Hi I have two disconnected XBRL. When I follow the instructions on the help section. I go to the disconnect xbrl tab. i find my two but they are listed as labels vs a fact and do not have the reconnect button. How do i fix this? thanks Jenn
How do I define or change the default style for hyperlinks? When we currently include an URL hyperlink into a document it is automatically shown with blue colour. How/ where can I define this default style? Thank you
Hello, I created a connection from one sheet to another but it keeps failing "error uploading file to spreadsheet" and I don't know what the issue is. It doesn't really tell me the issue is so I could fix it. I have had connecting issue before whi...
The SEC adopted the final rule for Special Purpose Acquisition Companies (SPAC), Shell Companies, and Projections on January 24, 2024. The final rule will become effective 125 days after publication in the Federal Register with the final date to ...
📆 Date: Thursday, February 1⏰ Time: 11:00 am - 12:00 pm CST🌎 Location: Virtual About this Event I officially invite you to join us for our next Beverage Break event on Thursday, February 1st at 11:00 am CST as we discuss the topic XBRL tips...
Hello, Is there a way to set up an automation to delete old datasets without manually doing so? We have an API that runs 3 times daily and would like to delete the old versions of a particular table that are older than 14 days old. Does anyone k...
After kicking off the certification process, some control owners are on extended leave and new team members are performing the control. How can I recall or delegate the original certification from the original control owner? This will help reduc...
I would like to export the dataset that is shown in Chains > Monitor (to CSV or similar) so that I can actually work with this information. (The reason is that I'm trying to understand, for a few of our regularly scheduled chains, how long they ar...
I have linked incoming data coming from a sheet in the source Workiva Excel sheet into another Workiva excel sheet. In the receiving Workiva sheet which also includes tables I want to include the mapping in the first column in those tables and se...
We have a user who'd name has changed and it's not obvious how to change their name in Workiva. We've tried deleting them from the system (okay for now but won't be later), but that doesn't seem to work either. A very common use case is marriage...
Are you receiving numerous XBRL errors after you roll forward your annual FERC form? Are you noticing that your FERC Viewer is failing? We are here to provide you with some tips and reminders to help ensure you have a smooth start to your proces...
Is there a way to export the process letters from the system en masse once the process has been 100% completed?
Hi! Is there an update on the below? Wondering if Single Cell formatting is still in implementation for Workiva Sync and when the plan for implementation is. https://support.workiva.com/hc/en-us/community/posts/15172118704660-NEW-Workiva-Sync-is-...
Hi there, I want to set up a new document which links to another document regarding all text and columns. . Would it be possible to do this at once? I now have to copy every separate part of text, make a source link and copy this in the new file. ...
We'd like to extract the user list with group membership using the API. We're successful in pulling users, but don't see anything for groups. This works fine, but only gives the basic user details. user_url = 'https://api.app.wdesk.com/platform/...
We have been using tasks on my team to prompt managers to review and approve certain Regulatory reports. During internal audit or SOX reviews of our processes, I realize that when I tell the auditors that the approvals are in Wdesk they can not s...
If you’re new to using the Workiva Data Management Suite, you may be asking yourself - “what’s the best way to structure large data sets in a Wdata table?” If you’re asking yourself this, then you are in the right place! Before you create your W...
Can a user with the "Limited Starter" role access Workiva Tasks in order to participate in Sustainability data collection? For example, can a user with this role be assigned as an Sustainability metric value assignee or approver? Will they be able...
When viewing the X-axis and Y-Axis there is valuable information I would like to freeze in both rows and columns. Could we add the ability to freeze both and not one or the other?
Hello all and thanks for clicking on. I have a workiva solution set in the USA, do users from EMEA need their own workspace or are they able to access it without restriction. Thanks for your time and please let me know if I need to clarify anything
While the Document Links Report (DLR) and Linked Files Report are a great way to quickly identify files that are relied upon, our team would greatly appreciate a more efficient way to review individual links. For example, while the DLR "Location" ...
Legend is toggled on for chart data, but will not appear on graph. Is there something I am missing that would cause a legend to not show up?
We are creating a large document copying in data from a variety of other sources. The copied data loses formatting and all the lines of text are forcibly shortened before they wrap by paragraph breaks (see formatting view snippet). How do you make...
If a signee needs to send back a certification to the first signee or creator, do they select Modify then reset and provide a response?
I would like the ability to print all Section 16 forms filed for a reporting owner for a specified frame. One potential approach would be to enable a "Print Selected Forms" button on the "Archived Forms" screen (illustration below). Having the o...
📆 Date: Thursday, January 18th⏰ Time: 11:00 am - 12:00 pm CST🌎 Location: Virtual About this Event I officially invite you to join us for our next Beverage Break event on Thursday, January 18th at 11am CST as we discuss the Rolling Forward F...
Can I create an active link to another external document (say in SharePoint) in an ESG Task? Attachments are great, but sometimes it's easier (or even feasible) to just point to known external documents. We have a lot of content both in SharePoi...
Classic certifications included the capability to download exception responses to a csv format and also generate a pdf report. New certifications only allows filtering of exception responses on screen - ability to export is grayed out. This feat...
Given a specific Metric ID (say M477), is there a way to navigate to it quickly in Workiva?
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...
