Topics
Installation and Licensing
Install the plugin on your Polarion server and confirm licensing.
Set Up a Work Item Checklist
Add a checklist custom field to a work item type and expose it on the form.
Set Up a Document (LiveDoc) Checklist
Embed a checklist panel inside a LiveDoc using a wiki block.
Set Up a Test Run Checklist
Attach a checklist to a test run for execution-time verification.
Set Up a Plan Checklist
Attach a checklist to a plan for release or milestone gating.
Create a Checklist Template
Define a centrally managed template so changes propagate to every item.
Configure Gate Enforcement (DoD / DoR) and Freeze on Status
Use workflow functions and conditions to gate transitions on checklist completion.
Track and Compare Checklist Baselines
Freeze checklist snapshots and compare them across revisions for audits.
Guide Groups
Setup
- Installation and Licensing — Install the plugin and verify licensing before configuring any checklist.
- Set Up a Work Item Checklist — Custom field, form extension, and optional summary field for work items.
- Set Up a Document (LiveDoc) Checklist — Custom field plus a wiki block for LiveDocs.
- Set Up a Test Run Checklist — Attach a checklist to a test run.
- Set Up a Plan Checklist — Attach a checklist to a plan.
Templates
- Create a Checklist Template — Centrally manage checklist content with
workItemTemplateId/documentTemplateId. - Multiple Templates per Type and Reset on Type Change — Handle several checklist templates on one work item type.
- Shared and Cross-Project Templates — Reference a template stored in another project.
- Import Checklist Content — Bring existing checklist content into a template.
Workflow and Access
- Configure Gate Enforcement (DoD / DoR) and Freeze on Status — Block or gate transitions on mandatory items.
- Control Who Can Change the Checklist — Restrict who can edit checklist structure versus who can check items.
- Add Notes and Customize Item Icons — Attach reviewer notes and adjust item icons.
Baselines and Reporting
- Track and Compare Checklist Baselines — Freeze and compare checklist snapshots.
- Export Checklists and Surface Progress in Reports — Export checklist content and surface summary fields in reports.
Troubleshooting
- Checklist Is Marked Read-Only — Diagnose why a checklist can’t be edited.
- Save Errors and Version Compatibility — Resolve save failures and version mismatches.
- Duplicate, Type-Change, and Formatting Issues — Fix common data issues after templates or type changes.
