Is there a way to either use Data Validation or Conditional Formatting in a spreadsheet to have the end user select a date (like from a calendar)?
Are there plans to fit the test steps and attributes to the width of the viewing area so that you don't have to scroll to see all of the columns in the test information? It used to fit the window but now you must scroll making it difficult to read...
The following enhancement was shared by a Workiva user: When reviewing comments in Next Gen, you are required to open each comment individually where as in classic you were able to scroll through all open comments in the document. Including ...
We just switched to Next Gen this year; when I look at our XBRL in the SEC viewer, footnotes are showing up as financial statements. This was something that happened when we transitioned the first quarter and unfortunately wasn't noticed. Why ar...
Hi, I am working on a document containing many sections and few of these sections run for more than 2 pages. So I need to mention the last page of a section in my report. For example auditors report consists of 2 pages (Page No. 11 and 12). I...
Dear all, I wonder what is the best way to migrate from SharePoint to Workiva? I've tried to copy&paste a entire folder and I think that's not possible (aka I have to copy documents individually). Since we have 4k+ documents in SharePoint we want ...
Are there any plans to associate test steps and attributes with the control rather than a particular test sheet? I spend a great deal of time recreating test steps and attributes when new test forms are created but are not "rolled forward" from a ...
I would like to be able to make a copy certain controls so that I can create parent child relationships. Each child would be an exact duplicate of the copied control. but would relate to a difference functional group so that each group can be test...
Hi Workiva, I really like the NextGen of Wdesk. However, please improve the properties of pie chart labels, especially where the labels are in relation to the corresponding slice in a pie chart. In PowerPoint I can freely move those labels to whe...
Brought to you by Workiva experts, this demonstration will give an introduction to the iXBRL features and functions in the next generation Workiva platform. https://workiva.wistia.com/medias/m26hrtntbd To see more of these events LIVE, visit this ...
Has anyone else had to tag COVID-19 response disclosures? Specifically, a one-time bonus offered to all employees with a base salary less than or equal to a certain amount? I have been Googling for companies that offered something similar and then...
Hi all! Wanted to let you all know, as we are in the early stages of fiiling season, that the SEC's EDGAR site is currently having some issues. Here's their latest announcement: https://www.sec.gov/filergroup/announcements. Let us know what questi...
Hi, Is there a way to import a file (.xlsx, .docx etc.) directly to a folder ? I tried selecting the folder and importing the file but it gets saved to the root directory rather than the folder selected.
Hi, I see that I can view all comments in my document by opening the comments panel; however with the numbers in the outline and the grey corresponding dot, I am hoping that there is a way simply to access ONE comment or open and close (not delet...
We periodically get questions from our auditors about changes within our SOX environment - for example, creation of new controls, changes in control significance, key reports, or systems. I have seen the 'Data History' report that is available, b...
Is it possible to download test forms in bulk, or export a csv of multiple test forms via API, as well as download all attachments for multiple tests?
Hi, I have a table with two series on x axis and 1 on y axis. The label shows on y axis. however on x asis only 1 label show up. The other lable (heading) doesnt show up at all. Initially it was there, but now i can not see option to enable both...
Hello, In Classic Projects, we can add existing documents to different projects. Which enabled us to work in the same document, even if they're saved to different projects. Do we have something like this function in Next Gen? We have our Press R...
how do we insert special characters in Next Gen, like a non-breaking space?
I no longer want to see decommissioned or inactive controls in my data type view or in control listings, etc. Is there a way to "hide" these controls or make them inactive so they don't show up anywhere? What about deleting them? Rebecca
I am setting up a Press Release. What is the best way to do it? I will need to import excel files, so I will need the spreadsheet, but I will also have to copy over / link to the document.
Hello, i would like to create a connexion to BOX with Wdata chain builder but i have no idea where can i found the properties like the CLIENT ID, Client secret, client ID and entreprise ID. Where can i found those informations ? Thanks for yo...
hello, I did not find a function similar as the name manager from excel into the spredsheet, does it exist ? Thanks for your answer. Rafael
Hi There - I am running into an issue using the "Un-Import File From Table" Command. The chain this command is in, fetches the file ID of the file in the data table (and after using the Array to CSV and an advance query to get the file ID) un-im...
Regardez la vidéo ci-dessous pour en savoir plus sur ce qu'est l'exportateur ICML, voir comment il fonctionne et découvrir les avantages de l'intégration de ce processus dans Workiva. https://workiva.wistia.com/medias/oh5yxwv3jy Cliquez ...
The Measurements Units are locked to the language, which causes is a problem. Our corporate language is US English, but page format size is metric (A4) as are the CI guideline (margins, etc.) Using the English (United States) locale the default M...
Is there still an option somewhere to view XBRL in the SEC XBRL Previewer? Or is this no longer an option?
In a document form, what is the Save As feature used for? The only two options with the save as feature are "New Document" or "Template". Can you just provide more background on those features please. In contrast, what does the export feature do t...
Is there a shortcut to toggle between opened documents(i.e 10Q, 10Q support spreadsheet and Exhibits)
When do directed comments get released (ie the emails sent), and where is this timing located? I would like to see if I need to amend this from, for example, at the end of the day as sometimes we need a quicker turnaround. Thanks.
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...