When generating an API Grant, it’s important to keep in mind several leading practices. In this post, we’ll be discussing API Grant Scopes. API Grants are typically used for creating a Workiva Connector, Workiva Chain Connector, Workiva Scripting ...
Has anyone been able to automatically add data to the Update List command (in the workiva connector ) dataset without all the items going to one selection. At the moment we are adding the file text from list file content node. All the items in the...
When we open a history version, we do not see the Comments icon on the right hand panel. How can we get that in the history version? thanks We can only see below icon on the right hand panel.
Hi community- anyone currently using Wdesk to prepare Texas Railroad Commission annual reports?
Hi! Is there any way to make sure that the Document is complete vs the Spreadsheet that this data is linked from? So, for instance, say in the spreadsheet we have an income statement with 15 lines and then in the Document we only have 14 lines bec...
Where do you find these lists after you create them? How do they get used in a query? All the chain documentation seems to assume that these pieces of information are known before hand.
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SEC implemented a new rule impacting resource extraction issuers (issuers engaged in the commercial development, including exploration, extraction, processing, export, license acquisition, or other significant actions, of oil, natural gas, or mine...
do we know why the links between the chain commands are so unstable? in the first run everything was fine in one flow but some links failed in other flows, we fixed those failed links and the 2nd run failed again as the fixed links work now but th...
We are happy to announce that we’ve added three new Advanced Design Reporting courses to our catalog! These were developed with independent designers in mind – helping you learn best practices for creating highly stylized reports. The Essentials ...
I'm curious as to what others are doing for efficiently working through comments in the Audit module. The frustration that we're currently having is that the Audit module doesn't identify which audit project a comment relates to. This becomes par...
Is there a way to remove 'missing source' links located in Document Headers or Footers? These are located when a 'Document Link report' is created and the link within the report to the impacted area does not reference the missing source.
Hello! I want to take my 2022 excel file and word doc and roll the files to create a new 2023 year. Are there instructions on how to do this?
Regarding ESG Program dimensions: How many dimensions can be created/used per ESG Program (including inactive)? How many values can be created/used per dimension (again, including inactive)? Is there a known, theoretical, or practical limit to e...
Workiva has been actively testing the EDGAR Next Beta environment and has been communicating with the EDGAR Business Office regarding issues and providing suggestions. To help customers visualize how the new filing credentials like EDGAR Next toke...
Is there any plan to assign different due dates to different signers in a certification? For example - we need signer 1 to sign by Jan 6th and then signer 2 to sign by Jan 7th. Having just one due date of Jan 7th always tends to put the last sign...
Is there currently a way within a process to perform a find all / replace all to all the certification letters within that one process?
When attaching a file to a Workiva file (Document/Spreadsheet/Presentation), is there a file size limit? If so, what is it? (The only two mentions I find of attachment file size seem to be in other contexts: Certification module: attachment file s...
Hello, I am experiencing an issue with this chain. This is configured so that the right side of the chain will pick up the current year file from the SFTP folder and run it through a couple of transformations. It will then un-import the old file, ...
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Is there a way to remove the functionally or disable the move to "viewer" feature of when an assignee turns a process task to Submit - ready for approvers. The document becomes View only to the assignee and the approvers. We need the approvers and...
Is there a way within a certification letter to make end users click the hyperlink to a workiva file before they can sign their certification letter? Is there a way for us to track which end users clicked the hyperlink within the certification let...
I notice that there’s no option for the formulas within the spreadsheet to remain without including formulas that link to other spreadsheets on our N-Drive (internal shared drive) – causing errors if we choose the option of keeping all formulas. S...
Is there a article that shows step by step instructions to insert a graph.
I found an article about Permission Reports (last updated March 9, 2023), which states it's still in beta testing. Can I get in on the beta testing? And/or is there any guidance on when this feature might be available for use? It would be extre...
I would like to know how to automatically send a report link in a certification? The report would be one run by each control owner showing the controls assigned to them so they can verify the control is still in operation and control description r...
New to Workiva? Have new team members that need to learn about Workiva's platform? Get registered for this two hour course! Intro to Workiva basics covers: Roles and permissions, spreadsheets, documents and presentations. This training is not sol...
DQC error states "user is using the axis RelatedAndNonrelatedPartyStatusAxis. This axis will be deprecated in the 2024 taxonomy and should not be used in 2023 filings. The filer should use the RelatedPartyTransactionsByRelatedPartyAxis axis as a r...
We are using the ESG Program to store both current and past years' ESG metric data. In some cases, past years' metric values are stored as originally reported, but these values have retroactively changed because of, e.g., modifications to calculat...
In the control forms, there is a field where you can select yes or no under "In Scope for FCC Review". Sometimes when we are testing, we need to double check this, so we would like to have the same field added to Test forms to save us having to go...
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...