Do individuals need an individual account at login.gov in order to be able to set up the filing project in Workiva? This individual will not test file or live file - only set up the project with the document that will be filed. Thank you.
Hi, is it possible to export the Locate concept "view" as an excel file?: https://support.workiva.com/hc/en-us/articles/360035641472-Locate-concepts-dates-and-units best regards Benjamin
Desde Gransolar hemos identificado oportunidades de mejora en la personalización de los gráficos generados directamente en Workiva dentro del módulo de control interno. En particular, nos gustaría contar con opciones avanzadas de personalización p...
Regular expressions, or regex, are powerful tools used in Workiva Chains to identify and manipulate patterns in text data. Think of regex as a search or search and replace tool that helps you extract specific information or format data consistentl...
Has anyone had any luck using Auto Text on text in a table? I can use it in the body of content, but when I get to the table I don't seem to have the option to insert a listed number.
We’re thrilled to share that Uso do Sustentabilidade (Using Sustainability) has been newly translated into Brazilian Portuguese! This course provides foundational learning for our core sustainability solution, helping users deepen their understan...
I have JSON data from an API call which contains about 500k records and 90+ fields and I am using the Array to CSV command to convert the data to CSV before importing to a Wdata table. The Array to CSV command currently takes about 7-8 minutes to...
We're using the SOX/IC-database for some years now and over the years, some data dump accumulated, especially in the Title data type. With people turnover and organizational changes, we have now over 200 titles available and there are a couple of ...
Hi Team, We are currently performing SOX Planning activity in Excel spreadsheet manually based on balance sheet and P&L information for each company code we have. I would like to automate the entire spreadsheet. Is there any automation possibility...
On March 17, 2025, EDGAR Release 25.1 introduced updated validation messages that includes 14 additional rules added to FASB’s 2025 Data Quality Committee Rules Taxonomy (DQCRT). These additional rules will appear as yellow warning validation mess...
I'm seeing a duplicate RCM on the RCM report. One is showing the correct info and one showing what looks like a prior info. The only difference is the frequency. Correct frequency is Ad hoc but why are we also seeing a duplicate showing a frequenc...
Is it possible to prevent test forms from being automatically deleted when a control is removed? We have to store Test Forms for a period of time based on various regulations (SOX, FINRA, NFA, FCA, etc.). We have noticed if an older control gets...
Hi I'm trying to parse a couple of JSON properties to CSV. Here's a JSON sample: { "data": [ { "id": 1234, "codes": [ "AA", "BB", "CC" ] } ]} Here's ...
HiI've encountered a limitation with the List Directory command: WARNING: The maximum amount of files (500) to be printed and available in the output has been reached I'm trying to insert all file names into a SQL table. The folder contains more t...
XBRL is required for tagging the document type but the fact source doesnt agree to the DEI fact value. Is there a way to change the underlying "source value" on the cover page without changing the text of "Schedule 14A"
Is it possible to use an 'if' statement to pull back the data from the children tabs if the spreadsheets are not set up exactly the same? I am able to successfully use the CHILDREFS functionality to pull back data from child tabs in spreadsheets...
When we present a slide deck, we need to add things like dates, 'most confidential', etc as footers to presentations. Currently it is cumbersome to add a text box to each slide and link it to a date. Is there a way to add a footer to presentations...
Hi Team, I would like to utilize the Report Builder functionality to create risk/control reports for various risk/control categories and subsidiaries, so I need to filter columns to get the right data. One issue I ran into is that I can only make ...
Workiva's Signature Learning is an advanced training offering that keeps users informed and enabled on the platform's latest features and functionality. Let's look at one of the entitlements included with your access to Signature Learning. As a S...
Hi, how can I prevent XBRL Manager from creating facts? The users have the role XBRL Manager and Editor rights for a document. After tagging, I change the rights for the document from Editor to Viewer, but the users are still able to create facts....
After an upgrade not too long ago we now have 3 tabs in the Link pane that opens when you click on the linking button in the right side pane. It would be great if the linking button in the right pane would take you straight to the Properties tab i...
As a Gold Accredited Solution Provider for CDP (formerly Carbon Disclosure Project), Workiva will provide the content for CDP's 2025 questionnaire in Sustainability Explorer when it becomes available. In the meantime, you can get a proactive jumps...
Upcoming Live Product Trainings Join the Product Enablement Instructors in a live training to level-up your product knowledge and enhance your learning journey. Here are the sessions being held this month:*New session this quarter! Feature Focu...
¿Está listo para formar parte del evento en el que los líderes de finanzas, riesgo y cumplimiento se reúnen para dar forma al futuro de los informes y la gobernanza? 🌟🔹 Descubra conocimientos de vanguardia de expertos de la industria y líderes de ...
Are you ready to be part of the event where finance, risk, and compliance leaders come together to shape the future of reporting and governance? 🌟🔹 Discover cutting-edge insights from industry experts and thought leaders🔹 Connect with like-minded ...
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https://workiva.wistia.com/medias/8llbuc9xwq TIME HIGHLIGHT1:00 Agenda1:30 What are Chain Templates?2:53 How to use Chain Templates4:24 Template Documentation5:42 Benefits of Chain Templa...
Is there any way to override the default colors assigned to authors in the overlay? For some reason, the system loves to assign various shades of purple/lavender, and it's not always very helpful in distinguishing separate authors. It's odd, becau...
📆 Date: Thursday, March 13⏰ Time: 12:00 PM EST🌎 Location: Virtual Workiva Customer? Register hereWorkiva Partner? Register here About this event The SEC highlighted the requirement to have a current CCC and Passphrase before enrolling in EDGAR...
If you do need to reset your CCC and Phrase, here’s what Workiva recommends to minimize disruption: Check that your contacts are up to date within the legacy EDGAR profile to ensure the appropriate person gets emails in the update process Keep y...
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...
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 ...
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...