Designed Reporting
Assign a header row in floating table

Is there a way to add Table Header row support for floating tables. Header rows are necessary for PDF Remediation and compliance. I believe currently this is only possible for inline tables. 

Brian Caskey
2 |
0
Designed Reporting
Header Rows in Tables Respondida

Can you assign a header row in a floating table? I'm only seeing that option for inline tables?

Melanie Prisco Rock Star Idea Generator
1 |
0
Presentations
Off-Print Area Objects Show in PDF Export Respondida

For presentations, we have a template in which we have off-print area objects / grids. These grids are excess, but may be used in certain presentations / sometimes are used as instructional pieces for report preparers. When we export the reports t...

Joe Rufolo All Star Idea Generator
5 |
7
Chains
Chains Quick Reference Guide Afixado

There are a lot of moving pieces when it comes to building data integrations and automations using Chains. This quick reference guide organizes frequently used resources when setting up new workspaces and building chains. If you’re brand new to Ch...

Kim Gresham Learning Champion Rock Star Data Management Suite
0 |
2
Start Here 🎯
Getting Started with Chains Guide - New and Updated Training! Afixado

If you’re looking to automate bringing data into Workiva from third-party systems, then Chains is here to help! Make sure you loop in the administrator for your third-party systems. You’re gonna need their help when it comes to setting up integrat...

Kim Gresham Learning Champion Rock Star Data Management Suite
0 |
3
Trainings & Webinars
Gain practical Wdata experience!

Are you looking to upgrade your Wdata skills? We’re launching a new instructor-led training to Practice Building Wdata Tables & Queries. This two-hour session provides access to a workspace where you will build tables and queries with guidance fro...

Kim Gresham Learning Champion Rock Star Data Management Suite
0 |
0
Certifications, Processess & Tasks
Tasks - Approvers View Access

We have several tasks that have a preparer and an approver. Is there a way for approvers to see tasks in conjunction with the preparer? Or will they only be allowed to see the task once the preparer submits it for their approval? It would be benef...

Anna Blake Lively
1 |
0
Chains
Chain to Connect to Databricks

Hello, We are currently working on establishing a connection to Databricks using the HTTP Connector within Chains. We have successfully configured the HTTP POST node to connect to Databricks and receive the access token in .txt format as part of ...

Bharath Goolla
1 |
0
Trainings & Webinars
New Course Alert - Draft to Delivery: A Designed Reporting Journey

Are you ready to build a polished, fully on-platform designed report end-to-end in Workiva? In this cohort-style learning experience, you’ll take a plain, unstructured report and transform it into a clean, professional, review-ready deliverable - ...

Shoshanna LaDay Learning Champion Workiva Essentials
0 |
2
Documents
Ability to create a source link with View access Respondida

We need our users to link text from documents we don't want them to edit (i.e. they don't own the source documents but must link text from these to other documents for consistency). Currently users with View only access can't create source links. ...

Jana Middleton Rock Star Idea Generator
1 |
1
Trainings & Webinars
Beverage Break: Filing Review Tips and Tricks

📆  Date: Wednesday, January 28⏰  Time: 10:00 am - 11:00 am CST🌎  Location: Virtual   About this Event I officially invite you to join us for our next Beverage Break event on Wednesday, January 28th at 10:00 am CST as we discuss the topic Filing ...

Isabel Messore Community Moderator Community Champion
0 |
0
Regulatory Updates
New U.S. Insider Reporting for FPIs (Effective March 18, 2026)

On December 18, 2025, the Holding Foreign Insiders Accountable Act was signed into law, eliminating the Section 16(a) reporting exemption for Foreign Private Issuers (FPIs). This may impact your filing requirements and we’re here to help. What Thi...

Isabel Messore Community Moderator Community Champion
0 |
2
Financial Reporting Tips
96DPI PDF not outputing images at correct size

We have a 163 page document with SVG images. The SVG's include 300dpi photos in order to output a high quality offset print at the end of the project. When we output a pdf with a image resolution of 96dpi a 100MB file is created. This can not be e...

Glyn Szasz Rising Star Idea Generator
3 |
0
Announcements
Customer Self-Service Font Request Form

Hello Workiva Community! 👋 We're excited to announce a major upgrade to how you manage your company’s request for fonts to be added to Workiva. We've launched a new, direct path for your font requests! ✨ What's New? If there’s a font your company ...

Isabel Messore Community Moderator Community Champion
0 |
5
Chains
Automate data ingestion into Workiva to eliminate all manual uploads.

  Mike Davis (Workiva)   Our finance team requires automated, repeatable delivery of complete Trial Balance (TB) data—including zero‑value intersections—into the Workiva Wdata platform to support accurate financial reporting and reduce manual ...

Sanjana Soni
0 |
0
Change Management
history version to show changes in sheets

hi, is it possible to add history of any changes related to a sheet? currently we have history tracking changes in a cell and spreadsheet, can we add another tab between spreadsheet and cell so that we can see who make certain changes to a sheet o...

Jiang Chuanzhong All Star Idea Generator Data Management Suite
1 |
0
Sustainability Tips
Tagging 2026 CDP Metrics

Last year our team didn't use the 2025 CDP tool in the Sustainability Explorer as it wasn't launched in time for our full project timeline. However, this year we want to use the 2026 CDP tool in the Sustainability Explorer.  We have the 2025 CDP r...

Grace Whittle
1 |
0
Designed Reporting
Register Now! Draft to Delivery: A Designed Reporting Journey

Designed Reporting is evolving, and we’re excited to introduce a new pilot cohort learning experience that helps learners build skills with clarity, confidence, and momentum. Learners will now move through a more connected, blended learning journ...

Aisha Baig
0 |
5
XBRL and iXBRL
Netherlands GSR Template Update (NT-20)

We are pleased to announce that we have added support for the 2025 NT20 taxonomy for the template based Netherlands GSR solution for micro and small entities. For filers already utilizing the template functionality with the 2024 NT19 taxonomy, a t...

Emily Jenkins
0 |
0
Collaboration Tools
Exporting a document to DOCX With Comments Included Respondida

It would be very helpful to be able to export our 10-Q/K in .docx format with comments included in the export. Currently it seems it is only possible to export a document with comments included as a pdf. We are currently having to manually add eve...

Elizabeth Viggiano
1 |
1
Trainings & Webinars
New Course — Building Chains

Our newest course, Building Chains, is now available! This 20-minute course will walk you through seven foundational chain commands and events. Check it out on the Learning Hub or the Partner Resource Library! If you’re brand new to Chains, we rec...

Kim Gresham Learning Champion Rock Star Data Management Suite
0 |
1
Chains
Sending a list of data from a spreadsheet in workiva to snowflake

I'm sending a list from workiva to snowflake to in a chain. These are used as for filtering down so they are meant to go into an IN() function. The problem is if I send the through as one text I get message back from snowflake that the object exce...

Joshua Richards
1 |
0
Announcements
Global Holiday Support Schedule

Throughout the year our Customer Support team remains committed to providing you with 24/7 global assistance. As you plan ahead for holidays, our team is here to help. To ensure you get the assistance you need, please note our channel availability...

Isabel Messore Community Moderator Community Champion
0 |
0
Workiva APIs
API Version Update & New Versioning Process Launch on January 26

On January 26, we are releasing a significant upgrade to our public API and launching a new, long-term API versioning policy to ensure stability, reliability, and continuous innovation.  API release and new versioning policy On January 26, 2026, a...

Isabel Messore Community Moderator Community Champion
0 |
0
Workiva APIs
Workiva Platform API Upgrade FAQ

This FAQ addresses common questions regarding the transition and upgrade process from the 2022-01-01 version of the Workiva Platform APIs to the upcoming 2026-01-01 version. General Information What is changing in the Workiva Platform APIs? The 20...

Isabel Messore Community Moderator Community Champion
0 |
0