A recent release to the Workiva platform included improvements to the following products and features. You can learn more about each item in the section below.
鏈結
Updates to the Chain Builder UI
檔案
Content placeholder connections are now included when copying files
文件
Footnote formatting improvements
簡報
Fix to adjacent numeric links with external translations
試算表
應用程式開發介面|API
SCIM update: Seamless reactivation for returning users
生成式人工智慧
Added confirmation before clearing chat
工作平台
Minimum password character length reduced from 16 to 12 characters for US
ESG
Find ESG Program tasks with no approvers or due dates
報表
Smart link names now included in the Document Links report
鏈結
Updates to the Chain Builder UI
We've made a number of small improvements to the Chain Builder UI that will ease the day-to-day process of building chains.
Publish, Execute, and Settings button
The Publish, Execute, and Settings buttons buttons have been updated to a modern visual standard that more closely aligns with the rest of Workiva.
Collapsible Nodes panel
The Nodes panel on the left side can now be collapsed to open up more space on the chains canvas.
Descriptions in the Nodes panel
You can now hover over connectors and commands in the Nodes panel to view a description of each object.
Zoom controls and shortcuts
The zoom controls have moved to the bottom righthand corner of the chains canvas. We've also added a number of new options:
- Use the + or - buttons to zoom using standard increments
- Click Zoom to fit to center the graph
- Click Layout graph to automatically rearrange your nodes on the canvas
- Click Shortcuts to see a list of supported keyboard shortcuts for this screen
- Click the search icon to see a list of all nodes in the current graph. 點擊節點旁邊的「眼睛」圖示以將焦點集中在該節點上。When searching for a node by name, the graph will automatically highlight matching results and zoom in on those nodes as your search gets more specific.
檔案
Content placeholder connections are now included when copying files
When copying files or folders in your workspace, content placeholder connections are now included in the copy.
This means:
- If the placeholder spreadsheet is within the copied folder: Any placeholder connections will automatically update to point to the newly copied spreadsheet in the destination folder.
- If the placeholder spreadsheet is not within the copied folder: Any placeholder connections will remain linked to the original spreadsheet, with no updates made to those connections.
This enhancement streamlines the folder copy process, eliminating the need for manual intervention when the placeholder spreadsheet is copied along with the folder, improving efficiency and reducing the risk of inaccurate connections.
Learn more: Use content placeholders
文件
Footnote formatting improvements
A number of footnote formatting improvements have been added to allow more flexibility, control, and design when using automated footnotes. This includes the ability to copy and paste footnotes.
The formatting improvements include the addition of the following options:
- Style: Choose from different styles of footnotes, such as alphabetical or numerical.
- Sequence starts: This option indicates the starting item for a sequence. 如果為「重新啟動時間」選擇「連續」或「頁」,則此選項將被停用。
- Restarts at: Choose where to restart footnotes from (continuous, page, or section).
- Prefix: Adds in front of the footnote.
- Suffix: Adds at the end of the footnote.
- Footnote line: Add and customize the weight, length, color, and style of line. This line separates the file’s area and the footnotes area. By default, a footnote line is added in. You can remove the line if needed.
Learn more: Create footnotes
簡報
Fix to adjacent numeric links with external translations
Previously, when multiple links in a report translations were next to each other, only a single linked value was shown when converted to a new document. All linked values will now be shown correctly.
If you've experienced this issue, you can correct it by converting a new document from the "Save As" menu.
試算表
New supported formulas
The following formulas are now supported:
- XLOOKUP
- XMATCH
- CELL
- QUARTILE
- PERCENTILE
- CODE
- UNICODE
- UNICHAR
Learn more: Supported formula functions and operators
應用程式開發介面|API
SCIM update: Seamless reactivation for returning users
We are excited to announce an enhancement to our SCIM API that simplifies user reactivation. With this update, users who were previously removed from an organization, such as seasonal interns or temporary workers who return to the company, can now be seamlessly reactivated through SCIM. This change applies only to users whose primary organization matches the organization specified in the SCIM request.
Note: This feature is currently being rolled out in a controlled manner. Based on feedback, we will gradually enable it for more organizations. If your organization would like to have this feature enabled sooner, please contact your Customer Success Manager.
生成式人工智慧
Added confirmation before clearing chat
We've added an additional confirmation step so you don't accidentally clear a chat and lose your content whilst using the "Ask Generative AI" feature.
工作平台
Minimum password character length reduced from 16 to 12 characters for US
In an effort to reduce login failures, we'e reduced the minimum password character length from 16 to 12 characters for customers in the US region.
ESG
Find ESG Program tasks with no approvers or due dates
From ESG Find & Replace, you can now select Task details and apply filters to find tasks without an approver or due dates, and then update their assignments as necessary.
- To find tasks without an approver, apply an Approver filter, and select No approver.
- To find tasks without a due date, apply the Approver due date or Assignee due date filter with no date range entered.
報表
Smart link names now included in the Document Links report
When generating and reviewing a Document Links report, you will now have the ability to see the smart link name for any smart sources or destinations in that report. You can use this report to reference which smart links have been created or inserted in your document to support your Smart link creation and roll forward process.
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