Workiva Release Notes

Carbon

Select exact Scope 3 categories and margins for Purchase commodities

You can now choose the exact Scope 3 category (1 or 2) for each of your Purchase commodities. You can also apply emission factors with or without margin (sales tax).

General

View link utilization

The Link Properties panel now shows your current link utilization. The panel now displays how many links your file uses and the maximum you can have, so you can track usage and prevent issues as you approach the limit. This improvement applies to documents, spreadsheets, and presentations.

Learn More: Link Limits (https://support.workiva.com/hc/en-us/articles/29236862951188-Linking-feature-limits)

To learn more, see this Workiva Support page: Linking Feature Limits.

Confirm before you delete groups

To help prevent accidental data loss, you will now be prompted to confirm before you delete a group on the Company Profile page. A deleted group can’t be recovered. If the group has any subgroups, those subgroups will be deleted. If the group is assigned to any entries or locations, those assignments will be deleted.

Original source

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

Chains
Update: OAuth2 authentication added to Workday connector

Documents
UI Refresh: A cleaner Workspace
Update: Charts updated to v11
New: Object Select Mode for Documents

Presentations
UI Refresh: A cleaner Workspace
Update: Charts updated to v11

Processes
UI Refresh: A new look with new features
New: Workiva Calendars

Sustainability
New: Explore versions of content in Sustainability Explorer
Update: Updated DMA templates for simplified ESRS
New: View completed metric values when connected sources change

General
New: Data Variance report now available in Analytics dashboard

Chains
OAuth2 authentication added to Workday connector
The Workday connector now supports both Basic and OAuth2 authentication protocols.
For information on configuring this authentication, see the Workiva Support page Connector to Workday.

Documents
A cleaner Workspace
We’ve introduced subtle updates to the document and presentation interface to provide a more modern, focused workspace.
• Refined Backgrounds: A modernized background color for Documents and Presentations improves visual comfort.
• Modernized Dividers: Document dividers have been updated with a cleaner aesthetic to better define your workspace without distraction.

Charts updated to v11
The service which provides charts in Workiva Documents and Presentations has been updated to the latest version. This change will permit Workiva to support new chart capabilities in the future. Current charts will not be affected.

Object Select Mode in Documents
You can now quickly select many floating objects in one click-n-drag using Object Select Mode in Documents. Once selected, you can easily move, resize, align, copy, and/or apply object settings at once. This greatly speeds up Designer workflow and reduces design quality risk.
This feature is now available in Documents for any workspace with access to Design Reporting.
To learn more, reach out to your CSM.
To get started:
• Select right-click and select Object Select Mode.
• Windows Shortcut: CTRL+Shift+S
• Mac Shortcut: Command+Shift+S
• Click and drag on the page; any object within the selection range will be selected.
• To exit this mode, press Escape on your keyboard (or right-click and re-click Object Select Mode).

Presentations
A cleaner Workspace
We’ve introduced subtle updates to the document and presentation interface to provide a more modern, focused workspace.
• Refined Backgrounds: A modernized background color for Documents and Presentations improves visual comfort.
• Modernized Dividers: Document dividers have been updated with a cleaner aesthetic to better define your workspace without distraction.

Charts updated to v11
The service which provides charts in Workiva Documents and Presentations has been updated to the latest version. This change will permit Workiva to support new chart capabilities in the future. Current charts will not be affected.

Processes
Announcing Workiva Calendars!
Bring your tasks, filing dates, and key events together using Workiva Calendars to help manage your team's work and stay ahead of deadlines. This new experience offers a dedicated space for viewing important dates and creating your own events for your planning needs. Learn more by going to our Calendars articles.
Note: Workiva Calendars and Calendar-related features (such as using business days in processes) are currently only available in our Financial Reporting and Financial Services solutions.

UI Improvements: Processes has a new look with new features!
Processes now has a new tab layout, left-hand panel, and additional features like action grouping and the ability to create a process via file to help you successfully build and start processes for your needs. Learn more by going to our Processes articles.
Additionally, for our Financial Reporting and Financial Services solutions, we've added a Calendar view (see above), the ability to configure business days process templates, process monitoring charts and insights, and helpful information in a process copy summary card when you roll forward a process.
Note: If you want to go back to the old Processes design, you can turn off these new features in the process settings until June 29th, 2026.

Sustainability
Explore versions of content in Sustainability Explorer
From Sustainability Explorer, you can now browse specific versions of a standard or questionnaire from the Frameworks panel:
• Current, for the active reporting year's content
• Pending, to enable proactive preparation or early adoption of upcoming revisions
• Archived, for historical reference of previous content
For additional clarity:
• From the Frameworks panel, you can review notes about each version, including any updates made to its content, such as to correct typos or provide additional context.
• From Sustainability Program, you can view whether a metric's related Explorer content includes an archived version, and view its connected current versions.
To learn more, see this Workiva Support page: View Versions Of Content In Sustainability Explorer.

Update DMA templates for simplified ESRS
If your Sustainability Reporting workspace includes the Corporate Sustainability Reporting Directive (CSRD) add-on and you want to prepare your double-materiality assessment (DMA) templates for the topics of the simplified European Sustainability Reporting Standards (ESRS), you can now request a Spreadsheet template from your Customer Success Manager or advisory partner:
• To start fresh for the simplified ESRS and not retain your DMA templates' current topics, request the Simplified DMA topics and DRs bulk import Spreadsheet to import the new topics and disclosure requirements (DRs).
• If you previously used the DMA templates for the ESRS Delegated Act of 2023 and want to retain their current topics, request the Simplified DMA topics and DR update accelerator Spreadsheet to decide how your current topics map to the new topics.
Consult your advisory partner to help decide which template is right for you. Your partner can also assist if you choose to update your DMA templates' current topics or their impacts, risks, and opportunities (IROs).
To learn more, see this Workiva Support page: Update DMA templates for simplified European Sustainability Reporting Standards.

View completed metric values when connected sources change
For added data integrity, the Sustainability Program no longer automatically updates Completed metric values when their connected sources change. If a source value changes, notifications now appear on its connected metric and the source file's Sustainability panel. From Program settings, a Program Owner can also enable additional email notifications to Program Owners and Task Owners.
To quickly identify Completed values that differ from their connected source values, you can now run a Health check from Program overview in Sustainability Program.
Important: To update a Completed metric value with its changed source value, first reset the value or reopen its task.
To learn more, see this Workiva Support page: Connect Source Workiva Files To Sustainability Program Values.

General
Data Variance report now available in Analytics dashboard
Review the quality of your YoY data with the new Data Variance report. Select the years, dimensions, and metrics you want to view and compare in a matrix table. This report also includes a metric for Emissions % Change to help you spot instances of high variability for the date ranges you select.

Original source

A recent release to the Workiva platform included improvements to the following products and features.

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

Chains

Update: IBM Planning Analytics TM1 connector MDX command

Chains

MDX command in IBM Planning Analytics TM1 connector updated

The MDX command was modified to allow for better handling of commas in the data flow.

• If the Enable Value Quoting checkbox is blank (default), commas in the data flow are treated as element separators. This is the same as current behavior.

  Example: March 30, 2026 would be treated as two elements: "March 30" and "2026".

• If the Enable Value Quoting checkbox is marked, elements containing commas are treated as a single data element. (Commas are treated as punctuation rather than as data element separators.)

  Example: March 30, 2026 would be treated as one element: "March 30, 2026".

Original source

General

• Improved: Streamlined file access requests inside Workiva
• New: Workiva Troubleshooting

Streamlined file access requests

• Requesters: You can specify whether you need Viewer or Editor permissions when asking for access. You’ll receive a quick confirmation that your request was sent, and another notification as soon as the file owner approves or denies it.
• File Owners: Access requests are now automatically generated as tasks. You can see the file name and the requester’s details directly within the task and email notifications, allowing you to quickly approve or deny these requests without leaving your workflow.

Workiva Troubleshooting

We’re making it easier to keep things running smoothly with Workiva Troubleshooting!
This new feature is available in your help menu (see image below) and runs automated diagnostics for you on a regular basis. If one of the checks identifies something requiring attention, a notification badge will appear on the help menu. Along with the notification you will receive actionable solutions with clear information and next steps to resolve any potential issues on your own.

Workiva Troubleshooting will be rolling out out gradually starting in March, with all users gaining access by late April.

To learn more, see this Workiva Support page: Check system and network with Workiva Troubleshooting.

Spreadsheets

• New: Diagonal borders now available

Diagonal borders now available

You can now add a diagonal border within a table cell. This is an essential formatting requirement for Japanese financial reports.

To learn more, see this Workiva Support page: Styling In Tables.

Original source

Documents

• New: DOCX Export now includes Style Guides.

Workiva document style guides are now exported as part of Microsoft *.docx exports. This allows you to see the Workiva styles when a document is exported as *.docx files.

General

• Change: Name and email display when adding an existing Organization user.

We have modified how the Workiva platform behaves when adding a user to an Organization. When adding a user to an Organization, the platform checks to see if the user name already exists. If it does, you will be asked if you would like to proceed with inviting the existing user. If you say "yes", the platform will attempt to retrieve the full user info. If it succeeds (i.e. if the operator is a superadmin) the user info is displayed in a read-only manner (this is the same as existing behavior). If it fails to retrieve the full user info, the UI will still appear, but the email, first name, and last name are hidden.

Sustainability

• New: Copy automations, attachments, comments, or outline labels to new Program year.
• New: Sustainability Program now supports up to 1,000 topics.

When you add a reporting year in Sustainability Program, you can now choose whether to copy automations for files created during the roll-forward. You can also now choose whether to also include attachments, comments, or outline labels 6 separately 6 in the copies; previously, you could only include them together.

To learn more, see this Workiva Support page:
Manage And Roll Forward Years In Sustainability Program.

To learn more, see this Workiva Support page:
21844393020052 Sustainability Program Feature Limits.

Original source

Chains

New: Get Worker and Import Budget commands added to Workday.

Two commands added to Workday

The following commands have been added to the Workday premium connector.

Get Worker

The Get Worker command executes the Get Worker action in Workday. This allows you to retrieve information about Workers stored in Workday.

• For information on configuring this command, see the Workiva Support page Get Workers command configuration tabs.
• For details on using this command, see the Workiva Support page Set up a Get Worker Connection in Chains.

Import Budget

The Import Budget command executes the Import Budget action in Workday. This allows you to publish Budget information stored in Workiva to Workday.

• For information on configuring this command, see the Workiva Support page Import Budget command configuration tabs.

Original source

General

• New: Convert destination links to source links across documents
• New: Merge source links
• New: Comment Historical Actions

Documents

• New: New and updated spacing option!

Carbon

• New: Version 4 emission factor library now available

General

Convert destination links to source links across documents
You can now convert a destination link into a source link1even across different documents. Previously, this was only possible within the same document. This update makes it easier to manage and update links without recreating them, helping you maintain document accuracy and integrity.

To use this feature, right-click on a destination link and select Convert to source.

To learn more, see this Workiva Support page: 360046357671 Manage Source Links.

Merge source links
You can now combine two source links into one to keep your destinations organized under a single source. Merging works across text, tables, charts, and spreadsheets.
To do this, copy a source link and paste it onto another source link, and confirm the merge1your copied link will now be the source link for all connected destinations.

Comment Historical Actions
When a comment thread is resolved or reopened, a comment action will be added to the thread. This comment automatically includes the name of the user who resolved or reopened the comment and a timestamp.

Documents

New and updated spacing option!
The spacing option in the toolbar has been consolidated into a dropdown. All formats are still available, including a new option for distributed spacing. This option will be available when the document locale is set to Chinese, Japanese or Korean.
Note: Distributed spacing is not supported with editable XHTML export.

Carbon

Version 4 Emission factor library now available
New Emission factor publications are available in Version 4 of the Emission factor library. In addition, this update removed of outdated factors and methodologies, and going forward, the newest library version will be selected by default for any years that have not yet had any data uploaded.
To learn more, view the Workiva Support page Factor sources in Workiva Carbon.

Notes:
Action is required if you upload Vehicle data as mobile combustion by fuel for North American locations.
To learn more, view the Workiva Support page Updates to mobile combustion methodology in emission factor library V4.
Workiva Carbon does not automatically recalculate emissions when you select a new emission factor library version for a reporting year with existing entries. To apply emission factors from your newly selected library version, you can either delete and re-upload the entries to recalculate, or request a recalculation from your Workiva Carbon point of contact.
To learn more, view the Workiva Support page Factor updates and recalculations and Request recalculated emissions.

Original source

A recent release 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: Biogenic CO₂ is now reported "Outside of Scopes" (OOS)

Biogenic CO₂ is now reported "Outside of Scopes" (OOS)

Workiva Carbon has streamlined how emissions from biogenic CO₂ are calculated, categorized, and displayed. To align with reporting standards, Biogenic CO₂ is reported "Outside of Scopes" (OOS), with N₂O and CH₄ remain within Scopes 1, 2, or 3. Additionally, the formulas for biogenic emissions are now available when you go to Report and click Audit.

Chains

Chain Builder UI improvements

The Chain Builder UI has been refined to make the Chain Builder UI more usable, robust, and responsive.

• When a chain is executed (running), nodes now show a running animation and each node shows an icon and color based on its result. Nodes and edges that are not part of the running chain are hidden while the chain is running.
• Hovering over a node on the Chain Builder Canvas when you are on the Execute Chain page displays two icons.
  • Clicking the first and then clicking Run Chain runs only the command in that node.
  • Clicking the second and then clicking Run Chain runs the chain starting from that node.
• While that node is selected, all other nodes and edges are grayed/opaqued out. Clicking elsewhere on the graph unselects the node.
• Here are the other improvements we have made:
  • Cleaner design: All components in the Node panel include descriptions.
  • Faster filter access: The reoriented filter panel allows quicker access.
  • Quicker deletions: Pressing Backspace removes selected nodes.
  • Smart scrolling: Dragging a node to the edge of the screen auto-scrolls the canvas.
  • Improved start: Nodes with outgoing edges can now be dragged directly into the "START" position.

General

Glossaries increased to 50 Languages

The machine translation glossary now supports 50 languages. These languages are still limited to those languages supported with Workiva's machine translation.

Sustainability

Add multiple assignees to metric tasks

When you create a task for a Sustainability Program metric, you can now add multiple workspace members as the assignee, such as to assign a backup or a cohort of subject matter experts. When a task has multiple assignees, any of them can prepare its values and complete the task.
If a metric task has multiple assignees, queries that use the Program as a source return a comma-separated list of the assigned members; previously, queries returned only one assignee. If necessary, edit queries to accommodate comma-separated lists as a possible result.
To learn more, see this Workiva Support page: Add multiple assignees to metric tasks.

Original source

Carbon

New: Export Purchase calculation details — be audit-ready!

You can now export the calculation details for your purchased goods and services from Workiva Carbon.
From Measure, select Purchases 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: Be audit-ready with Purchase calculation details.

General

New: Format your hyperlinks in Style Guide

You can now customize the appearance of your hyperlinks in your Style Guide. This update gives you granular control over formatting while reducing the need to create different styles for your hyperlinks when required to maintain your design. By leveraging the new hyperlink styles, you can achieve a more consistent, professional look across your entire project with a more streamlined Style Guide.

To learn more, see this Workiva Support page: Hyperlink styles.

Improved: Folder Copy content placeholders and secondary connections

We’ve improved how Content Placeholder secondary connections (a placeholder connection brought into a document through a destination link) are handled when copying folders.
Previously, when a folder containing documents with these secondary connections was copied, the connections did not automatically update to the newly copied source spreadsheet. An initial publish of the source document was required before the secondary connections would update.
With this improvement, secondary placeholder connections now update automatically as part of the folder copy process. Documents copied into the destination folder correctly connect to the newly copied source spreadsheet without any additional steps. This enhancement removes the need to manually publish links after copying a folder and ensures copied content is immediately ready to use.

Wdata

New: Intelligent Companion within Wdata Tables and Query experience

We are excited to announce the availability of the Intelligent Companion within Wdata’s Tables and Query experience. We heard your feedback that building complex queries can be challenging and that the visual query builder didn't support every operation you wanted. The Intelligent Companion allows you to write SQL using natural language to build Wdata queries — no familiarity with SQL needed! Just tell the companion what you want to do, and you'll receive a well-formed SQL statement that can be inserted directly into the Wdata Query text.

Key Features and Benefits:

• Natural Language to SQL: Build robust SQL queries simply by describing what you want to achieve. The companion understands the tables available in your query sources.
• Query Fixes: Quickly fix broken queries caused by syntax errors.
• Enhanced Understanding: Easily learn more about the data sources and/or the query itself, eliminating the need to manually parse complex SQL.
• Effortless Modifications: Modify existing queries without requiring additional assistance.

Original source

Processes

Change: "Create a Process" permission now required to create or edit a process.

Spreadsheets

New: Bulk approval of tasks now available.

New: Formula Version 6 released.

Processes

"Create a Process" permission now required to create or edit a process

Users must now have the "Create a Process" permission enabled to create or edit a process (for example, as granted by the "Editor" workspace role). Previously users with only the "View a Process" permission (granted by the "Viewer" workspace role) could also create and edit processes.

With this change, be aware that there may be processes where such a creator/owner will no longer be allowed to edit the process. These users will now see an error message when they try to do so, which advises them to ask a Workspace Admin to add the Editor workspace role for them. If that is not an acceptable solution (for example, if that user needs to remain read-only), then the Transfer Process Manager workflow can be used to transfer the process ownership to a user who has the "Create a Process" permission enabled.

Spreadsheets

Bulk approval of tasks

The ability to approve tasks in bulk is now available in Spreadsheets!

This is enabled using a Workspace Setting located under Configuration.

To enable this,

• Navigate to Workspace Settings.
• Select Bulk Approvals in the left navigation area.
• Toggle Bulk Approvals on.

Note: The user also needs multiple approval tasks assigned to them within the same file.

To use this functionality when you have multiple tasks ready for review,

• Navigate to the Tasks panel in a spreadsheet and click Review tasks.
• You can then select the tasks to be approved and click the Approve button.
• Confirm the approval by clicking Approve.

Formula Version 6 Released

We have released a new formula version; this includes both performance improvements and bug fixes.

Improvements:

• Formulas that compare ranges to single values and then add or multiply them will see significant performance improvements.

Bug fixes:

• Fixed an issue where cells with Date, Period, and Text value formatting could be affected by the document default Shown In if formulas were calculated under As Displayed.
• Fixed data validations that resulted in a single option displaying zero options.
• Fixed some formulas that resulted in the text -0 when it should have been 0.
• Fixed a scenario in XMATCH where certain characters preceding a wildcard would cause XMATCH to not find and matches when it should have.
• Fixed wildcards (?, *) not being escaped in XMATCH and XLOOKUP when using the standard wildcard escape (~).
• Prevented Entered In from affecting certain array function parameters, such as the sort_order parameter in SORT.

To learn more, see this Workiva Support page: Check your formula version.

Original source

Documents

New: Value Formatting Placeholders within Links

You can now apply Value Formatting directly to Content Placeholders within destination links, providing greater flexibility in how numeric values like dates and currencies are displayed in documents that use Links to manage common narrative content.

To learn more, see this Workiva Support page: Use content placeholders.

Sustainability

New: SASB IF-RE no longer Deprecated in Sustainability Explorer

If your Sustainability Explorer includes the Infrastructure - Real Estate (IF-RE) industry for Sustainability Accounting Standards Board (SASB), its Standards now appear as Current; previously, the IF-RE Standards inadvertently appeared as Deprecated.
To disclose the SASB IF-RE Standards through your Factbook or ISSB Gap Assessment spreadsheet, refresh the file's incoming connections to include the Standards.
To learn more, see this Workiva Support page: Set up content in Sustainability Explorer.

Simplify IFRS Sustainability Disclosure Standards with Workiva AI

To help summarize and clarify the disclosure requirements of the International Financial Reporting Standards (IFRS) Sustainability Disclosure Standards from the International Sustainability Standards Board (ISSB), you can use the new ISSB Intelligence knowledge base with Workiva AI.

If your Sustainability Explorer includes the IFRS Sustainability Disclosure Standards, you can also view the source content used by Workiva AI to develop its response.

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

Original source