Documents
Comments in Documents (Adding a new feature)

Would it be possible to add a feature where you can select a word from a paragraph in a table cell and place the comments on it and not the entire cell?

Juaque Swanepoel All Star Idea Generator Beta Buddy Data Management Suite
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3
Trainings & Webinars
Office Hours: Roll Forwards Concluída

📆  Date: Tuesday, August 15th⏱   Time: 1:00-2:00 p.m. CDT🌎  Location: Virtual https://workiva.wistia.com/medias/xyqkfdgl3x   About this Event Hello friends! I wanted to let you know about our next Office Hours event we’re hosting here in the Work...

Courtnie Carver Community Moderator Community Champion Idea Generator Workiva Essentials
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Linking
Unit Format

Hi there, I need Long Upper $-Billion - is there any way to create this other than using Suffix? Can this be added to the dropdown?

Dale Karasek Beta Buddy All Star Idea Generator
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Presentations
Stacking Bar Chart with Multiple Column Data Respondida

Looking to create a stacked bar chart like the above, but cannot get multiple data sets to stack on top of each other when there are two "columns" of data in the same area.

DJ Moore Rising Star
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1
Certifications, Processess & Tasks
Status chart for multi signers in one step

In the new certification process, we would like to have the status chart to reflect the real-time sign off status when multiple signers are assigned for one document in one step.  In the example below, I have 4 signers assigned to one doc in one s...

Ben Cao
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Certifications, Processess & Tasks
new certification process Respondida

Hello How do I create a new process, without migrating an old one? In the old version, I would send out letters to three different groups as part of one certification process. Now, I have to create three different certification processes but I can...

Permanently deleted user Rising Star Idea Generator
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2
Spreadsheets
Workiva Sync Selection of Existing Files in uploading

Can the program be updated to select specific years for uploading in Workiva Sync? In Wdesk Sync, it was easier to locate the file to upload if we opened the spreadsheet, while in Workiva, click on recent files and locate the specific file easier....

Christine Greenwood Idea Generator
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Workiva APIs
API Return data from a region Returning Error 404 Respondida

Hello Team, I am calling API  “ Return Data From a Region” API using Postman. So basically I have a sample spreadsheet on the workspace where I have read only permissions and I am trying to read the content of the spreadsheet using Postman, so wha...

Harish Chhokra
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Comunidad en Español
Revisiones de SASB 2023-06 ahora en ESG Explorer

Si utiliza las Normas de la Junta de Normas de Contabilidad de Sostenibilidad (SASB, por sus siglas en Inglés) para informes ambientales, sociales y de gobernanza (sostenibilidad, por sus siglas en Inglés), ahora puede encontrar en el Explorador d...

Carmen Torina Moderadora de la comunidad All Star Data Management Suite Workiva Essentials
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Certifications, Processess & Tasks
New Certifications Processes Respondida

Good morning. Couple of Questions: 1. Is there a way to delete old certification processes? I created three test processes after migration, and now I don't need them and want to remove them from the Processes listing. 2. Is there any more informat...

Cathryn Stovall Rock Star Idea Generator Community Champion
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Certifications, Processess & Tasks
Approve on behalf of the signer

In the new Certifications experience is it possible to approve on behalf of the signer? I had a signer had an access issue and certified outside Wdesk. Since I can't change his status from "uncertified" to "certified" in Wdesk, I had to remove him...

Alma Fang Beta Buddy
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1
Chains
What exactly is Table metadata Respondida

Hi, I am looking into chain implementation and I am confused about the data the metadata function gives me. is there a way to get file IDs of table imports through this command?Thanks

Abed Alsa'di
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Regulatory Updates
Changes coming to Canadian filings with SEDAR+

On July 25th, the Canadian Securities Administrators will be introducing SEDAR+ (more info here). This is a new way to submit Canadian filings through an online portal at sedarplus.ca instead of a program installed on a user’s computer. This is a ...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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Spreadsheets
Exporting formulas issue

When I save a spreadsheet into .xlsx format, there are some "@" signs in the formula which gives #VALUE error in Excel. How do I save the file to avoid this issue?   Formula on Wdesk:   Cell output on Wdesk - error due to formula not supported by ...

Ian Au Yong
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1
XBRL and iXBRL
Total value does not match XBRL-calculated value

I am getting the error that the total value does not match XBRL-calculated weight, however the total that it is saying is wrong includes a concept that is not showing up in the calculation report (even though it is included in the calculation for ...

Kelsey Durban Rising Star
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Comunidad en Español
Actualización de la Sección 16

Hay una actualización importante para la transición a la nueva experiencia de la Sección 16. Workiva está retrasando la migración automática de la Sección 16 hasta el 1 de octubre de 2023, para que nuestro equipo tenga tiempo de crear característi...

Carmen Torina Moderadora de la comunidad All Star Data Management Suite Workiva Essentials
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Comunidad en Español
¡NUEVO! Asignación múltiple y creación masiva de tareas

¡Oigan todos! Les traemos una actualización sobre un par de funciones que están disponibles a través de la cejilla “Tareas” en la pagina de Home. Creación masica de tareasEsta característica  permite a los usuarios crear una misma tarea para múlti...

Carmen Torina Moderadora de la comunidad All Star Data Management Suite Workiva Essentials
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0
Spreadsheets
Connections vs Source/Destination Links

Is there an article, post, training, etc. that shows the pros, cons, differences, etc. between using Connections and using Source and Destination Links? We use both in our workspace (for spreadsheets, presentations, and documents), and I'm curious...

Christy Mazza All Star Beta Buddy Idea Generator Data Management Suite Workiva Platform
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4
XBRL and iXBRL
List of document types for XBRL

Hi, We are making financial statements and a bit of discussion, loosely based on a 10-Q format, but it isn't a 10-Q.  Because of the reason we are creating this document, I have to add XBRL.  However, if I choose a 10-Q as a document type, it want...

Barbara Beta Buddy Idea Generator Data Management Suite Community Champion
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