Documents
Dynamic contents table creation

I expect this has already been requested. Could we create contents table in a document dynamically based on sections and sub-sections, similarly to being able to easilty create a contnets table in MS Word. Creating a table and inserting every seti...

Jana Middleton Rock Star Idea Generator
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0
Amplify
Amplify Americas In-person agenda

Hello Amplify Americas enthusiasts!  The full in-person agenda for Amplify 2024 in Denver has been added to the website. Click here to view the full agenda. You can register for the event here. You can also enter for a chance to win a free registr...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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0
Amplify
What is your favorite Workiva feature? Ukończone

Welcome to our first of two Amplify 2024 registration giveaways. To be entered into this drawing, simply add your response in the comments below. QUESTION: From linking to snapshots, floating images to chains, the list of Workiva features runs dee...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
98 |
23
Start Here 🎯
Get Started with Handlebars in Chains

The Handlebars Connector is a powerful tool in Chains. It can help you manipulate and process JSON data in a more efficient and streamlined way. This post takes a closer look at this particular Connector. What is Handlebars?Handlebars is a versati...

Jeff Hickey Community Champion Data Management Suite
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2
Chains
Chains Boot Camp Recap!

Thanks for joining us for Chains Boot Camp! We hope the newly release content will be beneficial in your Data Management journey. Check out the recap below to see everything was released during Chains Boot Camp. Monday - Chains Foundations Webina...

Ryan Niebruegge All Star Data Management Suite Workiva Essentials
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12
Chains
Refresh Connection with Defined Parameter Values Udzielono odpowiedzi

Hello! I am attempting to use a Batch Refresh Connection command to refresh a connection within one of our spreadsheets. I would like to have a list of parameter values within the spreadsheet that users can maintain and use as the source and desti...

Talia Test All Star Idea Generator
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0
Spreadsheets
Masterfile (single spreadsheet)

We are in the process of creating a "masterfile" to house all financials and spreadsheet related items for our quarterly and annual filings. What are the best practices for organizing the information (due incorporate the annual notes with the quar...

Permanently deleted user Workiva Advocate Rock Star Idea Generator Community Champion
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0
Chains
Chain - Error actions - output interpretation Udzielono odpowiedzi

I am having problems in a chain to apply a condition in output interpretation in error actions, following the same steps as listed in an article in workiva: https://support.workiva.com/hc/en-us/articles/360036003671-Manage-commands-in-chains I am ...

Tania Sanchez
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0
Spreadsheets
Insert multiple rows on a spreadsheet Udzielono odpowiedzi

It would be very helpful to have the ability to insert multiple rows in a spreadsheet once we already have information on the spreadsheet. I'm currently working on a project where I need to add a full section of information into the middle of a cu...

Luisa Jiron
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2
Trainings & Webinars
Newly Restructured: Essentials & Advanced Design Reporting

Restructuring Essentials & Advanced Design Reporting Courses for a Better Learning Experience We are excited to announce that we have reorganized the Essentials & Advanced Design Reporting courses and path to enhance your learning journey. While t...

Isabel Messore Community Moderator Community Champion
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1
Home & Files
Now Available: Assignable Boards in Home

🎺Introducing assignable boards in Home Have you ever wished that you could guide your team members to exactly what they need in the Workiva platform? Well, we’re thrilled to announce that, in workspaces with access to Boards in Home, Workspace O...

Ruby Blau Product Manager All Star
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4
Documents
Paragraph Style Guide - Can I set the right margin Udzielono odpowiedzi

In the style guide you can create a paragraph style with customized font, font size, color, justification, etc.  You can also set the indentation of the left side of the paragraph.  Is there a way to also set the right margin in the style guide?  ...

Brad Coleman
1 |
0
Filing and XBRL Tips
Repackage Filing

For Forms 144 there's no "generate" files tab therefore when they make changes and try to check their html it won't show all changes. We repackaged the filing and it populated the correct data to their current documents (spreadsheets).

Jonathan D. Data Management Suite Workiva Essentials
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1
Linking
Creating Links between Separate Documents that Vary in Type

I am trying to create links that connect information in a document to another document that is in a very different format/layout as the original document. I am trying to follow the instructions but the information that I highlight and then paste i...

Henry Mali
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0
Workiva on Workiva
3 Ways to Achieve More Complete Data

Are you still manually inputting data into spreadsheets? Emailing or instant messaging requests for metrics? Copying and pasting from one report to another...and another...and another? See how Workiva customers are putting together a complete data...

Isabel Messore Community Moderator Community Champion
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1
Start Here 🎯
Using Multiple Environments in Chains

Looking for a way to organize your Chains or manage their development lifecycle? Chain Environments can help with that!  Within workspaces, Workiva users are set up with a default DEV environment in Chains. In addition to the standard DEV environm...

Abby Steere Rock Star Data Management Suite
2 |
2
Spreadsheets
Primary File (Rounding)

We are building out a "Primary File" where we will keep all financials for the year and will be the linking source for various filings. What is the best way to handle a rounding template with a primary file that will contain all current and prior ...

Anna Blake Lively
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1
Chains
Wdata chain overwrite command Udzielono odpowiedzi

hi, is it possible for the Wdata chain overwrite sheet data command to overwrite only certain region in a sheet? for example, we have a sheet that receives data from other sheet through the chain, but it also has some validation and comments on th...

Jiang Chuanzhong All Star Idea Generator Data Management Suite
2 |
0