Check out this month's edition of The Learning Connection newsletter. This month's issues features content related to Wdata, roll forward, sending for review, attachments and Section 16. Not to mention this month's highlighted collection—ESEF! To...
Hi all, I'm looking to create an auto updating page reference within a document, the example is as follows: Please find XYZ results on Page 11. So in this instance I'd want to somehow get the 11 above to update as and when that page may or may not...
Hello, I frequently receive over write Spreadsheet errors when executing my chain. From what I can tell through manual counts, I don't exceed the 2M cells in the spreadsheet or the 50K linked sources. Is there a way to get the total cells/linked...
This quarter, I have stopped receiving email notifications as my contributors and approvers complete their tasks. Was this removed from the functionality? I haven't changed anything with my settings around notifications.
We will be new to using attachments in Wdesk and had a few questions. 1. Can you submit attachments to a document where the submitter only has "view only" access to? 2. Is there a way to print the section of the document and the attachments in th...
Hi Team,I am trying to update data in spreadsheet (already present in Workiva) by using the component "Overwrite Sheet Data" however I am getting below error. Can you please help me resolve the issue Loading data into cell region: A1: Job queued....
The SEC rules say, "All printed proxy statements shall be in roman type at least as large and as legible as 10-point modern type . . . " (17 CFR Part 240.14a-5d). I am curious what font and font size you have been using for your proxy statements. ...
You would think I'd know, but it's not that simple in my organization.
I have a content request in a process that is linked to a section of a document, not a spreadsheet, and it has been marked "complete" by the preparer. I would like to change the approver but am afraid of losing the preparers changes when their com...
I am using a HTTP Get command to make an API call to SAP OData service. We are attempting to pull a set of records for a specified accounting period. The API call is successful, but we are now running into an issue where the SAP OData service is l...
I'm adding a new person to our workspace, I'd like to be able to add them directly to a group so I can apply their permissions, even before they've accepted the invitation, so that they can't see the rest of our files. Is there a way to do this?
Is there a way to sort users? Right now I have 34 users in the workspace and only 12 are from our organization, the rest are from Workiva, and I can easily see this getting out of hand. Is there an option to remove the Workiva users from this view...
The Workiva product team has been working on a Section Lock Edits enhancement and have reached the phase in their development plans where they are ready to start taking requests for their upcoming beta program. To sign up for the Section Lock Edit...
Hi, I am unable to create a table using Chains. The create table task fails with below error Error authenticating with Workiva: Invalid client id: Also whom should we connect to in order to provide access/rights to our id
the client resets Snowflake JDBC connetor password very frequently and suggesting us to use the passoword from Azure key vault for each execution. Is there a possibility? Thanks, Ganesh
I'm trying to Copy / Paste a table from my Workiva Spreadsheet into a Workiva Document, I can copy / paste it fine - but the 'clipboard' doesn't show up in the document so I can not link the two together. Any idea what I'm doing wrong?
Hi team,I am using chains to rollforward historical data. Below is the screenshot of my chain.The rollforward works fine but I am facing issue with the formatting of the text. It seems the Write Sheet command sets the formatting to ones. Is there ...
Hi all, Starbucks Financial Reporting currently uses Workiva Wdesk for our SEC reporting solution. Our process has been fairly manual and we took steps this year to embrace import and synch functionality as incremental improvements. We are in pro...
Is there a way to change the color assigned to a user for Authorship purposes? We have two primary users currently working in Workiva, and the colors assigned to us are virtually the same, which makes it nearly impossible to see which user made w...
Is there any way to use data validation with dependent lists
I uploaded an excel file without pivots or external links, yet it "is available for download only." How can this be fixed so I can upload the file and be able to edit it within Workiva?
We have calculations using figures that show up multiple times at varying scales, so they're entered in the spreadsheet in whole dollars and historically the difference calculations are based on that information, then linked and formatted in docum...
Hi Mike, I see this topic came up about a year ago and am wondering when we might see this. I just uploaded our Internal Audit Policy and Procedure Manual to a folder under Files so the staff and 3rd parties can view it as needed. Unfortunately,...
There is a dotted underline below "current assets" in Word, but we couldn't find this function in Wdesk. Is there any suggestion for this? thank you. Required format:
Hi, Just wanted to ask if anyone had any best practices regarding the accuracy of footnotes to tables. For example, if the ordering of footnotes is changed or if a new footnote is added to a table, what is the best way - other than just manually ...
Hi Team, I have a datafile which has some values embraced within quotes like "ABC" and am trying to do Unpivot over this data file. Getting the error as below. Error executing command: parse error on line 9289, column 161: bare " in non-quoted-f...
I'm building a chain to automate pushing updated query results to a spreadsheet. I'm encountering an error in the Overwrite Sheet Data node that I can't solve. Please see structure of the chain below: Below is the error I am receiving: 🔌 Work...
That's a wrap! Thanks for making Amplify 2021 a great success. We hope you enjoyed each and every minute. To access the content on demand, go here. For slides, on each session page they will be updated at the very bottom. This content will be avai...
I have a spreadsheet open that has no filters applied, the row count is 2728 rows. Only 702 rows are showing and it says there is 702 rows that match filter. I do not have any filters applied so I do not understand why I cannot see all 2728 items?
We have had a lot of issues with configurability in the legend, which has kept us from using them in a number of our charts. I discussed this with some developers at Amplify and thought we might be able to implement some changes. Unfortunately I'm...
Has anyone successfully used Workiva to complete a 10-Q or 10-K tie-out that was accepted by their external auditors and fully replaced a manual tie-out process? Our current process involves printing a physical copy of the filing and manually add...
Amplify is a great experience from top to bottom, but one of the best parts about this annual event is the ability to connect with your peers and the Workiva staff. It's always bittersweet when the conference ends, but the connections you make her...
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...