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I couldn't find any specific resource to aid in troubleshooting Wdesk Sync, so leaving this here as a future reference for the community; hopefully someone will find this helpful. During our organization's adoption of Sync, we encountered a tempor...
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We’re so very excited to be back in person at Amplify this year. I know our research & development team is eager for the chance to talk face-to-face with all of you so we can gather what product and feature enhancements you are looking for. In yea...
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The SEC just approved the "Pay vs. Performance" proposal (https://www.sec.gov/rules/final/2022/34-95607.pdf) which means that nearly all filers will need to tag on their first proxy filing after December 2022, which equates to spring 2023 for cale...
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📆 Date: Tuesday, September 6⏱ Time: 1:00-1:30 EDT🌎 Location: Virtual About this Event We know design is important in your reporting. Why? It improves the experience of story telling for your stakeholders. Design improves navigation, inform...
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What is a Classic File
Besvart
Hello, Just to understand what are the Classic file? How those files were created? Thank you, Dalena Espino
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It would be helpful to be able to quickly filter or sort directly on the columns in the gantt/table views of the resource plan. Currently we have to click the filter button and add a filter. But that requires so many clicks and sometimes we want ...
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We are relatively new to Workiva and would like to know what others are doing when setting up their Workiva system. We are very familiar with having multiple environments and then promoting change through each environment. Example Development fo...
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I am creating a copy of a working chain in a different workspace that will have a different connector. I am building a chain for a development instance of my source system versus the production instance. I have built the chain, created the table,...
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Hi Team, Greetings for the day. We have checked all the available articles regarding the workspace roles, but we didn't find definition of some of the roles that are available in our workspace. It would be really helpful for us if we can get a des...
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Hello, Currently whenever there are new comments or make changes to comments, there will be notification every time which is quite a lot. Is there a way to customize this setting?
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Hi! We are exploring the possibility of including our 10Q/10K Data Spreadsheet into our certification process so data providers can input and certify the information directly in the system. We will create copies of the tabs so data providers can u...
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Set certain cells to sync
Besvart
Hello, Is there a way to 'set' certain cells to sync? I know we can do only selected cells, but with a multiple tab document, it can be time consuming to select cells on each tab when wanting to sync multiple tabs. It would be nice if there was ...
0
Text Left / Table Right
Besvart
Is there a way to have text in the "left column" and a table in the "right column." We have a document we're trying to import which has questions running down the page with columns to the right where we would provide answers.
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are you able to copy certification processes and templates across workspaces?
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Hello - in the future, could you consider giving a choice on how often the emails notifications for the outline label changes go out? For example my manager may prefer to receive just one email summary at the end of the day vs 10 separate emails t...
2
I am building a chain to import data from from an external system. I have created all of the parts of the chain, gathering input, getting the data in CSV format and now I want to load this file into my wdata table. I have already created this ta...
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We are exactly one month from the kick-off of the first in-person Amplify since 2019 and who's totes excited? This guy!! I'll be back in person this year, puttin' out the good vibes in the Amplify Expo. If you're there, you should definitely come ...
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Hi How can I restore requests against which data was uploaded but were mistakenly deleted
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Amplify is just over one month away, and you won't want to miss... Your peers and thought leaders, including from Thumbtack, TD Bank, SmileDirectClub, Playa Hotels & Resorts, and more, will share on the topics you’re most interested in. Three ke...
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I've been testing "the possible" with Wdata using CrossTabs. I have a dataset that is a matrix of sorts. It is 256 columns X 27,000ish rows. I would like to make a simple Income Statement (Full disclosure.. Camel's nose in the tent... once I get...
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"Go To" Page
Fullført
Submitted to Workiva on 8/10/22: Would be great if there was a way to quickly "go to" a specific Workiva document page, like you can in a PDF. I use the Table of Contents to "go to" a page. But that is not as fast as a "go to" feature. Thank you!
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📆 Date: Wednesday, August 24⏱ Time: 2:00-2:45 p.m. EDT🌎 Location: Virtual About this Event As companies wait for the U.S. Securities and Exchange Commission to adopt a final climate risk disclosure rule, teams can take steps now to prepare...
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OTBI Absolute Path
Besvart
I am trying to connect to an OTBI report . Here is the path for the report Path - /shared/Financials/General Ledger/Trial Balances/Trial Balance Report The documentation mentions replacing spaces with a +, but it only says that for the report na...
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would like to confirm my statutory deadline is Monday 11/14/22
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I have a cell that contains a link in one document, and I am trying to link that entire cell to a cell in another document. However, in the destination link a "$" keeps appearing before the number that is linked in the source cell. For example, ...
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I really like the new function that was released where you can drag the rows and columns to reorder in your table, but they don't show up in the blackline that there was movement. I know it's not exactly "new" information that was added, just the ...
2
I have a query that utilizes the Levenshtein Distance function to test for similarities between employee names and vendor names within our records. Currently all of the query results have a Levenshtein Distance of 2, but it appears that the functi...
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Has anyone created their audit plan risk assessment within the audit module? If so, do you have a template or anything you are willing to share?
1
Live demos from Workiva experts will again be available starting in August 2022. These quick 30-minute session give an introduction on how to use products on the Workiva platform. Live Demos Follow the links below for more info on the live version...
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