As you continue to provide your awesome feedback in the Community, you've probably seen a few mentions both here and in your inbox regarding your "requests". We realize you may have some questions about what that means, and the good news is we hav...
As you know, many of the improvements and new additions to Workiva’s platform are a direct result of user feedback. Our product team works hard to implement the suggestions our users provide, and while we can’t implement every one of them, we try ...
Hi Mike - Can you please provide an update on the status of the below post? It is closed for comments. https://support.workiva.com/hc/en-us/community/posts/360069907792-Images-into-NextGen-Docs-?input_string=Image%20name Unless this issue has bee...
Does anyone if it's possible for a user with a viewer role to be able to look at document reviews?
Is there a way to see that your XBRL calculation in Next Gen isn't correct without having to download the calculation report after generation? In Classic, you could see a red dotted line and knew that the calculation wasn't working properly but n...
I am getting a DQC 0004 error related to Assets. The calc includes Assets, current + PPE, net+ Goodwill + Intangibles, net. The DQC error value seems to be excluding GW and Intang - which is causing the error. I cannot figure out how to resolve...
In the SOX workspace I don't find a way to add documentation to an issue or action plan. Does that functionality exist? If not, what do others do?
What is SimpleCert? SimpleCert is a platform that Workiva uses to both issue and store CPE (Continuing Professional Education) Certificates of Completion issued to our event attendees. Records in this repository date back to 2017. Accessing Simpl...
Is there any way to have a fraction/number shown in your document as "one-third" and tag it for iXBRL without using a phantom fact? I am familiar with showing numbers as words, but don't see this type of format as an option. Now that we are on Ne...
Can I have the data from a spreadsheet linked to tables in Wdata? The updates I do in the sheet should reflect back in the tables in wdata.
Hi, It is possible to attache the picture in spreadsheet in workiva file that this stay open every time like in excel version? thks
With the adoption of ASC 842 our acquired properties are considered asset acquisitions instead of business combinations; however there are no asset acquisition concepts, axis, members. Should I be using business combinations or create extensions?
The following are Postman Collections (v2.1) that can be imported into Postman for testing the Wdata API. To import, click the "Import" button in Postman and either copy and save the following Collection(s) as a .json file or import as raw text. L...
How do I tag or what do I need to do to have the blue border/outline appear for the financial statement tagging? there used to be button on the old version that allows me to enable to check to ensure all description/concept has been tagged/linked ...
In Next Gen, while viewing the iXBRL Viewer with the box checked to highlight XBRL Elements, I have some green shade and some yellow. In Classic, yellow meant there was a warning, if I recall correctly, when I clicked on it I could see what the wa...
Is it possible to export all documents in a project? So if a document and supporting documents have comments is it possible to export ALL comments as opposed to going comment by comment.
There is an option in next gen documents under the view menu to "show or hide indicators". Is there any way that this can be done so when a person is sent a review they also would not see the indicators? It can make the review very messy and dis...
How do I integrate my spreadsheet in Workiva with the external DB using Wdata? I have spreadsheet data in workiva. My source is external system from where I want to pull the data into Wdesk. How do I integrate this? Can this be done through Wdat...
Are the cells in the table supposed to be highlighted in light yellow to indicate that they're tagged? If so, can someone please advise why some cells are not being highlighted when they're tagged?
Does the Next Gen XBRL automatically save whenever there has been changes?
Hi, Is there a way to retrieve deleted controls. Thanks, Pooja
Hi - Is there a way to get the access token from the user login (without the need to set up a client id and a client secret)? Like some kind of url call to https://app.wdesk.com/a/<workspaceId>/auth/token?
When filing an amended 8-K, is there anything special if you have to do besides setting the form type to 8-K/A when creating the package? It appears that the document itself is still classified as an 8-K?
Question, does anyone know how to flag (for lack of a better word) a sentence in a document? For instance, one of our sections is several paragraphs long and every number that could be linked has been linked. However, there is a short sentence tha...
Hi There - Trying to use the Advanced query command under Tabular Transformation. There is a note at the bottom of the query section that says the SQL commands of INSERT UPDATE and CREATE are not supported (see screen shot below). Is there a li...
When looking in the SEC Viewer (Next Gen) I have tables showing in a different order than on my Edgar/pdf versions. In the XBRL outline they are ordered how I would like them to be, but that is not how they are ordered in the SEC Viewer. Why would...
With Classic, when we generated we would get a set of warnings/errors. Then we also did a separate validation check which checked for different things and gave a separate set of warnings. Is my understanding correct that with Next Gen we do not ha...
After a document is sent for review, is there a way to share changes with the reviewer in response to their initial review comments? Do I need to send them another review task?
Is there any way to incorporate AP Style date formats for the 'abbreviate month' option in date formats? Currently, it seems that when abbreviate month option is selected, the month is not abbreviated with the period per AP Style (i.e. October sho...
Welcome to Amplify 2026 in Las Vegas! For those attending in person, we have a special surprise for you--a scavenger hunt...err...prize raffle. Ok, its both. Here's the details. We have five prizes to give away on site at Amplify this year. I do N...
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...
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...