Q&A about linking in Workiva, including source links, destination links, links in text, paragraph links, sub-cell links, link limits...all things links!
Hi everyone, I have a question regarding bookmarks in Workiva. As far as I understand, an existing bookmark cannot be moved to a different position. For example, if I want to include the preceding line in an existing bookmark, I would have to del...
Hi, in Workiva we used links to connect our tables with our source spreadsheet. Now we would like to check our links. In our former DMS we were able to export a report which showed us every link in the report. (Including name/value, source, destin...
Bulk Remove all Links -function deleted (without any information that this will be done). This kind of function is very much needed, so please provide an alternative way to delete links
I have embedded content placeholders in Smart Links that have been shared across two workspaces. The sharing was fine, however, the content placeholders have been bolded in the destination workspace and not at the source. I was wondering how to fi...
I'm a little confused about the different types of Worksheet links and which I should use. I've read this already but still have Q's: https://support.workiva.com/hc/en-us/articles/32709250416276-Should-I-use-links-or-connections I've got data in ...
Hi,I am wondering if there is a way to eliminate the step of having to click Publish when working on a Spreadsheet. Basically we want to connect it to a presentation with Graphs that update automatically when the data on the spreadsheet changes. L...
Hi,How do people usually manage in those cases where you have a paragraph that needs to be linked, but in between that paragraph, a number that also needs to be linked?A potential workaround is to compose the text in a way that the number is at th...
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 ...
I am attempting to create a range link from a table within a document rather than a spreadsheet. I am able to successfully create the range link; however, when I go to paste it within a table of another document, I am not prompted with the range l...
I have a Source file with 2 cells, I need to Sum those 2 cells and Link it in my Destination File. How to do it?
After an upgrade not too long ago we now have 3 tabs in the Link pane that opens when you click on the linking button in the right side pane. It would be great if the linking button in the right pane would take you straight to the Properties tab i...
I have a lot of text within a table cell, is there a way to select a number or a sentence and make it into a source link? This doesn't seem to be the case but I wanted to confirm, in case I'm doing something wrong. Thanks.
I am curious what other folks do to establish a link (either an actual link or a reference) from your testing conclusions to your testing documentation attached to your testing forms, and from a technical standpoint, if there is a way to create an...
is there a way to insert images from other documents into the document your working on? Almost like the image is a source link and it pulls it through automatically from the source document.
How does range linking work with a data source that has a filter applied? I have a set of standardised tables, which I use a filter to hide rows if there is no data for the category. Does the range link ignore the filter and link all cells within ...
I had an xls spreadsheet (filename 2023ABC.xls) that was the source for 2023. I now have the exact same spreadsheet, same cells,but for 2024 (filename: 2024ABC.xls). All the cell links are the same the only change is the document title. Does anyo...
The scenario: I have Workbook A, and it is the source feeding into separate workbooks C and D, as well as presentations E and F. I believe it is also the source to some other unknown workbooks/presentations/documents, X and Y, which other people h...
Definitely the linking feature which was a game changer for us. Also love the history feature and being able to create blacklines between versions.
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...
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...
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 ...
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.,...