I am not sure if I am doing this migration wrong but it seems that I have to open a process for each actions, since I am unable to add/run new actions after an approval is completed. Also my final approvers never received any email to ask for appr...
Hello, I am working in a letter in the new Certifications. I see where I can change the formatting (like font) for a question. However, I can't change the font for the response options to match. Am I missing something?
I have rolled-forward a file from an existing entity in order to build a new set of statements for a newly created entity. There are several sections from the rolled-forward statements that are not applicable to the new entity. I am unable to dele...
Greetings Workiva Users, We are excited to reveal a new feature to enrich your journey with Workiva: the introduction of Floating Objects! XBRL can now also be applied to floating objects. This feature allows you to utilize Floating Content within...
📆 Date: Thursday, August 24⏱ Time: 11:00-11:45 a.m. CDT🌎 Location: Virtual About this Event Join our Workiva experts, as well as your own peers to discuss what Amplify is all about! You'll hear from our very own Amplify events team, plus s...
I would really appreciate the functionality of the Excel Indirect function in Spreadsheets. It would allow elements of a function to be variable based on something outside the specific cell with a formula.
Are Document Links Report saved and stored in Wdesk? How do I locate a Document Link Report from a previous session? For blacklines, users can go back to all blacklines generated in previous sessions just by expanding the right hand pane and click...
Ya sea que se trate de Wdesk, de su día a día o simplemente un truco general, ¿cuál sería un consejo o sugerencia que usted ofrecería a los demás miembros de la comunidad?
Hi All, Our User has deleted some metric links from the final ESG report as it is no longer required for this reporting cycle.After having deleted the links in the Final ESG Report is there a way to see the metric ID's referred within those delete...
Get ready to unite at Workiva 2023 Amplify so we can ignite your passion for innovation and take your business to new heights! Join us on September 19-21 at the Gaylord Opryland Resort & Convention Center in Nashville. Brace yourself for an ex...
I have a table in a presentation that has rows in which the data could be different lengths. Those cells could end up on a different row, and thus the row where it was is now too wide, and the current row is not wide enough. As I am limited in the...
- We would LOVE the ability to insert an image in a letter of the certification process.
Now that you have your data in the Data Management Suite, it's time to start using it! Some common ways you may want to use your data: Populating a Spreadsheet with Query Results Generating a Table to focus on specific Costs / Expenses Generating...
We have certification processes that will be half complete when we migrate. For example, a process with 10 letters, each with 10 recipients, for 100 total recipients. Half of those recipients have already completed their certification. When we mi...
I am increasingly concerned about the gaps in the new certification functionality versus what we are used to in Classic. I see the migration window just got pushed through the end of November 2023, so glad that gives us additional time. However, I...
I noticed that anytime I add a new tag in the document and mark it verified/flagged for the reviewer, it does not show up in the summary review tab as verified/flagged. If I change an existing tag, it is reflecting in the summary tab but not for n...
Have you hit the spreadsheet cell limit? Are you in need of storing large sets of data? Then Wdata is the place for you! Wdata allows you to centralize your data storage and execute queries to use that data for your reporting needs. To make your d...
Data Prep is our Data Transformation tool that allows you to transform your data file - technically and functionally - in a single process called a Pipeline within your Chain. Technical transformations are adjustments to your data file using opera...
I am toying around with using the attachments feature for support documentation, but I have not found a good way to allow auditors access to both the document and the attachments without allowing them to see the live document and comments. I want ...
We would like the functionality of the 'Reports' section improved. The Process Status, Process Activity, and Certification Responses screens need to have sort and filter options added to the columns. Currently the only options available are to mov...
We send quarterly SOX certification to 6 Groups (regions). Each group has about 50 signers. Currently only I can update user Groups which requires a lot of work and sometimes slow down the process. Besides the Workspace Owner role that can edit Gr...
Hi, i´d like to know if i can create multiple sections on one page of my document without creating a page break or add a new sections that would followingly direct me to a new page.
Maybe not a game changer, but it is a nice improvement to see that I no longer have to input afresh the notification emails when creating a new period's filing. Thank you.
Annually, we have a large repurchase agreement (100+ pages) which has some formatting which leads to inconsistencies between the Word version loaded to WDesk and the executed version of the document. As a result, we've had to default to loading a ...
Please indicate if the functionality to export the evidence testing tables to excel or CSV is in the pipeline.
In the Workiva connector's "Export Query Result" command, there is a toggle at the bottom labeled "Export as Dataset" as shown here: The information in the help icon simply repeats, "Optional: Export query results as a dataset," and nothing about...
Will the "copy" feature, as included in the Classic version (click on drop down under reporting person's forms), be available in the new version of Section 16 filings? I utilize this feature heavily--specifically for our executive officers who ha...
Good afternoon, I am new to WDesk, i am trying to map an account. Can anyone led me in the right direction. I tried goggling and it just makes it more confusing, Any tips, and advises are appreciated. Have a great day, Thank you Monica
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...
