It appears there is a new feature where replies to comments will notify the person who commented, does anyone know how to modify this (e.g. turn it off). There are some comments where we type "Updated" and then click resolve just so that we know t...
I am wondering how to change the page a section starts at. Currently, a new section I have created starts on the last page of the section and I would like it to begin on the first page of the section. As is, it is creating inaccuracy in my table o...
Some of our users are not seeing the Expand down arrow in the table formula bar in documents, but others are. Not sure if this is a systemic problem or a fluke. Thoughts?
On May 18, the attendees of our Amplify Event Series will hear an exclusive keynote from Scott Galloway on The Daring Difference. Scott Galloway is Professor of Marketing at NYU's Stern School of Business and a serial entrepreneur. In 2012, he was...
Hi - is there any way to a delete a section in a document which has destination links, without having to go to each link and removing the link?
How can I write formulas into a WDesk sheet from a Chain? the "Write Sheet Data" command does not seem to support anything other than data. I want to be able to add a totals row after I imported some data into a sheet.
I want to create a CSV file by hand in Chains, with various different values stitched together manually to be imported into a WDesk sheet. I used Create File to specify the first line of CSV based text: Amortization of lease payments,,,,, and lef...
I copied a table to create a new table for prior year and was tagging the table with prior year period. Why is the current reporting period changing the tagged period similar to prior period. It looks like it has group the 2 tables and are being...
Event Details Tuesday, March 232:00-2:30 pm EDT WATCH ON DEMAND About Event Introducing Workiva FinTalk, the thought leadership series that covers the different internal reporting topics that affect accounting and finance teams the most. Hear f...
Good morning. I am seeing a newly created spreadsheet workbook under Recent Files, but it is not showing-up under All Files. Why would that be?
Hi I would like to know the quickest way to backup all files/test forms/reports (pretty much all data) from workiva to my computer. I can create a snapshot but do not see how to export it. Is there a better alternative? Thanks.
I have setup the user and got client ID & secret. I am stuck on authentication step to get the bearer token? How do I issue POST reuest? which tool to use or is there any query that I can run in powerBI to get data which will authenticate the clie...
Hello! I wanted to see if anyone had some tips they wanted to share on how to sync up the language across multiple notes across several documents updated at different times. We currently have being using a "Primary Common Verbiage" document for al...
Hi, could some chart expert help with the label for waterfall? We have some some bars, which are too small for show label inside (example as left bar). If use excel, can drag the label outside to the side (example as right). Any ways to achieve th...
I can't seem to get the spacing on my stacked bar charts just right, I have data in my chart properties from 0 - 168. I want to be able to show the totals in each stack so its visible. I'm sure its a quick fix, can anyone help?
Live Demos Offered: These training webinars will now be delivered monthly, starting in March. They are hosted by our Workiva experts and provide the opportunity to see great new features in action, along with time to ask questions during the meeti...
A couple of months ago, I noted some inconsistencies when exporting a blackline to a pdf whereby if you selected "Include Only Pages With Changes" sometimes the pdf did not include all changed pages. Although I reported this occurrence, the Suppo...
Registration is now open! Don’t wait until September to experience Amplify. In April and May, you will be able to enjoy 4 days of Amplify: Sessions featuring Workiva experts, thought leaders, and Workiva partners Up to 13 CPE credits available...
I have a very simple request I cannot seem to get working. I have a Get Sheet Data command, which fetches n amount of rows with a header row from a WDesk spreadsheet. Then all I want to do is iterate over all the data rows, extract all the colum...
I am trying to create some data checks in a spreadsheet to automate our document cross-reference checks. I have the source data linked to information throughout our document via references and not source links, but when I try to apply conditional ...
If we build a handful of chains, how can I easily take these across workspaces and organizations? How do i easily deploy a set of chains i have built to another location??
When a comment is made on a document, someone else can review that comment and the text/cells that it is attached to in the live doc by using the "jump to location" button. This 'jump to' includes specific cells within a table. However, if reviewe...
I am stuck once again trying to do somethign that seems very trivial. I have a spreadsheet with several columns. I need to query columns A, B and say E and load that into a table. That is it. So what I built is: So I need the ability to refre...
Hey Workiva Community! My name is Behdad and I am on the Product Management Team here at Workiva. We are super excited to get started on building a new generation of mobile functionality for our users. As we start exploring new technologies and fe...
Event Details March 5, 12, 19 and 2611:00-11:30 a.m. EST WATCH ON DEMAND In tumultuous times, one thing is certain: your agency still needs to operate. Join us for an overview of how federal teams can use Workiva to simplify reporting and risk m...
In a 10-K filing, we are have historically used the term "one one-hundredth of a share." Is there a way to enter this into a link within a document so that it writes it out that way (it would be 0.01 for iXBRL)? Or do I just need to have a hidde...
Timeline updates for next gen freeze—introducing Lock Edits Our Product Team has been pushing hard to provide the functionality to quickly lock down a file from editing. In Classic, this feature set was called Freeze and Thaw. They are in process ...
We would like to create one combined spreadsheet for our quarterly and year end reporting. What is the best method in Workiva Next Gen to copy portions of our quarterly spreadsheet file to another spreadsheet (e.g. year end spreadsheet)? Thank you.
Hi, I am trying to add a reviewer to a test form where a reviewer is not assigned at all. I am searching through the manual but all I see is to click a "Add reviewer" button which I do not see on my screen. I do have owner access so I should be ab...
So I have been playing around with the Planning tab and think it will be a good resource for us. However, there are a couple of suggestions I would like to make: 1. Currently only a Manager role or Planner role can seem to access the planning. ...
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...
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 ...
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...