ATTN: EDGAR Filers On December 20,2021, EDGAR release 21.4 will introduce changes including adding new form types, along with the following updates: As part of Release 33-10771, the Commission adopted rules which will require business development...
1. Can we modify the assessment forms and templates? 2. Can we change the current risk scoring from (1-3) to (1-5) and how do we execute it? If so, is a specific role required? 3. Can we rename the nature and basic fields if the client has a dif...
Date Wednesday, December 152:00-3:00 p.m. EST WATCH ON DEMAND Kick off your 10-K season with the SEC Pro Group! We continue our quarterly disclosure prep series by welcoming back Paula Hamric, Professional Practice Partner at BDO, and Alyson Clab...
Hi Team, Are the parentheticals required in balance sheet as now we have iXBRL and we can tag parentheticals and one cell having multiple tags at the face of the document? Is there any particular guidance or requirement where it makes it mandatory...
We've observed some interesting Wdesk behavior, when we linked two cells and the source cell has a leading single quote, the destenation cell the quote is missing. Is that expected?
Hi Team, While tagging Note 1 (Significant accounting policies), we noticed there are different table concepts for each policy (such as PPE, intangibles etc.) but no one common table concept which can be used for all the tags (screenshot below). C...
Hi Team, We were trying to use a dimension axis while tagging an entire table (Level 3) as the same table was disclosed in mutiple sections and were unable to do this in next gen XBRL. However, we did this in old XBRL (Java version). Is this somet...
My organization includes our organizational hierarchy within our 10-K. Our process has been to update the document (which is currently saved in a word document) take a screenshot and then to insert the image into our Workiva document. Is there a w...
[February 2023 Update] Update based on Guidance 2.5.1 of the ESEF Reporting Manual [August 2022]: Since ESEF is a format requirement and is not expected to impact the “human readable layer” of a report, this guidance should not be seen as limiting...
Date Tuesday, December 7, 20212:00-2:30 p.m. EST WATCH ON DEMAND Work doesn’t have to be so much work. In this LinkedIn Live event, we’ll look at workplace trends that are changing the game for accounting and finance pros. We’ll talk tips for ret...
Is it possible to set a password to "never expire" for selected users?
UPDATED 06/12/2026 It's everybody's favorite time of year—SOC report season! All kidding aside, we know our annual compliance reports are important to you, and we work hard to get them to you in a timely manner. We tend to get a few questions on...
I have a spreadsheet that contains source links and destination links. I want to make a copy of that spreadsheet that only keeps the destination links because I'm making changes that'll only affect that file. Is there a workaround for that?
I am using list sheets command in the Microsoft excel connector. I am getting a json array. Can someone please let me know ho w I can iterate over the list? The json output is as below [ "R&D", "Ops", "G&A", "Mkt", "Sales", "No Dept" ] My goal is ...
Hi Workiva support team, We've created a chain that exports a query to a sheet, but apparently the export to sheet step only works if permissions (editor+) in the sheet are granted to the user that created the chain. Is the described behavior righ...
Hi Workiva support team, We've found an issue with a runtime input step that remained running indefinitely in one of our chains (image below). We had to manually stop the process and re run it, then it worked ok. This process runs daily, generally...
Hi, I have destination links in my file to a document that has been deleted that I can't remove. I have seen the post linked below that states "the best way to handle this would be to restore those trashed files, remove the links in those files, a...
A quick reminder that in observance of the Thanksgiving holiday in the United States, all Workiva offices in the US will be closed. All other non-US offices will be open, and our our 24/7 Customer Support will still be in operation, available thro...
We're pleased to announce upcoming workshops for designers. These workshops are held weekly and cover a range of topics, from document setup to the ins and outs of XHTML and IDML. WATCH ON DEMAND Each session starts at 12:30 pm GMT and lasts 30 m...
Can you use information that was uploaded in the data set in the evidence field to make requests, rather than having to individually add requests on test forms?
Would like to add new records but seems the only option is to upload individual, is there a way to upload a data set or matrix again?
When I export the actions in a process from Wdesk into Excel using the Activity button, the report does not indicate the due date, assignee and approver for each activity. Is there a way I can run the report to include this information?
Date Wednesday, December 1st, 20212:00 - 3:00 pm.m EST VIEW ON DEMAND As another year of remote working comes to a close, we’ve been hearing from Maxim Urenev and Alex Anderson who’ve not only adapted, but have completely elevated their game. Th...
Functional user has requested that "hidden" slides in a Wdesk presentation do not get exported to PPT.
Hi, It's been a while since I have used Workiva so hoping someone can help. I am trying to write a formula in a worksheet within DataDestination but that pulls from a source in DataSource. Is that possible?
Why does the report from the review function show all pages and not only the selected sections, when you select specific sections. The report currently contains all pages, but should only show the ones selected visible.
Hey, Would it be possible to add a feature that allows you to upload and use your own bullet point designs? Currently, I have to insert my own designs as an image. It would be much more intuitive if the designs could simply be used in style guides...
Hello, I am trying to align the headers in my document. Some have very little blank space in the header (first image below) whereas others have quite a lot. I've tried adjusting the margins and checking for nonprinting characters, but neither solv...
Hi, I want to link the date and amount in the following cell from our single source file. When I try linking them, they don't appear as destination links. Does Workiva have the capability to link text within a cell without linking the entire cell?
What do you use to prepare your cash flow statement? Excel? HFM? Workiva? Pros/Cons. Any insight is greatly appreciated.
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...