I have over 1200 users in certain groups within our Workspaces. Since the conversion to new "processes" functionality for certifications, we are still required to add members to groups by click each name separately to add them. With over 1200 user...
📆 Date: Thursday, July 20⏱ Time: 11:00 a.m. CST🌎 Location: Virtual About this Event Beverage Breaks are a series of community-only virtual events designed to provide you and your like-minded peers with networking opportunity where you can sh...
hi All, I have a question on groups created under the members tab in certifications - if i migrate that where can it be found in the processes tab and how do we use find it and use it in the new certifications processes section?
I have a certification running at the moment - if I migrate to the new process, will I still be able to complete the certification and will the user experience change at all?
I send out certifications in three groups, at three different times, under one process. It does not seem like I can do this in one process using the new tool but I am hoping I am just not seeing how to do this.
Has anyone else had issues with generating a secret ? I went through the process today and it never got to the point where the drop down had the option to generate a secret. We followed the instructions here .
Does Workiva have the capability of sending a link to a Process Owner and presenting the Action Plan procedure for the Process Owner to fill out and submit? Right now, all I can figure out is to send a request to the Process Owner, asking them t...
Don't miss Amplify, the global conference where thousands of accounting, finance, sustainability, risk, and compliance professionals will unite in Nashville, TN, to hear best practices and real perspective on today's most complex business challen...
Workiva is getting ready to pilot a new type of user level training and we would love your feedback as we build our catalog! Initially we plan to develop a live training for those that are new to using Workiva. This would teach the basics of what...
This improvement will solve the problem that testers in the SOX workspace cannot find prior years’ testing if they were not tested in the immediate year before.
Can the product development team please add additional character space to the instructions box? We need at least 1,000 more characters space to be able to provide the same level of instructions from the old certification module.
When can we expect the ability to add graphics in the form of .jpg, .png etc to a certification letter template (i.e. a static chart picture or in a letterhead logo)? The old certification module didn't have this functionality and it appears we do...
Hi Scripting early adopters, I am excited to announce awaited updates for Workiva Scripting based on the valuable feedback we have received from our early adopter users. Our team has been working hard to implement these updates, and we are confide...
I'm unable to move tables within a document (can copy and paste but would break existing source/ destination links). Would you please help assist?
📆 Date: July 18 at 1:00 pm CDT⏱ Time: 1:00 p.m. CDT🌎 Location: Virtual https://workiva.wistia.com/medias/1wxni8t1dm About this Event Hello friends! I wanted to let you know about our next Office Hours event we’re hosting here in the Workiva C...
In the permissions settings, it says I'm an owner of Spreadsheet A; however, in the actual Spreadsheet A, the blue bar at the top says "You are a viewer of this sheet. To request edit access, contact a sheet owner." I'm also a workspace admin, so...
Hello folks, will it be possible to make a copy of document file with its incoming connection using Platform API ? has somebody explored this idea before and can share the approach ? in the documentation I can't see any request that makes a copy ...
Hi, Is there a way to set up conditional fields in a form? For example, when a value is selected from a list in a field (such as the status of an Action Plan) other fields appear or certain fields become mandatory depending on the selection made, ...
Hi! We are using the new Processes for our Certifications, however, some users when trying to attach a file to a Certification the system does not uploads the file. There is no error message in the screen. Right now the users have viewer access in...
Hi, We are using the Certification module for the first time and below are the questions for the new certification application: 1. We would like to provide detailed step-wise process to be followed by signers while signing the certificate. Hence, ...
i was told that Workiva will save all certifications to PDF, even those beyond 18 months. Is this statement still correct? Certifications Migration FAQs What happens if I don't migrate? If you opt to never use the self service tool we will proc...
Could new value unit codes be created in the ESG Program for specific GHG metrics? I need the following unit codes: gCO2e/km gigawatt hours megaliters square meters tCO2/USD (in millions) tCO2e/m^2
Hi, Is it possible to use IBM Planning Analytics TM1 connector to connect to Cognos Controller? Br Martin
Hello, I read a post recently about the new binders having a "tabs" feature similar to classic binders to give the ability to organize large volumes of files; I was recently looking and it does not look like a feature similar to "tabs" is availabl...
Hello, Is it possible to send te letters within a process at different moments as it was possble in the old plateform. Meaning sending some letters on week one and once the letters are signed we can send to the next level on week two and so on. ...
Hi! I have a couple of questions - some of which have been addressed in this forum before. As we're about to start quarter-end in a few days, we wanted to confirm before 6/30 a few features that were in the Classic version: 1. Signing without l...
I don't see a "Migrate processes" option in Attachments. Will they be auto-migrated?
Is there way to customize the email, either in bulk or individually, that goes out to Signers when you Run a Process? Currently they all look like this: Julie Walker, You have a certification task to complete. Please review and certify the let...
It would be great if an end user could simply upload a list of pbc requests rather than go through the CSM. When I used Workiva in circa 2018 with a different company this was a request then. Fast forward to 2023, this is still a request now.
I am an org admin and I had chosen to be notified when people accessed our workspace and did certain things within WDesk to documents, etc... I no longer get these notifications and I cannot find where to make the selections. I was informed by cu...
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...