When I try to perform a Chain I get the following error: Error authenticating with Workiva: Invalid client id: XXXXXXXXXX. The connection ID has been created in Wdesk-People-Add a grant in the user name select a user with chain owner permissions....
It looks the objectives of the proposed Meta Model is to add base level accounting model relationships to the existing Taxonomy. I am wondering how this will impact XBRL tagging? Thanks.
Attempting to set dynamic variables in a chain, and need to reference the value of one variable from the other. This is the first step in my chain. EffectiveDate: The current datetime, minus 1 month FilePath: A file name that contains the value ...
Is it possible to copy file folder to the next period and to include markup? It would be extremely useful to have this feature. Great time saver.
The EDGAR system and SEC mailroom will not receive, process, or accept filings on Monday, October 10, 2022 in observance of a federal holiday. Filings will resume the next business day, Tuesday, October 11th. EDGAR filings that have already b...
We try to maintain proper segregation of duties when it comes to preparing the 10-Q/10-K and then tying it out. It would be great if the digital tie out feature would allow someone to use the mark-up mode, but not have access to change the informa...
Hello, i´m trying to import an Excel file but there is an error. What is the maximum size allowed for importing an excel file?
I have been unable to utilize the superscript format within a formula. The formula is an if statement that dynamically creates row titles based on the values in other columns (e.g. "realized gains" when all positive amounts vs "realized gains (los...
Hi! I want to use a formula connecting two different spreadsheets. Im trying to use VLOOKUP formula, when I try to select for the table array, a table in another file inside workiva, the formula is no longer active and I cant continue typing. Is t...
Hi, When I try to import a large word document (19k KB) I got an error. Is there another way to get access to this document in Workiva? Thanks in advance! Sander
Hi Support! I'm getting an error on my tax rate reconciliation calculation. I think I narrowed down the cause to the new FDII percent concept. Workiva is showing FDII as additive while the taxonomy is showing it as a reduction. Could you please co...
Is it possible to include text (document name) centered on the page and include a page number on the right side of the document? I can't find any information on having two different areas in the footer.
Hi, over the last several days I have not been able to add comments to our documents. When I type a comment and then click "Post", my comment disappears and does not get posted. My teammates are not experiencing this issue. We have made no changes...
I am trying out the Markup feature and I like it however, I have noticed that whenever I am putting a Line or textbox on top of a table, it seems to crash my browser and is making me refreshing the screen. Not sure if anyone else is experiencing t...
Hi All. My first post in this community. Probably is very easy the answer. Sorry for that. Question 1: Is it possible to chande date in a spreadsheet after the task has been completed by the user? Question 2: Is this is possible, how know the ESG...
Just starting to use attachments to support my 10-Q and have a few questions. 1. Can you send a review out to auditors that contains the related attachments? Wanting to send them a pdf of our Q with the attachments (no comments and at a point in...
My team is looking into linking footnotes from our Primary Spreadsheet to our Document (which then has the XBRL footnote applied). Everything appears to render correctly, but under Manage XBRL Footnotes, it doesn't show the text of the link - it j...
When I link from the workbook into a new column in the presentation, I got this. Why am I getting an underline, and the blue dot. This is even happening in cells with numbers.
I love the bulk edit feature within processes. I would love to see an option to bulk edit preparers and reviewers as well if that is possible.
I can't find it now, but I could swear that I saw a post or article somewhere about EDGAR allowing more fonts. In the past, our filings always rendered in Times New Roman, but apparently, between our Q220 and Q320 10-Qs, they started rendering in ...
Hi, I've been trying without luck to use the SUBTOTAL formula to exclude hidden rows as a useful way to check if my total in the tables of the Financial Statements matches with the total in the Primary File, although I got a error message saying t...
📆 Date: Wednesday, October 26⏱ Time: 1:00-2:00 p.m. EDT🌎 Location: Virtual About this Event An unprecedented mass exit from the workforce has been spurred on by recent events, causing what we've dubbed "The Great Resignation.” This global ...
Hello Amplify attendees! First, a huge thank you for attending, and making this year's conference one for the ages. I had a pleasure seeing all your smiling faces, and getting to chance with some of you in the flesh at the Expo and our party at Ha...
When someone opens a comment in our documents it is their responsibility to close the comment once the issue has been resolved. Before we finalize a document, we try to have all comments resolved. Our suggestion is to add a button to ping someone ...
I would LOVE to see some functionality that allows us to automate chart labels. For example, add functionality that allows you to set a minimum for chart labels. E.g., If less than 3, do not show a label
Workiva solutions are used by over 5,300 organizations around the world. Customers who receive a Workiva Customer Award are honored for their stand-out achievements leveraging the Workiva platform to accelerate collaboration, transparency, and di...
Hi, How can I edit or add additional options under the the "Include a new phase" icon? I would like to include a "Year-End" option as well. See below.
I was wondering when we could use Percentile and Quartile functions in Spreadsheets? We use this for our CECL calculations and we want it all to be in Wdesk, but cannot do the entire file in Wdesk until these functions are in Wdesk.
I recently had to transpose roughly 60 columns x 4 rows into 60 rows x 4 columns. While I was able to do this in Excel, I couldn't copy the links from the source data. Transposing in Wdesk spreadsheet would allow me to retain the links to the sour...
Hi, Is there a way to transfer a file provided by client ("PBC request") to its corresponding control form and that way take advantage that it is already uploaded within Workiva? It is very inconvenient to download the attachments -which are alrea...
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...