is there a step by step process to build a chain that will export sheet dataout to csv? All o fthe guides assume steps - i am loolking for a true guide - click this do that and use this id etc... detailed.
We have just migrated from Certifications to Processes. In order to be a Process Owner, does the person need to have a particular Workspace role (like how in legacy Certifications, they needed to be a certification admin)? Additionally, is there a...
We have created a consolidated workspace (ESG+GSR) which has 'Reports' as well as 'Dashboards' functionality.We have created an ESG Program in this new consolidated workspace and exploring the use of Reports and Dashboards for ESG data reporting.I...
Tenemos una gran noticia para ti. En nuestros continuos esfuerzos por ofrecer más experiencias de usuario con Workiva en otros idiomas, acabamos de implementar una nueva sección de Comunidades Globales en nuestro sitio comunitario y nuestro primer...
Reaching out to learn what the best practice is between linking paragraphs/sentences/etc. between two documents.
We are new to Workiva and are setting up our working papers at the moment. I see that there are two options in order to reference data from one spreadsheet section to another section - by formula reference, or by linking. Is there a best practice ...
I have reviewed the training documentation and Community posts and did not see any guidance or option for providing access/visibility to Certification tasks to a user that is not a designated signer/approver for a task. Is this feature something t...
Hola, y bienvenido a la Comunidad. En primer lugar, quería darte las gracias por unirte. Es genial tenerte. Para comenzar, hagamos un recorrido rápido por el sitio. Para un recorrido en video, haga clic aquí. Acceder y editar su perfilDe forma pre...
Is there a way for a Workspace Owner (or other role) to see which groups a given workspace member has been placed in? It's of course easy to see which members are in a given group through the UI, but I can't seem to find the inverse.
Once an attachment is attached to a particular phrase or sentence in the document, is there a way to edit what it's attached to? I'm thinking when language gets updated or more is added to a sentence, I find that I have to delete the attachment an...
Hi team, Is there a way to create pivot tables which have columns with only count numbers instead of columns containing checkmarks? Thanks
🎺 ¡Les presentamos la Edición Rápida en la Experiencia de Datos la cual le brindara un mejor control de sus propios formularios! ⚙ Con la función de administrador de datos, ahora puede actualizar etiquetas, información sobre herramientas (tool-t...
¡El día ha llegado! Workiva tomó todos los cuadernos clásicos y los migró al nuevo producto de cuadernos. Lo alentamos a que comience a usar el nuevo producto de ahora en adelante. Aquí hay algunas cosas que deberías saber Sus cuadernos clásicos ...
Como miembro de la comunidad de Workiva, usted ha aceptado previamente los siguientes Términos y Condiciones: Términos de uso del Centro de Soporte de Workiva Política de privacidad de Workiva Política de privacidad de Zendesk Si tiene alguna in...
¡Bienvenido a la Comunidad! La comunidad de Workiva existe para brindarles a los clientes de Workiva un espacio para compartir sus ideas y sugerencias, aprender a usar la amplia gama de productos y soluciones disponibles y ver cómo otros están abo...
¡Hola, usuarios de Workiva! ¿Tu equipo ha estado buscando contenido de eLearning en español? ¡No busque más! Como parte de nuestro compromiso de crear contenido de aprendizaje electrónico relevante y accesible, hemos traducido y grabado varios cur...
Es la Semana Nacional de Atención al Cliente y, aunque somos un poco parciales, creemos que nuestro equipo de atención al cliente de Workiva es el mejor. No es mi intención presumir (bueno, tal vez lo haga), pero actualmente contamos con una tasa ...
A medida que perseguimos nuestra misión de brindar un servicio y asistencia de primera clase y donde el cliente es lo primero, continuamos brindando más formas de comunicarse con nosotros cuando y donde lo necesite. Si parece que no puede resolver...
Nos complace presentar una nueva funcionalidad que permite a los usuarios editar varias solicitudes para actualizar los usuarios asignados, los aprobadores y las fechas de vencimiento de las solicitudes según el estado de la solicitud. Para obtene...
¿Quiere estar al tanto del estado de la plataforma Workiva, así como de las novedades de sus productos y funciones favoritos? La buena noticia es que puedes hacer ambas cosas y mantenerte informado de todo lo que sucede en solo unos sencillos paso...
And how do I do this? When I go into properties it's only for one section.
Is it ok to use member tags on the face statements?
I am trying to copy a process but I do not have the option to copy whenever I right-click on the file as shown in the image. Note that this process was recently migrated and was not a newly-created process.
We have created a chain and on running it we are given an error of Invalid client ID. We have created the connector recently/successfully have checked the client ID again and again. We have tried all the solutions but sill we get the same error. P...
¡Bienvenido al nuevo y oficial Workiva GRC para el consumidor! 🤩🤩 ⌛ ¡Ya está disponible una nueva y moderna interfaz de usuario en todas las soluciones de GRC! ¡Hemos estado ocupados! Como se anunció en Amplify 2022 en Las Vegas y Ámsterdam y se p...
Hi all! We are currently in the process of looking into implementing WDATA next year and during this process the question of whether to keep our separate 10Q and 10K spreadsheets, or transition to a single source spreadsheet has arisen. A long tim...
Hello Team, If I create a table in spreadsheet and link the entire table to the document and in future insert a new row or column within the table in spreadsheet, I will have to again create a link for the new row/column. Is there a way that it au...
Hello,Is there a auto-publish functionality in Wdesk? So if I make any changes to the spreadsheet which is linked to the word file, I will have to click on the Publish links button to update the same in the document. Is there a way to auto-publish...
I've set up dimensions in an ESG Program, for example: Having saved these, when I query on ESG Program data (such as through a connection to a Factbook), I want to be able to show the Dimension value name. However, a query with this program as it...
The Data Quality Committee (DQC) approved a new round of DQC rules for Version 21. The effective date for these rules will be for filings submitted on or after August 31, 2023. The DQC plug-in tool has been updated to reflect this change in the Wo...
Has anyone successfully used Workiva to complete a 10-Q or 10-K tie-out that was accepted by their external auditors and fully replaced a manual tie-out process? Our current process involves printing a physical copy of the filing and manually add...
Amplify is a great experience from top to bottom, but one of the best parts about this annual event is the ability to connect with your peers and the Workiva staff. It's always bittersweet when the conference ends, but the connections you make her...
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 ...
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...