Workiva Release Notes

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

Supplier proxy method retired

Where this proxy method was previously applied, calculations for purchased goods and services will now use the spend-based method. This applies when there is no supplier-specific (product-level), supplier-provided (allocated emissions), or override emissions, and the supplier is not mapped.
Previously, the supplier proxy method generated dynamic emission factors based on your supplier mappings at the time of calculation which isn’t aligned with delivering auditable calculations.
To learn more, see this Workiva Support page: Methodologies for Workiva Carbon calculations.

Documents, Presentations, Spreadsheets

Bulk Replace now available

Bulk Replace enables you to find and replace multiple instances of a word or phrase across your Workiva Documents, Spreadsheets, and Presentations in a single click, with the flexibility to include or exclude important content types such as Links and Formulas.
To learn more, see this Workiva Support page: Use find and replace.

Consolidation of manual and linked placeholders

When a document includes both a locally created placeholder and a linked placeholder with the same name, they now merge automatically into one unified placeholder. This update removes duplicates from the Placeholders panel and ensures consistent data updates—one connection now refreshes every instance of that placeholder across your document.
To learn more, see this Workiva Support page: Use content placeholders.

Remove all links (Bulk link removal)

You can now remove all source and destination links from a document—or from selected sections—with a single action. Bulk link removal works across all content types, including text, tables, charts, and spreadsheets. Formatting is preserved, and locked sections are skipped automatically. Use this feature to save time, ensure consistency, and prepare documents before publishing or sharing.
To learn more, see this Workiva Support page: Create a link.

Sustainability

Return version at which Explorer content is deprecated from Query

Queries that use Sustainability Explorer as a source can now include a "Deprecated at version" field to return the version number at which content was deprecated with no new Current version to replace it.
To learn more, see this Workiva Support page: Use Sustainability Explorer content in Query.

Wdata

Duplicate key issues are now condensed into one issue

Duplicate key issues are now condensed into one issue, with the description containing the number of records impacted and an example of fields containing a duplicate key to help locate the issue.

Original source Report a problem

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: Control who can edit configurations for categories

You can now choose whether team members with custom roles can edit entries, configurations, or both. These new permissions are available for all categories within Measure.
To learn more, see this Workiva Support page: Manage roles and permissions in Workiva Carbon.

Data Sharing

• New: Ability to remove all links

You can now remove all source and destination links from a document—or from selected sections—with a single action. Bulk link removal works across all content types, including text, tables, charts, and spreadsheets. Formatting is preserved, and locked sections are skipped automatically. Use this feature to save time, ensure consistency, and prepare documents before publishing or sharing.
To learn more, see this Workiva Support page: Create a link.

Documents, Presentations, Spreadsheets

• New: Bulk Replace

Bulk Replace lets you find and replace multiple instances of a word or phrase across your Workiva Documents, Spreadsheets, and Presentations in a single click, with the flexibility to include or exclude important content types such as Links & Formulas.
How to get started:

• Open the Find and replace panel.
• In the Find field, type in what you want to search for.
• In the Replace with field, type the word or phrase you want to add to your document.
• Select the options for your search.
• Click Bulk replace.
  To learn more, see this Workiva Support page: Use find and replace.

Scripting

• Updated: Improved Resource Handling and Reporting

Scripting has been enhanced to better manage and report on resource usage.
Key improvements include:
• Scripts that exceed system limits now gracefully terminate and display the reason for termination.
• All successful script runs now include detailed resource utilization summaries in the logs.
For more information, see Handling Resource Limits in Workiva Scripting.

• New: Support added for AL2023 with Python 3.9 and 3.13

Scripting has been upgraded to run on Amazon Linux 2023 (AL2023), now supporting both Python 3.9 and 3.13.
With this change:
• Python versions will now receive automatic patches and updates as part of AL2023 maintenance.
• Scripts using Python 3.9 can continue to run until October 2026, leveraging Amazon's extended support.
For details on migrating to Python 3.13, see this Workiva Support page: Migrating scripts to Python 3.13 in Workiva.
We encourage users to migrate as soon as possible to future-proof their scripts and take advantage of the latest Python features and improvements.

• New: Support added for Python 3.13

Workiva Scripting now supports Python 3.13. You can configure scripts to run on Python 3.9 or Python 3.13 using the Scripting API or the Scripting Editor.
The new features available include:
• Selecting the runtime version (3.9 or 3.13) for each script.
• Reading the Python version of a script
• Existing scripts will keep the version configured as 3.9, while all new scripts will be created with Python 3.13 configured by default
This update ensures you can begin migrating scripts ahead of Python 3.9 end of life in October 2025, while maintaining backward compatibility during the transition.
To learn more, see this Workiva Community migration post: Upcoming Change: Python 3.9 End-of-Life Action Required for Workiva Scripting Users.

Sustainability

• New: Assess readiness for IFRS Sustainability Disclosure Standards

To prepare to report using the International Financial Reporting Standards (IFRS) Sustainability Disclosure Standards from the International Sustainability Standards Board (ISSB), you can supplement your Sustainability Reporting workspace with additional files, including:
• Assessment templates, to collect stakeholder perspectives on the financial impact — or materiality — of sustainability-related risks and opportunities (ROs)
• ISSB gap assessment, to identify gaps in data collection or reporting for both general disclosures and ROs
• ISSB datapoint accelerator, to easily create or update metrics in Sustainability Program to help resolve gaps identified
• Sample ISSB report, as inspiration or a starting point
• An IFRS-ISSB section for your Factbook, to ease reporting of general disclosures
An additional cost may apply to deploy these files as an add-on to your workspace. Contact your Workiva CSM or implementation partner for details.
To learn more, see this Workiva Support page: Prepare International Sustainability Standards Board-ready reporting.

• New: Copy additional files for new year in Sustainability Program

From Sustainability Program, you can now choose to copy or "roll forward" additional files — such as Processes, the Factbook Spreadsheet, or reporting outputs — when you add a new reporting year.
To learn more, see this Workiva Support page: Manage and roll forward years in Sustainability Program.

• New: Explore and assess readiness for Australian Sustainability Reporting Standards

From Sustainability Explorer, you can now include the content of the Australian Sustainability Reporting Standards (ASRS) from the Australian Accounting Standards Board (AASB). When included, you can explore and bookmark the Standards, and align their requirements with related metrics in Sustainability Program.
To help prepare to report using the ASRS, you can also supplement your Sustainability Reporting workspace with additional files, including:
• Assessment templates, to collect stakeholder perspectives on the financial impact — or materiality — of sustainability-related risks and opportunities (ROs)
• ASRS gap assessment, to identify gaps in data collection or reporting for both general disclosures and ROs
• ASRS datapoint accelerator, to easily create or update metrics in Sustainability Program to help resolve gaps identified
• ASRS section for your Factbook, to ease reporting of general disclosures
Depending on your subscription, an additional cost may apply to enable ASRS in Sustainability Explorer, or to deploy the supplemental files as an add-on to your workspace. Contact your Workiva CSM or implementation partner for details.
To learn more, see this Workiva Support page: Prepare Australian Sustainability Reporting Standards-ready reporting.

• New: "Explore draft" checklist for California Senate Bill 261

From Sustainability Explorer, you can now include the draft checklist from the California Air Resources Board (CARB) to disclose climate-related financial risks in compliance with California Senate Bill (SB) 261.
SB261 requires companies with at least $500M in annual revenue doing business in California to disclose their climate-related financial risks and mitigation strategy every two years, starting January 1, 2026.
To enable the draft checklist in Sustainability Explorer, select California Climate Related Financial Risk disclosures (SB261) or All frameworks from the Properties panel, or contact your Workiva CSM to add it to your account.
When enabled, you can:
• Explore and bookmark requirements to comply with SB261.
• Align SB261 requirements with related metrics in Sustainability Program.
• Identify how SB261 requirements relate to Task Force on Climate-related Financial Disclosures (TCFD) or International Financial Reporting Standards (IFRS) Sustainability Disclosure Standards you may already use for reporting.
To learn more, see this Workiva Support page: Explore California Air Resources Board rules for sustainability reporting.

Original source Report a problem

Carbon

• New: "Fuel & Energy Related Activities (FERA)" extension calculator now available.

Chains

• Update: Connector to Workday Adaptive Planning updated.
• Update: GroundRunner host configuration change.
• Update: NetSuite Connector SOAP endpoint updated to version 2025.2.
• Update: PowerBi connector authentication change.

Spreadsheets

• New: Doc Health Warning when Formula version is outdated.

Carbon

"Fuel & Energy Related Activities (FERA)" extension calculator now available
To calculate your well-to-tank (WTT) emissions from purchased fuels and purchased energy, contact your Workiva Carbon point of contact who can add the extension calculator to your workspace. This calculator is available to Standard and Advanced customers with Scope 3 calculations.
To learn more, see this Workiva Support page: Fuel & Energy Related Activities (FERA) extension calculator.

Chains

Connector to Workday Adaptive Planning updated.
With this update, Workiva offers two authentication methods (Basic and JWT Bearer Grant (Workday Credentials)). You can select the one you want to use under Credentials in the connection configuration.
To learn more, see this Workiva Support page: Connector to Workday Adaptive Planning.

GroundRunner host configuration change
The Platform auth host values for GroundRunners have changed. The new values are as follows:

• If in North America, enter h.app.wdesk.com/s/chains-reaper
• If in Europe, enter h.eu.wdesk.com/s/chains-reaper
• If in APAC, enter h.apac.wdesk.com/s/chains-reaper
  To learn more, see this Workiva Support page: Install and manage GroundRunners.

NetSuite Connector SOAP endpoint updated to version 2025.2.
The NetSuite Connector's SOAP endpoint has been updated from 2024.2 to 2025.2. No functionality will change with this update.

PowerBI connector authentication change
Microsoft has changed how user delegation based on OAuth works in the PowerBI connector; it is now mandating MFA.
For information on the Microsoft change, see this Microsoft Ignite page: Planning for mandatory multifactor authentication for Azure and other admin portals.
To learn more, see this Workiva Support page: Connector to Power BI

Spreadsheets

Doc Health Warning when Formula version is outdated.
We have added a warning in Doc Health when the formula version is less than the head formula version. This is a document-wide warning and has a section similar to Publish issues.
To learn more, see this Workiva Support page: Check your formula version.

Original source Report a problem

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.

EDIT 11/3/2025: Removed Sustainability note.

Carbon

New: Version 3.1 emission factor library now available.

Version 3.1 emission factor library now available
In Version 3.1, the release year of an emission factor is matched to an entry’s reporting year. This means the most recently released emission factor will be applied to an entry rather than an emission factor calculated off of the same year’s data. Version 3.1 includes all of the same emission factors as Version 3.

To learn more, see this Workiva Support page: Factor sources in Workiva Carbon.

Original source Report a problem

EDITED 27 Oct.

Carbon

• New: Bulk upload Water and Custom data to Workiva Carbon.
• Changed: Custom source emissions for franchisor locations now go to scope 3.
• Improved: New account settings access control permissions.

Bulk upload Water and Custom data to Workiva Carbon

You can now add data for Water and Custom categories by uploading spreadsheets in any format for multiple locations. You’ll get suggestions to help you map the headings and values to fields in Carbon. To make sure the upload is successful, you’ll be guided to fix issues. If you need to take a break, you can save your progress and come back later. To learn more, view Upload data in bulk to Workiva Carbon.
Note: For Custom categories, the unit of measure in the upload needs to match the unit of measure used when the custom source was created.

Custom source emissions for franchisor locations now go to scope 3

Previously, emissions from custom sources that were associated with locations you don’t control were categorized based on the scope of the custom source. This occurred even when the location was set up as an asset or franchise, which would categorize it as scope 3. Now, those emissions are categorized as scope 3.
This change affects new and updated calculations only. If you want to apply this change to previous calculations, contact your CSM to do a reprojection.
To learn more, see this Workiva Support page: Measure custom sources and data.

New account settings access control permissions

7 new permissions are now available for team members with custom roles The new permissions are for company details, vehicles, groups, and data imports. By default, the new permissions will be checked for all existing custom roles.
To learn more, see this Workiva Support page: Manage team member roles and permissions in Workiva Carbon.

GRC

• Evidence markup viewer scroll position now stays constant.

Evidence markup viewer scroll position now stays constant

The Audit evidence markup viewer now retains the scroll position when switching between tabs.

Presentations

• Update: Fix to Adobe-specific PDF rendering issues from presentations

Fix to Adobe-specific PDF rendering issues from presentations

When hovering the mouse over the bar or column on a combo chart the tooltip now displays below the label so that both pieces of information are visible, as shown below.

Sustainability

• New: Programmatically add related Explorer content and tags to metrics within a Sustainability Program.
• New: Return intent of IFRS SDS or SASB content in Query.

Programmatically add related Explorer content and tags to metrics within a Sustainability Program

The Sustainability API endpoints now support using the frameworkReferences and tags fields to programmatically add related Explorer content and tags to metrics within a Sustainability Program.
To learn more, see this Workiva Developer Support page: Sustainability.

Return intent of IFRS SDS or SASB content in Query

Queries that use Sustainability Explorer as a source can now include a Kind field to return the intent of content — such as general guidance, mandatory requirement, or additional context — from International Financial Reporting Standards Sustainability Disclosure Standards (IFRS SDS) or Sustainability Accounting Standards Board (SASB).
To learn more, see this Workiva Support page: Use Sustainability Explorer content in Query.

Tasking

• New: Improvements to Tasking Home features and controls

New Tasking Home features and controls

We’ve reimagined Tasking Home to make it faster, clearer, and more customizable. Here’s what’s new:

• A fresh visual design. This provides a clean modern layout that is easier to scan and read, allowing you to focus on the work that matters most.
• Quick priority filters. These let you instantly zero in on your most important work with one click:
  • To Do
  • Due This Week
  • Overdue
• Enhanced filtering. Combine multiple filters to display tasks by combinations of Task, Due by, Status, Location, Created by, Date created, and User. Save time by creating views that show only what you need to see.
• At-a-glance task details. The upgraded task table now provides richer context in one place:
  • Status (for example: In Progress, Awaiting Approval)
  • Due dates with clear visual cues (for example: “Due Tomorrow,” “Overdue”)
  • Approvers and assignees visible in the main view
  • Linked locations without extra clicks
• Column Management. Customize your workspace display with flexible column controls, including the ability to reorder columns, pin important columns to the left or right and hide what you don’t need to see.
• Export Task information. Download your current task list for further review, reporting, or offline analysis.
  To learn more, see this Workiva Support page: View and complete tasks.

Original source Report a problem

Spreadsheets

New: Support for array formulas, Support for array spilling, and 17 new functions

Spreadsheets

Array Formula support, Spill, and 17 new functions

We're thrilled to announce that our platform now supports dynamic array formulas, which is capable of automatically spilling results into adjacent cells. This powerful update allows you to write one formula to instantly sort, filter, and perform complex calculations on entire ranges of data, without ever having to drag and fill again.
In addition to arrays formulas and spill, we’ve also added 17 new functions to help you better utilize arrays in Workiva. Here are the new functions:

• CHOOSECOLS — extract specific columns from a range or array.
• CHOOSEROWS — extract specific rows from a range or array.
• COLUMNS — determine the number of columns in a specified array or reference.
• DROP — remove a specified number of rows or columns from the beginning or end of an array or range.
• FILTER — extract rows from a range or array that meet specified conditions.
• HSTACK — to horizontally stack multiple ranges or arrays into a single range.
• MMULT — calculate the matrix product of two arrays. The MMULT function returns the product of two arrays as a matrix.
• ROWS — determine the number of rows in a specified array or reference.
• SEQUENCE — generate a list of sequential numbers in an array.
• SORT — dynamically sort a range or array by one or more columns in ascending or descending order.
• TAKE — extract a specified number of rows or columns from the beginning or end of a range or array.
• TOCOL — an array as a single column.
• TOROW — an array as a single row.
• TRANSPOSE — convert a vertical range of cells to a horizontal range, or vice versa.
• TEXTSPLIT — split text strings into rows and columns based on specified delimiters.
• UNIQUE — extract a list of unique values in a list or range. Values can be text, numbers, dates, times, etc.
• VSTACK — vertically stack multiple ranges or arrays into a single range

Please note that to use the new functionality, your document must be using the latest Formula Version (Formula Version 5). You can check which formula version your document is on by reviewing the Properties section in your Spreadsheets, Document, or Presentation. To learn more on how to check your formula version, read Document and section properties.

By default, the majority of documents will be on Formula Version 5. However, if your document is not on Formula Version 5, you can contact support to request to have your file upgrade to the newest formula version. Please note that upgrading your document to Formula Version 5 may change how

Minor Changes / Bug Fixes

Minor Changes / Bug Fixes
In addition to the introduction of arrays, spill, and 17 new formulas, Formula Version 5 also brings some minor changes and bug fixes:

• Fixed a bug in the COUNTIF(S) functions when searching over an unbounded range (e.g. A:A) with a criteria that is satisfied by empty.
• Fixed a bug in the AND/OR functions when searching a range that has text values that can't be parsed as boolean.
• Certain functions now more reliably propagate errors that are directly passed as an argument. (SUBTOTAL, HLOOKUP, VLOOKUP)
• Certain functions that would return a single cell reference now actually return a reference instead of the cell's value. (IF, IFS, CHOOSE, INDEX)
• Certain functions that couldn't search for blanks in an unbounded range now can do so. (COUNTBLANK, TEXTJOIN)
• Improvements to the validation logic used to ensure ranges given to *IF(S) functions have compatible sizes.
• Small tweaks to function argument validation to better match other spreadsheet applications. (example: VLOOKUP’s table_array parameter now requires a range/array)
• Many functions were updated to treat single cell references the same as range references for consistency. (example: SUMPRODUCT when given a single cell reference to an empty cell.)

To learn more, see this Workiva Support page: Use array formula functions in spreadsheets.

Original source Report a problem

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.

Carbon

• New: Bulk upload Waste data from spreadsheets

Documents, Presentations, Spreadsheets

• Improved: Toolbar for Table Editing

Sustainability

• Change: "Pending" status for metric values with no tasks

Documents, Presentations, Spreadsheets

• Improved Toolbar for Table Editing

You can now use the Highlight button on text within any table cell. We've also grouped all table formatting tools together in the toolbar to make them easier to find.

Carbon

• Bulk upload Waste data from spreadsheets
  You can now add data for Waste by uploading spreadsheets in any format for multiple locations. You’ll get suggestions to help you map the headings and values to fields in Workiva Carbon. To make sure your upload is successful, you’ll be guided to fix issues before you can import. If you need to take a break, you can save your progress and come back later. To learn more, view Upload Buildings, Vehicles, People and Waste data to Workiva Carbon in bulk.
  To learn more, see this Workiva Support page: Upload Buildings, Vehicles, People, and Waste data to Workiva Carbon in bulk

Sustainability

• "Pending" status for metric values with no tasks
  For clarity, values not included in metric tasks now display a status of "Pending" in Sustainability Program until complete. Previously, these values showed a status of "Not started". You'll also see the pending status in the topic view as well as in the pie chart within the metric view.
  To learn more, see this Workiva Support page: Manage metric values in Sustainability Program.

Original source Report a problem

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.

Binders

• New: Multi-file uploads to Binders
  You can now upload multiple files to Binders from outside of Workiva by multi-selecting in the file browser as you would normally.

Carbon

• New: Control who can filter by groups on the Measure dashboard
  With the new Filter by groups permission, you can now remove the ability for a custom role to filter the
  Measure
  dashboard based on entry and location groups. By default, custom roles can filter by groups.

Chains

• New: Workiva Get Sheet Data command adds "Use Platform API" option
  WorkivaGet Sheet Datacommand adds "Use Platform API" option
  In the Workiva connector, theGet Sheet Datacommand now has a "Use Platform API " option. When this box is marked, this command returns the sheet data using standard decimal notation. If it is blank, the sheet data is returned using scientific notation.
  This will force the command to use theRetrieve data from a sheet endpointrather than the spreadsheet API'sReturn data from a region endpoint.

Generative AI

• New: Documents Companion can read Chart Backing Table data
  The Workiva AI Companion in documents is now able to read the backing table data for any inline chart.
• Change: Google Gemini Model upgraded
  Workiva AI is upgrading the model provided via Google from Gemini 1.5 Pro to Google's Gemini 2.5 Flash. The model upgrade will improve intelligence and performance. This change will be done automatically and there are no actions required from the user. The Knowledge Cutoff date of this model is January 2025.

Sustainability

• New: Browse and select source files for metric values
  When you connect a metric value to a source file from a Sustainability Program, you can now browse to and open the source file (similar to Files) from the value details. When you complete the connection from the file, you can then hover over a metric value to view its connected source file and section.
  To learn more, see this Workiva Support page: Connect source Workiva files to Sustainability Program values.

• New: Import items into Sustainability Program
  From a Sustainability Program, you can now generate Spreadsheet templates to add new items 6 such as dimensions, tags, topic, metrics, and metric details 6 in bulk. When you import the templates into the Program, it validates their details and helps resolve any errors before adding the new items.
  To learn more, see this Workiva Support page: Import into Sustainability Program.

• New: View Sustainability Program metric values from all collection periods
  You can now select to view values for all collection periods of the Program year from any Sustainability Program metric. Previously, you could view only one period's values at a time.
  To learn more, see this Workiva Support page: Connect source Workiva files to Sustainability Program values.

Original source Report a problem

Chains

Sage Intacct Get Trial Balances V2 option added

• In the Sage Intacct connector, the Trial Balance node now has a "Use V2" option. When this is active, all "subs" field now explicitly send "false" if their checkbox is blank.
• To learn more, see this Workiva Support page: Sage Intacct Get Trial Balances V2 option.

SFTP Connector list directory command updated

• The "list directory" command in the SFTP Connector has been updated. "Remote files details" now returns a JSON array with the following fields:
  • modifiedTime = last time the SFTP file was modified
  • mode = file mode
  • remoteFile = path to the remote file (this matches the other output)
  • accessedTime = last time the SFTP file was accessed
• Sample:
  [ {"modifiedTime":"Wed Sep 10 03:15:15 UTC 2025","size":"60","mode":"-rwxrwxr-x", "remoteFile":"/tmp/somefile.txt","accessedTime":"Wed Sep 10 03:15:15 UTC 2025"},
  {"modifiedTime":"Wed Sep 10 02:37:36 UTC 2025","size":"60","mode":"drwxrwxr-x", "remoteFile":"/tmp/someDir","accessedTime":"Wed Sep 10 02:37:36 UTC 2025"}]
• To learn more, see this Workiva Support page: SFTP Connector list directory command.

Sustainability

Sustainability

• Simplify writing for European Sustainability Reporting Standards with Workiva AI
• To help simplify the complexities of the European Sustainability Reporting Standards (ESRS), you can now use the ESRS Intelligence knowledge base to ask Workiva AI to summarize and clarify the Standards and their disclosure requirements. If your Sustainability Explorer includes the ESRS, you can also view the source content used by Workiva AI to develop its response.
• ESRS Intelligence is available for any Sustainability Reporting Advanced workspace that has Workiva AI enabled.
• To learn more, see this Workiva Support page: Use Workiva AI with European Sustainability Reporting Standards.

Original source Report a problem