Q&A about linking in Workiva, including source links, destination links, links in text, paragraph links, sub-cell links, link limits...all things links!
Although there are numerous features available within the Workiva system, my two favorite are the blackline capability and the linking. Linking is very beneficial especially when you have the same content going into different documents in differen...
Suppose I have a source link with a value of 10, and I change the value to 20 but do not publish this change. What I have observed is that if I create a new link from this same source, the value will very briefly show up as 20 and then change to 1...
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...
We are eagerly awaiting the arrival of Smart Links. In the meantime, we have a few questions as we try to figure out how we're going to share key data points between our ESG solution and other solutions: Is it known yet whether Smart Links will b...
In our destination link, it is adding random dollar signs to the sentence. For example it is showing first quarter of $2023, a decrease of 4.4$ percentage points. Our source link shows first quarter of 2023, a decrease of 4.4 percentage points. F...
Document Health is telling me that I have incoming unpublished links from another workbook.I have run 'Linked Files Report', and this, too, suggests there are links between the workbooks.However, when I interrogate the 'Document Links Report' for ...
Prior to this quarter, I have been able to change the formatting of destination links that are numbers within a paragraph (not in a table). Now I am unable to do this. When I right click and select Value Formatting under Link Options, nothing come...
Hi there, I want to set up a new document which links to another document regarding all text and columns. . Would it be possible to do this at once? I now have to copy every separate part of text, make a source link and copy this in the new file. ...
While the Document Links Report (DLR) and Linked Files Report are a great way to quickly identify files that are relied upon, our team would greatly appreciate a more efficient way to review individual links. For example, while the DLR "Location" ...
I'm trying to solve for a scenario where we want to leave a document containing (destination) links exactly as it was at the time it was finished and published (off-platform), to ensure traceability, allow for re-use, and to avoid confusion. E.g.,...
Hi, in the very old Classic world, as a general example, when you linked something (even one link) from a 10-Q to a press release, when the press release was filed, the linked 10-Q would file as well. We caught bad examples of this when a press ...
I want to link a value from a Note (sign is positive) to an EBITDA calculation (sign is negative). Is there a way to change the formatting in the linked cell?
I have rolled-forward a file from an existing entity in order to build a new set of statements for a newly created entity. There are several sections from the rolled-forward statements that are not applicable to the new entity. I am unable to dele...
Are Document Links Report saved and stored in Wdesk? How do I locate a Document Link Report from a previous session? For blacklines, users can go back to all blacklines generated in previous sessions just by expanding the right hand pane and click...
Hi there, I need Long Upper $-Billion - is there any way to create this other than using Suffix? Can this be added to the dropdown?
Dear Community, I would like to set a validation template to cross check the same KPIs across documents - slides/reports/etc. Linking the KPIs from the slides redirects to the source file - if someone manually changes the KPIs in a slide, validati...
Hi we have an issue with the table content numbers link. We have the current table of contents. On the footnotes section, the right column is supposed to show 8-14 which is linked to "bookmark page number" and shows the page range 8-14. But now i...
I linked data from an excel in the same folder. However, when I change the data in the excel, the document can not auto refresh to reflect the change. What should I do?
Suppose I have a document containing a section that has both native text and some destination links. I would like to allow an editor to edit the native text, but I do not want them to have any ability to delete the destination links. My understand...
Hello, I am not able to turn multiple cells into source links. I need to do it one by one. Any advice? Thanks
For some reason recently, I've had some major issues with using the go to link option with Workiva: Almost every time I use it now, it wont connect to the current sheet I have open, but it just creates a new instance - rendering using a double sc...
Hi, Can documents in different workspaces link to the same workbook? Can an ESG Report in an ESG workspace accept a link from a document in an SEC Reporting Workspace? Thanks
When I link from the workbook into a new column in the presentation, I got this. Why am I getting an underline, and the blue dot. This is even happening in cells with numbers.
I have a cell that contains a link in one document, and I am trying to link that entire cell to a cell in another document. However, in the destination link a "$" keeps appearing before the number that is linked in the source cell. For example, ...
Hello - I regularly run into an issue with linking that deters me from using the feature at all. I have several large tables throughout hundreds of documents that I would love to link, but doing so on a cell-to-cell basis isn't helpful, because t...
Hi Team, I have seen an error in Workiva where I have created a checklist for internal review of documents. I have linked the correct documents, however when selecting one of the documents another document (that I did not want to be included) was ...
Hi, I have a source link for a text containing 3 paragraph in common narrative. Is it possible to create a new second source link including partial information, for e.g first two paragraphs?
I would like to link my financials tables to the notes, using the Note number, not the heading name. When I create a source link, it only pastes in the Source name, not the number. Is there a way to link the Note number into the Balance Sheet table?
Hi - I have a spreadsheet with various sections that need to be linked to different documents. There will be documents that require all the sections in the spreadsheet while others will just need a few of them. Is there a way to create a condition...
I'm working on creating an entity document that has several links to source data (from a Workiva spreadsheet) and that can be later saved as a template. The idea would be to use such template for different entities that would pull information from...