Workiva Release Notes

Recent releases to the Workiva platform included improvements to the following products and features. You can learn more about each item in the sections below.

• Chains
  • New: FIPS mode for connectors
• Sustainability
  • New: Streamlined Program overview menu, including new Export activities
• Workiva AI
  • New: Google Gemini Model Upgrade

Chains

FIPS mode for connectors

Chains now offers an organization-wide option to force connectors to use FIPS 140-3 validated cryptography, thereby making the connection compliant with U.S. FedRAMP and Canadian Centre for Cyber Security (CCCS) requirements.

• Who can enable this and where: This setting can only be changed by Chains Organization Administrators by clicking the Profile icon and selecting Organization admin > General tab > Execution> FIPS mode.
• Disabled by default: FIPS mode is disabled by default, and changing its status does not require editing or republishing any chains.
• Applies immediately: The change affects every command that hasn’t started yet, including later commands in a chain that’s already running.
• Global application: When enabled, it forces all connectors in all chains in the organization to use FIPS 140-3 validated cryptography (if available) for the connection.
• Confirmation when enabling: You’ll be asked to confirm enablement before FIPS mode is enabled. Commands will fail at runtime if a connected system doesn’t support FIPS.
• No fallback to standard builds: If a connector command has no FIPS build for the Ground or Cloud runner’s platform, the command fails with an explanatory message. It never runs the standard build instead.
• Identifying FIPS builds: The command output header includes the FIPS builds, for example “(FIPS) 2.7.45”.
• Audit Log: FIPS mode enabling/disabling is recorded in the Audit logs (accessible by Workiva Organization Administrators by clicking the Profile icon and selecting Admin > Organization admin > Activities > Audit logs). The entry shows who made the change, when, and from which IP address. An entry is only written when the value actually changes. If the entry can’t be saved, the setting change is rolled back.

To learn more, see this Workiva Support page: FIPS mode in Chains.

Sustainability

Streamlined Program overview menu, including new Export activities

In the Sustainability Program, Program overview now features a streamlined menu, which includes Find, Replace, and Permissions — all previously on the toolbar — and new Export activities.

From Export activities, you can download a comma-separated values (CSV) file with details about activities performed in the Program — including the creation, updates, and deletion of topics, metrics, values, and tasks — for a specified date range, starting October 19, 2026.

To learn more, see this Workiva Support page: Export member activities from Sustainability Program.

Workiva AI

Google Gemini Model Upgrade

The version of Google Gemini used by the Workiva AI experience has been upgraded to Gemini Flash 3.5. Users should experience no impact to their usage of Workiva AI, though responses leveraging Google Gemini may appear faster and at a higher quality.

Classic GRC

New: Create action plans from issues with View permissions

Controls Management

New: Control descriptions now up to 5x longer

Internal Controls for Financial Reporting

New: Control descriptions now up to 5x longer

Workiva AI

New: Preferred AI Provider setting has moved to Workiva AI Companion

Classic GRC

Create action plans from issues with View permissions

You can now create an action plan from the issue form if you have View permissions for the issue and the Create Action Plan ability. Before, the Create Action Plan button was unavailable on the issue form with View permissions, even though you could already create action plans from Remediation and link them to any issue. The button is now enabled, so it works the same way in both places.

No permissions changed. The button now follows your existing ability to create action plans.

Controls Management

Control descriptions now up to 5x longer

Limits on control description length have been increased to approximately 10,000 characters.

Internal Controls for Financial Reporting

Control descriptions now up to 5x longer

Limits on control description length have been increased to approximately 10,000 characters.

Workiva AI

Preferred AI Provider setting moved to Workiva AI Companion

The Preferred AI Provider setting is now in Workiva AI instead of your user profile settings, so it’s easier to reach while you work. To find it, open Workiva AI, then select Settings from its menu. Your current choice is already selected, and you can choose from the providers your organization has enabled.

If you haven’t chosen a provider, Workiva AI uses the first one your organization has enabled. Workiva AI uses your preferred provider for chat. Some features, such as workflows, may use a different model. This change applies to all organizations with Workiva AI enabled, in all regions.

Recent releases to the Workiva platform included improvements to the following products and features.

You can learn more about each item in the sections below.

Controls Management

New: Control performance steps in assessments

Documents

New: TODAY() function added

Internal Controls for Financial Reporting

New: Control performance steps in assessments

Presentations

New: Presentations can now be referenced as context for Workiva AI

New: TODAY() function added

Spreadsheets

New: The Automated Tables feature is now available for qualifying Fund Reporting solutions.

New: TODAY() function added

XBRL

New: Finland SBR Taxonomy (combined with ESEF and IFRS) released

Controls Management

Control performance steps in assessments

Control performance steps can now be included in assessment via templates; this allows control owners to evaluate not just the details of a control but also the exact steps to perform it.

Documents

New function available: TODAY()

This function is now available in Document tables. Refer to "New function available: TODAY()" under Spreadsheets in this document for more details.

For more information, refer to the Workiva Support page TODAY.

Internal Controls for Financial Reporting

Control performance steps in assessments

Control performance steps can now be included in assessments via templates; this allows control owners to evaluate not just the details of a control but also the exact steps to perform it.

Presentations

New function available: TODAY()

This function is now available in Presentation tables. Refer to "New function available: TODAY()" under Spreadsheets in this document for more details.

For more information, refer to the Workiva Support page TODAY.

Presentations can now be referenced as context for Workiva AI

You can now reference presentations as context in Workiva AI, allowing you to use the content of your slides in your prompts. Presentations are now listed as part of the "File context" options for the AI Companion in the Workiva Home tab.

Spreadsheets

Automated Tables feature is now available for qualifying Fund Reporting solutions.

Automated Tables let fund reporting teams dynamically generate and maintain structured tables directly from connected data sources, without manual formatting, custom scripting, or rebuilding from scratch each reporting cycle. The initial use case is the Schedule of Investments (SOI) table.

With Automated Tables, you define your dataset and table configuration once. Table structure, formatting, and calculation rules apply consistently across every reporting cycle, even as the table updates after you refresh the dataset.

Automated Tables are fully compatible with XBRL tagging, including tagging specific values at a sub-cell level, so each data point keeps its tag through a refresh or roll-forward. Refreshing the table preserves formatting and existing tags such as XBRL, comments, and attachments. You'll still need to create new tags for any new values in the table that did not exist before the refresh.

To start building a new automated table, select Insert> Table> Automated table, and then select your data source.

For more information, refer to the Workiva Support page Use automated tables.

New function available: TODAY()

Workiva now offers the TODAY() function in Spreadsheets. You can use this function to get the numeric date value of your current day.

Notes

• TODAY() is re-evaluated when a Spreadsheet, Document, or Presentation is opened or the browser is refreshed.
• If TODAY() was included prior to this release, the formula will not automatically work. You will have to re-enter the formula containing the function, or reach out to support to reapply the formulas.
• When using the TODAY() function by itself, ensure that the cell value format is set to "Date" in order for it to display correctly.

Important: If the "timezone" value is not set in the Spreadsheet, Document, or Presentation creator's User Profile, it will not be set in that file. This will result in a formula error until the timezone is set. To avoid this happening, make sure that the timezone is set in your user profile.

New spreadsheet property: Timezone

To support the TODAY() function, we have added a new "timezone" property to Spreadsheets, Documents, and Presentations. Set in your User Profile, this property is read when a Spreadsheet, Document, or Presentation is opened or created.

For more information, refer to the Workiva Support page TODAY.

XBRL

Finland SBR Taxonomy (combined with ESEF and IFRS) released

The Finland SBR Taxonomy has been combined with both the ESEF and IFRS Taxonomies, and has been made available for Companies needing to comply with upcoming regulatory changes.

New GRC Platform

New: Copy function enabled for Workspace Owners

Sustainability

New: ESRS Transition Accelerator now available on Workiva Marketplace

New GRC Platform

Filesystem Copy enabled for Workspace Owners

GRC Workspace Owners can now use the filesystem Copy functionality described in Copy a File or Folder. This is available in the following solutions:

• Audit Management Essentials
• Audit Management Standard
• Controls Management
• Internal Controls for Financial Reporting
• Policy Management Essentials
• Risk Management

To learn more, see this Workiva Support page: Copy A File Or Folder.

Sustainability

ESRS Transition Accelerator now available on Workiva Marketplace

To help prepare for the revised European Sustainability Reporting Standards (ESRS) adopted by the European Commission in July 2026, you can use the ESRS Transition Accelerator — now available on Workiva Marketplace!

With this Spreadsheet and its connected queries, you can:

• Compare either the ESRS Delegated Act of 2023 or draft simplified ESRS published in 2025 with the revised ESRS, and identify changes between the versions.
• Identify metrics in Sustainability Program related to ESRS, and decide how to adjust them based on the changes.
• Automatically generate import templates to add or update metrics based on your decisions.

Change types and explanations are curated from EFRAG's Log of Amendments, and offered for general informational purposes only. It does not — nor is intended to — constitute legal, accounting, tax, investment, compliance, or other professional advice and services. The content contains AI-generated content and is provided "as is"; no representations are made that the content is error-free or up-to-date.

To learn more, see this Workiva Support page: Prepare For Revised European Sustainability Reporting Standards With ESRS Transition Accelerator.

Recent releases to the Workiva platform included improvements to the following products and features.
You can learn more about each item in the sections below.

Chains

New: Snowflake connector adds Auto Commit and Null value treatment controls

Documents, Spreadsheets

Improved: Cell history now shows display precision

Platform

New: Permission Reports show access levels

Workiva AI

Changed: Number of file references in a prompt reduced

Chains

Snowflake connector Auto Commit and Null value treatment controls

The Snowflake connector now includes Auto Commit and Null value treatment controls.
Auto Commit: This lets you set the batch size to be used by this command. The minimum value is 1000, and there is no maximum.
Treat Empty values as NULL: This lets you tell the this to treat empty columns as NULL when the column is has a type of "string". (String usually equals text, such as a name.)
To learn more, see this Workiva Support page:
Snowflake commands

Documents and Spreadsheets

Cell history now shows display precision

Cell history in spreadsheets and document tables now includes the display precision. This allows you to see changes in a cell's displayed precision in a cell's history.

Platform

Permission Reports show access levels

Permissions reports allow Workspace owners and Content managers to see what level of access individual users and user groups have to files and folders in your workspace. You can customize which users and groups and which files and folders are included in the report.
To learn more, see this Workiva Support page:
Create a permission report

Workiva AI

Number of file references in a prompt reduced

To optimize performance and reliability, all Workiva AI models are now limited to 10 file references per prompt. Previously, attaching high numbers of files could slow down response times or trigger model token limits. Based on real-world usage data, this limit comfortably covers the vast majority of user workflows while ensuring a faster, more dependable experience.

If more than 10 unique references are in a prompt, Workiva displays an alert telling you to reduce the number of file references to 10 or below. It also disables the "send" button until that is done. This restriction only limits the number of references per prompt; the number of references per chat session is only constrained by the context limit of the model.
To learn more, see this Workiva Support page:
Reference specific files in chat with Workiva AI

Recent releases to the Workiva platform included improvements to the following products and features.

You can learn more about each item in the sections below.

Documents, Presentations, & Spreadsheets

New: Linking Overlay display

Presentations

New: AI Companion is now available in Presentations

Sustainability

New: Explore 2026 Corporate Sustainability Assessment

New: Draft disclosures for revised ESRS with Sustainability Disclosure Agent

New: Update double-materiality assessment templates for revised ESRS

New: Move comments to new CDP Questionnaire for disclosure cycle

Workiva AI

New: Draft disclosures for revised ESRS with Sustainability Disclosure Agent

Documents, Presentations, & Spreadsheets

Linking Overlay display

We've introduced a new overlay display for links, giving you a better way to identify link types across your files. Previously, links relied solely on small triangle indicators to differentiate sources, destinations, disconnected links, overridden destination links, and smart source links, and these could be difficult to distinguish at a glance.

With this update, a new Overlay option lets you clearly view link types directly in your document. Source links, smart source links, and destination links each receive a distinct overlay color so that you can quickly scan and identify link types without opening the link details panel.

This is available in Document text and tables, as well as in Spreadsheets and Presentations.

To view the link types, use the following steps:

• Select the View toolbar.
• Click the Show overlays icon in the toolbar.
• Select Linking from the overlay category dropdown at the right side of the Workiva window.

This displays a panel identifying the various types of links and their associated colors.

Presentations

AI Companion is now available in Presentations

The Workiva AI Companion is now available in Presentations, offering faster, more intuitive ways to draft, edit, and understand your presentation content directly within your workflow. This includes Quick Edits, chart recognition, and the ability to read images and shapes — giving users AI assistance without leaving the presentation editor.

To launch the Companion, click the AI Companion icon in the toolbar.

Sustainability

Explore 2026 Corporate Sustainability Assessment

If your Sustainability Explorer includes S&P Global Corporate Sustainability Assessment (CSA), you can now explore the content for 2026.

With this content, you can help prepare responses for your 2026 submission:

• Browse questions, and bookmark as necessary for reference throughout the workspace.
• Use Comments to discuss questions and guidance with collaborators.
• Connect questions to related metrics in Sustainability Program to enable data collection.

Note: Sustainability Explorer only represents the questions for the assessment, which you respond to through CSA portal. Any responses you select for CSA content within Sustainability Explorer are temporary and reset when your browser refreshes.

Draft disclosures for revised ESRS with Sustainability Disclosure Agent

If your Sustainability Reporting workspace has both Workiva AI and the European Sustainability Reporting Standards (ESRS) enabled, you can now use the Sustainability Disclosure Agent to prepare disclosures for the revised ESRS adopted by the European Commission in July 2026.

From your report's Document, highlight the disclosure's content, then select Draft disclosure from Quick edits. Based on the specified disclosure requirements (DRs) of the revised ESRS, the Agent responds with:

• Compliance scorecard, to assess how well the highlighted content meets the DRs
• Action items, to help resolve any gaps identified by the scorecard
• Referenced guidance, to specify mandatory requirements used to determine the scorecard, and application requirements and additional guidance used to verify gaps
• Disclosure narrative, with an updated draft of the content, tailored to the DRs

Workiva AI responses are provided for general information purposes only and do not — and are not intended to — constitute legal, accounting, tax, investment, compliance, or other professional advice and services. Responses contain AI-generated content and are provided "as is"; no representations are made that the content is error-free or up-to-date.

Update double-materiality assessment templates for revised ESRS

If your workspace includes double-materiality assessment (DMA) templates for the European Sustainability Reporting Standards (ESRS) — as implemented for the Delegated Act of 2023 or updated for the draft simplified Standards — you can now request Spreadsheet templates from your Workiva Customer Success Manager (CSM) to update your DMA templates with the new topics and disclosure requirements (DRs) of the revised ESRS.

You can choose to either:

• Import the new topics and DRs into your DMA templates, to start fresh with the revised ESRS.
• Update your DMA templates to retain their current topics and map them to the new topics.

To help determine which template to request, or to help ensure proper implementation, your CSM can set up a consultation meeting.

To help identify gaps for material topics and add Sustainability Program metrics to enable their data collection, you can also request a new ESRS Gap Assessment template, updated for the revised ESRS.

Move comments to new CDP Questionnaire for disclosure cycle

From Sustainability Explorer, you can create a CDP Questionnaire for a reporting year that already has a Questionnaire, such as to update your questions with revisions from CDP. When you create a new Questionnaire for the same year as another Questionnaire, you can now choose whether to move the comments from the current Questionnaire to the new one, to help ease continued collaboration on responses. If you move comments, they appear only in the new Questionnaire, and no longer appear in the previous Questionnaire.

Workiva AI

Draft disclosures for revised ESRS with Sustainability Disclosure Agent

If your Sustainability Reporting workspace has both Workiva AI and the European Sustainability Reporting Standards (ESRS) enabled, you can now use the Sustainability Disclosure Agent to prepare disclosures for the revised ESRS adopted by the European Commission in July 2026.

For further details, see Draft disclosures for revised ESRS with Sustainability Disclosure Agent under Sustainability, above.

To learn more, see this Workiva Support page: Use Workiva AI with European Sustainability Reporting Standards.

Recent releases to the Workiva platform included improvements to the following products and features.
You can learn more about each item in the sections below.

Audit Management Essentials

• Improved: Fill opacity control in GRC flowcharts

Audit Management Standard

• Improved: Comment field length increased

Controls Management

• Improved: Comment field length increased
• New: Fill opacity control in GRC flowcharts
• Improved: Flowchart Auto Arrangement and Tidying

Internal Controls for Financial Reporting

• New: Flowchart Auto Arrangement and Tidying

Carbon

• New: Be audit-ready with Transport & Distribution calculation details

Presentations

• New: Comments can now be included in export to PPTX

Risk Management

• Improved: Fill opacity in GRC flowcharts

Sustainability

• New: Simplify revised European Sustainability Reporting Standards with Workiva AI

Workiva AI

• New: Simplify revised European Sustainability Reporting Standards with Workiva AI

Audit Management Essentials

Fill opacity control in GRC flowcharts

Shapes can now be transparent or semi-transparent with a new opacity slider in GRC flowcharts.
To learn more, see this Workiva Support page:
Create and manage flow charts

Audit Management Standard

Comment field length increased

The "Additional Comments" field on General, Population, and Sample Request tasks now supports up to 2000 characters.

Controls Management

Comment field length increased

The "Additional Comments" field on General, Population, and Sample Request tasks now supports up to 2000 characters.

Fill opacity control in GRC flowcharts

See "Fill opacity in GRC flowcharts" under Audit Management Essentials for details.

Flowchart Auto Arrangement and Tidying

Workiva can now help tidy your flowchart in multiple ways. Move shapes to avoid overlap. Clean up connectors without rearranging shapes. Or use the Rearrange gesture to rebuild the layout with a new preview step!

Internal Controls for Financial Reporting

Flowchart Auto Arrangement and Tidying

See "Flowchart Auto Arrangement and Tidying" under Controls Management for details.

Carbon

Be audit-ready with Transport & Distribution calculation details

You can now export the calculation details for your transport and distribution from Workiva Carbon.
From Measure, select Transport & Distribution then click Export audit details to get a CSV file that includes activity details, calculation results, GHG Protocol context, and emission factor and conversion details.
To learn more, see this Workiva Support page:
Measure Transportation And Distribution

Presentations

Comments can now be included in export to PPTX

Workiva now allows you to select whether comments are to be included when you export a Presentation to PPTX. This can be selected from the Advanced option in the Export options dialog (found by selecting "Save As" in the File tab).
Note: Comments in PowerPoint are set on a slide, not the object. If you move objects in PowerPoint, the comment will not move with the object.

Risk Management

Fill opacity in GRC flowcharts

See "Fill opacity in GRC flowcharts" under Audit Management Essentials for details.

Sustainability

Simplify revised European Sustainability Reporting Standards with Workiva AI

To help clarify the revised European Sustainability Reporting Standards adopted by the European Commission in July 2026, you can now add Revised ESRS as a knowledge base in Workiva AI.
With this knowledge base, you can prompt Workiva AI to help summarize the disclosure requirements of the revised ESRS. To help explain differences between the revised Standards and the ESRS Delegated Act of 2023, you can also add both Revised ESRS and ESRS as knowledge bases.
The ESRS and Revised ESRS knowledge bases are available for Sustainability Reporting Advanced workspaces enabled with both Workiva AI and the ESRS.
To learn more, see this Workiva Support page:
Use Workiva Ai With European Sustainability Reporting Standards

Workiva AI

Simplify revised European Sustainability Reporting Standards with Workiva AI

See "Simplify revised European Sustainability Reporting Standards with Workiva AI" under Sustainability for details.

Recent releases to the Workiva platform included improvements to the following products and features.

You can learn more about each item in the sections below.

Documents, Spreadsheets, Presentations

New: Paragraph Style Folders now available

Documents, Spreadsheets, Presentations

Paragraph Style Folders now available

You can now create folders to help organize your paragraph styles. This helps manage large style guides and can provide context for style collections.

Style folders can be found and managed from the style guide editor as well as the styles panel. Folders can be renamed and deleted to help improve organization over time. Deleting a folder will provide the option whether to delete only the folder itself or also delete the styles within as well, allowing a bulk delete action for a set of styles.

To learn more, see "Organize styles with folders" in this Workiva Support page:

Use style guides for documents.

Carbon

Import custom emission factors for your region and reporting methodology

Now you can import emission factors or add them individually when the factors you need aren't available in Workiva Carbon yet. Unlike custom sources, custom factors can be broken down by constituent gases, used across multiple locations, support location-based and market-based calculations, and include more transparency for auditing. New custom factors live on a dedicated page in your Company profile. To learn more, view Add custom factors.

CDP 2026 is available now

The CDP 2026 reporting framework is available in Workiva Carbon, replacing CDP 2025. Quantitative CDP metrics, including operational boundary, emissions, energy, waste, and water data, are now natively supported in Carbon. Export them directly or send them straight to your CDP portal via our API to simplify your disclosure workflow. For 2026, question 7.15.1 now includes Scope 2; all other questions remain unchanged from 2025. To learn more, view Workiva Carbon reporting module.

Charts

New: Support for stacked area and 100% area/bar charts

We’ve added more flexibility to your data visualizations! You can now easily convert your standard stacked charts into 100% stacked charts. You can show labels as absolute values or as percentages, depending on what best tells your data's story

• Toggle to 100% stack: Switch your existing stacked charts to a percent stack in your chart properties.
• Flexible data labels: Choose exactly how you want to display your data.

Controls Management, Internal Controls for Financial Reporting

New shapes in flowchart editor

The following shapes have been added as available shapes for flowcharts in the flowchart editor:

• Triangle
• Pentagon
• Hexagon
• Star
• Circle
• OffPageReference
• Rectangle

To learn more, see this Workiva Support page: Create and manage flow charts

Workiva AI

Longer conversations, better memory now available in in Workiva AI

Workiva AI can now maintain context across much longer conversations.

Previously, in extended sessions Workiva AI could lose track of details discussed earlier — decisions you'd made, specific values you'd referenced, or the direction the work was heading. Now, as a conversation grows, Workiva AI automatically retains a running summary of your earlier exchanges alongside your most recent messages. The result is that it stays oriented throughout the session, even in long, multi-step reporting and compliance workflows.

What this means for you:

• Facts, decisions, and identifiers you share early in a conversation — revenue figures, entity names, filing references, XBRL tags — carry forward reliably as the session continues.
• You can work through complex, multi-step tasks without needing to re-explain context you've already established.
• Long sessions feel more coherent. Workiva AI knows where you've been, not just where you are.

This improvement is automatic — there is nothing to configure and no change to how you interact with Workiva AI.

Recent releases to the Workiva platform included improvements to the following products and features.

You can learn more about each item in the sections below.

Carbon

New: Adopt audit-ready emission factors with Hybrid method V2

Chains

New: Chain blueprint download now available

Sustainability

New: Create metric tasks for multiple collection periods at once

New: Explore revised European Sustainability Reporting Standards

Tasks

Improvements: Search and filter improvements in Tasks

Carbon

Adopt audit-ready emission factors with Hybrid method V2

With Hybrid methodology V2, your emissions calculations for purchased goods and services use the most up-to-date methodology and include visibility into the source data. Spend-based emission factors are applied at the organization-level based on CDP’s publicly available emissions and revenue data.

It’s recommended to update to V2 for any years that you haven’t publicly reported yet. V1 will continue to be available for years prior to 2026. To update to V2, view Measure purchases.

To learn more, see this Workiva Support page: Measure Purchases.

Chains

Chain blueprint download now available

The Chain Blueprint Download feature allows Chain Security Admins or Workspace Admins who have access to a chain to download a record version of that chain as a JSON-format file. This allows them to track changes in Chains using standard change-management practices and tools to identify what changed from a previous version, validating approved scope, and retaining audit evidence.

To create the JSON file, the chain is dynamically reconstructed from source database records and includes: command groups, commands, Chain events, variables, dynamic variables, trigger information, notifications, and outputs. The JSON file does not include vault-backed secret values, vault key paths, or any other encrypted fields, nor does it contain placeholders for any of these values.

To learn more, see this Workiva Support page: Chain Blueprint Download.

Sustainability

Create metric tasks for multiple collection periods at once

To help ease data collection in Sustainability Program, you can now create tasks for multiple metric values and collection periods at once. From the metric, either:

• From Values, choose the values to create tasks for — regardless of their period — then select Create task from Edit values.
• From Tasks, select All periods in Collection period, then click Create task.

Depending on the values selected, this may create multiple tasks with the same assignment details:

• A separate task for each value with a connected source file
• A separate task for each collection period, which includes the period's values not collected through source files

After you create the tasks, you can edit their assignment details as necessary, such as to adjust due dates based on the respective collection period.

To learn more, see this Workiva Support page: Manage Metric Tasks In Sustainability Program.

Explore revised European Sustainability Reporting Standards

If your Sustainability Explorer includes the European Sustainability Reporting Standards (ESRS), you can now explore the revised Standards as formally adopted by the European Commission (EC) in July 2026.

In the Frameworks panel:

• The revised ESRS appear as a Pending version.
• The ESRS Delegated Act from 2023 remains the Current version.
• The simplified ESRS — formerly a "Draft" version — now appear as Archived.

The revised ESRS officially apply for financial years that start on or after January 1, 2027.

For 2026, you can:

• Fully adopt the revised Standards early.
• Continue to apply the current ESRS — either as amended by Delegated Regulation (EU) 2025/1416, or with targeted reliefs defined in Annex 1 of the revised ESRS.

To learn more, see this Workiva Support page: Adopt simplified European Sustainability Reporting Standards.

Tasks

Search and filter improvements in Tasks

Search results in Tasks now use fuzzy matching, which means that you no longer need to type an exact phrase to find what you’re looking for. Instead, you’ll see results that closely match your search term, in addition to exact matches. Because you can now filter by task title entirely from the search bar, setting a filter on the “Task” column has been removed.

Note: To keep search results accurate, custom column sorting is disabled while a search is active.

Recent releases to the Workiva platform included improvements to the following products and features.

You can learn more about each item in the sections below.

Chains

New: Tableau connector "HTTP read" timeout now configurable

Spreadsheets

New: AI Companion Update: Smarter Table Insert

XBRL

New: Text Wrapping Option In XBRL Fact Details Panel

Chains

Tableau connector "HTTP read" timeout is now configurable

In the Tableau connector, you can now set the HTTP read time out value. This value must be an integer (1,2,3,…) greater than 0, and the default is 180. The maximum value is 2,147,483,647, or approximately 68 years.

Spreadsheets

AI Companion Update: Smarter Table Insert

When inserting AI-generated tables directly into your spreadsheets, you now have total control over how your formulas behave. AI Companion automatically detects formulas and gives you placement options to prevent broken data.

Standard Tables: If your table has no formulas, you'll see the standard, single-click
Insert button to keep things clean.

Tables with Formulas: The
Insert button automatically turns into a split-dropdown with two choices:

• Shift formula references: (Default) Automatically adjusts cell references relative to where the table is pasted so your formulas stay active and accurate.
• Do not shift formula references: Locks the original cell references exactly as written, regardless of where the table lands.

XBRL

Text Wrapping Option In XBRL Fact Details Panel

You can now wrap all text appearing in the XBRL fact details panel. This is helpful to ensure that long concept names can be viewed without getting cut off.

You enable this option by selecting the triangle in the
Fact Details panel menu bar and then marking (checking) the "Enable Text Wrap" button. Once enabled, the setting will persist for each user.

Recent releases to the Workiva platform included improvements to the following products and features. You can learn more about each item in the sections below.

Carbon

New: Buildings data ledger with non-Kyoto emissions

Documents

New: Visual update when scrolling through large tables

Sustainability

New: Ability to explore IFRS 2025 and SASB 2025-12 revisions

New: Export CDP Questionnaire responses to Document

Carbon

New Buildings data ledger with non-Kyoto emissions

Similar to other categories, you can now get a more detailed view of how Building activity data contribute to your total emissions. Go to Measure and select Buildings to view row-level emissions by date, location, scope, category, and more. You can filter and sort, customize columns, and export either the full dataset or a filtered view. To learn more, view Workiva Carbon data ledgers.

If you use emission factor library V4.1, the Buildings data ledger also includes a column for non-Kyoto emissions, labeled as “Out of scope”. This aligns with the GHG Protocol which requires an emissions inventory to include GHGs covered by the Kyoto Protocol (CO2, CH4, N2O, HFCs, PFCs, SF6, and NF3) and to report them separately from primary GHG Scopes. To learn more about non-Kyoto emissions, view Methodologies for Workiva Carbon calculation.

To see your outside of scope Non-Kyoto emissions, select emission factor library V4.1 and request a recalculation. To learn about the recalculation process, view Request recalculated emissions.

To learn more, see these Workiva Support pages:

• Workiva Carbon data ledgers
• Methodologies for Workiva Carbon calculations
• Request recalculated emissions

Documents

Visual update when scrolling through large tables

Multi-page, heavily formatted tables will now show grey "loading" cells when scrolling quickly throughout a document directly after table activation until table content and formatting is fully loaded. This will increase performance and speed of tables loading, while giving a visual indicator that the table/cell has not fully loaded.

Sustainability

Explore IFRS 2025 and SASB 2025-12 revisions

If your Sustainability Explorer includes the International Financial Reporting Standards (IFRS) Sustainability Disclosure Standards or Sustainability Accounting Standards Board (SASB) content, you can now explore the Amendments to Greenhouse Gas Emissions Disclosures issued by the International Sustainability Standards Board (ISSB) in December 2025.

These amendments help address challenges identified with the measurement and disclosure of Scope 3 Category 15 financed emissions:

• The IFRS 2025 amendments affect only IFRS S2: Climate-related Disclosures.
• In SASB 2025-12 revisions affect technical protocols for three industries in the Financials sector — Asset Management & Custody Activities (FN-AC), Commercial Banks (FN-CB), and Insurance (FN-IN). To learn more, view Adopt Sustainability Accounting Standards Board revisions.

These amendments are effective January 2027, but early adoption is permitted. In mandated jurisdictions, the amendments may require local regulatory adoption before they take effect; consult your local regulator before you apply any reliefs.

To learn more, see this Workiva Support page:

Explore International Financial Reporting Standards Sustainability Disclosure Standards.

Sustainability

Export CDP Questionnaire responses to Document

From Sustainability Explorer, you can create a CDP Questionnaire to collaborate on responses and update your 2026 CDP submission, directly from your Sustainability Reporting workspace. For further collaboration, you can now contact Workiva Support to request an export of the questions' responses and statuses to a Document.

For example, from this Document, you can:

• Enable a holistic review of responses before you update your CDP submission.
• Review changes as responses evolve in the CDP Questionnaire.
• Automate responses' edits or approvals from the Processes or Tasks panel.

Before you request an export, a Workspace Owner or Organization Admin must first create an API grant for the export. When you request the export from Workiva Support, provide the URL to a secured Workiva Document that contains the grant's credentials and the URL of your CDP Questionnaire.

To learn more, see this Workiva Support page:

Export CDP Questionnaire Responses To Document.

Recent releases to the Workiva platform included improvements to the following products and features.
You can learn more about each item in the sections below.

Carbon

New: Emission factor library V4.1 includes NAICS-level factors and non-Kyoto emissions

Carbon

Emission factor library V4.1 includes NAICS-level factors and non-Kyoto emissions

With version 4.1, you can choose more granular emission factors for your spend-based calculations from NAICS-6 commodity-level. Earlier versions of the library include factors from BEA Summary Industry-level v1.1.1, v1.2.3, v1.3, and v1.4.

Also in version 4.1, Kyoto and non-Kyoto GWP values for fugitive emissions (fire suppressants and refrigerants) published by the UK DBEIS have replaced values from the US EPA, The Climate Registry, and 3M. In previous versions of the library, GWP values for blended gases exclude the non-Kyoto component of the gas.

To learn about library V4.1, view Factor sources in Workiva Carbon. To request a recalculation, view Request recalculated emissions.

Recent releases to the Workiva platform included improvements to the following products and features.

You can learn more about each item in the sections below.

Organization Management

New: Org Admin enhancement

Platform

New: Canada-specific domain

Workiva AI

New: AI external link security interstitial

Organization Management

Org Admin enhancement

Org Admin users now have access to an updated experience with settings organized to make them easier to find and manage.

To learn more, see this Workiva Support page: What Is An Organization.

Platform

Canada-specific domain

To provide country-specific data sovereignty for Canada, Workiva now provides the https://ca.wdesk.com domain.

This allows Canadian customers to log in using a Canada-specific domain.

For more information and related IPv4 addresses, refer to the Workiva Support page Allow hosts and emails for Workiva.

Workiva AI

AI external link security interstitial

Workiva AI now helps protect you when opening links to external websites.

When you select a link in Workiva AI, links to trusted Workiva domains (including workiva.com and wdesk.com) open as usual. If you select a link to an external website, you'll see a confirmation dialog before the page opens. The dialog displays the full destination URL so you can verify where the link will take you before choosing Open site or Cancel.

This added security helps reduce the risk of malicious or misleading links, including links generated through prompt injection attacks, while preserving the existing Workiva experience for trusted internal links.

Recent releases to the Workiva platform included improvements to the following products and features.

You can learn more about each item in the sections below.

Platform

New: Cross-workspace copy now offers option to maintain permissions

Sustainability

New: Create a CDP Questionnaire tailored to your 2026 submission

Platform

Cross-workspace copy now offers option to maintain permissions

When copying content (e.g. files or folders) to another workspace within the same Organization, you can choose to maintain those permissions in the copy. Selecting Copy permissions from the source workspace applies the same level of permissions for any users that are in both the Source Workspace and Destination Workspaces.

Constraints

• No other cross-workspace behaviors change with this addition.
• The copied file or folder is a separate instance, and has no links to the original file or folder.
• Any users not in the Destination Workspace are ignored; they are not added nor granted permission.
• Group permissioning is not available.
• The person making the copy becomes the sole owner in the Destination Workspace. They can then choose to manually open up permissions to the appropriate groups after the copy.
• Only workspace owners with viewer permission to all the relevant content are able to kick off cross-workspace copies otherwise known as "moves".

Sustainability

Create a CDP Questionnaire tailored to your 2026 submission

From Sustainability Explorer, you can now create a CDP Questionnaire tailored to your 2026 submission with CDP (formerly Carbon Disclosure Project). From the Questionnaire, you can collaborate with other members of your workspace to prepare responses for 2026 CDP disclosures:

• Review CDP's guidance for each question, including response options and scoring criteria.
• Identify related metrics in Sustainability Program and access values collected for responses.
• Discuss questions' responses and guidance with collaborators as comments.
• Set status of questions to track progress or indicate intentional omissions.
• Set permissions to the Questionnaire and its modules to ensure appropriate collaborator access.

When questions are ready, Questionnaire Owners can update the corresponding responses and status in the CDP Portal, directly from your workspace's CDP Questionnaire.

To get started:

• Set up your 2026 submission in the CDP Portal.
• Click Create questionnaire in Sustainability Explorer.

The Questionnaire automatically includes your company's 2026 questions and responses from the CDP Portal.

Tip: If this is your company's first year using the CDP Questionnaire in Sustainability Explorer, add "Workiva" as your software provider in the CDP Portal to generate the CDP API ID needed to create your company's Questionnaire.

To learn more, see this Workiva Support page: Craft Responses to CDP Questionnaire for Sustainability Reporting.