferecer aos clientes da Workiva um espaço para compartilhar suas ideias e sugestões, aprender a usar a ampla gama de produtos e soluções disponíveis e ver como os outros estão lidando com ...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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1
Comunidade em Portugues
Como participar da comunidade Workiva

Ainda não é membro da comunidade Workiva? Tudo bem, ninguém é perfeito 😉 Para participar, siga as etapas descritas no vídeo (e listadas a seguir). 1. Faça login em sua conta da Workiva 2. Clique em Ajuda > Aprenda e inspire-se > Comunidade Work...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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Regulatory Updates
Companies House Filing Now Available in Workiva!

Streamline your UK Companies House Filings with Workiva's New Direct Filing Integration Keeping up with evolving regulatory requirements can be a challenge, especially with the  changes mandated by the UK's Economic Crime and Corporate Transparenc...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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Chains
Variable Transform in chains: Replace text error 답변함

Hello, I am building a chain to extract a document to DOCX using Workiva API. At the second step of the chain, Workiva returns in the HTTP Header the Location (i.e. URL) of the file in a JSON format that looks like this  "Location":["https://ap...

Ruggero Golini (LU)
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