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...
I understand that the XBRL validation within Workiva only verifies whether the tagging is technically correct, but it does not flag or present errors if required sections - per EDGAR filing requirements - have been left untagged. What tools does W...
We have to amend our proxy statement because the Insider Trading Policy was not tagged. Based on what I heard, there's been a lot of companies impacted. Does anyone have any article on this? More importantly, is there a systematic check that th...
¡Bienvenido a la comunidad! Tómate unos minutos para saludarnos. Puedes empezar con algo sencillo, como... ¿En qué país, región o estado se encuentra? ¿Cual es su industria? Si solo pudieras apoyar a un equipo de fútbol para siempre,...
In regards to this statement regarding Enabling email link authentication, "If your organization requires Single Sign-On (SSO), you won't be able to use the email link authentication setting, and all users will need to log in via SSO." If the SSO ...
I've been trying to fix the header (it is a table) to have the same size and look in all the pages, but I have not been able to do it even though all the header properties and section properties looks the same. See image below: I would like that ...
Hello! We already have a ticket in with Workiva but I was curious if anyone else was having this same issue. We are in Q1 so have hidden our YTD columns in various tables in our 10-Q. However, the markup and attachments (which we rollforward with ...
Hi, I am keen to know what use cases you are using processes for, specifically in the GRC suite for Audit, Risk and Controls. Thanks, Michelle
How do we upload another and/or a renewed User Token to Workiva after the delegation phase is completed? I don't see a place in Workiva to add another User Token or provide an updated User Token once a CIK has been delegated to Workiva. I'm the Wo...
In the United States, California is leading the charge to fill the void left by the now-failed SEC Climate Rule with its new groundbreaking climate disclosure laws SB 253, SB 261, and SB 219. If you're curious about the practical implications of C...
📆 Date: Tuesday, April 29⏰ Time: 1:00 pm - 2:00 pm CST🌎 Location: Virtual About this Event I officially invite you to join us for our next Beverage Break event on Tuesday, April 29th at 1pm CST as we discuss the topic of Data Collections. Duri...
Is it possible to enhance the wording and visual of the wording regarding no replying to Workiva notifications? We include it in our customized text, but still have users replying to the notification emails. Ideas make wording more clear (This is...
On top of the first of five Amplify registration giveaways, we're excited to again offer another way you can attend Amplify on us. How's that, you say? It's as simple as giving a shout out to your awesome Professional Services Manager (or PSM). Fr...
Within Chain Builder, there are a few terms that are important to understand when creating Chains. Let’s define those terms and their use cases in one place to help simplify things! Be sure to check out Common Data Management Suite Term Definition...
On top of the first of five Amplify registration giveaways, we're excited to again offer another way you can attend Amplify on us. How's that, you say? It's as simple as giving a shout out to your awesome Customer Success Manager. From now until A...
Welcome to our first of five Amplify 2025 registration giveaways. To be entered into this drawing, simply add your response in the comments below. This year’s Amplify Americas conference is being held in Washington D.C., a famous city with loads o...
NO PURCHASE NECESSARY. The Workiva Community Amplify Americas Registration Promotions (“Promotion”) are a trade promotions open to all legal residents of the 50 Contiguous United States and the District of Columbia who have reached the age of maj...
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...
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...