Is there a way to view the history of Evidence Testing within the Markup section of a test? I’m trying to access a previous version of a test I worked on, specifically to retrieve an attachment I had removed but now find relevant again. Any guidan...
📆 Date: Thursday, May 29th, 2025⏰ Time: 11:00 am - 12:00 pm CST🌎 Location: Virtual About this Event I officially invite you to join us for our next Beverage Break event on Thursday, May 29th at 11:00 am CST as we discuss the Learning Hub. D...
When multiple users edit in a excel workbook, such as filter for a specific column, can the predecessor's filter action be replaced by another people's filter action? Does workiva has the same function as excel to only see mine?
I was wondering if there's a workflow that exists for requests where a manager would have to review the request prior to sending to the auditee? This would help to allow the manager to review the requests prior to them being sent to make sure the...
I'm currently trying to move our quarterly certification process into Workiva certifications. I wanted to further understand how the "exception" process worked. Do responders get a drop down free form response box? How does this show up on the rev...
Hi, Workiva Team! I’m currently building processes within the Workiva platform. When working in the SEC Reporting solution, I noticed that it's possible to create tasks directly through the "Content Request" feature, which greatly streamlines the ...
As we've broadened access to Wdesk, some newer teams have been "copying" without using the links report or otherwise checking for what's outside the core folder. As a result, we have copies of copies of copies starting to proliferate. Is there an ...
Seeking to update Sustainability Explorer with Mexico NIS A-1 and B-1 framework for program development and metric alignment.
My team is looking to understand how to best use Workiva to record data restatements and maintain original submissions. We restate select metrics each year due to data availability at the time of disclosure publication, and we need to update tasks...
In Testing, under Evidence Testing, can the cells be merged within the matrix (Testing table listing the samples).
Is there a way to print a section of a document with all the attachment files include? For example, if a section of the 10-Q is a footnote, I wanted to print that footnote file with the attachment labels, along with the actual attachments in just ...
When I make an HTTP call from values in a csv file is there a way to easily sent values conditionally? For example, if the user enters something in the spreadsheet then put that value in the body, if they enter nothing don't send anything for that...
Are you ready to roll into the next reporting period? Our newest course Roll Forward with Financial Reporting will walk you through the process in just 12 minutes! What you should know: This course focuses on “evergreen” roll forward where copies...
I have two chains, one (A) which makes a call to an API to retrieve an access token (embedded in the returned JSON) and a second (B) which I want to be able to consume that token and use it with a target system. (There are several use cases requir...
Welcome to our second of five Amplify 2025 registration giveaways. To be entered into this drawing, simply add your response in the comments below. This year marks Workiva's 14th annual user conference, Amplify, and aside from two years of virtua...
I wonder if there's been any consideration to allow those with *view* access to a file to create links from it. We have cases in which there is a file with approved, ready-for-use data (e.g., general ready-for-disclosure facts & figures) and we'd ...
The following are tips for auditors on accessing and reviewing content within Workiva. Accessing Workiva To access content in Workiva for auditing and review, you must first be granted membership in the appropriate Organization and Workspace. Ty...
Unsure why this is, but for example, if tagging for Q2 YTD, some date ranges in the Locate Dates area of the Locate XBRL show as, for example for 2025, 1/1/2025-6/30/2025 YTD and some just 1/1/2025-6/30/2025 without the "YTD" on the end. This isn...
From within the Locate XBRL menu item, is the XBRL engine supposed to refresh the Locate Dates view in real time? Asking because I have to refresh my webpage to get the updated tags with date changes to show up properly within the Locate Dates vi...
If you deleted comments from the live document does it also delete them in the Review file where it was orginally placed?
✅ Haga una lista de sus propietarios que informan de la Sección 16 ✅ Todos los administradores y usuarios que procesarán presentaciones deben obtener credenciales de cuenta individuales de login.gov. ✅ Si sus propietarios de informes actuales ya ...
Hello, I require assistance with linking data between two Workiva workbooks. Specifically, I have a data validation rule (dropdown list) implemented in a cell within the workbook named 'A1'. I need to transfer the selected value from this dropdown...
UPDATED AUGUST 2025 ✅ Make a list of your Section 16 Reporting Owners (and their CIK/CCC/Passphrase) ➢ Individual reporting owners can select a trusted individual to enroll them (or enroll themselves, which may be rare) ➢ Individuals that...
Hi, I am attempting to retrieve a list of logins for our entire organization for the past three months. Ideally, this chain will be scheduled and set to run at the end of each quarter to retrieve an updated file. I am iterating over the 'data' var...
Hi,We are thinking about using tasks for collecting data through Spreadsheets, but the fact that data can be changed in a spreadsheet after the task has been approved is a little bit problematic for us. Locking cells or changing them from input to...
📆 Date: Tuesday, May 13⏰ Time: 2:00-3:00 p.m. EDT🌎 Location: Virtual About this Event This program is designed for Certified Public Accountants, other accounting professionals, and financial professionals. This course will provide an overvi...
Hi Team, I have run a simple query and trying to get the output in spreadsheet, but getting below error. I am not getting the output in Wdata. While giving the spreadsheet URL in input data, I am getting this error. Error running query: unable ...
Hi All, We just enabled the Oracle OTBI connector and are trying to run reports out of our general ledger. I am getting an error that says the report wasn't found at the specified path. I attached pictures of my chain parameters, the error, and th...
I am attempting to retrieve a list of Workiva users, including their email, active status, and workspace roles using the List Users Workiva command. I am having trouble converting the JSON output to CSV using the Array to CSV or Object to CSV comm...
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...
