Hi Workiva Community! I'd like to know if there is a way to lock a document after its official publication or distribution to the market, preventing any further modifications. Specifically: Is there a native feature to make a document read-only ...
Hi Workiva Community! I'd like to know if there is a way to restore an entire document to a previous version saved as a Milestone. Is it possible to revert the document to that specific point in time while preserving its formatting, structure, and...
Note: These tools are available to Data Admins Did you know that Workiva offers you the option to have more control over your data and how they appear in your forms? Did you know that you can create your own fields, name them and place them whene...
If you've spent time in the Workiva Learning Hub, chances are you've taken Using Workiva. It's been the first stop for countless users learning the platform. Now we've taken it further. Using Workiva is now Workiva General Platform Fundamentals, a...
Is anyone performing 302 certifications in NextGen or other activities that you previously used Processes for in Classic?
Spend less time on manual work. Spend more time driving meaningful Sustainability outcomes. We've just published a Workiva AI Prompt Library, featuring Sustainability-specific prompts designed to save time, reduce decision fatigue, and turn your...
📆 Date: Thursday, November 5⏰ Time: 10:00 am - 11:00 am CST🌎 Location: Virtual About this Event Join us for our next Beverage Break event on Thursday, November 5 at 10:00am CST as we discuss the topic Workiva AI for Sustainability Workflows. D...
When exporting with the accessibility tag, inline pie charts always cause PDF syntax errors (ISO 32000)It doesn’t matter whether alternative text is entered or whether the chart is marked as decorative. What’s also strange is that—even though “con...
We need to copy and paste numbers from an Excel spreadsheet into a Workiva sheet. In Excel, the numbers are displayed without decimal places (the underlying values contain decimals, but they are rounded for display purposes). When we paste these ...
I have an API chain pulling from SAP BDC. BDC sort of truncates the API call and at the end of the API call, it gives a skip token that then needs to be fed in to get the next page. This process continues on until you get to the last page where th...
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 there all! Ask some of you may know we recently hosted an Ask Me Anything session on Sustainability Management, specifically - ESRS / ISSB Intelligence and the Sustainability Disclosure Agent. We wanted to share the wealth of knowledge learned ...
📆 Date: Thursday, October 29⏰ Time: 10:00 am - 11:00 am CST🌎 Location: Virtual About this Event Join us for our next Beverage Break event on Thursday, October 29 at 10:00am CST as we discuss the topic Chain Optimization and Scalability. During...
Hi everyone! Curious if other Sustainability users have experienced a similar challenge with the Sustainability Roll Forward process. Our situation: During our first roll forward, I missed adding our report file. The Factbook roll forward itself ...
Are you responsible for reviewing XBRL, but not for preparing it? We have a new learning path just for you! Reviewing XBRL walks you through everything you need to know to review XBRL in Workiva. As part of this release, we also renamed the Using ...
Hi there Sustainability enthusiasts, You may have joined our Revised ESRS Beverage Break in September. To keep the conversation going, we're hosting a one-time Ask Me Anything session! If you have questions about ESRS Intelligence, ISSB Intellig...
This blog originally appeared on Workiva.com. Key takeaways ➢ Form 17-H is the confidential risk assessment report that broker-dealers with more than $1 billion in assets and $50 million in capital must file electronically with the U.S. Securit...
Hi! Is it possible to trigger a Child Chain in workspace B by Parent Chain in workspace A? I'm interested in using Execute a chain but not sure if the authorization across the workspaces is possible given the nature of the client id, secrets, and ...
Hi, we are trying to connect to HFM. The ground runner is setup and I have all the privileges. Running the Extract Member Lists returns this Oracle HFM (HFM 11.1.2.4)Version: 1.3.16Authenticating...Error running command: Authentication error: F...
We are planning an upcoming Advanced Data Management training on December 8th-11th and would love to see you there! This training is in-person and will be hosted in Scottsdale, AZ. Details and registration below:Partner Signup :https://partner.tra...
Now more than ever, sustainability and financial reporting teams must collaborate closely to ensure data consistency and accuracy. With Workiva's data sharing capabilities, there is never a question of teams working off different data sets and wit...
Hello, I'm using an HTTP Connector to load the data into Wdata table. My 'Create File' output is succesfully being loaded intot the Wdesk Spreadsheet however I run into error trying to load the same file into the Wdata table saying 'fileId size mu...
Is there anyway I can use the existing process functions to structure a set of activities where: the next person can begin work once the preparer is done, but formal approval still needs to happen afterward, and only some later activities truly d...
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...
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...
My report displays one control per row, with multiple assertions collapsed into a single cell. I created a separate table that expands those assertions into individual rows (one row per assertion). I would like to build a chart showing the total c...
Hello, There are several time consuming tasks that my organization has to perform manually every quarter and I'm wondering if there are either automated or AI solutions to perform the tasks. The two most time consuming tasks are: 1) Manually rena...
Hola buen día, nos gustaría poder contar con la opción de poder cambiar los nombres de las etiquetas que se muestran en la parte del Hallazgo conectado al Plan de Acción ya que la "Fecha de vencimiento" en nuestro caso no corresponde a esa descrip...
Hello - I have noticed that occasionally in our environment, Wdata queries will timeout. It looks to be a 10-minute timeout process, and when it happens, it occurs for all chains / scripts / etc. that are running Wdata at that time. Is this a plat...
Note: These tools are available to Data Admins Did you know that Workiva offers you the option to have more control over your data and how they appear in your forms? Did you know that you can create your own fields, name them and place them whene...
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...