Workiva

• New fileRuns for each new file in Workiva. Ones already there when the workflow is turned on don't start it. How often it checks follows your workspace plan.
• File changedRuns each time a file changes in Workiva. Changes made before the workflow is turned on don't start it. How often it checks follows your workspace plan.
• New taskRuns for each new task in Workiva. Ones already there when the workflow is turned on don't start it. How often it checks follows your workspace plan.
• Task completedRuns each time a task is completed in Workiva. Ones completed before the workflow is turned on don't start it. How often it checks follows your workspace plan.
• New activityRuns for each new activity in your Workiva organization, such as a sign-in, a user added or a setting changed. Ones already there when the workflow is turned on don't start it. Needs the organization ID on the connection and an admin user. How often it checks follows your workspace plan.

• List filesList the files and folders the connection's Workiva user can open, most recently changed first, optionally of one kind or in one folder.
• Get a fileGet one file or folder: its name, kind, folder and when it last changed.
• Create a file or folderCreate an empty document, spreadsheet, presentation or folder. Workiva makes it in the background, so it may take a few seconds to open.
• Copy a fileCopy a file or folder, optionally into another folder and under a new name, and wait for Workiva to finish.
• Export a fileExport a document (PDF, Word or XHTML), spreadsheet (PDF, Excel or CSV) or presentation (PDF or PowerPoint) and save the file, ready to attach or upload in a later step.
• Import a fileUpload a file to Workiva: an Excel or CSV file becomes a spreadsheet, a Word file a document, a PowerPoint or Visio file a presentation, or keep any file as a supporting document.
• Move a file to the trashMove a file or folder to the trash (a folder with everything in it). It can be restored from the trash in Workiva.
• List sheetsList the sheets of a spreadsheet.
• Add a sheetAdd a sheet to a spreadsheet. Workiva adds a number to a name already used.
• Delete a sheetDelete a sheet from a spreadsheet.
• Read cellsRead the values in a range of a sheet, row by row.
• Write cellsWrite values into a range of a sheet, replacing what is there, and wait for Workiva to finish. Cells in the range that the rows don't reach are cleared.
• List milestonesList the milestones of a document, spreadsheet or presentation.
• Create a milestoneMark the current version of a document, spreadsheet or presentation with a milestone, such as the version sent to the auditors.
• List tasksList tasks, most recently changed first, by assignee, file, title, due date or when they changed.
• Get a taskGet one task with its status, assignees and approval steps.
• Create a taskCreate a task, optionally on a file, with assignees, a due date and an approval step.
• Update a taskChange a task's title, description, due date or assignees. Changing the assignees restarts the task.
• Approve, reject or submit a taskMove a task along its approval: submit it, approve or reject it, skip an approval step, restart it or cancel it. The connection's Workiva user must be allowed to take that action on the task.
• Delete a taskDelete a task.
• Get an operationCheck on a long-running Workiva operation, such as a copy, export or import that was still running when its step stopped waiting.
• List activitiesList what was done in your Workiva organization, or one workspace, newest first: sign-ins, users added, roles and settings changed. Needs the organization ID on the connection and an admin user.
• List record typesList the kinds of Integrated Risk records your workspaces keep (such as controls, risks and issues) and the properties each has.
• List recordsList Integrated Risk records of one type, such as every control or issue, or get one by its ID.
• List usersList the people in your Workiva organization, with the IDs tasks and filters use. Needs the organization ID on the connection.

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