1) What is the maximum length of regular source document link while using: (a) Workiva Tasks, (b) a source document, (c) a source spreadsheet, and (d) direct entry into the program. 2. What formatting, including lin...
The Data Quality Committee (DQC) approved a new round of DQC rules for Version 25. The effective date for these rules will be for filings submitted on or after December 1, 2024. The DQC plug-in tool has been updated and released in the Workiva pla...
Hello, how can I hyperlink to our filed SEC 20-F last year (2023) to link directly to Item 5, page 77 and not to the cover page? Last year's hyperlink to the 2022 20-F goes directly to the start of Item 5 and I would like to do this.
I set up the template chain Load Data to Wdata | Replace Dataset It works great and streamlines my process. But I want to go further and have it run automatically every day at 8:45AM. Since it requires inputs, I think the schedule option is disab...
We made a review file. Our auditor made comments in the review file, but those comments file don't appear in the live version. Can this be fixed?
https://workiva.wistia.com/medias/o041dbqrp3 TIME HIGHLIGHT0:30 Agenda 1:00 Date Prep Overview2:35 Mapping Groups3:40 Pipelines4:40 Sample Files5:15 Key Transformations5:52 ...
Hi, I'd like to lock certain columns that I have a vlookup formula on, but I don't see a way to do this. In this example I want to lock columns D and F. Anyone know how I can do this? Thanks!
Dear Workiva Team, the current Approval process within Workiva tasks is perceived as clumsy by clients. This is because the approver has limited options for returning a value. The "return metric" window that opens after clicking on return within w...
I am currently using Workiva chains, and have a structure in which one chain uses the Run Chain command to call another chain inside of it. Inside of that secondary chain, I want to set up a conditional that is based upon a variable that is set in...
Hello, I am currently working on a project that involves merging information from different CSV files into a spreadsheet. Those CSV files are stored inside a folder in my workspace, next to my spreadsheet. How can I solve this problem? Should I us...
Hi, We are using accounting formatting in spreadsheet, and for a specific report we are looking for a solution to the following display formatting: - If a number is zero => display blank or en dash- If a number is between 0 and 1 => display "0"-...
We want to involve our top management in the review process with Workiva. To do this, we need to use the Workiva EU app. The problem is that it is not possible to add a comment in the PDF view (print layout). It is only possible to add a comment i...
2025 is almost here. If you're hoping to up your game and be more familiar with the Workiva platform, consider dedicating some of your training budget for Signature Learning! Workiva's Signature Learning is an advanced training offering that keeps...
As mentioned in What's New in Sustainability you can now use Find & Replace to update the details of multiple Sustainability Program metrics at once, in bulk. This can come in particularly handy when you need to reassign metric values' data collec...
New Workiva user here. I want to unlink a header from a previous header. I see the box under header properties labeled "same as previous section", but it's greyed out. I have a page break inserted in between the two headers that I need to separa...
Hi everyone, I'm trying to copy a Workiva document using a chain. My goal is to not only copy the document itself but also the related spreadsheet while maintaining the connections to queries. Has anyone attempted this before? Any tips or guidance...
Thank you for adding machine translations.Can you provide what engine is being used to generate the translation?Thanks.
Hello! I am attempting to create a query using data from two tables. I would like to add the new rows based on position (union the two sources to add rows instead of joining based on a key). Is this possible? I tried using the UNION function in th...
📆 Date: Tuesday, December 3⏰ Time: 11:00 am - 1:00 pm CST🌎 Location: Virtual About this Event This training is designed for brand new Workiva users and admins who are just getting started working with the Workiva Controls Management solution. ...
I have recently created a new trigger chain or chain to run multiple other chains (in case the terminology doesn't fit), I created this by copying an existing trigger chain and change the parameters on which it runs. It runs as expected and all th...
I keep getting the message above within the Section 16 Platform. I have confirmed that the CIK and CCC are correct for the reporting owner. However, this warning does not clear. How can I resolve this warning and proceed with the Form 4 filing?
Hi, I am trying to use the built in automation to feed spreadsheet id to a script. I had a script set up to run the script listed in the documentation https://support.workiva.com/hc/en-us/articles/9869574493460-Execute-scripts-with-automations to...
Hello, Are there plans for the immediate future for a find and replace all function, particularly in spreadsheets?
Today is a filing deadline for many calendar year-end filers, and therefore there is a large amount of filings being submitted. This can sometimes cause filings to be posted on the SEC some time later than the usually expected, or disruptions to E...
Great news! The Cybersecurity Disclosure (CYD) taxonomy is now available within the Workiva platform! As noted in a prior blog post, SEC filers will be required to tag Cybersecurity disclosures with Inline XBRL beginning December 2024. XBRL Taggi...
The following formula works in Excel, but not in Wdesk: =(H5(--('Sheet 1'!E:E="PSU"),--('Sheet 1'!F:F>G6),'Sheet 1'!H:H,'Sheet 1'!I:I))/C34 It's pulling from "Sheet 1" What am I doing wrong?
Hi How can I access each chunk file after it's been split using either of the two Split commands? The command output only includes a list of file names and not the Absolute Paths.
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📆 Date: Thursday, November 21⏰ Time: 1:00 - 2:00 PM EST🌎 Location: Virtual https://workiva.wistia.com/medias/pbgtsmkcqx Click here to download the slides About this event The U.S. Securities and Exchange Commission has adopted the EDGAR® Nex...
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...
Ready to own your Sustainability Program roll forward with total confidence? We know that rolling forward your Sustainability Program and Carbon data means managing a lot of moving parts at once. To help keep things organized and ensure nothing ge...
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 ...
Designed Reporting has evolved! Draft to Delivery: A Designed Reporting Journey is a connected, blended learning experience designed to help learners build confidence using Workiva’s Designed Reporting tools to create polished, profession...
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...