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...
Tras el éxito de nuestra sesión inaugural de Workiva Admin, ¡nos complace anunciar nuestra primera sesión de Quick Takes en español! Únase a Miguel Arroyo, Analista de Operaciones de CPX, en 20 de marzo a las 15:00 CET mientras Ricky Escobar, Cons...
If you are new to building Chains you may be wondering “what happens after I click execute?” In this post we are going to highlight what you should review after running a Chain. The main area to review your Chain runs and history is the Monitor t...
The SEC adopted amendments in 2022 to help modernize how information is submitted to the SEC with the issuance of the Final Rule for Updating EDGAR Filing Requirements and Form 144 Filings. These amendments include requirements for structured da...
HiI'm trying to insert data from a API JSON response into a SQL table. Certain string properties in the JSON response contains either a comma, pipe or tab delimiter, which breaks in the SQL insert. I've tried removing the pipe delimiter from the J...
I would like to know if the COBIT Framework can be included into the Compliance Manager? Or if there is a timeline for its implementation. I was not able to find any post regarding this. Thanks
Hi We have followed the instructions to edgarize a pdf for our exhibits. However we are getting errors. I understand we have to file to have the pdfs "live" but how do we file if we have errors? Will i be able to file with the errors? Or do we ...
I have created a chain that runs a query and saves the result to a Workiva spreadsheet - that works fine! I would like to save the results of the query (or spreadsheet) to a CSV file and then push it out to an external file system (SFTP/S3/Google)...
We’re excited to announce that the Workiva Platform Training Path (Plataforma Workiva em Português) is now available in Brazilian Portuguese! This learning path helps users access, create, collaborate, and simplify complex reporting processes in t...
Some new developments with EDGAR Next from the SEC's EDGAR Business Office. As found here, if a registrant has not updated their CCC or Passphrase since September 2019, they will need to do so prior to EDGAR Next enrollment. This will likely...
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...